Web Definition: -
“Oracle CRM is a customer relationship management application developed
by Oracle Corporation. Oracle CRM includes Oracle and Peoplesoft products but
leads with Siebel CRM and CRM on Demand.”
In other words Oracle CRM is highly customizable customer
relationship management system which exposes a variety of features and
customization option to modify and customize system as per your industry need
and to manage at the scale where it fits to you or your business needs.
It provided various interfaces and integration points to
connect and communicate with system and allows other platforms and frameworks
to associate/integrate with system.
Here we are going to discuss in general procedure and steps
flow to integrate and communicate with exposed web services of Oracle CRM.
Following are the steps to integrate a web service of Oracle
CRM in .Net web application. (For ex integration of Forecast web service)
1. Login to admin interface
2. Select and download web service WSDL.
3.
Select and download required schema files.
4. Add reference in web application.
5. Communication with Oracle CRM using service
reference.
1. Login to admin interface.
There are two environments provided by Oracle CRM as below.
Stage Environment – for development
Production Environment – for live
To get access to above environments you need to have valid
credentials. Use your admin credentials to login into above environments to
proceed to get web service WSDL. Click on Admin tab in top right menu after
login.
2. Select and download web service WSDL.
Find “Integration” section and click on “Web Service
Administration” tab. This will navigate you to Web Services Administration
page. Here you are provided with the option to select service type/version and associated
WSDL to download.
(Note: Prefer to use Web
Services V2.0 to get latest methods and features to integrate however Web
Services V1.0 is also sufficient with some less option.
For example we are
using Web Services V2.0 for Forecast service. Forecast is also termed as
Opportunity in other term in Oracle CRM.)
Select Web Services V2.0 in select service dropdown and
click on Go.
Select desired web service (for example Forecast) in WSDL
object list and download WSDL (custom/generic) as per your requirement.
(Note: Custom WSDL available for
download with some custom object and properties added into it while Generic
WSDL contains generic methods and objects to be used.)
3. Select and download required schema files.
Schema file are XSD files which exposes available types and
properties used in associated WSDL objects. When downloading WSDL then download
schema as well (if available) for selected WSDL object (i.e. Forecast).
You can search in schema and can ensure availability of
property/type if you want to access specific property of object.
4. Add reference in web application.
Create a web application and select project in solution
explorer. Right click and select Add Web Reference.
Enter path of WSDL of Forecast/Opportunity web service in
URL and go. Now name this web reference (i.e. OpportunitySvc) and add
reference.
(Note: Please keep
schema file in same folder while adding web reference.)
We are good to go to access service to communicate with
Oracle CRM as the configuration and required web references are already added.
5. Communication with Oracle CRM using service reference.
As we are already done with reference adding process now we
need to implement code to call service method to communicate with Oracle CRM.
There is specific process/flow of action while calling method of web service to
communicate with Oracle CRM as below.
a) Login and create session: - We need to call login command of integration service to login into service and generate session id to be used while calling web service method to uniquely identify request and avoid unauthorized access to data. Below is code snippet to call login command and fetch generated session id for subsequent service calls.
HttpWebRequest request = null;
HttpWebResponse response = null;
//WebHeaderCollection webHeaderCollection = null;
string
sessionID = string.Empty;
string
baseURL = string.Empty;
//Login Credentials
baseURL
= ConfigurationManager.AppSettings["WebServiceURL"];
/* WebServiceURL for stage:-
"https://secure-ausomxhna.crmondemand.com/Services/Integration";
*/
//Creating web request
request
= (HttpWebRequest)HttpWebRequest.Create(new Uri(baseURL + "?command=login"));
request.Method
= "GET";
request.Headers.Set("UserName", ConfigurationManager.AppSettings["username"]);
request.Headers.Set("Password", ConfigurationManager.AppSettings["password"]);
try
{
//Getting the response
response = (HttpWebResponse)request.GetResponse();
Stream
sr = response.GetResponseStream();
//Retrieve
session ID
char[]
separator = { ';' };
String[]
headers = response.Headers["Set-Cookie"].Split(separator);
for (int i = 0; i <= headers.Length - 1; i++)
{
if (headers[i].StartsWith("JSESSIONID"))
{
separator[0]
= '=';
sessionID =
headers[i].Split(separator)[1];
break;
}
}
Session["SessionID"]
= sessionID;
sr.Close();
response.Close();
}
catch (WebException we)
{
// Log exception
}
b)
Call
actual web service method: - During calling to web service we need to pass
generated session id (generated from login step (a)) with every request to Web
service URL.
Refer steps with code snippet as below to get
better understanding of web service call to fetch Forecast/Opportunity data
using id from Oracle CRM.
Step 1: - Create
an object for Forecast/Opportunity to call method and fetch data and provide
service URL with generated login session id.
string
sessionID = Convert.ToString(Session["SessionID"]);
Opportunity
opportunityObj = new Opportunity();
opportunityObj.Url
= ConfigurationManager.AppSettings["WebServiceURL"] + ";jsessionid=" + sessionID;
Step 2: -
Create an input object for Opportunity query to fetch specific fields/properties/objects
data as provided in this input object.
OpportunityQueryPage_Input input = new OpportunityQueryPage_Input();
Step 3: -
Create a query type object to specify query/condition fetch Opportunity data for
matching query/condition as specified in it. Prepare condition and add as value
in this object.
For example condition added below to fetch
opportunity records where record id is equal to specified opportunity id.
OpportunitySvc.queryType qtid = new
OpportunitySvc.queryType();
//Set opportunity id for query.
qtid.Value
= "= '" + opportunityID + "'";
Step 4: - Create
a query object (suffixed with ‘Query’) for opportunity to specify objects and
properties to fetch data for. This object communicates to the service about
data which need to be return in output.
OpportunityQuery opp = new OpportunityQuery();
opp.Id
= qtid; //Opportunity ID
opp.AccountId
= new OpportunitySvc.queryType();
//Account ID
opp.CreatedDate
= new OpportunitySvc.queryType();
opp.CloseDate
= new OpportunitySvc.queryType();
opp.OwnerId
= new OpportunitySvc.queryType();
(Note: Initialize all those properties
to queryType which are supposed to be fetched with data for records in output
object because this initialization informs service about
fields/properties/objects to return data for.)
Step 5: -
Create query object for List of opportunity and add your prepared opportunity query
object in it because we need to inform service that we need data for this
object and specified properties (in step 4) of each opportunity element of this
list.
ListOfOpportunityQuery listobj = new ListOfOpportunityQuery();
listobj.Opportunity
= opp;
input.ListOfOpportunity
= listobj;
(Note: you can review output object
first (in our example output object of opportunity query), to know about available
objects and properties to decide that which objects/properties we need to query
to get desired data. We need to access opportunity object which is available in
list form in output object which triggers us to initialize/create query object
of list of opportunity.)
Step 6: - Call
query method of service object by passing query input object which will return respective
output object with data as queried in provided input object.
//Call service to get output.
OpportunityQueryPage_Output output = opportunityObj.OpportunityQueryPage(input);
Step 7: -
Validate returned object for desired data availability and process returned
data as per business requirement.
if
(output.ListOfOpportunity != null &&
output.ListOfOpportunity.Opportunity.Length > 0)
{
strAccountID =
output.ListOfOpportunity.Opportunity[0].AccountId;
//Use data as
per business requirement.
}
c)
Logoff
and finish session: - Logoff command need to be called when we are done
with our communication with Oracle CRM to finish session and any avoid
unauthorized access to data using earlier generated session. Below is code
snippet to call logoff command to finish session for service calls.
try
{
string baseURL1 = ConfigurationManager.AppSettings["WebServiceURL"]; //"https://secure-ausomxhna.crmondemand.com/Services/Integration";
string
logoffUrlString = baseURL1 + "?command=logoff";
HttpWebRequest
req = (HttpWebRequest)WebRequest.Create(logoffUrlString);
// make the
HTTP call
HttpWebResponse
resp = (HttpWebResponse)req.GetResponse();
string sessionID
= string.Empty;
Session["SessionID"]
= null;
}
catch (Exception ex)
{
//Log exception;
}
Points to keep in mind during Oracle CRM web service integration.
1.
Query objects are suffixed with “Query”.
2.
Query Input objects are suffixed with “QueryPage_Input”.
3.
Query Output objects are suffixed with “QueryPage
_Output”.
4.
Query methods to fetch results/output on the
basis of query input object are suffixed with “QueryPage” (for example refer
step 6).
5.
All properties and object must be initialized to
queryType to fetch data for that specific field/property/object from Oracle CRM.
For example as specified above in step 4 and 5.
5.
If some property is not initialized to queryType
in that case service is not going to return data for that
field/property/object.
6.
Oracle CRM provides highly customizable options
and this customization also reflects in available web services. That means which
fields of an object should be available in web service (WSDL) to query or
access this could be managed from Oracle CRM admin tool. How could it be done?
that is a different chapter.
So friends, now you are good to go to explore more and try
at your end to integrate/access web service in your application to fetch data
from Oracle CRM.
Share your feedback
if this blog helps you in anyways and suggestions are most welcome to improve
as well.
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