USING THE SIEBEL ADAPTER | Pega Robotic Automation

Pega Robotic Automation

USING THE SIEBEL ADAPTER8.0 and later

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iii

CONTENTS

v Preface

v Requirementsv Downloading the practice filesv Setting up Internet Explorer to use Siebel

vi Conventions

1 Using the Siebel Adapter

2 Overview

2 Identifying web application pages and controls2 Siebel application pages3 Siebel application controls - ElementID match rule

5 Exercise 1: Sample project – Data transfer

5 Automating the login process

6 Getting data from a Siebel list

9 Initiating a process

12 Exercise 2: Navigation controls

14 Automating navigation16 Completing the Automate Navigation solution

18 Exercise 3: Working with pop-up dialog boxes

22 Testing the automation22 Automation notes

iv

Pega Robotic Automation: Using the Siebel Adapter v

PrefacePega Robot Studio projects can be used to integrate with Siebel and automate Siebel user actions. This guide provides details on integrating Siebel with Robot Studio projects and includes step-by-step instructions for creating sample Robot Studio Siebel projects.

RequirementsThis tutorial module assumes you have successfully completed the Pega Robotic Automation Architect Essentials training and are familiar with the Siebel application. These exercises require your system to be set up with Robot Studio.

Downloading the practice files

In addition, you must download the practice files you will use in the following exercises. You can download these practice files from this website:

Pega Robotic Automation - Using the Seibel Adapter.zip

Once downloaded, unzip the Using the Siebel Adapter.zip file into your OpenSpan/Projects directory. This will create the following files in the /Projects directory:

• Siebel Test.ossln• Siebel Test.ossuo

Setting up Internet Explorer to use Siebel

You must set up Siebel as a trusted site in Internet Explorer. You can do this via the Internet Options in Internet Explorer. Be sure to set the Trusted Sites security setting to Low. Setting this to Low allows ActiveX controls to run in Internet Explorer. This is required for the exercises in this guide.

Note Finished solutions are available from the same download location. You can use these as a reference for checking your work after completing the exercises.

Note On some systems the pop-up blocker must be set to allow pop-ups for the Siebel site. The settings required for Internet Explorer may vary depending on your Siebel installation.

https://pdn.pega.com/imce/Pega Robotic Automation - Using the Siebel Adapter.zip

https://www.pega.com/insights/resources/pega-robotic-automation-architect-essentials

https://www.pega.com/insights/resources/pega-robotic-automation-architect-essentials

| Preface

Pega Robotic Automation: Using the Siebel Adapter vi

ConventionsThe following typographical conventions are used in this document:.

Convention DescriptionItalics Italics is used to emphasize important terms and phrases.

Blue, bold characters

Text you are supposed to enter is displayed in blue, boldface characters.

Bold Buttons, options, or selections you should click or choose while performing the steps outlined in this document.

Pega Robotic Automation: Using the Siebel Adapter 1

USING THE SIEBEL ADAPTER

You can integrate Pega Robot Studio projects with Siebel and use them to automate Siebel user actions. This document provides information on integrating Siebel with Robot Studio projects and includes step-by-step instructions for creating sample Siebel projects.

This document includes the following topics and exercises.

• Overview• Exercise 1: Sample project – Data transfer• Exercise 2: Navigation controls• Exercise 3: Working with pop-up dialog boxes

Using the Siebel Adapter | Overview


OverviewPega Robot Studio supports these Siebel versions:

• 6.3 (limited)• 7.7• 7.7 (Wow64)• 7.8• 7.8 (Wow64)• 8.0• 8.0 (Wow64)• 8.1.11 (Open IU)

Robot Studio’s web adapter is used to integrate Siebel into Robot Studio projects. Keep in mind that these methods are not implemented for Siebel 7.5:

• GetHeading• GetHeadings• GetColumnFromHeading

Identifying web application pages and controls

Siebel application pages

The structure of the Siebel application uses multiple frames which house the active webpages. During navigation of the application, the frames are hidden and then come into focus as needed by the application. The same page may exist on multiple, different frames.

When you interrogate the application, use the Create Global Web Page option to make sure the pages are matched without the frames. This way, no matter which frame currently shows the page, the page is matched.

When you identify (using interrogation) a new webpage, be sure to modify the Document URL match rule and use a query string that is unique to identify that form. Here is an example.

Note For more information on Siebel properties, methods, and events see the Help topic: Siebel Control – Properties, Methods, and Events.

http://help.openspan.com/80/Adapters_Interrogation/Siebel_Control_-_Properties,_Methods_and_Events.htm

http://help.openspan.com/80/Adapters_Interrogation/Siebel_Control_-_Properties,_Methods_and_Events.htm

http://help.openspan.com/191/index.htm#Adapters_Interrogation/Siebel_6.3_Support.htm



Siebel application controls - ElementID match rule

The web adapter used for Siebel applications attempts to use the Element ID match rule, by default. In matching targets, this is the most efficient target matching method. It may, however, be necessary to remove the Element ID match rule and use the Element Index and/or Element Inner Text match rules under these circumstances:

• Dynamic Element IDs – For some Siebel controls, dynamic element IDs are used by the application. This means that the element ID changes each time the control is created. For example, dynamic element IDs are used for controls in pop-up windows. Each time the window is reopened, the IDs for the controls change.

• Active Siebel Development Environments – For environments where there are frequent updates to the Siebel version, do not use the Element IDs because these change with each Siebel rollout.



When Interrogating a Siebel target and the Element ID match rule is used, make sure the ID is static by navigating away from the control and then navigating back to it. If the control is still matched, the ID has not changed and you can use the Element ID match rule.

If, however, the Element ID match rule shows that the control is no longer matched, change the match rules for the target. Use these steps to update match rules when this happens.

1. Set the UseElementId property for the control to False or select the Disable Use ElementID for this control option, as shown here:

2. Delete the Element ID match rule.

3. Add the Element Index match rule.

4. Set the Use Element ID property to False.

5. Add the Element Inner Text match rule.

6. Set the Use Element ID property to False.


Using the Siebel Adapter | Exercise 1: Sample project – Data transfer

Exercise 1: Sample project – Data transferThis exercise shows how to automate Siebel through Robot Studio to:

• Login a user• Get data from a list• Initiate a process (make an appointment)

Automating the login processThis automation sets up an automatic login to the Siebel training site used for this exercise.

1. Create a new solution and assign this name to it:

Siebel Test

2. Add a web application Item (web adapter) and assign this name to it:

Siebel

3. Change the StartPage property to the login page for your Siebel system. Here is an example.

http://siebel.openspan.com/callcenter_enu/start.swe

4. Start the Interrogator and interrogate the User Name and Password fields.

5. Next, interrogate the Login button.

6. Stop the interrogation and save the solution.

7. Add a new automation and assign this name to it:

Login

http://siebel.openspan.com/callcenter_enu/start.swe



8. Complete the Login automation as shown below.

9. To automate the login, set the SWEUserName Text property to the user name you use to login, and the SWEPassword Text property to the password you use to login. The defaults are sadmin and siebel123, respectively.

10. Save and run the project. It should automatically login to the Siebel site.

Getting data from a Siebel listBuild the following automation that gets data from the first page after initial login.

1. Start the Interrogator.

2. Log in to Siebel using the user name and password you entered in Automating the login process.

3. With the Create Global Web Page option checked, interrogate the My Activities list of the first screen and rename the SiebelList1 control to:

MyActivitiesList

4. With the Siebel_Web_Call_Center_Home page selected in Object Explorer, modify the Document URL match rule by adding a query element to make sure this page is matched uniquely.



— Using the Targets pane, find a unique piece of text in the query section of the URL to uniquely identify the page. For example, you could choose SWEView=Home Page View.

— From the Selected Target pane, copy the complete URL string. This text is used to test the regex match rule settings.

— Make sure you have the Document URL match rule selected in the Match Rules group box. From the Selected Match Rule group box, expand the Query group by clicking the plus sign (+). Click in the Query area and click the More button to open the Match Rule Editor dialog.

— Using the Match Rule Editor, set and test the regex settings.



5. Notice that the test is matched correctly. Click OK on the Match Rule Editor to accept your changes.

6. Stop the interrogation and create a Windows form as shown in this example.

7. Label the items as shown in the Object Explorer image from the previous step.

8. Create a new automation and assign this name to it:

DataMove

This automation retrieves the information in the second, third, and a fourth column for a given row in the Siebel list and outputs the values to text boxes on the Windows form. To retrieve data from these columns, the Column parameter on the SiebelList Siebel.GetCellValue method is set to 2, 3, and 4 respectively as shown in the following automation image.

9. Complete the DataMove automation as shown here:

In this field EnterTest Input field Paste the URL you copied in the previous step.

Text Field SWEView=Home%20Page%20View%20Mode Contains



10. Save and run the project.

11. Once the login automation is complete and the Home page appears, enter a row number into the Get Data field on the Design Form window. Click the Get Data button. Here is an example of the active Design Form window.

12. Stop the project.

Initiating a processThese steps create an automation which adds an appointment to the calendar shown on the first page of the Siebel system.


MakeAppointment

2. With the Create Global Web Page option checked, start the Interrogator. Then log into Siebel.

3. Interrogate the New button in the Calendar area. You should now have a New link element in Object Explorer under MyActivitiesList.



4. Click the New button to move to the Calendar Detail tab. Interrogate the Description field and the Save This One button.

5. Modify the Document URL match rule for the Calendar_Detail page to make sure the page is uniquely matched. Modify the query string of the Document URL match rule.

6. Stop the interrogation.

7. Modify the Design Form window to include a Make Appointment button and another text box.



8. Assign this name to the Make Appointment button:

btnMakeAppointment

9. Assign this name to the text box:

txtMakeAppointment

10. Complete the MakeAppointment automation as shown in this example.

11. Save and run the solution. Wait for the Login automation to run.

12. Enter a description into the field next to the Make Appointment button on the Design Form window. Then click the Make Appointment button.

The application goes to the Calendar tab, enters the appointment, and then returns to the Home tab. See the following result. Remember that the entry will be for the current time of day.

13. Stop the project.

Using the Siebel Adapter | Exercise 2: Navigation controls


Exercise 2: Navigation controlsThere are two visual controls that Robot Studio identifies as a SiebelNavControl. The first being the Navigation tabs and the other being a combo box with white backing.

When adding navigational tabs, you will not be able to interrogate the individual tabs.

You must interrogate the entire Navigation control (as shown above). Once you add the control, it is displayed as a SiebelNavControl in Object Explorer.

Follow these steps to continue.

1. Right-click the SiebelNavControl and select the Add Nav Item option.

The Add Navigation Items dialog appears.

2. Click the desired tab button in Siebel and then name it appropriately in the Add Navigation Items window to create the navigation objects.

During the creation of the navigation items, you can check the Cancel Navigation box to stop the Siebel application from taking action. This lets Robot Studio capture the link. Remove the check mark, if you want Siebel to go to the desired link.



3. To interrogate a submenu item, remove the check mark from the Cancel Navigation box so Siebel can go to a menu items page. Then check the Cancel Navigation box and click each desired submenu item to add the item to the list.

When you close the Add Navigation Items dialog, each navigation object that you selected is displayed under the SiebelNavControl in Object Explorer.

Submenu items are added to the list just as menu items. They do not appear in a subordinate format in Object Explorer. Submenu items can be directly called within an automation.



Automating navigationFollow these steps to create a project which automatically goes to the Contact List page. Start by returning to the Siebel Test solution you completed earlier.

1. Start the interrogation of the Siebel application. Log into the application to open the Home page.

2. With the Create Global Web Page option checked, interrogate the Navigation bar near the top of the window:

3. Check the matching targets for the page (Siebel_Call_Center1) associated with the Navigation bar:

Note that multiple pages match the target. Make sure you do not click on another URL within the Targets window when performing the next step.

4. Modify the Query portion of the Document URL match rule to uniquely match this page. The full URL for the page is:

http://siebel.openspan.com/callcenter_enu/start.swe?SWENeedContext=false&SWECmd=GetCachedFrame&SWEACn=12033&SWEC=2&SWEFrame=top._sweclient._swescrnbar&SWEBID=-1&SWETS=The unique portion is swescrnbar. So you can modify the Mode property for the rule to indicate the text must contain the string swescrnbar.

5. Click the Query property for the Document URL match rule to open the Match Rule Editor. Enter the information shown in this example.



6. Click OK to close the Match Rule Editor and then click the Refresh Matching button. Only the desired page should appear in the Targets pane.

7. Highlight the SiebelNavControl object in Object Explorer, right-click, and select Add Nav Item. The Add Navigation Items dialog appears.

8. Select the Cancel Navigation box. Click the Contacts link in Siebel and then rename the object created in the Add Navigation Items dialog to:

Contacts

9. Clear the Cancel Navigation box. Go to the Contacts page by selecting the Contacts link in the application.

10. Check the Cancel Navigation box. Click the Contacts List link and rename the added link to Contacts List. Your Add Navigation Items dialog should look like the following: example.



11. Close the Add Navigation Items dialog. The links appear in Object Explorer under the SiebelNavControl.

12. Stop the interrogation.

Completing the Automate Navigation solution

The following steps create an automation that will automate navigating to the Contacts Lists page.

1. Modify the Design Form window. Add a button near the top of the form. Assign this name to the button:

btnContacts

Set the Text property to Go To Contacts.




NavContacts

3. Connect the btnContacts Click event to the Contacts Lists Navigate method. Here is an example of the automation.


5. Once the Home page has loaded, click the Go to Contacts button on the Design Form window. The Contact List loads.

Note You do not have to first go to the Contacts page and then invoke the Contacts List link.

Using the Siebel Adapter | Exercise 3: Working with pop-up dialog boxes


Exercise 3: Working with pop-up dialog boxesSiebel contains pop-up dialogs accessible from multivalue and SiebelList controls. This exercise demonstrates working with a pop-up dialog.

This exercise pushes data from the Windows form used in the previous exercise to the Contacts page in Siebel to create a new contact. Part of the process is assigning an account manager for the contact. This is done by selecting the name of the account manager from a list box populated with data found in a SiebelList control of a popup dialog. This data is later automatically chosen via a pop-up dialog which is accessed by a multivalue control.

1. Continuing from Exercise 2, open the Windows form and modify it as shown in this example.

2. Save the solution.

3. Open the web adapter for the Siebel application and start the Interrogator.

4. Login and go to the Contact List page.

5. With the Create Global Web Page option checked, interrogate the New button/link near the bottom of the page. Also interrogate the Last Name, First Name, and Account controls. Assign these names to the controls as you add them.

Note The names of the controls are as shown in the example above. Use the names of your account managers in the lbxAccounts list box.

For this control Enter this nameLast Name SiebelTxtLastNameFirst Name SiebelTxtFirstNameAccount SiebelMultiValueControl1Account



6. Click the pop-up button in the Account control to open the Accounts page. Interrogate the Available list, Add, and OK button/links. Rename SiebelList to:

SiebelListAccount

Leave the other control names as is.

7. In Object Explorer, highlight the Accounts page. Note that multiple pages are matched in the Targets pane. To correct this situation, modify the Match Document URL match rule. The URL for the page that needs to be matched is the one that does not contain the string ShowPopup in the Query section. Your Match Rule Editor should look like the following: example.

Note All Siebel-specific controls are identified in Object Explorer with the prefix Siebel. When interrogating a text box for example, Object Explorer shows three controls are added, as shown here:

SiebelTextBox1Control1txtTextBox1The only control that should be used within an automation is the Siebel Component.



8. Click OK to save the Match Rule Editor entries and then click the Refresh Matching button. Only this page should match.

http://siebel.openspan.com/callcenter_enu/start.swe?SWECmd=GetCachedFrame&SWEC=10&SWEFrame=top._sweclient._swecontent._sweview._swetmp&SWESP=1

9. For the Add button/link, change the match rule from Element ID to Element Inner Text match rule (for example: Text = Add >). Make sure you set the UseElementID property to False after you delete the Element ID match rule.

10. For the OK button/link, change the match rule from Element ID to Element Inner Text (for example: Text = OK). Make sure you set the UseElementID property to False after you delete the ElementID match rule. Then stop the Interrogator.


FillAccountsList

12. Complete the automation as shown in this example.



13. Open the automation you created in Exercise 2: Navigation controls called NavContacts.

14. Modify the NavContacts automation as shown here:

This modification will cause the Accounts list box to be filled with account manager names when the Go To Contacts button is clicked.


CreateContact

16. Complete the automation as shown in this example.



Testing the automationFollow these steps to test your automation.


2. Once the login page has passed, click the Go To Contacts button on the Windows form.

3. When the Siebel Contact List appears, the Accounts list box on the design form will be populated with account manager names.

Enter a name in the Last Name and First Name fields on the Windows Design Form and select an account manager name from the Accounts list.

4. Click the Create Contact button. The Last Name and First Name fields should populate in Siebel and then the Accounts page should open. Your manager should automatically be selected and the Accounts page closes. The manager’s name appears in the Account field.

Automation notes

Keep in mind...

• The siebelListAccount.WaitForCreate method is required because the automation must make sure the SiebelListAccount is created before calling the Siebel.CellPerformClick method.

• The Numeric Expression is required in this automation as the index of the list box starts at the value of zero (0) and the row values for the SiebelList2 start at one (1).

• The behavior of the Siebel dialogs is to be moved off screen when closed, not destroyed. These dialogs are only destroyed by the action of bring the window back into focus (for example, calling the ShowPopUp method or clicking in Siebel). To work around this behavior you must use the Detach method which tells Robot Studio the screen has been destroyed. Now when Siebel creates a new one and brings it into focus you can see the creation.

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