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Setting Up Campaign Status Values for Siebel Marketing Upgrade

Upgrades: All upgrades.

Environments: All environments.

This topic is part of an upgrade process. See How to Perform the Upgrade.

This optional step is not required for upgrade processing, but will simplify program and campaign reporting by making historical values equivalent with the values used as of Release 7.7.

The database upgrade process expects the standard Status values for the following applets. The process uses the standard values to convert records to the new campaign model during the upgrade:

  • Campaigns (Business Component is Campaign)
  • Campaign Plans (Business Component is DBM Campaign)
  • Campaign Occurrences (Business Component is Campaign Occurrences)

If you customized the values for the Status field for these objects, convert the Status (S_SRC.STATUS_CD) of any existing records to the standard values before doing the upgrade.

Any campaign records that do not have standard Status values will not create Load Wave records during the upgrade and will not be displayed as launched campaigns in the Campaign Agent views.

Optionally, you can also migrate the status values for the following components:

  • Program (Business Component is Program Container)
  • Stage (Business Component is Program (DBM))

Table 18 lists the standard Status values for each object.

Table 18. Standard Status Values
Object
Standard Status Values

Program Plan

Planned

Active

Completed

Stage Plan

Planned

Active

Completed

Campaign Plan

Planned

Active

Completed

Campaign

Planned

Active

Completed

Campaign Occurrence

Pending

Active

Finished

Manual

Error

Cancelled

Table 19 lists search specifications for locating records containing Status values. Release 7.5 terminology is used for the object names.

Table 19. Search Specifications for Locating Records
Object
Business Component
Base Table
Search Specification

Program Plan

Program Container

S_SRC

WHERE SUB_TYPE = 'MARKETING_CAMPAIGN' AND CAMP_TYPE_CD = 'PROGRAM CONTAINER'

Stage Plan

Program (DBM)

S_SRC

WHERE SUB_TYPE = 'MARKETING_CAMPAIGN' AND CAMP_TYPE_CD = 'PROGRAM'

Campaigns

Campaign

S_SRC

WHERE SUB_TYPE = 'MARKETING_CAMPAIGN' AND CAMP_TYPE_CD IS NULL AND CUST_TRGT_METH_CD IS NULL AND TMPL_ID IS NULL

Campaign Plans

DBM Campaign

S_SRC

WHERE SUB_TYPE = 'MARKETING_CAMPAIGN' AND CAMP_TYPE_CD IS NULL AND CUST_TRGT_METH_CD IS NOT NULL

Campaigns (Occurrences)

Campaign Occurrences

S_SRC

WHERE SUB_TYPE = 'MARKETING_CAMPAIGN' AND CAMP_TYPE_CD IS NULL AND CUST_TRGT_METH_CD IS NULL

    
Upgrade Guide for DB2 UDB for z/OS