Oracle (Siebel) CRM On Demand

You can use Xactly Analytics Report Widgets to integrate Analytics with Oracle CRM
On Demand, enabling users to access Analytics Reports and Dashboards within an
Oracle tab using single sign on.

Screen

Oracle CRM On Demand with Xactly Analytics Reports and Dashboards

How to …

This section describes how to integrate configure Xactly Analytics Report Widgets
within Oracle CRM On Demand.

Configure Xactly Analytics Report Widget within Oracle CRM

You need to complete the following tasks to configure the Xactly Analytics Report
Widget within Oracle CRM On Demand:

• Create a new custom Web tab
• Configure the personal layout

 

Create a New Custom Web Tab

1. Log in to Oracle CRM On Demand as an administrator. The Oracle CRM On
Demand home page appears.

Oracle CRM On Demand Home

2. Click the Admin link.

3. Click the Application Customization link.

4. Click Custom Web Tabs link in the Application Setup section. The Custom Web
Tab List screen appears.

5. Click the New button. The new Custom Web Tab screen appears.

New Custom Web Tab

6. Type the name of the tab, such as Analytics Dashboard, in the Name field.

7. Type (or paste) the following in the URL field.

https://www.xactlycorp.com/analytics/jsp/widget/analytics_page.jsp
?partner=Oracle&sbSSOToken=%%%SSO Token%%%
&sbEmail=%%%User email%%%&sbUserId=%%%User id%%%
&analyticsURL=https://www.xactlycorp.com/analytics/saw.dll?Dashboard
&sbEndpoint=&bizToken=

note: Oracle CRMOD administrators can contact Xactly Customer Support at
the time of enabling to receive the bizToken for the business. The value of podname
is the three character string from the Oracle CRMOD URL.

8. (Optional) Type a description in the Description field.

9. Type 540 in the Frame Height field.

10. Type 930 in the Frame Width field.

11. Click the Save button.

 

Configure the Personal Layout

1. Click the Admin link.

2. Click the User Management & Access Controls link.

3. Click the Role Management link.

4. Click the Edit button for the Administrator role.

5. Click Step 5, Tab Access and Order, and move the newly-created tab from
the Not Available Tabs list to the Available Tabs list.

6. Click the Finish button.

7. Click the My Setup link.

8. Click the Personal Layout link in the Layout Personalization section.

9. Click the Tab Layout link in the Personal Tab Layout section.

10. Move the newly-created tab from the Available Tabs list to the Selected Tabs
list.

11. Click the Save button.
You should now be able to view the tab in the drop-down tab list.