Upload
buihanh
View
222
Download
0
Embed Size (px)
Citation preview
Copyright © 2006, Oracle. All rights reserved.2
Purpose:This document provides an overview of features and enhancements included in CRM 8.0. It is intended solely to help you assess the business benefits of upgrading to CRM 8.0.
Disclaimer:This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.
Copyright © 2006, Oracle. All rights reserved.
ADMApplication Deployment Manager
Functional Deep Dive
Copyright © 2006, Oracle. All rights reserved.4
Agenda
• Business Needs• Functional Overview• Technical Architecture• Demonstration• Troubleshooting• Limitations• Q&A
Copyright © 2006, Oracle. All rights reserved.5
Agenda
• Business Needs• Functional Overview• Technical Architecture• Demonstration• Troubleshooting• Limitations• Q&A
Copyright © 2006, Oracle. All rights reserved.6
Agenda
• Business Needs• Functional Overview• Technical Architecture• Demonstration• Troubleshooting• Limitations• Q&A
Copyright © 2006, Oracle. All rights reserved.7
What’s the Problem?
Deploying customizations is complex and time-consuming
• Labour-intensive– Manual process
• Error-prone– Many different deployment techniques
• Intrusive– Can require lengthy outages
Copyright © 2006, Oracle. All rights reserved.8
What’s the Problem?
Deploying customizations is complex and time-consuming
• Labour-intensive– High man-power costs
• Error-prone– Low quality of deployment / Cost of rework
• Intrusive– High cost of downtime
Copyright © 2006, Oracle. All rights reserved.9
Scale of Problem
Deployments not only to Production• Most deployments are to non-production
environments– Development, Test, Training, etc
• Often daily drops between development systems
Typically multiple Production drops each year• Each drop can take hours to deploy
• Often hundreds or even thousands of drops per year in total
Copyright © 2006, Oracle. All rights reserved.10
What’s Needed?
Automated deployment
Re-usable deployment
Decreased deployment time
Decreased down-time
Greater insight to what’s being deployed
Copyright © 2006, Oracle. All rights reserved.11
Agenda
• Business Needs• Functional Overview• Technical Architecture• Demonstration• Troubleshooting• Limitations• Q&A
Copyright © 2006, Oracle. All rights reserved.12
What Does ADM Do?
Provides consistent framework to migrate just about all types of Siebel customizations
Changes can be bundled into re-useable packages
Can deploy to multiple servers with a single comman d
Copyright © 2006, Oracle. All rights reserved.13
ADM Feature Roadmap
Initially released in Siebel 7.7Enhanced in Siebel 7.8• Additional data types (objects) supported
Major Enhancements in Siebel 8.0• Packaging• Automation• Many new data types• Backup/restore• Activation
Development will continue through later Siebel releases
Copyright © 2006, Oracle. All rights reserved.14
New and Changed Features forADM
New unified framework for deployment operationsPackaging of customizations into re-usable packages
* Please see Bookshelf for all objects.
8.07.87.7Category
Workflow ProcessesAppletsViews
Repository Objects
SRFWeb templates
Files
Enhanced Export
Packaging
Automated Deployment Activation, Backup, Restore
Smart Scripts WF PoliciesProposal Templates
ExportImport
Price ListsCustom Products
ImportExport
List of ValuesState ModelsAccess Groups
Runtime Objects
FunctionsObjects*FunctionsObjects*FunctionsObjects*
Copyright © 2006, Oracle. All rights reserved.15
Functional Overview
Bundle objects into single packageOne package can contain multiple different data typ esCan include objects based on
• Repository (i.e. BC)– Exported through Siebel Tools– Exported as SIF file
• Database (i.e. Workflow Policy)– Exported through Siebel client– Exported as XML file
• File (i.e. Web Template)– Exported through simple file copy
Package Deploy Activate Recover
Copyright © 2006, Oracle. All rights reserved.16
Functional Overview (contd.)
Deployment/Activation• Automated deployment and activation • Activation-only support (e.g., for objects deployed via dev2prod)• Staged deployment by category / server / step• Deployment orchestration stop/restart• Deployment status and history• Command line interface for deployment• Limited high-availability deployment support (online
deployment/activation, staged server deployment)*• Validation for deployment registry, profile, package and target
enterprise
*Limitations apply, some downtime expected
Package Deploy Activate Recover
Copyright © 2006, Oracle. All rights reserved.17
Functional Overview (contd.)
Package Deploy Activate Recover
Recovery• Backup/Restore support for items affected on target system
Framework-Generic• Detailed logging for deployment operations• Extensible and meta-data driven deployment framework• Integration CLI interface for third-party change management
tools • Support for non-Siebel App Servers as deployment targets
(e.g., Report Server)• Support for multiple Siebel Enterprises from one ADM
installation
Copyright © 2006, Oracle. All rights reserved.18
Scenario: Minor/Major Release – Limited Repository
ADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageTargetTargetTargetTarget
EnterpriseEnterpriseEnterpriseEnterpriseRepositoryRepositoryRepositoryRepository
Shut Dow
nShut D
own
Shut Dow
nShut D
own
Deploy
Star
tup
Star
tup
Star
tup
Star
tup
ADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageFilesFilesFilesFiles Deploy Activate
ADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageDB RecordsDB RecordsDB RecordsDB Records
Deploy &Activate
ActivateCompile
SRF
Separate or Separate or Separate or Separate or combined combined combined combined packagespackagespackagespackages
““““Release to TestRelease to TestRelease to TestRelease to Test””””step onlystep onlystep onlystep only
SyncSchema
Copyright © 2006, Oracle. All rights reserved.19
Scenario: Major Release – Full Repository
ADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageRepositoryRepositoryRepositoryRepository
ADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageFilesFilesFilesFiles
ADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageADM PackageDB RecordsDB RecordsDB RecordsDB Records
RepositoryRepositoryRepositoryRepositoryDatDatDatDat filefilefilefile
Target Enterprise
Import SyncSchema
Star
tup
Star
tup
Star
tup
Star
tup
Deploy Activate
Deploy &Activate
Shut Dow
nShut D
own
Shut Dow
nShut D
own
Activate WF & Task
ActivationActivationActivationActivation PackagePackagePackagePackageActivationActivationActivationActivation PackagePackagePackagePackageWF / TasksWF / TasksWF / TasksWF / Tasks
RepositoryRepositoryRepositoryRepository
Test EnterpriseTest EnterpriseTest EnterpriseTest Enterprise
Copyright © 2006, Oracle. All rights reserved.20
Agenda
• Business Needs• Functional Overview• Technical Architecture• Demonstration• Troubleshooting• Limitations• Q&A
Copyright © 2006, Oracle. All rights reserved.21
Automated process
ADM – Functional OverviewUser Process Flows
PROCESS
Start
Source environment(Packaging)
Load deployment package
Acknowledge, toterminate session
Deploy / Activate package
Perform targetenv. validation
Create deployment session for target
enterprise
Create and validatedeployment package
Deployment Server (Deploying)
Identify customizations and export to file
Verify deployment (perform any
recovery actions)
Copyright © 2006, Oracle. All rights reserved.22
Deployment Steps
valent
load
create
validate
backup
copy
activate
restore_session
restore_copy
restore_activate
optional
Verify*
Deployment Recovery
acknowledge
delete
* manual step
Copyright © 2006, Oracle. All rights reserved.23
Deployment Package
Target environment
Deployment Diagram
Source environment
Siebel enterprise
Orchestration environment
Management Server
Siebel Server
Agent
Siebel Server
Agent
Siebel Server
Agent
Copyright © 2006, Oracle. All rights reserved.24
High Level Architecture Diagram
Deployment Package
Deployment Package
Siebel Server
Management Functions(includes ADM modules)
JMX Remote – (OEM)
Siebel Server Siebel Server
Local database
Management Server
JMX Agent (MBeans)
ADM Admin Db Export (Db Items)
Siebel Tools(Repository Items)
Source Environment
Target Environment
ADM Server Comp
Orchestration Environment
ADM Registry (XML)
Target Profile (XML)
Other Dev Editors
(File Items)
ADM Package Utility
(Descriptor)
3rd Party Change Mgmt Tools
RMI
Client Environment
Command Line Interface
RMI
JMX Remote (OEM)
Copyright © 2006, Oracle. All rights reserved.25
Technologies
Agent - JMXThe Java Management Extensions (JMX) technology is an open technology for management and monitoring that can be deployed wherever management and monitoring are needed. By design, this standard is suitable for adapting legacy systems, implementing new management and monitoring solutions and plugging into those of the future.
Command Line - RMIThe Java Remote Method Invocation (RMI) system allows an object running in one Java Virtual Machine (VM) to invoke methods on anobject running in another Java VM. RMI provides for remote communication between programs written in the Java programming language.
Copyright © 2006, Oracle. All rights reserved.26
Repository/Database Deployment Flow
Management Server
Management Agent
Siebel Server
ADM OM
PackageLoad
Package
Deploy
Package
Deploy to
SiebSrvr
Create
Async Req
S_SRM_REQUEST
ADM Processor
Invoke
Activation
Activate
Report
Status
Notify
Status
Log
Status
Note: Separate execution for Deployment and Activation
Copyright © 2006, Oracle. All rights reserved.27
File Deployment Flow
Management Server
Management Agent
Siebel Server
PackageLoad
Package
Deploy
Package
Copy to
SiebSrvr
Notify
Status
Log
Status
File
Copyright © 2006, Oracle. All rights reserved.29
Agenda
• Business Needs• Functional Overview• Technical Architecture• Demonstration• Troubleshooting• Limitations• Q&A
Copyright © 2006, Oracle. All rights reserved.30
Agenda
• Business Needs• Functional Overview• Technical Architecture• Demonstration• Troubleshooting• Limitations• Q&A
Copyright © 2006, Oracle. All rights reserved.31
Ensure service startup successful
In Control Panel -> Admin Tools -> Services
Copyright © 2006, Oracle. All rights reserved.32
Management Server successful start
Management Server Log
MgmtServer INFO 2006-11-13 04:27:38 new connection to [ name=SDCHS22N002_1199 url=service:jmx:rmi://SDCHS22N002/jndi/rmi://SDCHS2 2N002:1199/jmx/siebe
l/agent state= online ]
Copyright © 2006, Oracle. All rights reserved.33
Management Server log info
• Ignore messages “Agent not online or name is invali d”as long as there is a final “online” message
• Ignore message “AlertManager already started” with a long stack trace!
Copyright © 2006, Oracle. All rights reserved.34
Management Agent Log
• No errors should be printed in the Agent.log file
Copyright © 2006, Oracle. All rights reserved.36
Successful DeploymentManagement Server
<PackageName>_<Session_Number>.log
Application Server, StatusDetail=This notification is for performance purpose only, not for status reporting!, Session Number=510, Status= MIGRATION_RUNNING, Server Host Name=sdchs22n002}'.
Session-510 INFO 2006-11-13 04:55:55Successfully upda ted unit status in deployment group 'File Group - Reports - Application Server'.
Session-510 INFO 2006-11-13 04:55:56Submitting unit ' database/42-5FNZY_Responsibility.xml' to agent 'SDCHS22N002_1199' succeeded.
Session-510 INFO 2006-11-13 04:55:56Start processing status message: '{Group Name=File Group -Reports - Application Server, StatusDetail=This noti fication is for performance purpose only, not for status reporting!, Session Number=510, Stat us=MIGRATION_COMPLETE, Server Host Name=sdchs22n002}'.
Copyright © 2006, Oracle. All rights reserved.37
Successful DeploymentManagement Agent - File
2006-11-13 04:55:52 -0700
FileMBean INFO 2006-11-13 04:55:53 Copying from source file 'D:\20302MS\Packages\sample\file\AppServer\reports\ ENU\sample.rox'.
FileMBean INFO 2006-11-13 04:55:53 Backing up destinat ion file 'D:\20302\ses\siebsrvr\REPORTS\ENU\sample.rox'.
FileMBean INFO 2006-11-13 04:55:53 Deploying to destin ation file 'D:\20302\ses\siebsrvr\REPORTS\ENU\sample.rox'.
FileMBean INFO 2006-11-13 04:55:54 Results from action 'DEPLOY_COPY':file/AppServer/reports/ENU/sample.rox DEPLOYMENT_COMPLETE
Copyright © 2006, Oracle. All rights reserved.38
Successful DeploymentManagement Agent – Database/Repository
2006-11-13 04:55:53 -0700
DataMBean INFO 2006-11-13 04:55:53 Submitting deployme nt request starts, parameters are:
Category=Database
Package Name=sample
Group Name=Database Group
Unit Name=database/42-5FNZY_Responsibility.xml
Session Number=510
Execution Id=1
Enterprise Profile Parameters:
DestinationRoot=d:\20302\ses\siebsrvr
PerformDeployment=Yes
PerformBackup=Yes
PackageLocation=D:\20302MS\Packages
ServerConnectString=siebel://SDCHS22N002:3320/siebe l/ADMObjMgr_enu
PerformValidation=Yes
Password=******
DegParallelism=1
User Name=SADMIN
WFPolicyActSrvr=SDCHS22N002_1199
PerformActivation=No
StopOnError=Yes
ADMBackupDir=\\SDCHS22N002\upload
DataMBean INFO 2006-11-13 04:55:56 Output from Siebel server are:
Status=NOT_STARTED
reqId=88-25C14
DataMBean INFO 2006-11-13 04:55:56 Deployment request successfully submitted.
Copyright © 2006, Oracle. All rights reserved.40
Failed deploymentSiebel Server
2021 2006-11-13 05:30:14 2006-11-13 05:30:14 -0700 000001a7 001 003f 0001 09 ADMProc 9437198 304 5512 d:\20302\ses\siebsrvr\log\ADMProc_0009_9437198.log 8.0 SIA [20302] ENU
ObjMgrLog Error 1 0000000845580158:0 2006-11-13 05:30:1 4 (eaiobjinst.cpp (2208)) SBL-EAI-13011: Field 'Name' in the integration component 'Responsi bility' contains value 'ADM Sample Responsibility 1xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxx… xxxxxxxxxxxx', which is longer than allowed length of 50 characters.
ObjMgrLog Error 1 0000000845580158:0 2006-11-13 05:30:1 4 (adptutils.cpp (1222)) SBL-EAI-04397: No user key can be used for the Integration Component instance 'Responsibility'.
EAISiebAdpt EAISiebAdptErr 1 0000000845580158:0 2006-11 -13 05:30:14 [0] No user key can be used for the Integration Component instance 'Responsibility' .(SBL-EAI-04397) (IDS_ERR_EAI_SA_NO_USERKEY)
ObjMgrLog Error 1 0000000845580158:0 2006-11-13 05:30:1 4 (stepexec.cpp (1540)) SBL-BPR-00162: Error invoking service 'UDA Service', method 'Sync Transaction Property Set' at step 'Import Data'.
ADM Event UDAGenericError 1 0000000845580158:0 2006-11- 13 05:30:14 Failed to deploy eai data.
ADM Event UDAGenericError 1 0000000845580158:0 2006-11- 13 05:30:14 Deployment failed.
Copyright © 2006, Oracle. All rights reserved.41
Agenda
• Business Needs• Functional Overview• Technical Architecture• Demonstration• Troubleshooting• Limitations• Q&A
Copyright © 2006, Oracle. All rights reserved.42
ADM Limitations
Data Volumes (database)• ADM is not designed as a volume data transfer tool• ADM is based on the EAI architecture• Each data type is loaded as a single EAI transactio n• Subject to the normal performance limits
Data Volumes (repository)• Same limitations as database data types• ‘DEV2PROD’ should be used where extensive
repository changes have been made• ‘DEV2PROD’ runs outside ADM control
Copyright © 2006, Oracle. All rights reserved.43
ADM Limitations
Restore• Will replace current image with image at time
of backup• Will lose any changes made since backup• Should only be used prior to going live with
new deployment
Copyright © 2006, Oracle. All rights reserved.44
ADM Limitations
Extendibility• Can only extend for Database / File data types
– No extendibility needed for Repository objects– Can’t add new categories of data type
• No support for Activation– Theoretically possible if suitable Business
Service exists, but not tested
Copyright © 2006, Oracle. All rights reserved.45
ADM Limitations
Downtime• Not a zero-downtime solution• Any repository changes require server restart (for SRF)• Some other changes require user logout• ‘System Impact’ shows the impact of deploying specif ic
data types– Information only field, can’t be changed
— No Impact— Rolling Server restart— Manual Activation— User Reconnect
– Defined in ADM Registry for each data type– Accessible through package definition
Copyright © 2006, Oracle. All rights reserved.47
Agenda
• Business Needs• Functional Overview• Technical Architecture• Demonstration• Troubleshooting• Limitations• Q&A