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The OPA Assess Method in Oracle Policy Automation Determinations #1

The OPA Assess Method in Oracle Policy Automation Determinations #1

In this short series we are going to walk through using your Oracle Policy Automation Hub, which you have set up perhaps using our step-by-step guide, to create and execute a Web Service call using the OPA Assess method. This will require you to have the following ready to hand

  1. SOAP UI for testing purposes
  2. An Oracle Policy Automation Hub in your self-study environment
  3. Word and Excel
  4. The correct version of the Oracle Policy Modelling application for your Oracle Policy Automation Hub

Let’s get started:

For the purposes of this example, I created a simple Project that uses the following attributes. The details are not really important, but here is the rundown and the explanation.

  1. An entity named “the horse” and another called “the jockey”
  2. A relationship of type 1:1 between the horse and the jockey whose text is “the horse’s jockey”
  3. An attribute called “the jockey’s number” in addition to the default identifier attribute “jockey” which is automatically created
  4. An attribute called “the horse’s status”
  5. A Global attribute called “the date of the race”
  6. Make sure “all the instances of the horse” and “all the instances of the jockey” are changed to “the horses” and “the jockeys”
  7. Make sure that all attributes, entities and relationships have names specified. In my case for the relationships I used contracted versions of the actual text, such as “thehorsesjockey” and “thehorses” and “thejockeys”. You can use whatever you would like.

The following “rules” were added. In Excel, the horses are instantiated. The logic is puerile and not important.

OPA Assess Method

Then a couple of extra goals are set up in a Word document.

OPA Assess Method - Word RulesThe main reason for having this silly structure is to be able to demonstrate handling the following :

  1. Passing Global attributes and Entity attributes in the Request
  2. Returning Inferred Instances in the Response as well as other goals

Now you can upload your version to the Repository and Deploy the Project. Once deployed, log in to the Oracle Policy Automation Hub and make the following changes for the Project in question, in the Deployments section: change the available access methods:

OPA Assess Method Setup

This ensures that for testing purposes, your Project is only available through Determinations API.

Verify that in the Permissions section, the username and password is required for Determinations API calls.

OPA Assess Method Permissions

Next, ensure that the user that you intend to use for the Web Service access, has the Determinations API access as part of their permissions:

OPA Assess Method

Finally, click the Web Service URL in the Deployment details for your Project and save the resulting file to a suitable location, ready for use in SOAP UI. This takes a couple of steps.

You will have to enter your username and password. If you are unable to proceed past this point, check that your user has the permissions shown in the previous screenshot. Now download the most recent (in terms of version) Web Service definition by clicking the link shown. This is the file that you need in SOAP UI.

Open Soap UI and create a New SOAP Project for the OPA Assess Method. The dialog box for the New Project will look a little like this. The items marked are as follows:

  1. The file you just saved
  2. A name you want to give to this series of tests

OPA Assess Method Soap UI Setup

Once the Web Service definition has been imported you should be looking at something like this, in the SOAP UI window:

OPA Assess Method

Well done on getting this far, you are now ready to test and investigate your Web Service. In part two, you will configure both of the available methods (Assess and ListGoals) in order to complete your work. Onward to part two!

Helix Solutions are looking for a Senior Oracle Policy Automation Functional Consultant

Helix Solutions are looking for a Senior Oracle Policy Automation Functional Consultant

Oracle Policy Automation Functional Consultant sought by Helix SolutionsFriends of the OPA Hub Website, Helix Solutions are looking to grow their CX team by recruiting the following profile (these are just the prerequisites, for more information follow the link at the bottom of this post). If you fit this description of an Oracle Policy Automation Functional Consultant or you know someone who does, then get in touch and tell them you saw the announcement on the OPA Hub Website.

Pre-requisites:

  • A minimum of 3 to 5 years of experience developing and testing rules using Oracle Policy Automation.
  • Experience in deploying Oracle Policy Automation Rulebases in a large integrated environment.
  • Previous experience in using Oracle Policy Automation in a SOA/ERP/CRM environment.
  • Understand how Oracle Policy Automation communicates via API’s and Web Services to other systems.
  • Ability to transfer knowledge and provide training for  Oracle Policy Automation is required.
  • Proven ability to identify, document and communicate “best practices” for Oracle Policy Automation  use in an Enterprise system.

Please submit your resume and contact Lowell Knighton directly through our website and/or lowellknighton@helixmail.com

If your company or organization is looking for Oracle Policy Automation talent or has active job offers, let us know by contacting the OPA Hub Website so we can get you listed on our Ecosystem page and post your job offering to a wide and active OPA-focussed audience.

OPA Hub Snap Poll – Current Results

OPA Hub Snap Poll – Current Results

As our first Snap Poll is generating some interesting results, I thought I would post a “situation so far” chart. It is fascinating to see the strength of Siebel CRM in this picture, but also the number of “stand alone” Oracle Policy Automation deployments. Hopefully in the next few weeks we will see some further patterns developing, but that depends on people getting out and voting!

As some of you may know, there are a number of Siebel CRM Roadshows planned for Australia in the coming weeks, and they all contain a significant portion of Oracle Policy Automation related content. If you are able to attend please register using the Event Calendar:

  • Siebel CRM Roadshow (with OPA Strategy Update) Canberra
  • Siebel CRM Roadshow (with OPA Strategy Update) Sydney
  • Siebel CRM Roadshow (with OPA Strategy Update) Melbourne

All of these are a great opportunity to see how Oracle Policy Automation fits into the Oracle Cloud and Oracle Public Sector strategy. As I am currently training new starters who will be working on a project involving Oracle Policy Automation, Siebel and much more, I can see anecdotally that this is a strategy that is bearing fruit.

OPA Hub Snap Poll Results So Far

And now for the results, so far. If you have not voted, please do so. And please share the link to the Snap Poll!

Guest Post : Using Oracle Policy Automation Public Cloud with Oracle Service Cloud : Part 3

Using Oracle Policy Automation Public Cloud with Oracle Service Cloud (RightNow): Part 3

We are continuing our Lazy Expert series of posts, with an explanation of how OPA Public Cloud, and the rulebases deployed there, can be used within the Oracle Service Cloud application. In case you have missed out on our first part of this series, you can find it here. With the right nudge, our Lazy Expert is not so lazy after all.

Part 1  looked at exploring, deploying and verifying the “RightNowSimple” rulebase to work with the Service Cloud Connection. The rulebase was launched directly using the Interview Session URL.

Part 2  looked at embedding this Interview into the Consumer Portal of Service Cloud so that anonymous visitors to the portal can use this same interview in self-service mode. This is accomplished by publishing an “Answer”, with Interview Session URL embedded in an IFRAME, to the Consumer Portal.

This post will look into embedding another sample OPA Rulebase into the Service Cloud Consumer Portal so that “known” (read logged-in) contacts can use the Interview Session for an appropriate determination to be provided by the OPA Rulebase. The Interview session will be launched in the context of a known user/contact and hence it is possible to pre-seed the Interview with the data from Service Cloud and, once the determination is completed in OPA, save the data back into Service Cloud using the Service Cloud Connector.

Pre-requisites:

  1. Steps in Part 1 are completed and the Service Cloud Connector is verified to be working fine.
  2. Explore / Deploy / Activate the “StudentBenefits” sample Rulebase into the OPA Cloud Policy Hub and obtain the Interview Session launch URL. Be sure to specify the correct Oracle Service Cloud connection to be used by this Rulebase.

Oracle Service Cloud and Oracle Policy Automation

Do remember to explore the mapped-in and mapped-out attributes in the Data Model used by this Rulebase.

Oracle Service Cloud and Oracle Policy Automation

After you have deployed the Rulebase to your OPA Hub, don’t forget to note the URL.

 

Oracle Service Cloud and Oracle Policy Automation

Retrieve the Shared Secret used with the Service Cloud Connection

  1. The shared secret can be obtained from the Service Cloud Connection administration page. This is used for the purposes of encrypting the URL parameter “user”, as it is launched from within the Service Cloud Consumer Portal. If necessary, a new shared secret can be generated from within this admin page itself.

Deploy and configure the sample OPA Widget to Service Cloud

1. The relevant artifacts (for OPA Cloud Nov 2016 Release) and the detailed instructions for installation can be found on the official documentation website.

2. Download and Save the file Oracle_Policy_Automation_Cloud_Examples_Nov2016.zip and Unzip or extract the contents of the file to a local folder. Bear in mind that both of these URLs will probably evolve over time.

3. Verify and, if required, enable MOD_CP_DEVELOPMENT_ENABLED configuration setting for your Service Cloud Instance. This setting is most likely configured by the Oracle team, during the provisioning of your connected OPA Cloud Instance. If necessary, enable this setting under Configuration > Site Configuration -> Configuration Settings and changing the key value to “Yes”. This will enable you to work with the next steps of configuration within the Customer Portal.

4. Upload the required files to your Oracle Service Cloud instance using any WebDAV client, using the following sequence of steps. Tools you can user for this step include Cyberduck V4.4 (free, recommended by Oracle), WinSCP and even the good old “Mapped Network Drive” in Windows, to work with and explore the Customer Portal files available at the URL https://<your_site>/dav, using the WebDAV protocol.#

For the sake of brevity, these next steps are more focused on OPA. Please refer to the Service Cloud documentation, for the specific development process / best practices to be followed.

a. Configure/update the Shared Secret value into the file “…\customer-portal\widget\opa-helper.php” by placing it into the $shared_secret variable, using any plain text editor.

You will observe from the highlighted code snipped below that this shared secret is used to encrypt the user (contactID) parameter that is passed on to OPA Interview Session through the launch URL. You don’t really need to understand the code, just understand that you don’t want URL parameters that are readable with the naked eye.

Oracle Service Cloud and Oracle Policy Automationb. For Oracle Service Cloud version November 2012 and later, we need to use Customer Portal framework version 3:

  • Upload the directory OPAWidget from customer-portal/widget/v3 to dav/cp/customer/development/widgets/custom/opa
  • Upload the file opa-helper.php from customer-portal/widget to dav/cp/customer/development/helpers

Note: You must have incorporated the “shared secret” before uploading this file.

Activate the OPAWidget using the “Development Mode” in Service Cloud’s Customer Portal administration page.

  • Open the Customer Portal Administration site at https://<your_site>/ci/admin.
  • In the menu bar, select “Settings”, then “Set Environment”.

Select Site Mode as “Development” and verify that you are actually browsing the development version of the customer portal:

Oracle Service Cloud and Oracle Policy Automation

So you should see something like this:

Oracle Service Cloud and Oracle Policy Automation

Now you are ready to activate the OPA Widget that you have uploaded to your environment.

  1. Navigate back to the Custom Portal Admin Dashboard page.
  2. In the menu bar, select Widgets, then Browse Widgets.
  3. On the Widgets page, select Custom Widgets, then opa, and then OPAWidget.
  4. In the custom/opa/OPAWidget view, with version 1.1 selected, click the “Activate this version” button.

When activated without errors the version drop-down will change to “1.1 (currently in use)”. In the picture below you can see the 1.1 version is activated. You will find it easier to use the search function highlighted rather than scrolling through the myriad of widgets.

Oracle Service Cloud and Oracle Policy Automation

The final part of this rather convoluted process is similar to what you did in part two, namely you will now insert something into an Answer. Whereas in the previous example you inserted a bit of HTML that you could make yourself, this time OPA will be added to the Answer using the eponymous widget.

Insert the OPAWidget into an “Answer” in the Service Cloud Customer Portal:

  1. Create a new “Public” Answer in Service Cloud as shown below.

Oracle Service Cloud and Oracle Policy AutomationSelect an appropriate “Access Level” on your site for this Answer, to ensure that only logged-in users will be able to access this answer from the customer portal. A logged-in user is necessary for pre-seeding the Contact information while launching the embedded OPA interview session.

  • Save the Answer record and note down the Record ID. We will use this Record ID to ensure that the OPA Widget is visible only when this particular answer is accessed by users in the customer portal. In our case, this ID is “134”.

Oracle Service Cloud and Oracle Policy Automation

  • Edit the Answer Page design to conditionally include the OPAWidget. The page to be edited is detail.php at the path /dav/cp/customer/development/views/pages/answers

I used Cyberduck and Notepad++ as the editor, with the default character encoding as UTF-8. Cyberduck ensured that every save in the chosen editor was updated into the WebDAV development folder immediately. Nice!

Oracle Service Cloud and Oracle Policy Automation

As an example, here I have edited the file to only display the Web Determination that we want to display, namely StudentBenefits, when we are showing Answer number 134.

Oracle Service Cloud and Oracle Policy Automation

Verify the results in Oracle Service Cloud Consumer Portal

  • Search / Navigate to the Answer record in the Consumer Portal, as a logged-in contact/user. If you don’t login, you can expect to see the following warning message:

Oracle Service Cloud and Oracle Policy AutomationView the details of this Answer and work with the embedded Interview Session. You will observe that some of the contact information is pre-seeded as you work through the interview session and the final assessment / determination is saved back into Service Cloud.

Assuming you have logged in however, this is what you will see :

Oracle Service Cloud and Oracle Policy Automation

Those of you who have followed this sometimes serpentine chapter of our adventures from the beginning will note that I have logged in with a Portal profile of a user called Richard (who might that be?) and the interview has read that information.

Congratulations on getting this far. So we have discovered yet another way to nudge our lazy expert into giving us something useful. In the fourth and final part of this series I will go behind the curtain and work in the Agent Desktop. See you soon!

Raj

Installing Oracle Policy Automation Hub Self Study Platform Part Three

Installing Oracle Policy Automation Hub Self Study Platform Part Three

So here we are, the OPA installer has run its course in the previous post. What do we need to look out for? Well, you probably want to connect to your Hub, right?

On your Virtual Machine we might configure the Networking so that it can only see your laptop (or whatever physical machine you are using). Safer that way.

Installing Oracle Policy Automation - Network Internal only

From your physical PC now, running the Oracle Policy Modeler (the same version as the Hub you installed), you should be able to access the hub by typing in the URL that you saw in the video – and in your own install – and the login and password you provided during the install.

Installing Oracle Policy Automation - Connecting to Hub

And you are all set! Ready to get into the Hub!
Installing Oracle Policy Automation - Success Hub Login

Congratulations on following this guide all the way to the finish. Installing Oracle Policy Automation means you have the ability to learn and test yourself in a realistic environment, ready for the day when you use Oracle Policy Automation as part of a Project Team. There is another resource that may be helpful to you in this process – Getting Started with Oracle Policy Automation.

Of course if you have not had enough of installing things related to Oracle Policy Automation, then go install the Mobile App Self Study.

Installing Oracle Policy Automation Hub Self Study Platform Part Two

Installing Oracle Policy Automation Hub Self Study Platform Part Two

I am regularly asked by students how to set up and install an OPA Hub for self-study purposes. So this post series aims to give people a guide to follow. Obviously this sort of thing is perilous because there are so many permutations and languages and settings and so forth. So I thought I had better finish what I started in the previous post!

It should be obvious by now that I am not aiming for in depth discussion of the best way or the secure way – I am aiming to get an OPA Hub in a virtual machine as fast as possible running Windows on my Windows PC in Virtual Box. Like every other application that I work with…

Get WebLogic Up and Running

In the last episode you had just started the WebLogic Configuration Wizard. Here are the steps to get the configuration done quickly, in preparation for the next part. Create a new domain.

Weblogic Config 2

 

Weblogic Config 4

Choose the base server option then set up a login and password.

Weblogic Config 5

We want to configure the following options:
Weblogic Config 6

WebLogic Config 7

Give a password and username for the nodemanager, keeping the other values as default.

Weblogic 7

We don’t want any clusters, but we do want a machine. Create one and call it Machine.

Weblogic Config 8
Webligic Config 9

You should now find yourself at the end of the configuration wizard.
Weblogic Config 10

Dig up the StartWebLogic and StartNodeManager scripts from your install directory:

Weblogic StartWeblogic Script

Find nodemanager.properties and change the SecureListener to false. Save and close the file.

NodeManager Properties

 

Start Weblogic and start Nodemanager using the provided shortcuts.

Weblogic Starting

Access WebLogic using the URL that was given at the end of the configuration (/console). Login with your login and password.

Nodemanager plain

Go to Machines. Find the machine you created in the configuration wizard and drill down on it. Select Node Manager and set the Type to Plain. Click Save.
machine in weblogic

In the menu go to Servers, add a new Server called OPA or HUB (something short, one word). Make sure the port is 7002.

Associate the Server with your Machine. Drill down on the Machine and Add the Server you just created to the Machine.

Associate Server with Machine

Start ServerIn the Servers List, with the Control tab selected, click your Server and Start it.

Installing Oracle Policy Automation

Finally we are here. Download the latest version of the OPA Server components from Oracle TechNet. Unzip the files into a safe place and dig out the install command file. Run it.

OPA Install Start

 

OK, I’ll admit it. I got tired of doing all those screenshots. So here is the video version of the next steps.

 

Nearly There!

On to part three!

 

Installing an OPA Hub Self Study Platform Part One

Creating an OPA Hub Self Study Platform Part One

I am regularly asked by students how to set up and install an OPA Hub for self-study purposes. So this post series aims to give people a guide to follow. Obviously this sort of thing is perilous because there are so many permutations and languages and settings and so forth. But hey, who dares wins, eh? Over on my other home, the Siebel Hub, the production and maintenance of these documents has proven to be extremely useful to many, so I am hoping that it will also be the case here.

It goes without saying that I will not be held responsible for anything whatsoever that might happen if you follow this guide, and it is exclusively your responsibility to respect test licenses, security, usage policy and everything and anything else. That said, let’s go – from zero to OPA Hub in under 2 hours from scratch!

Get Windows up and running

You are going to be using Windows 2008 R2 64bit. This guide was based upon it. Download an evaluation version here

You are going to be using Oracle VIRTUAL BOX. This guide was based upon it. Begin by downloading the latest version of Virtual Box and running it on your computer. We will install Windows 2008 on a new virtual machine. Here are the different steps.

Windows Step 1

 

Click the New button in the Virtual Box main window, choosing the options below. The name of the Virtual Machine is entirely up to you.

Memory is the Next step. Give as much as you can, whilst not going over the red line. Who knows, you might want to install other software in the Virtual Machine so choose a level for your needs.

Windows Step 2

The Virtual Machine needs a hard disk so that we can install Windows. Select to create a new disk of about 60 Gb, less if fine but 25 Gb these days seems to be the minimum to be comfortable.

Windows Step 3

Choose the default file type and carry on.

Windows Step 4

The storage options just keep the default.

Windows Step 5

The location and size is up to you, especially if you have a fast external hard drive you could put it there.

Windows Step 6

Click Create. Now we need to insert the Windows DVD image and boot the machine. Click the Settings icon and go to the Storage section.

Vbox Storage CDROM

You can see the DVD icon is “empty”. Click the DVD icon with the green plus sign.

Wbox Storage CD ROM 2

Click the DVD icon and choose Virtual Optical Disk. Navigate to the ISO file you downloaded. Click OK and close the Settings.

Vbox Ready to Run Windows Install

 

Installing Pre-requisites

Our Virtual machine should now boot and we can login to Windows. Before you do that however ensure that you have network access from the Virtual Machine as you are going to do a lot of downloading now into the Virtual Machine.

Installing Windows Networking

In the virtual machine, download and install the latest Java SE (not JRE). Out of habit I installed it both in 32bit (x86) and 64bit (x64) but that probably wasn’t required.
Downloading Java JDK

All of the Java and the future MySQL and WebLogic downloads that you are about to do will require a free Oracle.com account.

Installing Java

Installed Java

You will also need to download and install Windows .NET Framework 4 before we download and install MySQL.

Downloading .NET 4

After downloading and installing .NET Framework 4, do not update it even if it asks you to.

Downloading .NET 4 Installed

Download and Install MySQL

The next stage of the plan is to get MySQL installed. We can install the latest available Community Edition ready to receive the OPA Hub database.

Find the download at http://dev.mysql.com/downloads/mysql 
Downloading MySQL

If you followed the steps up to now, the installer should run without issue (it needs .NET Framework 4). Choose the Developer Default Setup Type.

Install MySQL One

Ignore the failing requirements. They will attempt to “auto fix” and should do so without any issues. Any failed components, you don’t need them anyway.Install MySQL Two

Push through these setup screens as illustrated taking defaults and clicking Next.

Install MySQL Three

Execute the installation. This may take a long time, and you may receive warnings that it is taking too long. Ignore the warnings and click OK if they ask you to.

Install MySQL Four

Following that phase of installation will come the configuration. Press on!

Install MySQL Five

Create a root password for your MySQL server. Make a note as you will need it later.

Install MySQL Six

Accept the defaults for the following steps.

Install MySQL Seven

Wait while the product configures. Again, you may receive time warnings. Ignore them and continue.
Install MySQL Eight

We’re all finished here now.

Install MySQL Nine

Install MySQL Ten

The MySQL install is finished.

Install WebLogic Server

Now we download WebLogic – I chose 12c Quick Installer for Developers

Download Weblogic

Inside the zip file there is a JAR file. We launch it like this.Download Weblogic 2

C:\…..\bin\ java -jar fmw_12.2.1.0.0_wls_quick.jar (from a Command Prompt, substituting “….” with your path to the JDK. The readme file has details.

Install Weblogic

The installation is entirely without questions or steps to fulfill. Just watch and wait. When it has completed, you will need to start the configuration wizard. You can see how to do that in the window shown below.

Start Weblogic Config

And so we move on to part two…(this post is getting too long!)

Renderer – Siebel & Oracle Policy Automation 12

Renderer – Siebel & Oracle Policy Automation 12

Note: This article is a cross-post from my other “Home” the Siebel Hub. It addresses both Oracle Policy Automation and Siebel, so I figured I should post it here too.

One of the more fascinating elements of the recent 2015.5 release is the arrival of a new Applet renderer in the Open UI universe. This particular renderer is used for the integration with Oracle Policy Automation 12 (August 2015 and beyond) for private cloud customers. To complete the picture, there is also a new Presentation Model. But in this article I want to focus on the interesting way the renderer is used.

Old Style

In Oracle Policy Modelling, we design our own Web interface, for example for deploying an online process of assessment for benefits. If the resulting Oracle Policy Modelling rulebase is going to be used in Siebel (either as well as the standalone Web version, or as well as), then traditionally we have had only two ways of integrating it with Siebel Enterprise:

  • Embed the Web page with a Symbolic URL
  • Deploy the Policy as a Web Service of one kind or another

The Symbolic URL worked nicely but had the usual weakness – the user interface looked different to Siebel:

Renderer - Siebel & Oracle Policy Automation 12 - OPA Version 10 Rulebase in Web Determinations

The Web Service worked nicely but had no user interface – just a SOAP request and response. Lots of work.

Of course you could launch yourself into a complete Java or C++ experience and create new clients to consume either form of Web Service, but you would be looking at a considerable amount of development.

New Style Renderer – Siebel & Oracle Policy Automation 12

But now thanks to a new Policy Modelling UI and a new Siebel Open UI PM and Physical Renderer we have another option – map the Oracle Policy Automation Web experience to the Siebel Open UI engine, and let the JavaScript API do the work of displaying our Policy Modelling UI, transformed into a dynamic Siebel experience.

In concrete terms, Siebel can now “display and run” the Oracle Policy Automation Web assessment as a typical Siebel Applet.

Maybe you have two Policy assessments, and they both have completely different questions and User Interface (perhaps one for Housing Benefit, the other for Disability Benefit) – does that mean we have to create Applets for each Policy Modelling Rulebase?

No, it doesn’t, thanks to the magic of the integration and the related Open UI JavaScript API used by the new Presentation Model and  Physical Renderer. Policy Automation Interview Screens built in OPA can now store Siebel control information which will be passed to Siebel through the provided integration layer (HTML Templates for the layout, Workflows and Business Services / VBC for the rest).

Since Siebel does not maintain / persist data for each of your Policy Automation Screens, but gets it dynamically as the user presses the “Next” or “Back” button in the Policy Web experience, the Presentation Model and Physical Renderer of the Siebel Open UI Framework needs to be able to display the different layouts on the fly, so to speak.

Templates to the rescue!

The layout is built by preparing static HTML pages that contain the different Screens of your Policy Modelling user experience, and then we get Siebel to display and manage these dynamically. Look out for a bunch of Siebel Open UI files entitled “dyna*.js” in a manifest near you, and look in your LANG folder for /htmltemplates.

Simply Put

There is one View, OPA Interview Service View, that is used to render all your different Policy User Interface experiences. It must render dynamically the Screens and Controls defined in Oracle Policy Modeller.

The Oracle Policy Modeler uses custom properties to define mappings to Siebel controls like Labels, Textboxes, Images and more. The Business Service  Dyna Frame UI Service with it’s Method called BuildDynaFrame in Siebel Enterprise takes care of dynamically displaying the HTML template, merged with the actual questions being entered or being seeded from Siebel. The Applet used is driven by the OPA Integration VBC.

The steps to put this together might look a little like this.

How it Works

  • Create the Oracle Policy Model and associated UI in the Modelling application. Nothing new here, except for the new, easier to use editor in Policy Modeler 12.

Renderer - Siebel & Oracle Policy Automation 12 - OPA Integration Step One

  • Add Siebel control and HTML information in the Modelling application. Notice that we reference a template, and HTML IDs that are going to be in our HTML template.

Renderer - Siebel & Oracle Policy Automation 12 - OPA Integration Step Two

  • Create or modify an existing static HTML page that has the corresponding tag names as seen in the previous step. Upload this file to LANG/htmltemplates/something.

Renderer - Siebel & Oracle Policy Automation 12 - OPA Integration Step Three

  • Add configuration information to the Siebel OPA Mapping View to inform Siebel of the exact Policy Rulebase to be executed in the different situations, and provide other configuration data such as whether data is seeded from Siebel, and so on.

Renderer - Siebel & Oracle Policy Automation 12 - Opa Integration Step Four

 

  • Configure a button to launch the Policy Rulebase from Siebel Enterprise. Note the page below is from the Public Sector Self-Service application (aka pssservice_enu)

Renderer - Siebel & Oracle Policy Automation 12 - OPA Integration Step Five

  • Observe the result when you click the button in the Siebel UI, displays your HTML template in a dynamic frame, with the Oracle Policy Automation controls mapped to Siebel controls

Renderer - Siebel & Oracle Policy Automation 12 - OPA Integration Step Six

This is what the original rulebase looks like in Policy Modeler, with the same layout and controls.

Renderer - Siebel & Oracle Policy Automation 12 - OPA Integration - Rulebase in Version 12 Debugger

You can find some information about all this in the Public Sector eService Open UI PDF of the Siebel Bookshelf.

Summary

The underlying drum-beat is getting louder and louder. Siebel and OPA are getting closer and closer. It will not have escaped your attention that Siebel IP2015.5 shipped with this integration, nor will you have failed to notice that the Siebel Mobile 2.0 comes with OPA included as an optional extra:

Renderer - Siebel & Oracle Policy Automation 12 - OPA Siebel Mobile

Renderer – Siebel & Oracle Policy Automation 12

The noise is getting louder and louder – had it escaped your notice that there is a recent Oracle presentation called “OPA in Every Industry“? Be ready for the OPA Revolution – coming soon to a Siebel near you.

R@ichard

Oracle Policy Automation – Whats New in Version 12 Video 2

Oracle Policy Automation  – Whats New in Version 12 Video 2

In spite of a very heavy cold which has meant a lot of coughing and sneezing had to be edited out of this video, we manfully struggle on (reaching for a OPA Hub - Oracle Policy Automation - Whats New in Version 12small violin) and look at the working practices that change with the arrival of the Oracle Policy Automation Hub web application. In particular in this video we look at connecting to the Hub whilst in the Modeler, and how we can upload and download Rulebases, deploy and so on. The principles are easy to grasp in the accompanying video.

We also take a look at how our working practice of importing external data models using for example, a Plugin, has now changed thanks to the arrival of the new Connections feature in Version 12. We demonstrate connecting to a source and using the information to create mapped Entities and Attributes in our Policy Modelling Project.

Finally we show the visual differences feature where we can review changes before uploading them to the Policy Automation Hub and if need be, we can revert to the previous version. This video was recorded using the 12.2 platform downloaded from the Policy Automation website, and WebLogic 12c, and MySQL 5. The entire environment is mounted on windows 2008 64bit R2 within a virtual machine running on Virtual Box.

Until next time and hopefully a little less sneezing during videos.

Richard