Hi Readers, here is an interesting topic which will be helpful to many of you at least in future :)
The objective of this post is to describe the steps involved in integrating Siebel Application with Fax Server to send the Fax messages to the customer when a Fax Campaign is launched in Siebel.
1. Requirement overview : In this scenario, we need to install the following
- Siebel eCommunications– Used by the internal employees to launch the campaigns.
- Microsoft Exchange Server – Used to receive the fax message in the form of the Email to a dedicated email address of the MS Exchange. The format of the Email Address is Fax Number + Domain.
- Faxination Server – Faxination Server connects to email box on MS exchange server and receives the email messages. It converts email message to Fax message and sends the fax to the customer through Fax server.
- Fax Server – Used for delivering the Fax messages to the targeted recipient.
1. Prerequisites:
The following prerequisites should be in place before starting to launch a Fax Campaign in Siebel application.
1.1. Port Availability
Ä SMTP Server - The SMTP Server listens on port 25 which is necessary to send an outbound email from Siebel to MS Exchange Server.
1.1. Siebel Component
Ä Communications Outbound Manager- Navigate to "Administration-Configuration -> Enterprises -> Component Groups" and query for "Communications Management" under component groups applet and then query for "Communications Outbound Manager" component under "Components" applet. This is the component which must be active and running.
1.1. Configuring Communication Profile for Fax Outbound Interface:
Create communication profile:
- Login to application by entering Admin credentials
- Navigate to Administration – Communications -> Communication Drivers and Profiles
- Query “Internet SMTP/POP3 Server” and select Profile view
- Create new profile in profile applet eg “Fax Notifications”.
- For outbound communication create following parameter
- From Address : Any Email Address (Generally it should be Siebel Email box Id )
- SMTP Server: Name of the SMTP Server which will send the email
- SMTP Server Port : Server Port Number eg : 25
- SMTP Account Name : SMTP Account Name
- SMTP Account Password : SMTP Account Password
· Click on "Menu" button on "Profiles" applet and click on "Submit Profile Changes"
1.1. Configuring the Fax Address:
In order to have fax recipient information processed correctly by the MS Exchange server and to work with the email account which is used by the fax server, we must modify the configuration data in Siebel Tools.
In the Fax Address field of the Campaign Recipient Business Component change the calculated value to include the email address represented as follows
IIF([Fax Phone #] IS NOT NULL, "'/fax="+ToChar([Active Fax #])+"/' <replace_me@replace.me.com>", "")
1. Testing Fax Treatments:
For complete details on testing Fax Treatment one can go to Administration>Campaign Management>Campaign List > Design Tab
In the design tab select the Treatment with the Channel as Fax and select the Test Treatment Menu option.
A mail will be sent to the Email Address mentioned in the SMPT Account Name of the Communication Profile.
The various issues that can be faced during the launch of the Fax Campaign are listed below:
a) Mails not reaching the Exchange Server – The step “Send Offers / Vendor Lists” of the workflow “Marketing Wave Launch” is responsible for sending the mail to the exchange server on the launch of the Fax Campaign.
Step 1: If no POP3 logs are generated then perform the following
i) Fetch the Workflow Process Manager log generated from the Marketing Wave Launch workflow and check the result of the below attached query. If the number of rows fetched from the SQL is zero then please check the “Offer” BC.
Send Offers Query:
SELECT /*+ ALL_ROWS */
T4.CONFLICT_ID,
T4.LAST_UPD,
T4.CREATED,
T4.LAST_UPD_BY,
T4.CREATED_BY,
T4.MODIFICATION_NUM,
T4.ROW_ID,
T4.CREATED_BY,
T4.ACTIVE_INBND_FLG,
T4.SAW_SERVER_ID,
T4.APPR_STAT_CD,
T4.MSG_SUBJ_TEXT,
T4.COMM_METH_CD,
T4.FOLDER_PATH,
T4.NAME,
T4.MKTG_OFFR_ID,
T3.NAME,
T4.PR_DEAL_ID,
T4.BU_ID,
T4.NEED_TO_SYNC_FLG,
T4.OFFR_GROUP_CD,
T4.RTD_STATUS_CD,
T4.RECIP_BC_NAME,
T4.CALL_LST_ID,
T2.NAME,
T4.MEDIA_TYPE_CD,
T4.END_DT,
T4.START_DT
FROM
SIEBEL.S_DCP_BU T1,
SIEBEL.S_CALL_LST T2,
SIEBEL.S_MKTG_OFFR T3,
SIEBEL.S_DMND_CRTN_PRG T4
WHERE
T4.MKTG_OFFR_ID = T3.ROW_ID (+) AND
T4.CALL_LST_ID = T2.ROW_ID (+) AND
T1.BU_ID = :1 AND T4.ROW_ID = T1.DCP_ID AND
(T4.MEDIA_TYPE_CD IS NOT NULL AND T4.COMM_METH_CD != :2) AND
(T4.ROW_ID = :3)
ORDER BY
T4.NAME
T4.CONFLICT_ID,
T4.LAST_UPD,
T4.CREATED,
T4.LAST_UPD_BY,
T4.CREATED_BY,
T4.MODIFICATION_NUM,
T4.ROW_ID,
T4.CREATED_BY,
T4.ACTIVE_INBND_FLG,
T4.SAW_SERVER_ID,
T4.APPR_STAT_CD,
T4.MSG_SUBJ_TEXT,
T4.COMM_METH_CD,
T4.FOLDER_PATH,
T4.NAME,
T4.MKTG_OFFR_ID,
T3.NAME,
T4.PR_DEAL_ID,
T4.BU_ID,
T4.NEED_TO_SYNC_FLG,
T4.OFFR_GROUP_CD,
T4.RTD_STATUS_CD,
T4.RECIP_BC_NAME,
T4.CALL_LST_ID,
T2.NAME,
T4.MEDIA_TYPE_CD,
T4.END_DT,
T4.START_DT
FROM
SIEBEL.S_DCP_BU T1,
SIEBEL.S_CALL_LST T2,
SIEBEL.S_MKTG_OFFR T3,
SIEBEL.S_DMND_CRTN_PRG T4
WHERE
T4.MKTG_OFFR_ID = T3.ROW_ID (+) AND
T4.CALL_LST_ID = T2.ROW_ID (+) AND
T1.BU_ID = :1 AND T4.ROW_ID = T1.DCP_ID AND
(T4.MEDIA_TYPE_CD IS NOT NULL AND T4.COMM_METH_CD != :2) AND
(T4.ROW_ID = :3)
ORDER BY
T4.NAME
The issue can also be due to the organization visibility as the vanilla functionality doesn’t support the sending of fax email messages for the Treatments that do not belong to the Default Organization. Therefore to correct this we would need to associate the Default organization to the Treatments automatically before launching the campaign. For further reference please refer to the SR: 3-5388559531.
ii) Check whether the Fax Treatment created has the Delivery Profile field populated
Thats all the story guys,I hope this will be very useful document for integrating siebel with fax server,do post your feedback.
