Oracle Receivables-Importing Dun & Bradstreet(D&B) Data Using Bulk Import Webcast

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Importing Dun & BradstreetImporting Dun & Bradstreet (D&B) Data Using Bulk ImportImport

Sandy ShookyPrincipal Technical Support EngineerMelody JohnsonPrincipal Technical Support EngineerJackie LiPrincipal Technical Support Engineer

© 2013 Oracle Corporation – Proprietary and Confidential

Program Agenda

• What is Dun & Bradstreet (D&B)?( )

• Manually Create a Directory Object

• Copy/Move the D&B Flat File

• Create Batch ID

• Import Flat Files

R B lk L d• Run Bulk Loader

• Import Tables

• Profile OptionsProfile Options

• Troubleshooting


What Is Dun & Bradstreet (D&B)?

• Global database of over 95 million business records.

• Standard process used to populate data in Oracle.

• A contract is required with D&B in order to purchase their data.q p


Program Agenda




• Create Batch ID



• Import Tables


• Troubleshooting


Manually Create A Directory

• A Directory Object is a database object, which stores the absolute h f h i l di h d b dpath of a physical directory on the database node.

• Give this object the name HZ_DNB_SOURCE_DIR.

• Make sure the database server can read and write from the location identified by the directory object.y y j

• For more information on Directory Objects please refer to Oracle Server Technology DocumentationServer Technology Documentation.


Manually Create A Directory

• Example to Create Directory: CREATE or replace DIRECTORY HZ_DNB_SOURCE_DIR AS ‘/tmp';

• Must Grant Access to APPS GRANT READ ON DIRECTORY HZ_DNB_SOURCE_DIR TO apps;GRANT WRITE ON DIRECTORY HZ_DNB_SOURCE_DIR TO apps;


Program Agenda




• Create Batch ID



• Import Tables


• Troubleshooting


Copy/Move The D&B Flat File

Flat File Name Example: dnbdemo.csvDirectory Object Example: /tmp

Local BoxDB Box in Root \tmp directoryDB Box in Root \tmp directory

Copy or Move


Copy/Move The D&B Flat File Example of Flat File Data - Opened in Excel

Example of Flat File Data - Opened in Text Format


Program Agenda




• Create Batch ID



• Import Tables


• Troubleshooting


Create Batch ID• A batch can be created manually using a SQL script.

• See Doc ID 383072.1 for a sample script.• Example of Manual Script:Example of Manual Script:


Create Batch IDMove this script to HZ_DNB_SOURCE_DIR

New Directory

Move or Copy


Create Batch ID• Enter the following values when prompted (examples provided):

batchname = testfilebatchname testfilebatchdescription = testorigsys = DNBloadtype = DNB

• Ensure the origsys D&B is defined and active in your Source System management.

• Source System defined via Oracle Customers Online • Superuser Administration > Source Systems• Map and Manage cross reference source system names and record

id tifiidentifiers.• For example you can retain their legacy customer number

references.


Create Batch_IDThe output should generate the Batch_ID, for example:

SQL> @create batch idQ @ _ _25/Enter value for batchname: testfileEnter value for batchdescription: testEnter value for origsys: DNBEnter value for loadtype: DNBypold 10: hz_imp_batch_summary_v2pub.create_import_batch(NULL,’&batchname’,’&batchdescription’,’&ORIGSYS’, ‘&loadtype’, 12, x_batch_id, x_return_status, x_msg_count, x_msg_data);New 10: hz_imp_batch_summary_v2pub.create_import_batch(NULL, ’testfile’, ’test’, ‘DNB’, ‘DNB’, 12, x_batch_id, x_return_status, x_msg_count, x_msg_data);x_batch_id = 22000x_return_status = Sx_msg_count = 0x_msg_data =

PL/SQL procedure successfully completedPL/SQL procedure successfully completed.


Create Batch ID• In Release12, a batch can be created via Oracle Customers

Online Data Librarian• Responsibility: Customers Online Data Librarian• Navigation: Import Tab > Generate Batch

Do not activateDo not activateDo not activate the batch at this point

Do not activate the batch at this point


Create Batch IDNavigation: Enter Parameters > Apply


Create Batch ID

Batch_ID created:


Create Batch ID

• SQL to verify the newly created batch_id:

SQL> select batch_id, batch_status from hz_imp_batch_summary;

BATCH_ID BATCH_STATUS---------- ------------------------------13000 COMPLETED13001 ACTION_REQUIRED22000 <-----Newly Created BATCH_ID


Program Agenda




• Create Batch ID



• Import Tables


• Troubleshooting


Import Flat FileResponsibility: Trading Community ManagerNavigation: Control > Request > Run

a. Choose the Request Set option and run the Request Set


Import Flat Fileb. Run D&B Import Adapter using the following parameters:

i. Parameter: D&B Flat File Upload Table Creation

N f th D&B fil t bName of the D&B file to be imported – case-sensitive. Default

OK


Import Flat File

ii. Parameter: D&B File Load – Pass 1

Select from the List of Values (LOV)


Import Flat File

• The following concurrent processes will kick off at the submit:

• HZ_DNB_ADAPTER2 module: Request Set D&B Import Adapter ARHLDDNB4 module: D&B File Load Preprocessing ARHLDDNB3 module: D&B Flat File Upload Table Creation ARHLDDNB1 module: D&B File Load - Pass 1 ARHLDDNB2 module: D&B File Load - Pass 2 ARHLDDNB5 module: D&B File Load Postprocessing

• Verify all complete successfully• Verify all complete successfully.

• For more information on errors related to these concurrent programs, see Doc ID 1449553.1, Trading Community Architecture (TCA): Listingsee Doc ID 1449553.1, Trading Community Architecture (TCA): Listing of ORA Errors.


Import Flat File

• Stage 10 – Stage: D&B File Load Preprocessing

D&B Import Adapter – Concurrent set stages:

Stage 10 Stage: D&B File Load Preprocessing (Preprocessing for D&B Import Adapter)

• Stage 20 Stage: D&B Flat file Upload Table Creation SQL Code• Stage 20 – Stage: D&B Flat file Upload Table Creation - SQL Code ARHLDDNB3(arhldnb3.sql: To create the external table for D&B upload purposes CREATE TABLE

HZ_DNB_XTBL )(C t E t l T bl f D&B B t h Fl t fil U l d)(Creates External Table for D&B Batch Flat file Upload)

• Stage 30 – Stage: D&B File Load - Pass 1 – SQL code ARHLDDNB1 (arhldnb1.sql: To upload the D&B Batch Flat file. This will upload all the entities except the

related duns info.)(Loads D&B Batch flat file into HZ interface tables - first pass)


Import Flat File

D&B Import Adapter – Concurrent set stages (continued):

• Stage 40 - Stage: D&B File Load - Pass 2 – SQL Code ARHLDDNB2 (arhldnb2.sql: To upload the D&B Batch Flat file. This will upload the related duns

information into parties, address and CP.)(L d D&B B t h fl t fil i t HZ i t f t bl d )(Load D&B Batch flat file into HZ interface tables - second pass)

• State 50 - Stage: D&B File Load Postprocessing (D&B Batch File Postprocessing for Records Loaded Through D&B Import Adapter)( p g g p p )


Program Agenda




• Create Batch ID



• Import Tables


• Troubleshooting


Run Bulk LoaderRun the Import Batch to TCA Registry request

Responsibility: Trading Community ManagerNavigation: Control > Request > Run > Choose the Single Request

This should match the Batch IDThis should match the Batch ID created.22000


Run Bulk LoaderTh t ki k ff th f ll i• The concurrent process kicks off the following processes:

ARHIMAIN module: Import Batch to TCA Registry ARHLWRPB TCA Import Batch Data LoadARHLWRPB TCA Import - Batch Data Load ARHLSG1W Module TCA Import - Data Load Stage 1 ARHLSG2W Module TCA Import - Data Load Stage 2 ARHLSG3W Module TCA Import - Data Load Stage 3 p gARHLPPLB TCA Import Postprocessing DQM Sync Index 1 (DQM Sync Index) DQM Sync Index 2 (DQM Sync Index) DQM Sync Index 4 (DQM Sync Index) DQM Sync Index 3 (DQM Sync Index)

• Verify all complete successfully• Verify all complete successfully.• For more information on errors related to these concurrent programs,

see Doc ID 1449553.1, Trading Community Architecture (TCA): Listing of ORA Errors.


Program Agenda




• Create Batch ID



• Import Tables


• Troubleshooting


Import TablesThe following query can be run to view the data in the HZ table:

@SQL> Select party number,party id||','||party type||','||party name||', @ Q p y_ ,p y_ || , ||p y_ yp || , ||p y_ || ,||orig_system_reference||','||status

from hz_parties where orig_system_reference in

(select party_orig_system_reference from hz imp parties int where batch id= 22000);_ p_p _ _ );

Results:PARTY_NUMBER -----------------------PARTY_ID||','||PARTY_TYPE||','||PARTY_NAME||','||ORIG_SYSTEM_REFERENCE||','||STATUS

61780

648152, ORGANIZATION, MARGI Import 05A,11111,A


Import TablesHZ_IMP_PARTIES_INT HZ_IMP_ADDRESSES_INT HZ IMP ADDRESSUSES INTHZ_IMP_ADDRESSUSES_INT HZ_IMP_CONTACTS_INT HZ_IMP_CONTACTPTS_INT HZ_IMP_CONTACTROLES_INT HZ_IMP_RELSHIPS_INT HZ IMP CLASSIFICS INTHZ_IMP_CLASSIFICS_INT HZ_IMP_CREDITRTNGS_INT HZ_IMP_FINNUMBERS_INT HZ IMP FINREPORTS INTHZ_IMP_FINREPORTS_INT HZ_IMP_BATCH_SUMMARY HZ_IMP_ERRORS


Program Agenda




• Create Batch ID



• Import Tables


• Troubleshooting


Profile Options Specific To Bulk ImportProfile Option DescriptionHZ: Allow Import of Records with Disabled Lookups

Controls whether or not records with values referencing disabled lookup codes p g pcan be loaded with TCA import. Values = Yes/No

HZ: Validate Flexfields During Controls whether Flexfields are validated Import during TCA import or not. Values = Yes/No

HZ: Use HR Security During Import

Controls whether HR security is enabled during TCA import or not. Values = Yes/No

HZ: Use Data Sharing and Security During Import

Controls whether Data Sharing and Security is enabled during TCA import or not. Values = Yes/No

HZ: Work Unit Size for Import Sets the work unit size used during TCA import. Values = Yes/No

HZ: Number of Workers for Import Sets the number of workers used during TCA import Values Yes/No


TCA import. Values = Yes/No

Profile Options Specific To Bulk ImportProfile Option DescriptionHZ: Error Limit for Import Sets the number of error records allowed before

TCA import should stop processing.HZ: Character Value to Indicate Null During Import

Sets the value which indicates that a TCA character column should be made null during TCA import.

HZ N i V l t S t th l hi h i di t th t TCAHZ: Numeric Value to Indicate Null During Import

Sets the value which indicates that a TCA numeric column should be made null during TCA import.

HZ: Date Value to Indicate Sets the value which indicates that a TCA dateHZ: Date Value to Indicate Null During Import

Sets the value which indicates that a TCA date column should be made null during TCA import.

HZ: Allow updates of Address Records during

If Yes, imported addresses will update the existing addresses. g

Import g

Matching addresses, if address source id in interface table matches an existing SSM address mapping, interface address compared to existing address


address.

Profile Options Specific To Bulk ImportIMC Profile Options

IMC: Automate CSV File Load into TCA IMC: Import Preview Processing Results

IMC: CSV Batch De-Duplication Match Rule

IMC: Import Run Address Validation

IMC: CSV Batch De-Duplication Action IMC: Import Run Batch De-Duplicationp p p

IMC: CSV Batch Registry Match Rule IMC: Import Run Registry Match

IMC: Display Notes for Merge Request Mapping

IMC: Method for Defining ‘Recently Created’Mapping Created

IMC: Enable Manage Reports IMC: ‘Recently Created’ Value Definition

IMC: Run CSV Batch De-Duplication IMC: Run CSV Batch Address Validation

IMC: Run CSV Batch Registry Match IMC: Visualization Solution Type


Program Agenda




• Create Batch ID



• Import Tables


• Troubleshooting


Troubleshooting

Responsibility: Oracle Customers Online SuperUserNavigation: Import -> Batch Import History

I t St t C l ill h E f f il d b t h• Import Status Column will show Error for any failed batch• Select the erred Batch ID to show the import batch details

• Click on the View Errors button to see a listing of errorsS l t th D t il i t t ifi i f ti ti l• Select the Details icon to get specific information on a particular error


Troubleshooting

• The following two tables will help you diagnose errors you might get when importing data into TCA

• HZ IMP ERRORS used by TCA import process to record all• HZ_IMP_ERRORS – used by TCA import process to record all errors that occur during import.

• HZ_IMP_TMP_ERRORS – used by TCA import process to record all errors that occur during import.g p

• These errors are written into HZ_IMP_ERRORS table at the end of the processing

select message_name, interface_table_name, count(*) from "AR"."HZ_IMP_ERRORS“ where batch_id = &BATCH_ID group by message_name, interface_table_name;


Demonstration


For More Information

• Doc ID 283760.1 – Example About How To Run Bulk Import For Parties And, Address Information

• Doc ID 383072 1 How to Import D&B flat file provided by D&B• Doc ID 383072.1 – How to Import D&B flat file provided by D&B into the Bulk Loader Interface tables

• Doc ID 279924.1 – How To Import Parties Using Bulk Import Process

• Doc ID 1451645.1 – How to import party using TCA Bulk Import Registry Interface Tables

• Continue the discussion! For follow up questions on topicsContinue the discussion! For follow up questions on topics covered in this webcast, connect via this Receivables thread: https://communities.oracle.com/portal/server.pt/community/view_discussion_topic/216?threadid=587394

• The recorded version of this webcast will be available within the next 48 hours and can be downloaded from Doc ID 740966.1, Advisor Webcasts: Current Schedule and Archived Recordings


Advisor Webcasts: Current Schedule and Archived Recordings.

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Oracle Receivables-Importing Dun & Bradstreet(D&B) Data Using Bulk Import Webcast

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