Automatation of Actuate Synchronization for New Siebel Users

If you implement actuate reports within Siebel you would know that when you create a new user you have to synchronize the user with the Actuate server so that they can generate Actuate reports.

Manual Synchronization for New Siebel Users:  After creating the new user in Siebel you would have to navigate to Reports Server > User Administration,
select the user and click the “Synchronize One” button.
Then a popup would display asking for credentials, you would enter the credentials, click OK and then the user is synchronized.

The above can be automated when the new user is created as such:

Automation of Actuate Synchronization for New Siebel Users:

1. In the target environment, login to the UI and navigate to Administration – Data > List Of Values. Create the following LOVs in order:

LOV 1:

Display Value: SYNC_REP_USERS
Language-Independant Code: SYNC_REP_USERS
Active: Y

LOV 2:

Language-Independant Code:
Active: Y

Click the Clear Cache button.

2. In Siebel Tools, create a new business service with:

Name: Sync Actuate User
Class: CSSReportServices
External User: Y
Server Enabled: Y

Create a business service method under this business service with:

Name: SyncOne

Create method arguments under the above method as such:

Argument 1:

Name: AcAdminLogin
Data Type: String
Type: Input
Optional: N
Storage Type: Property

Argument 2:

Name: UserID
Data Type: String
Type: Input
Optional: N
Storage Type: Property

Argument 3:

Name: AcAdminPassword
Data Type: String
Type: Input
Optional: Y
Storage Type: Property

3. In Siebel Tools, create a new workflow with name: Sync Actuate User

a) Create a Start Step connected to a siebel operation step called: Query
b) Query to be configured as such:

Business Component: Employee
Operation: Query

Create a new process property:

Name: Login Name
In/Out: In/Out
Business Object: Employee
Data Type: String
Access Mode: RW

Add SearchSpec to the step:

Expression Business Component: Employee
Filter Business Component: Employee
Type: Expression
Search Specification: “[Id]='” + [&Object Id] + “‘”

Add Output Argument to the step:

Property Name: Login Name
Type: Business Component
Business Component Name: Employee
Business Component Field: Login Name

c) Connect the Query step to a business service step: Report BS

Configure the Report BS business service step as such:

Business Service Name: Sync Actuate User
Business Service Method: SyncOne

Create the following input arguments for the business service step:

Argument 1:

Input Argument: AcAdminLogin
Type: Literal

Argument 2:

Input Argument: ActuateServerHost
Type: Expression

Argument 3:

Input Argument: UserID
Type: Process Property
Property Name: Login Name

d) Connect this business step to an End step. Also create an exception connector connecting this step to End also. The business service will always throw an exception as it throws an exception with message like:

…has been successfully created on the Report Server

You could create another business service step here to connect the exception condition to and check if the error returned is not the above string then the workflow could error.

4. In the Siebel Tools object explorer, navigate to Workflow Policy Column and create 2 new records with:

Record 1:

Name: Created
Table Name: S_CONTACT
Column Name: CREATED

Record 2:

Name: Employee Flag
Table Name: S_CONTACT
Column Name: EMP_FLG

5. In Siebel Tools object explorer, navigate to Workflow Policy Object and query for the Employee object. Then expand the Workflow Policy Object and select Workflow Policy Component, select the Employee Workflow Policy Component, expand the Workflow Policy Component and select Workflow Policy Component Col. Create 2 new records here with:

Record 1:

Workflow Column Name: Created
Alias: Created

Record 2:

Workflow Column Name: Employee Flag
Alias: Employee Flag

6. In the Siebel UI, navigate to Administration – Business Process > Workflow Policy Actions. Create the following action:

Name: Sync Newly Created Users
Program: Run Workflow Process
Workflow Object: Employee

With Arguments:

Argument: ProcessName
Value: Sync Actuate User

7. In the Siebel UI, navigate to Administration – Business Process > Workflow Policies. Create the following workflow policy:

Name: Sync Newly Created Users
Workflow Object: Employee
Policy Group:

With Conditions:

Condition 1:

Condition Field: Created
Operation: IS UPDATED

Condition 2:

Condition Field: Employee Flag
Operation: =
Value: Y

With Action:

Action: Sync Newly Created Users
Sequence: 1

Now regenerate the workflow policy triggers, also navigate to Administration – Business Process > Workflow Deployment. Activate the Sync Actuate User workflow. You are done

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