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Siebel Business Process Designer Administration Guide
What's New in This Release
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Overview of Siebel Business Process Designer
General Principles of Workflow
Understanding the Workflow Processes Module
Understanding the Workflow Policies Module
Workflow Roles
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Introduction to Workflow Processes
Overview of the Workflow Architecture
Design-Time Architecture of Workflow
Simulation Architecture of Workflow
Deployment Architecture of Workflow
Run-Time Architecture of Workflow
Workflow Interaction with Other Siebel Components
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Planning Workflow Processes
Gathering Information for Workflow Process Planning
Understanding Workflow Process Requirements
Seeded Workflow Processes
Considering Business Objects and Business Services When Planning Workflow Processes
Defining a Primary Business Component for a Business Object
Enabling a Business Service for Workflow Processes
Defining a Test and Migration Strategy for Workflow Processes
Verifying Workflow Policies Installation
Verifying the Repository Setting for Workflow Policies Installation
Verifying the Workflow Setup for Workflow Policies Installation
Upgrading Siebel Workflow
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For Developers: Basics of Building Workflow Processes
Overview of Developing a Workflow Process
Siebel Tools and Workflow Processes
Using Process Designer in Siebel Tools
About the Design Functions of the Process Designer
Field Descriptions: Workflow Processes Applet
Field Descriptions: WF Process Props Applet
Field Descriptions: WF Steps Applet
Process Designer Palette Items
About Defining Workflow Process Parameters and Steps
Reviewing Existing Process Definitions
Defining a New Workflow Process
Naming Conventions for Workflow Processes and Process Properties
Modifying Existing Process Definitions
Tutorial: Using Process Designer in Siebel Tools
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For Developers: Workflow Process Steps
About the Workflow Processes OBLE in Siebel Tools
Diagramming a Workflow Process
Defining Step Details for a Workflow Process
Deleting a Workflow Step
Deleting a Workflow Process
Copying a Workflow Process
About Process Properties
Process Properties Versus Property Sets
Defining Process Properties
Concatenating Process Properties
Field Descriptions for Defining Workflow Process Steps
Field Descriptions: WF Steps Applet
Field Descriptions: WF Step Branch Applet
Field Descriptions: Compose Condition Criteria Dialog Box
About Start Steps
Defining a Start Step
Defining Next Step Branches for Start Steps
Defining Conditions and Values for Branches, Decision Steps, and User Interact Steps
About Decision Steps
Defining a Decision Step
Defining Decision Branches
About Conditions and Values for Decision Steps
About Business Service Steps
Field Descriptions: Input Arguments for Business Service Steps, Subprocess Steps, and Wait Steps
Field Descriptions: Output Arguments for Business Service Steps, Subprocess Steps, and Siebel Operation Steps
Defining a Business Service Step
Defining Input Arguments for Business Service Steps
Defining Output Arguments for Business Service Steps
About Subprocess Steps
Defining a Subprocess Step
Defining Input Arguments for Subprocess Steps
Defining Output Arguments for Subprocess Steps
Defining Recipients for Subprocess Steps
Field Descriptions: WF Step Recipients Applet
Field Descriptions: Subprocess Applet
About Siebel Operation Steps
Defining a Siebel Operation Step
Defining Fields for a Siebel Operation Step
Defining Siebel Operation Search Specifications
Defining Siebel Operation Step Output Arguments
Field Descriptions: Search Specifications
Updating a Field Based on a Multi-Value Group
About Wait Steps
Defining a Wait Step
About User Interact Steps
Defining a User Interact Step
Defining User Interact Next Step Branches
About Conditions and Values for User Interact Next Step Branches
Creating Substitute View Names with Process Properties
About Stop Steps
Defining a Stop Step
Defining Stop Step Input Arguments
About End Steps
Defining an End Step
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For Developers: Understanding How Workflow Processes Are Designed
About Workflow Processing Modes
About 7.0 Workflow Processes
About Long-Running Workflow Processes
About Interactive Workflow Processes
About Service Workflow Processes
Building Long-Running Workflow Processes
Assigning Subprocesses to End Users to Create Collaborative Long-Running Workflows
Building Interactive Workflow Processes
Creating Synthetic Event Buttons to Control User Navigation
About Suspension and Resumption of Interactive Workflow Processes
About Forward and Backward Navigation between Views
Using Workflow Persistence
About Workflow Persistence
Enabling Workflow Persistence
Handling Events
Using Run-Time Events
Using User Events
About the Workflow User Event Business Service
Generating User Events with the User Event Business Service
Configuring Long-Running Workflow Processes to Wait for User Events
Workflow and Global Implementations
Configuring Workflows in a Multilingual Environment
Defining Expressions for Workflows Running in a Multilingual Environment
Wait Steps and Global Time Calculations in Workflow
Handling Errors
Using Error Processes to Handle Errors
Passing User-Defined Process Properties and Property Sets to Error Processes
Assigning Error Processes to Subprocesses
Using Exceptions to Handle Errors
Defining Exceptions
Recovering Workflow Processes
Automatic Recovery of Workflow Process Instances
Manual Recovery of Workflow Process Instances
Invoking Workflow Processes
About Invoking a Workflow Process
Invoking a Workflow Process from a Workflow Policy
Invoking a Workflow Process from a Script
Example: Invoking a Workflow from a Script in Object Manager
Example: Invoking a Workflow from a Script to Pass Field Values to Process Properties
Invoking a Workflow Process from a Run-Time Event
Invoking a Workflow Process as a Configured Business Service
Running a Workflow Process in the Workflow Process Manager
Running a Workflow Process in the Application Object Manager
Running a Workflow Process in Batch Mode
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For Developers: Testing Workflow Processes
Testing Workflow Processes with the Process Simulator
About the Process Simulator and Supported Modes for Simulation
Using the Validate Tool to Correct Errors in Workflow Processes
Running the Process Simulator
Testing Workflows That Involve Server Components
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For Administrators: Administering Workflow Processes
About Deploying Workflow Processes
Deploying Workflow Processes
Deploying Workflow Processes to Mobile Clients
Restricting Mobile Client Routing
Deploying Workflow Processes on Regional Nodes
Migrating Workflow Processes from Development to Production
Importing or Exporting a Process Definition
Administering Workflow Processes in the Run-Time Client
Activating Workflow Processes
Stopping a Workflow Process Instance
Deleting a Workflow Process Instance
Purging a Workflow Process Instance from the Log
Monitoring Workflow Process Instances
About Workflow Process Monitoring
About Process Monitoring Levels
Setting the Monitoring Level
Troubleshooting Workflow Processes
About Tracing and Event Log Levels
Increasing Tracing Levels for Workflow Management Server Components
Siebel Application Response Management (Siebel ARM)
Siebel Flight Data Recorder (FDR) Files
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Workflow Policies
About Planning Workflow Policies
Planning Workflow Policy Groups
Planning Workflow Policies
Determining What to Monitor When Planning Policies
Planning Policies and Conditions
Planning Workflow Policy Actions
Scenario for Planning Workflow Policies: Notification for 30%+ Discounts
Scenario for Planning Workflow Policies: Notification for Large Number of Open Service Requests
Defining a Test and Migration Strategy for Workflow Policies
About Creating Workflow Policies
About the Workflow Policies Views
Defining Workflow Policy Actions
About the Actions Applet in the Workflow Policies Action View
About the Arguments Applet in the Workflow Policies Action View
Using the Send Page Program Type
Using the Send Message Program Type
Using the Message Broadcast Program Type
Using the Run External Programs Type
Using the Database Operation Program Type
About the Recipients Applet
Creating a Workflow Policy Action
Example of a Workflow Policy Action: Creating a Send Page Action
Example of a Workflow Policy Action: Creating a Send Email Action with a Repeating Message
Example of a Workflow Policy Action: Creating a Send Message Broadcast Action
Example of a Workflow Policy Action: Creating a Database Operation Action
Example of a Workflow Policy Action: Creating a Run External Program Action
Creating Workflow Policy Groups
About the Workflow Groups Applet
About the Workflow Policies Applet
Creating Workflow Policies
About the Policies List Applet
About the Conditions Applet
About the Actions Applet
Example of a Workflow Policy: Creating a Send Page Workflow Policy
Example of a Workflow Policy: Creating a Send Email Workflow Policy
About Customizing Workflow Policies with Siebel Tools
Siebel Tools and Workflow Policies
Siebel Tools Definitions in the Workflow Policies Views
About Workflow Policy Objects
Creating a Workflow Policy Object
Workflow Policies and the Siebel Tools Views
About the Workflow Policy Column List View
Configuring a Workflow Condition Based on a Foreign Key
About the Workflow Policy Object List View
About the Workflow Policy Component List View
About the Workflow Policy Component Columns View
Defining a Workflow Policy Column
Defining a Workflow Policy Component
Defining a Workflow Policy Object
Modifying Policy Column Names
Adding Policy Columns to a Workflow Policy Object
Associating a Column with a Workflow Policy Component
About the Validate Tool in Siebel Tools
Modifying an Existing Workflow Policy Object
About Workflow Policy Programs
About the Program List View
About the Workflow Policy Program Argument List View
Creating a Workflow Policy Program
Example of Creating a Workflow Policy Program Argument: Send Opportunity Email
Creating SQL Statements for Workflow Policies Program Arguments
About Predefined Workflow Policy Programs
Example of Using a Predefined Workflow Policy Program: Change SR Close Date to Today
Example of Using a Predefined Workflow Policy Program: Change SR Owner
Example of Using a Predefined Workflow Policy Program: Change SR Owner to Manager
Example of Using a Predefined Workflow Policy Program: Send Quote Page
Making Object Types Available in the Siebel Client
About Workflow Policies Server Administration
Creating Database Triggers
About Database Triggers and Database Administration
Running Generate Triggers
Running the SQL Script File
About Database Triggers and Remote Users
Setting Up the Siebel Server for Email Manager
Setting Up the Communications Profile to Send Email through Workflow
Starting Email Manager
Setting Up the Siebel Server for Page Manager
Troubleshooting the Email and Page Managers
Executing Workflow Policies with Workflow Monitor Agent
Using Workflow Monitor Agent
Using Workflow Action Agent
Starting Workflow Agent Processes Automatically with Siebel Server
About Workflow Policies and Siebel Server Task Trace Files
Viewing Trace Files in Siebel Server Administration
Viewing Trace Files in the Siebel Server Log Directory
About Tracing and Event Log Levels
About Workflow Policies Analysis Charts and Reports
Using the Policy Frequency or Trend Analysis Chart
Using Workflow Policies Reports
About Workflow Policies and Siebel Marketing
Using Workflow Policy Programs for Campaign Execution
Using the Send Campaign Email Workflow Policy Program
Using the Create Email Activity Workflow Policy Program
Using the Assign to Campaign Workflow Policy Program
Scenario for Creating a Marketing Campaign with Workflow Policies
About Testing Workflow Policies
Testing New Policies and Monitoring the Results
Troubleshooting Workflow Policies
Workflow Policies and Tracing
Migrating Policies to the Production Environment
Predefined Programs
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Reference Materials for Siebel Workflow
Siebel Workflow Terminology
Predefined Business Services
Outbound Communications Manager Business Service
Synchronous Assignment Manager Requests Business Service
Server Requests Business Service
Workflow Utilities Business Service
Passing Parameters to and from Workflow and Data Manipulation within Workflows
Manipulating Data Within Workflows
Passing Parameters to and from Workflow with the Workflow Process Manager Business Service
Example Script: Invoking Workflow Programmatically and Constructing an Input Property Set
Example Script: Defining Property Sets for the Input Property Set
Example Script: Constructing Property Sets
Example Script: Assembling Properties and Child Property Sets into the Input Property Set
Example Script: Invoking the Workflow Process Manager Business Service and Passing It the Input Property Set
Passing Parameters from Workflow to Global Variables (Profile Attributes)
Using Expressions with Workflow Processes
Using the Timestamp Argument
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