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Siebel Roadshow, Utrecht (NL) – Sept 5th & 6th (with OPA Presentations)

Siebel Roadshow, Utrecht (NL) – Sept 5th & 6th (with OPA Presentations)

I happened to see this on Jeroen’s excellent website, and since it contains a couple of interesting presentations about Siebel integrating with Oracle Policy Automation, this Siebel Roadshoww sounds like a great place to be – the location is Utrecht, the Netherlands! A nicely balanced agenda with lots of product  content as well as customer-case presentations by Rabobank, KPN and ANWB. And at the same time an excellent networking opportunity.

Thanks to Jeroen for publicizing it and I hope he doesn’t mind me reposting it here.

To reserve a seat at this FREE event, please RSVP to Rebecca d’Souza

Below the agenda, or get the pdf here.

Agenda (Day 1):


  • Siebel CRM Executive Strategy Update – George Jacob, GVP Oracle CRM Applications, presents the latest update including what to expect in our 17.0 product release.
  • Siebel CRM Integration Cloud – find out about the latest developments with Siebel CRM and the Oracle Integration Cloud Service.
  • Case Study: Siebel CRM and Oracle Cloud Integration–Hear from KPN about their successful Siebel CRM and Oracle Sales Cloud integrated solution.
  • Case Study: Oracle Policy Automation and Siebel – Hear from Rabobank about their successful Siebel CRM and OPA solution.
  • Case Study: OPA Benefits with Business Rules and Process Automation – Hear from ANWB about their ROI and benefits from their Siebel CRM and OPA solution.
  • Siebel CRM: Future Innovation Roadmap – Hear about  IoT solutions for Siebel CRM, machine learning and process automation as well as the next generation innovations in Open UI, mobile and agile development.
  • Networking & 1:1 Meetings – a chance to catch up with other Siebel CRM customers and executives over canapés and beverages.

Agenda (Day 2):

  • Siebel CRM On-Cloud – see how you can reduce CapEx and TCO by hosting your Siebel CRM application on Cloud infrastructure.
  • Innovations with Test Automation for Siebel CRM – Hear from e-Up about a new innovation that leverages UPT to provide a new test automation framework reducing TCO.
  • Data Archiving with Siebel CRM – Data management strategy – overcoming challenges with data archiving.
  • Creating Value from Data with Oracle Business Analytics – see how to get more value from Oracle BI for Siebel CRM.
  • Improving Agility in the Development Process – see how to take advantage of Siebel Tools Workspaces and Siebel Composer.
  • Siebel CRM solutions with RESTful API – Insight into creating custom solutions for Siebel CRM with the new RESTful API.
  • Networking & 1:1 Meetings – a chance to catch up with other Siebel CRM customers and executives over canapés and beverages.

Siebel Roadshow, Utrecht (NL) – Sept 5th & 6th (with OPA presentations!)

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OPA 12 – Share Project Copy Quickly

Oracle Policy Automation 12 – Share Project Copy Quickly

There is a nice little extra feature in the new February 2016 edition of the Oracle Policy Modeler client application. Sometimes you just want to share a copy of a Project with someone, quickly, easily and without recourse to Hub interaction, versions or any of the more sophisticated stuff that might be on offer. So I was delighted to see that in the February 2016 release a new button had crept into the Oracle Policy Modeler user interface :

OPA 12 - Share Copy of Project

Clicking the button prompts the user for a folder to save the resulting Zip file to. And that’s all there is to it. The Zip file contains a copy of the entire Project – Word documents, compile xgen files, assets, interview file, test files, forms and all the rest. An excellent way of taking a backup of a Project too, if you need to.

This will be particularly useful to you if you are working through the examples in my book Getting Started with Oracle Policy Automation – so much so that we incorporated it into the current edition at relevant points. If you are looking for a book to help you become more familiar with the suite of Oracle Policy Automation tools ( Modeler, Hub and so on) then this book was written for yoou.

Very cool to see attention to detail in the features that are added as the product evolves.

Getting Started With Oracle Policy Automation Book Now Available

Hi There!

This content is accessible only to logged in users of the OPA Hub Website.

To Register takes only 10 seconds and uses LinkedIn for authentication.

Once registered you can change your OPA Hub password and manage it independently of LinkedIn.

We recommend you keep different passwords for all your sites.

To register, click the Log in link in the menu at the top of your page.

Thanks, the OPA Hub Website.

Oracle Policy Automation : Things I wish I had known…

Oracle Policy Automation: Things I wish I had known…

I’m really pleased to say that the team at P8 Tech have helped me wrap up the forthcoming Getting Started With Oracle Policy Automation and the book has now gone onsale from a variety of online bookstores. I sincerely hope that it helps people get familiar with the Oracle Policy Automation family (Modeler, Mobile, Hub) in a fun and interactive way, to prepare them for their training, their job or their certification examination. It is available in paper or PDF format.

In the spirit of “Things I wish I had known …?” I thought it might be fun to highlight the sort of content you can expect to find in the book. The Book is, in my humble opinion, a great self-study tool for anyone getting into the product, or who is waiting for / coming out of their Oracle University Training. And the title pretty much says it all. Of course the book tries to get rid of these hindrances, and many many more as well.


Update : Book Now Available

You can find out more on the official Getting Started with Oracle Policy Automation book page. Of course this website will also be continuing to cover Oracle Policy Automation and I’m sure we will revisit some of the content in the book, to extend it, translate it or otherwise give more examples.

Update : Second Version On the Way

At the time of this latest update, the second version  of Getting Started with Oracle Policy Automation is currently about to enter final draft stage, with 20 chapters (5 new) and 250 pages already in the bag. This greatly expanded and reviewed edition builds upon the format of the first and introduces yet more content to ensure you get started more efficiently and more effectively. Look out for the release of the book, probably in January 2017.

Installing an OPA Hub Self Study Platform – Going Mobile

Installing an OPA Hub Self Study Platform – Going Mobile

I’m often being asked these days about easy ways to use the OPA Mobile App for testing and self-study purposes with their OPA Hub without having to spend money (for example buying a new Android or iOS device would solve the problem) or time (the Google Android Developer Kit is large and cumbersome to download and configure, and you may want to have many different device emulations). With iOS is it pretty much a dead-end unless you own an Apple computer or want to spend ages building a “Mac-alike” virtual machine running under Virtual Box. So the easy way is to use Google and Android. As stated above the default emulator and other Google SDK software is both large and cumbersome. So what is the other solution. This

Genymotion – the best and fastest emulator for Android, that uses Virtual Box as the back end (so you probably don’t need to install much except the tools and the device emulations). As they have a personal account feature that is free (perfect for self-study) and professional accounts with more features (perfect for the project team) , you can use it in a variety of situations, whichever applies to you.

So assuming you have gotten your OPA Self-Study Environment up and running (see the previous Post Series) then how do you “Go Mobile”? Follow these steps below and you will be ready in no time.

Choose whichever plan is right for you on the Genymotion website from the above link, and download the software.

Then create a new virtual machine, choosing whichever flavour of Android you are interested in for testing.

OPA 12 - Mobile Device Create

The setting up of the emulation will take a few minutes.

OPA 12 - Mobile Device Done

Then play with the settings until you are happy. You can also access the complete settings from your Genymotion window by clicking the Spanner button. You probably will want to select processor, memory and so on and fine-tune it all.

OPA 12 - Mobile Device Settings

Now you can start your mobile device.

OPA 12 - Android Up

Once the device is up and running, you need to install two items before you can go any further. You will need to go to https://gist.github.com/wbroek/9321145 and download the following :

  • ARM Translation Installer v1.1
  • Google Apps for Android X.X (choose the version of Android that you decided to run your mobile emulation with).

When you have downloaded both of the ZIP files, drag and drop the first one onto your emulator.  You will see a warning message like the one below, accept and let the ZIP file get imported.

OPA 12 - Flash Start

At the end of the import you will see this. Using either the Android emulator buttons or by clicking the Close Window button, stop and restart the Android device.

OPA 12 - Flash End

Repeat for the second ZIP file. It will take longer to import and restart. At the second restart you will see something like this during a certain period of time:

OPA 12 _ Restart

After the restart, find the Google Play Store app and login with your Google Account. Depending on the version of Android you chose and the ZIP file you imported, you may be faced with a couple of issues:

  1. You may have to update your Google Play and other apps before continuing. You should do so.
  2. You may receive “Oops, Google Play Store has stopped” multiple times. Persevere and the updates will happen.

OPA 12 - Store

Now you can browse the App Store and find the App you want to install. Accept whatever permissions are needed.

OPA 12 - Install OPA

After installing, switch the device to landscape rotation (there is an icon in the Genymotion toolbar) and run the App. If you cannot find it, scroll through the pages of your Android desktop.

OPA 12 - Mobile App

You will notice two things – this can run alongside your Virtual Machine with the OPA Hub, and the IP address is printed at the top of the window, which makes it easier to test network connectivity between your two virtual machines.

OPA 12 - Mobile Interview List

Remember that the admin user does not have Mobile App rights by default in the OPA Hub, so create another user and give them permission.

OPA 12 - Mobile Interview in Screen

So now you can deploy and test your Mobile Interviews as well with your OPA Hub. Happy self-study!

Getting Started With Oracle Policy Automation

Getting Started With Oracle Policy Automation

Getting Started With Oracle Policy AutomationGetting Started With Oracle Policy Automation : Over the years I have been often asked by students where they can find some “self training” resources. This is because they are either just finishing their Oracle University Training or maybe they are waiting for it to be scheduled and they want to get a head start. Of course there are lots of resources on the world wide web, and there are a few that everyone should know by now:

It’s arrived!!!

I’m happy to announce the arrival of my Getting Started with Oracle Policy Automation book. Hopefully this book will help new starters get up to speed as a supplement to their Oracle University training. You can find it on a large number of retail websites including Amazon UK, Amazon US, Amazon IN and The Book Depository.

In the Getting Started With Oracle Policy Automation Book

The Book contains lots and lots of practical examples and hundreds of screenshots to help you work through them and to help you getting started with Oracle Policy Automation. It covers entities, tables, Excel spreadsheets, functions and much more. It contains examples both in English and other languages, and covers building complementary documents such as Forms and Translation Files. It was written and tested against the latest release of Oracle Policy Automation Version 12.

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. (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!)