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Integration strategies for Siebel CTMS: Integration strategies for Siebel CTMS: Examining integration between CTMS and Examining integration between CTMS and ERP, CTMS and OC/RDC ERP, CTMS and OC/RDC Alex Platkin, Jason Essig, Ahila Selvaraj Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting OCUG 2009 New Orleans OCUG 2009 New Orleans 07 October 2009 CTMS Focus Group 1 CTMS Focus Group Session 27
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Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

May 25, 2020

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Page 1: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

Integration strategies for Siebel CTMS:Integration strategies for Siebel CTMS:

Examining integration between CTMS and Examining integration between CTMS and ERP, CTMS and OC/RDCERP, CTMS and OC/RDC

Alex Platkin, Jason Essig, Ahila SelvarajAlex Platkin, Jason Essig, Ahila SelvarajDBMS Consulting

OCUG 2009 — New OrleansOCUG 2009 — New Orleans07 October 2009

CTMS Focus Group

1

CTMS Focus GroupSession 27

Page 2: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

AcknowledgementsAcknowledgementsAcknowledgementsAcknowledgements

� Thanks to OCUG for this opportunity to present � Thanks to OCUG for this opportunity to present

for the CTMS focus group

� Thanks to the OCUG Planning and Review � Thanks to the OCUG Planning and Review

Committee and Siebel Clinical CTMS Focus Group

Chairs for their patience in receiving and Chairs for their patience in receiving and

reviewing this presentation

2©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 3: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

The Business Case (1)The Business Case (1)The Business Case (1)The Business Case (1)

� Users being able to easily program their � Users being able to easily program their own procedures was a major sales argument for Oracle Clinicalargument for Oracle Clinical

� Siebel Clinical allows significant customization, and leverages a significant customization, and leverages a significant developer community—again, a major leverlever

3©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 4: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

The Business Case (2)The Business Case (2)The Business Case (2)The Business Case (2)

� This is the era where every program talks � This is the era where every program talks to everybody else

Imagine the power of being able to � Imagine the power of being able to leverage data from Oracle Clinical into signals for Study Managers, to be signals for Study Managers, to be displayed in Siebel Clinical CTMS

4©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 5: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

The Business Case (3)The Business Case (3)The Business Case (3)The Business Case (3)

� All Siebel systems implement business � All Siebel systems implement business processes that eventually translate into moneymoney

� (Yeah, so does Oracle Clinical, but not as explicitly…)explicitly…)

� Interface to Oracle ERP, SAP, or equivalent, can imply live reconciliationequivalent, can imply live reconciliationof expense reports, site payments…

5©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 6: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

The Business Case (4)The Business Case (4)The Business Case (4)The Business Case (4)

� Imagine the operational impact of being � Imagine the operational impact of being able to define business rules in one system, and have the result immediately system, and have the result immediately written in the other system…

And having all that power from the user � And having all that power from the user seat, not having to develop custom code each timeeach time

6©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 7: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

OC to Siebel Clinical ExampleOC to Siebel Clinical ExampleOC to Siebel Clinical ExampleOC to Siebel Clinical Example

Each rule incorporates a specific trigger

7©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Each rule incorporates a specific trigger

Page 8: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

Siebel Clinical to Oracle ERP ExampleSiebel Clinical to Oracle ERP ExampleSiebel Clinical to Oracle ERP ExampleSiebel Clinical to Oracle ERP Example

Invoicing happens upon accrual of revenue and is triggered Invoicing happens upon accrual of revenue and is triggered by milestone achievement or monthly/quarterly, per contract

8©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 9: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

Siebel Clinical to Oracle ERP ExampleSiebel Clinical to Oracle ERP ExampleSiebel Clinical to Oracle ERP ExampleSiebel Clinical to Oracle ERP Example

Console for exporting…

9©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

exporting…

Page 10: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

Service Oriented ArchitectureService Oriented ArchitectureService Oriented ArchitectureService Oriented Architecture

� How do we get close to “Web Services”?� How do we get close to “Web Services”?

� First, we wrap all data in generic containers (note to self: say something containers (note to self: say something about XML)

“Services” play with data and pass it on, � “Services” play with data and pass it on, knowing very little about one another (note to self: say something about (note to self: say something about assembly line cells)

10©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 11: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

Abstracting Away the ProcessAbstracting Away the ProcessAbstracting Away the ProcessAbstracting Away the Process

11©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 12: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

Market AlternativesMarket AlternativesMarket AlternativesMarket Alternatives

� Oracle Corporation AIA� Oracle Corporation AIA

� Leverage existing standards (such as BPEL)

Use Oracle Fusion middleware� Use Oracle Fusion middleware

� Allow “DIY” solutions or pre-built “PIP”s

Cordys� Cordys

� Slightly different technology stack

12©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 13: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

AIA View of CTMS to EAIA View of CTMS to E--Business SuiteBusiness SuiteAIA View of CTMS to EAIA View of CTMS to E--Business SuiteBusiness Suite

EBS ensures data is understood by each side

BPEL “orchestrates” the different parts of the business processBPEL “orchestrates” the different parts of the business process

13©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 14: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

PrerequisitesPrerequisitesPrerequisitesPrerequisites

� Oracle DB 10g 10.2.0.3� Oracle DB 10g 10.2.0.3

� Oc4J 10.1.3.1.4

� Oracle SOA Suite version 10.1.3.1.4� Oracle SOA Suite version 10.1.3.1.4

� Oracle Service Registry

JDK 1.5 with upgrade version 16� JDK 1.5 with upgrade version 16

� AIA Foundation Pack

14©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 15: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

Application Server ConsoleApplication Server ConsoleApplication Server ConsoleApplication Server Console

15©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 16: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

SOA Instance(oc4j_soa)SOA Instance(oc4j_soa)SOA Instance(oc4j_soa)SOA Instance(oc4j_soa)

16©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 17: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

SOA Suite 10.1.3.4SOA Suite 10.1.3.4SOA Suite 10.1.3.4SOA Suite 10.1.3.4

17©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 18: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

BPEL ConsoleBPEL ConsoleBPEL ConsoleBPEL Console

18©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 19: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

ESB ConsoleESB ConsoleESB ConsoleESB Console

19©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 20: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

OSR ConsoleOSR ConsoleOSR ConsoleOSR ConsoleThe image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the file again. If the red x still appears, you may have to delete the image and then insert it again.

20©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 21: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

AIA ConsoleAIA ConsoleAIA ConsoleAIA Console

21©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

Page 22: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

Question and Answers Question and Answers Question and Answers Question and Answers

� Alex Platkin

[email protected]

+1-416-225-8115

� Jason Essig

[email protected]@clinicalserver.com

+1-917-846-7683

� Ahila Selvaraj� Ahila Selvaraj

[email protected]

+1-732-372-9976

22©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

+1-732-372-9976

Page 23: Alex Platkin, Jason Essig, Ahila Selvaraj DBMS Consulting · architecture experience. Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc. Ahila is a Senior OHS Developer for

OCUG 2009 New Orleans: AIA and non-AIA integration strategies for Siebel CTMS October 2009

BiographyBiographyBiographyBiography

Alex Platkin, Senior OLS/RDC/CTMS Global Deployment Alex Platkin, Senior OLS/RDC/CTMS Global Deployment Specialist, DBMS Consulting, Inc.

� Alex is a Senior OLS/RDC/CTMS Global Deployment Specialist DBMS Consulting, with several years of Siebel Specialist DBMS Consulting, with several years of Siebel business analysis and deployment experience.

Jason Essig, Senior Siebel Architect Expert, DBMS Consulting, Inc.Inc.

� Jason is a Senior Siebel Architect Expert for DBMS Consulting, with 10+ years of Siebel configuration and Consulting, with 10+ years of Siebel configuration and architecture experience.

Ahila Selvaraj, Senior OHS Developer, DBMS Consulting, Inc.� Ahila is a Senior OHS Developer for DBMS Consulting,

23©2009 DBMS Consulting, Inc. Unauthorized Duplication is Strictly Prohibited Presented by: DBMS Consulting

� Ahila is a Senior OHS Developer for DBMS Consulting, specializing in integration of OC to other OHS systems, with over 10 years of PL/SQL experience.