Welcome to the OPA Hub!


Category Archives: Books

Certification Workshop Example

Oracle Policy Automation Cloud 2019 Certification

Oracle Policy Automation Cloud 2019 Certification

I’m not sure if we have mentioned it before, but the latest incarnation of the Oracle Policy Automation Certification (to give it it’s commonly used name) is now live and available as a proctored examination, as well as a remote examination in some jurisdictions. It’s called Oracle Policy Automation Cloud 2019 Implementation Essentials.

The examination has the following characteristics:

  • Format:  Multiple Choice
  • Duration: 120 minutes, 80 questions, 68% passing score
  • Examination Code : 1Z0-1035

It is the gateway to the Oracle Policy Automation Cloud Service 2019 Certified Implementation Specialist certification.

Workshops for Oracle Policy Automation

Now, as many of you know, the OPA Hub Website runs Workshops to help people get to grips with Oracle Policy Automation. If you want to know if a Workshop can help you and your team prepare for the certification examination or indeed just to improve your knowledge of the product, then you can learn about it in the video below which gives you an example.

The three day workshop we describe in the video can be extended to four days, or can include a variety of different content areas which you can read about on the Education page. Of course most of our workshops about Oracle Policy Automation use the book Getting Started with Oracle Policy Automation 2019 edition as their support materials as well as presentations and exercises.

Amazon Availability Issues – Solved

If you have been trying to get a copy of the book and you have noticed that the lead time on Amazon is too long, you can get the book in record time by using our other approved channel, the Book Depository. You can get the Getting Started with Oracle Policy Automation 2019 Edition here, and they ship worldwide. Otherwise you can of course go to the publisher, P8 Tech and order it there.

Prepare and Test Yourself ready for Certification

There are hundreds of questions on this site to help you get ready for certification or an interview. Go and try one of our mini-quizzes or the Prize Quiz, they are all free to enter.

Have a great day and see you soon!

Getting Started with Oracle Policy Automation [2019 Edition]

Getting Started with Oracle Policy Automation [2019 Edition]

Getting Started with Oracle Policy AutomationI’m happy to say that the 2019 edition of Getting Started with Oracle Policy Automation has hit the shelves. It is available for purchase now on the publisher’s website, and will be up on the various versions of the Amazon website in the next few days (although it is often quicker and less expensive if you buy direct from the publisher).

This edition features completely updated screenshots, and extended or new content on

  • Inferred Entities
  • Custom Controls & Styling
  • Mobile App
  • Interview Controls
  • Explanations

Getting Started with Oracle Policy Automation 2019 Edition. The new edition has a new cover so that it is easier to find in your local bookstore. We will be giving away a few copies over the coming weeks as we launch our various quizzes and learning tools. I’d like to thank all the fellow members of the consulting community who helped with this edition (you know who you are), and of course Oracle Corporation for producing such an incredible product.

Of course I want to thank all my customers, consulting and education, whose questions and ideas also helped flesh out many of the chapters, and last but by no means least James at P8 Tech for his guidance and patience with editing and producing the book.

If you want to go and see the Getting Started with Oracle Policy Automation Book Page, just click on the link to the P8 Tech Web Site. I’ll post the Amazon pages when they are updated.

I look forward to meeting some of you at Modern CX Las Vegas in March 2019, please stop me and say hello if you find me wandering through the slot machines (that’s a joke by the way).

Watch this space for more book and content announcements, coming soon. It’s going to be an exciting year for Oracle Policy Automation and Oracle Policy Modeling.

Back to Basics Fun with Relationships

Back to Basics Fun with Relationships

The other day I had cause to discuss Relationships with an Oracle Policy Automation developer, and as a result of the discussions and the level of interest expressed in the learning curve, I thought I would share here the project that I used to illustrate some of the main concepts used when working with them in an Interview. Firstly, to put Back to Basics Fun with Relationships in context, here are the entities we will discuss :

  • Global (of course)
  • the car
  • the passenger

The entities are in part received from another system, and look like this:

To simulate the external system in this demonstration, the data for the cars is coming from a Microsoft Excel spreadsheet which infers various vehicles. The passengers are manually entered in the Interview and then different relationships are using to construct the connections between the cars and the passengers. In this case, we need to identify the passengers in each car (which has been called the car’s passengers here), and then to specify which passenger is sitting in the front seat (which has been called the copilot here). So the car entity has the following reference relationships, both of them with the passenger but of different cardinality.

Back to Basics Fun with Relationships 3

When we look at the first two Screens there is not much to report. The first displays the cars and the second gets the passengers.

Back to Basics Fun with Relationships Cars Back to Basics Fun with Relationships Passengers

The third Screen is where some students can go wrong. The key is to display the relationship (the car’s passengers) . In the case shown, a label has been added to display the car name. Notice how the choice of display is limited to Checkbox because of the cardinality of the relationship. This makes for a situation where the user can choose the passengers and of course a passenger can only be in one car. Selecting the same passenger for two cars produces an error (as it should, even if the error message is generic).

Back to Basics Fun with Relationships Choose Passengers

  1. The relationship is added to the Screen
  2. The selection control is displayed
  3. Only Checkbox is available

The Screen looks like this in the Debugger:

Back to Basics Fun with Relationships Selecting Passengers for Cars

Finally, the fourth Screen will allow the selection of one of the passengers to be assigned as the front seat passenger (a.k.a the copilot). The Screen is displayed below and the key areas highlighted:

  1. Again we add the relationship to the Screen
  2. The cardinality means the default display option is a Drop-down, although others are available in the Toolbar this time (fixed list or radio buttons). I wish these were customizable using Control Extensions but they are not…as of 18A.
  3. The display will allow you to select a copilot, and filtering the data ensures that only passengers of the correct car are available. In this way, the first relationship (the car’s passengers) drives the second (the copilot).

The Screen looks like this in the Debugger:

Back to Basics Fun with Relationships Copilot

Finally there was a requirement to associate the copilot with the car in a more direct fashion. Specifically, the car entity had attributes to contain the name of the copilot. The basics (not complete) of this are shown below:

Back to Basics Fun with Relationships Mapping

So the car has a front seat occupant boolean attribute and the value is retrieved from the passenger entity and the copilot relationship and copied into the car attribute. The relationships and the entities allow us to retrieve data in the structure and place it in the car.

Back to Basics Fun with Relationships Data Tab

Hopefully this example will let you imagine how relationships can be used to enhance your Oracle Policy Modelling. I hope you enjoyed this Back to Basics Fun with Relationships post. As always the official Oracle Policy Automation documentation can be found here.

Oracle Policy Automation / Siebel : Live Classes in Toronto in February

Oracle Policy Automation / Siebel : Live Classes in Toronto in February

Oracle Policy Automation / Siebel : Live Classes in Toronto in February Update : thank you so much for giving me the opportunity to return to Toronto and deliver Oracle Policy Automation training. It was tremendous fun and I hope everyone had a good time. [16/2/18]

I wanted to tell you about the following events that I am hoping to run as in-class sessions in Toronto. Our friends at DesTech Toronto are hosting the following training events in February. I’ll be delivering them both so I would be very happy to see my Canadian colleagues and friends for these training sessions. Here are the details of the Oracle Policy Automation / Siebel : Live Classes in Toronto in February 2018:

Both of these need just a few more enrolments to confirm they will happen. I figure that a live class with a live instructor will be more effective for OPA customers and colleagues, as opposed to a virtual class. I’m happy to chat about OPA, OSVC, Siebel or anything else (ERP, AI, Bots 🙂 )

If you would like to enrol anyone on these courses, please let Patrice Brown pbrown@destech.com know urgently. I’m counting on you to spread the word!

PS : Every student will get a free copy of my Getting Started with Oracle Policy Automation [2018 Edition] with my compliments. That’s a CAD 65 gift for each attendee.

Whats New in Oracle Policy Automation November 2017 #1

Whats New in Oracle Policy Automation November 2017 #1

With the regularity of a Swiss watch, the Oracle Policy Automation team have released the latest and greatest version of their flagship natural language business rules and automated decision tool : and as usual it is packed with lots of new things for us to get excited about. Here are just a few of the key points that are in the list this time, along with some examples. Let’s look at whats new in Oracle Policy Automation November 2017, this is part one of a multi-part post.

Load During an Interview (conditionally)

One of the commonest requirements that seems to show up regularly is the need to load, for example, reference data during an interview. And for Public Cloud users, the ability to do just that is now built into the Service Cloud Connection. Let’s look at a very simple example. Suppose that you want to load some product information, depending on some criteria such as the dates of the last few purchases. What you absolutely don’t want to do is load the entire product hierarchy. Just the parts you want relative to your customer scenario : perhaps a customer logging in to the portal.

If you look carefully at the attached image above, you will notice that there is now, on the left hand side, the possibility to add a “New Unrelated Mapping”. I have already added one, based on Product. I can select an unrelated object from Service Cloud and map it into my Oracle Policy Automation November 2017 Project. Although this is delivered as out of the box functionality for the Oracle Policy Automation Cloud Service, it is in theory possible to deliver the same functionality for any Connection, provided you use the newest WSDL (which is referenced here in the documentation).

Filtering the Data Load

Furthermore, the data load can include the equivalent of an SQL where clause. In the Entity Properties, you now have access to a filtering feature.

The filter can use any field from the underlying table, even if it is not mapped inbound in Oracle Policy Modelling in your Project. The syntax is similar to the natural language of OPA. Notice also, you can limit the number of records retrieved.

This is a very exciting feature that has been requested for a long time. Outside of Service Cloud, Siebel CRM for example with it’s incredibly rich data model, this allows for considerable optimisation of data transfer to Oracle Policy Automation. In the next post in this series we will see some new functions relating to default values, which are going to be a terrific time saver!

Getting Started with Oracle Service Cloud Second Edition

Getting Started with Oracle Service Cloud Second Edition

The second edition is here! Helped by some comments from the community (see this conversation in the comments of a previous post), I am very pleased to announce the availability of the second edition of Getting Started with Oracle Service Cloud. A couple of new chapters have been added, and best of all, over fifty exam-style questions have been added to help you prepare for an exam, or an interview or any sort of challenge you might be facing. The answers are available on the publisher’s website (P8 Tech).

The exam layout is as follows, and the Getting Started with Oracle Service Cloud Second Edition chapters are shown alongside for reference purposes. We are going to be adding another 40 or so questions to our online Quiz section, to round out the whole experience.

The book is available now in both paper and electronic formats, from a variety of online and physical vendors. Just go to the publisher’s website and find the easiest way for you to get hold of it.

Here is the list of topics from the Oracle Service Cloud Implementation Essentials exam, and the relevant chapters.

Exam Topic Book Chapter & Comments
Create and implement Workspaces Chapter 4
Create and implement Navigation Sets Chapter 5
Create Customizable Menus Chapter 4
Create Agent Workflows Chapter 11
Create Agent scripts within the Scripts Explorer Chapter 12
Create Profiles Chapter 5
Create Staff Accounts Chapter 4
Describe Password configurations and their functions Chapter 3 and elsewhere
Describe typical answer management components and usage Chapter 9
Manage Search Priority Words Chapter 15
Create and manage Word List Files and the Dictionary Chapter 15
Create and manage Access Levels Chapter 4 & 5
Describe Custom Fields and their usage Chapter 18
Create Business Rules Chapter 10
Explain Standard Text and its application Chapter 8
Explain Service Variables and their application Chapter 6
Create and manage Service Level Agreements Chapter 10
Configure Cloud Monitor Not Service Cloud-specific
Configure Custom Objects Chapter 18
Describe incident management Chapter 8
Manage Message Bases Chapter 3
Manage the System Configuration settings Many Chapters
Explain Mailboxes and their usage Chapter 14
Configure Message Templates and System Interface configurations Chapter 14, Chapter 16
Explain Product, Category, and Disposition usage Chapter 8
Create and manage Guided Assistance and its application Chapter 13
Explain the File Menu and CX options features and their usage Chapter 2
Create and configure Custom Reports Chapter 17
Create and manage Scheduled Reports Chapter 17
Create and manage Surveys and Mailings Chapter 14
Create and manage Chat configurations and rules Chapter 16
Create and manage Co-Browse configurations Chapter 7
Customize and manage Templates, Pages, and Themes Chapter 6, Chapter 7
Describe Customer Portal deployment protocols Chapter 6
Customize and manage Tags, Widgets, and Assets Chapter 6

 

Introducing Oracle’s intelligent Bots

Introducing Oracle’s intelligent Bots

One of the most interesting sessions that I attended on the first day of Oracle OpenWorld 2017 was, as the title of this post suggests, the introduction to the oBot platform. It’s true that businesses are foaming at the mouth in excitement, anticipating the costs they can cut from next leap “forward”, namely the AI revolution –  which according to various sources will replace all the other channels to become the most common interaction for consumers on the internet, and intelligent bots are part of this “revolution”.

The work that Oracle has done is immensely impressive, since they have really created a process agnostic platform and associated mechanics to let designers build bots without worrying about how it is all working together. Think of it as a set of tools to :

  • build a list of intents (what do people want to achieve )
  • Build the entities
  • Test them with simple Excel inputs
  • Model flows using a very sophisticated State machine
  • Define multiple channels like web, Facebook, iOS and so on for your bots
  • Handle the integration with the transactional systems on the back end

Thus you create a Bot and use it across multiple channels. Critical to a successfully deployed Bot is of course the testing, and the demonstrated testing harness was quite impressive. It also appears that a lot of work has been done to innovate in this space. Whilst most of the demonstrations were clearly early versions, the basic components of the platform appeared to be in place. Some of the mechanics and editing tools were actually part of the Oracle Mobile Cloud service and development tools

Naturally enough this is potentially a really interesting intersect between my two worlds : CX and OPA. There are some fascinating avenues in there. Early days but watch this space. Hopefully there will be the option to test this out on the free trials on the Oracle Cloud.

Bots in OOW17Bots in OOW17 Slide 2Bots in OOW17 Slide 3Bots in OOW17 Slide 3Bots in OOW17 Slide 4Bots in OOW17 Slide 5

Getting Started with Oracle Service Cloud

Getting Started with Oracle Service Cloud

Getting Started with Oracle Service CloudA question from the bag of “virtual mail” that gets delivered here every day (even on Sunday). E.D writes to us from Penn State with a question that is on quite a lot of people’s minds. Can the book Getting Started with Oracle Service Cloud get you certified? Or, to be fair, this is the question exactly as it was asked :

“I’m wondering if your new book for Oracle Service Cloud is enough knowledge to pass Oracle’s certification exam? I’m an ex-Oracle employee with 20+ years of Service experience, but never had the opportunity to get the service certifications. And I can’t afford $5k to buy the online training subscription. Any advice you might have is appreciated!”

Now it won’t come as a great surprise that I am not going to straightaway jump in and say “Yes of course!“. After all, I didn’t write the book to serve as a certification tool. In fact, I write that in the preface of all my books to make sure that people don’t think I am offering a sort of magic shortcut.

It’s probably better to answer this in a practical way. Here are the subjects of the OSvC Implementation Essentials certification examination, with, alongside, relevant chapters of the Getting Started with Oracle Service Cloud book, and some comments from me.

I hope this helps. You should however bear in mind that the Exam does ask very detailed questions, so it is a pre-requisite to have had a fair amount of hands-on experience. Just reading the book would not be enough.

Exam Topic Book Chapter & Comments
Create and implement Workspaces Chapter 4
Create and implement Navigation Sets Chapter 5
Create Customizable Menus Chapter 4
Create Agent Workflows Chapter 11
Create Agent scripts within the Scripts Explorer Chapter 12
Create Profiles Chapter 5
Create Staff Accounts Chapter 4
Describe Password configurations and their functions Chapter 3 and probably somewhere else
Describe typical answer management components and usage Chapter 9
Manage Search Priority Words Chapter 15
Create and manage Word List Files and the Dictionary Chapter 15
Create and manage Access Levels Chapter 4 & 5
Describe Custom Fields and their usage Was planned for another release.
Create Business Rules Chapter 10
Explain Standard Text and its application Chapter 8
Explain Service Variables and their application Chapter 6
Create and manage Service Level Agreements Chapter 10
Configure Cloud Monitor Was planned for another release.
Configure Custom Objects Was planned for another release.
Describe incident management Chapter 8
Manage Message Bases Chapter 3
Manage the System Configuration settings Kind of everywhere
Explain Mailboxes and their usage Chapter 14
Configure Message Templates and System Interface configurations Chapter 14, Chapter 16
Explain Product, Category, and Disposition usage Chapter 8
Create and manage Guided Assistance and its application Chapter 13
Explain the File Menu and CX options features and their usage Chapter 2
Create and configure Custom Reports  

Was planned for another release.

Create and manage Scheduled Reports Chapter 17
Create and manage Surveys and Mailings Chapter 14
Create and manage Chat configurations and rules Chapter 16
Create and manage Co-Browse configurations Chapter 7
Customize and manage Templates, Pages, and Themes Chapter 6, Chapter 7
Describe Customer Portal deployment protocols Chapter 6
Customize and manage Tags, Widgets, and Assets Chapter 6

 

Getting Started with Oracle Service Cloud : New Book

Getting Started with Oracle Service Cloud : New Book

Oracle Service CloudCo-Founder of the OPA and Siebel Hubs Richard has found the time to write and publish another book in his “Getting Started with” series. After Getting Started with Oracle Policy Automation, here comes Getting Started with Oracle Service Cloud. It’s available now from the usual outlets and from the OPA Hub Shop of course.

Richard explains that the Service Cloud title was a logical addition to the family since Oracle Policy Automation and Siebel CRM are common integration partners for this product. Added to which he said he liked the picture of beetroot and wanted to write a book with it on the cover.

Finally, on a more serious note, preparing for Cloud integrations and hybrid deployments has never been more important to ensure our CRM skills are up-to-date.

 

Oracle Policy Automation Training – Toronto 25 Sept. 2017

Oracle Policy Automation Training – Toronto 25 September 2017

Oracle Policy Automation TrainingTogether with our great friends at DesTech in Toronto, the OPA Hub is organizing some Oracle Policy Automation training in the Fall. The plan is to deliver the following two training courses. If they go ahead (of course we will be dependent on the numbers of students enrolling) then they will be completely official Oracle University training courses with the manuals and training environments you would expect. Added to which the location of DesTech in downtown Toronto near to many transport hubs (airports, railway stations and subways) is just perfect.

Monday : Introduction to Oracle Policy Automation 

“This Oracle Policy Automation training introduces you to the skills and tools for capturing, analyzing, publishing and maintaining business policies and regulations. Working hands-on, you’ll learn how you can efficiently use this fast and accurate policy modeling, guidance and decision automation solution.”

Tuesday to Thursday :  Oracle Policy Modeling for Policy Experts

This course provides many hands-on exercises with Oracle’s leading policy automation and modeling product. It is highly recommended for anyone working with Policy Modeling, or collaborating with a Policy Automation project team. All team members that complete the course will understand the key concepts and terminology for Policy Automation projects. The course is aimed at a non-technical audience, with a basic working knowledge of Microsoft Word being the only recommended prior knowledge.”

These two courses can be seen as “Oracle Policy Automation Essentials for Version 12”. Students will get a free copy of our book, Getting Started with Oracle Policy Automation [2017 Edition] and if anyone is interested I will happily chat about Siebel and Oracle Policy Automation as well : integration, Web Services, The Hub and so on.

If you are interested

Please get in touch with Patrice from DesTech using the details on this page. Alternatively, post a comment on this article and I will get you talking to him.