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Migrating a Workflow Process

This task is a step in Process of Migrating a Workflow Process.

After you have developed a migration strategy, use the tool identified in the migration strategy to perform the migration. This topic provides procedural information for migrating workflow policies, and using the import/export option or the Workflow Admin Service business service options. For procedures for other strategies, see the relevant documentation.

Note that if you are migrating a large number of workflow processes, you can create a small group of processes to migrate as a first phase of implementation. After you have successfully migrated the first group, you can add more processes in a systematic manner.

Migrating Workflow Policies

For more information, see Migrating Workflow Policies to the Production Environment.

Importing and Exporting a Workflow Process

You can use the import/export feature both as a migration tool and as a way to back up individual an workflow process. Use a meaningful naming convention when choosing a filename for an exported workflow process to make it easy to understand the purpose of the process.

Using Workflow Import and Export to Back Up a Workflow Process

Siebel Tools features that are not applicable to Workflow objects include:

• SIF export and import.
• Object Compare.
• Three way merge during upgrades.

Because Siebel Tools excludes Workflow objects from these features, it is important to use the Workflow import and export feature to back up and restore a workflow object definition. For example, if you archive a project in Siebel Tools, the Workflow objects within that project are not archived.

CAUTION:  If you delete the objects from a project expecting that they can be restored from the SIF, it is important to keep in mind that Workflow objects are an exception, and cannot be restored from the SIF. Use the Workflow import and export feature to back up and restore workflow definitions.

To export a workflow process

1. In Siebel Tools, in the Workflow Processes OBLE, choose the workflow process or processes you need to export.

   To choose more than one workflow process, press and hold the CTRL key while choosing the processes.

2. Right-click then choose Export Workflow Process.

   The Save As dialog box appears.

3. Enter the file path, filename, and the .xml filename extension, then click Save.

   The workflow process or processes are exported. If you chose more than one process to export, the processes you chose are saved to one XML file.

Note that when exporting a workflow process that contains subprocesses, you must also export the subprocesses. Subprocesses are not exported automatically.

To import a workflow process

1. In Siebel Tools, display the Workflow Processes OBLE.
2. Right-click then choose Import Workflow Process.

   The Open dialog box appears.

3. Choose a path and filename of the workflow process to import, then click Open.
4. Choose the project to which you need to add the workflow process.

   The workflow process is imported with a status of In Progress.

Note that if a process definition of the same name exists in the target environment, the newly imported process definition's version number is incremented by one.

Invoking the Workflow Admin Service Business Service

This topic provides procedural information on invoking the Workflow Admin Service business service. For more information, see About the Workflow Admin Service Business Service.

To invoke the Workflow Admin Service through the Business Service Simulator

1. In the Siebel client, navigate to Administration-Business Service > Simulator.
2. In the Simulator applet, click New, then define fields according to values described in the following table:

   Field	Value
   Service Name	Workflow Admin Service
   Method Name	Activate

3. In the Input Arguments applet, click New, then define fields according to values described in the following table:

   Field	Value
   Test Case #	1
   Property Name	FlowSearchSpec
   Property Value	[Process Name] like '*Pricing Procedure*' and [Status] = 'Completed'

4. In the Simulator applet, click Run.

   Upon completion, the simulator displays the results of the simulation in the Output Arguments applet. In this example, the Property Value field in the Output Arguments applet displays the number of workflow processes whose name starts with Pricing Procedure and whose status is completed. You should modify the Property Value to meet your specific business requirements.

5. To examine simulation output, navigate to Administration-Business Process > Workflow Deployment, then issue a compound query using values described in the following table:

   Field	Value
   Name	*Pricing Procedure*
   Deployment Status	Active

   The query returns a list of workflow processes that were also represented in the Output Arguments applet of the business service simulator. The total number of records returned in the query should match the number of records displayed in the Property Value field described in Step 4.