Siebel Consumer Goods Guide > Getting Started > Selected Setup Procedures >

Setting Up Siebel Workflow Processes for Consumer Goods

Table 6 lists the Consumer Goods modules that use Siebel Workflow processes.

Process Overview

You will need to perform these steps, in the order given, to set up Workflow Policies for the Sales Volume Planning module. The remaining modules do not require performing all of the steps given.

1. Enable Workflow Policies. Depending on your current implementation, you may need to import workflow processes into Siebel Workflow Manager using Siebel Tools. For information about importing workflows, see Siebel Business Process Designer Administration Guide.
2. Enable Siebel Workflow Manager. Siebel Workflow Manager must be enabled before you can begin the SVP process.
3. Generate triggers. The Generate Trigger (GenTrig) component on the Siebel Server allows you to create database triggers. Policy Manager uses these database triggers to identify records that may match policy conditions. Generate Triggers needs to be regenerated whenever you create or delete new policies. For information on generating triggers, see the running generate triggers topic in the Siebel Business Process Designer Administration Guide.
4. Start Workflow Policies Agent for each applicable module. You need to start Workflow Monitor Agent to execute your policies. Workflow Monitor Agent checks to see when the conditions of policies are met. For detailed information about starting Workflow Monitor Agent, see the Siebel Business Process Designer Administration Guide.
5. Test Workflow Policies Agent.

For more detailed information on workflows, see the Siebel Business Process Designer Administration Guide.

To set up the CG SVP Process

1. Activate the CG SVP Process workflow process:
   1. Navigate to the Administration - Business Process screen > Workflow Deployment view.
   2. In the Repository Workflow Processes list, select the CG SVP Process record.
   3. In the Active Workflow Processes list, select the CG SVP Process record and note the Deployment Status is Active.
   4. If the Deployment Status is not Active, make the process active by clicking Active in the Repository Workflow Processes list.
2. To enable the Workflow manager, do the following:
   1. Navigate to the Administration - Server Configuration screen > Enterprises view.
   2. In the Component Groups list, select the record containing Workflow Management, click the menu button, and then choose Enable Component Group.
   3. Click the Synchronize view tab.
   4. In the Synchronize list, click Synchronize.
3. Generate triggers by starting server manager and entering the following commands:

   > srvrmgr /g <gateway name server> /e <enterprise name> /s <siebel server name> /u sadmin /p <password >

   > start task for comp GenTrig with PrivUser=sadmin,PrivUserPass=<password>,EXEC=True

   > list task for comp GenTrig

   Repeat the last command until the task shows as completed.

4. Start the Workflow Monitor Agent by entering the following commands in server manager:

   > start task for comp WorkMon with TableOwner=table-owner,TableOwnPass=password,ActionAgent=False,GroupName='CG SVP'

   > list task for comp WorkMon

   Repeat the last command until the task shows as sleeping.

For general information on workflows, see the Siebel Business Process Designer Administration Guide.