Siebel Business Process Designer Administration Guide


How This Guide Is Organized

Considerations for Upgrading

Revision History

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Overview of Workflow

General Principles of Workflow

Siebel Workflow Solutions

Siebel Business Process Designer

Activity Templates

Siebel Assignment Manager

Siebel SmartScript

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Introduction to Siebel Workflow

Siebel Business Process Designer Architecture

Siebel Workflow Roles

Siebel Business Process Designer

Understanding Workflow Processes

Workflow Processes Administration Overview

Understanding Workflow Policies

Workflow Policies Structure

Workflow Policies Administration Overview

Understanding State Models

State Model Administration Overview

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Planning for Workflow Processes

Gathering Information

Researching Existing Process Information

Researching New Processes and Areas for Improvement

Understanding Workflow Process Requirements

Planning for Workflow Processes

Defining a Primary Component for a Business Object

Enabling a Business Service for Workflow Processes

Defining a Test and Migration Strategy

Verifying Workflow Policies Installation

Verifying the Repository Setting

Verifying the Workflow Setup

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Designing Workflow Processes

Using the Workflow Processes Views

Using the All Processes View

Using the Process Designer View

Using the Process Properties View

Working with Workflow Process Definitions

Reviewing Existing Process Definitions

Defining a New Process

Modifying Existing Process Definitions

Designing a Workflow Process

Working with Process Properties

Process Properties Versus Property Sets

Defining Process Properties

Concatenating Process Properties

Working with Start Steps

Using the Start View

Defining a Start Step

Working with Decision Steps

Using the Decision Branches View

Defining a Decision Step

Working with Business Service Steps

Using the Business Service View

Defining a Business Service Step

Working with Subprocess Steps

Using the Subprocess View

Defining a Subprocess Step

Working with Siebel Operation Steps

Defining a Siebel Operation Step

Working with Wait Steps

Defining a Wait Step

Working with a User Interact Step

Using the User Interact View

Defining a User Interact Step

Working with Stop Steps

Using the Stop View

Defining a Stop Step

Working with End Steps

Defining an End Step

Working with Error Processes

Passing User-Defined Process Properties and Property Sets to Error Processes

Assigning Error Processes to Subprocesses

Working with Exceptions

Using the Next Step Applet for Exceptions

Defining an Exception

Working with Expressions

Using the Timestamp Argument

Deleting a Step or Process

Copying a Process

Activating a Process

Revising a Process Definition

Working with Seeded Workflow Processes

Configuring Workflows in a Multilingual Environment

Defining Expressions for Workflows Running in a Multilingual Environment

Wait Steps and Global Time Calculations in Workflow

Using Workflow Persistence

Enabling Workflow Persistence

Usage Guidelines for Workflow Persistence

Wait Steps and Workflow Persistence

User Interact Steps and Workflow Persistence

Using Runtime Events

Creating Buttons that Invoke Workflow Processes

Choosing Between Using Runtime Events and Using Workflow Policies

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Testing Workflow Processes

Testing Processes with the Process Simulator

Using the Process Simulator View

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Running Workflow Processes

Invoking a Workflow Process

Invoking From a Workflow Policy

Invoking From a Script

Invoking From a Runtime Event

Defining a Configured Business Service

Workflow Processing Modes

Running a Workflow Process Within the Workflow Object Manager

Running a Workflow Process On the Application Object Manager

Running a Workflow Process in Batch

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Migrating to the Production Environment

Migrating Workflow Processes to Production

Importing or Exporting a Process Definition

Exporting Multiple Process Definitions

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Administering Workflow Processes

Monitoring Processes

Correcting Processes

Stopping Processes

Deleting Workflow Process Instances

Tracing and Event Log Levels

Increasing Tracing Levels for Workflow Process Manager and Workflow Process Batch Manager

Restricting Mobile Client Routing

Modifying the Replication Field

Running Workflow Processes on Regional Nodes

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Planning for Workflow Policies

Planning Workflow Policy Groups

Planning for Workflow Policies

Determining What to Monitor

Planning Policies and Conditions

Planning Workflow Policy Actions

Planning Scenarios

Defining a Test and Migration Strategy

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Creating Workflow Policies

Using the Workflow Policies Views

Working with Workflow Policy Actions

Understanding the Actions Applet

Understanding the Arguments Applet

Understanding the Recipients Applet

Creating a Workflow Policy Action

Workflow Policy Action Examples

Creating a Send Page Action

Creating a Send Email Action with a Repeating Message

Creating a Send Message Broadcast Action

Creating a Database Operation Action

Creating a Run External Program Action

Working with Workflow Policy Groups

Understanding the Group Applet

Understanding the Policies Applet

Creating a Workflow Policy Group

Working with Workflow Policies

Understanding the Policies List Applet

Understanding the Conditions Applet

Understanding the Actions Applet

Creating a Workflow Policy

Siebel Workflow Policy Examples

Creating a Send Page Workflow Policy

Creating a Send Email Workflow Policy

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Customizing Workflow Policies with Siebel Tools

Understanding Siebel Tools

Understanding Siebel Tools and Workflow Policies

Working with Workflow Policy Objects

Using the Siebel Tools Views

Understanding the Workflow Policy Column List View

Configuring a Workflow Condition Based on a Foreign Key

Understanding the Workflow Policy Object List View

Understanding the Workflow Policy Component List View

Understanding 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

Using the Validate Tool

Modifying an Existing Workflow Policy Object

Understanding Workflow Policy Programs

Using the Program List View

Using the Workflow Policy Program Argument List View

Defining a Workflow Policy Program

Example of Creating a Program Argument

Creating SQL Statements for Program Arguments

Using Predefined Workflow Policy Programs

Using Change SR Close Date to Today

Using Change SR Owner

Using Change SR Owner to Manager

Using Send Quote Page

Making Object Types Available in Siebel Client

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Workflow Policies Server Administration

Creating Database Triggers

Database Triggers and Database Administration

Running Generate Triggers

Running the SQL Script File

Database Triggers and Remote Users

Setting Up the Siebel Server for Email Manager

Setting Up the Communications Profile

Setting Up the Siebel Server for Page Manager

Troubleshooting the Email and Page Managers

Working with Workflow Monitor Agent

Using Workflow Monitor Agent

Using Workflow Action Agent

Starting Workflow Agent Processes Automatically with Siebel Server

Using Workflow Policies and Siebel Server Task Trace Files

Viewing Trace Files in Siebel Server Administration

Viewing Trace Files in the Siebel Server Log Directory

Tracing and Event Log Levels

Using Workflow Policies Analysis Charts and Reports

Using the Policy Frequency or Trend Analysis Chart

Using Workflow Policies Reports

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Workflow Policies and Siebel Marketing

Using Workflow Policy Programs for Campaign Execution

Using Send Campaign Email

Using Create Email Activity

Using Assign to Campaign

Understanding a Campaign Workflow Scenario

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Testing Workflow Policies

Testing New Policies and Monitoring the Results


Workflow Tracing

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Migrating Policies to the Production Environment

Migrating Workflow Policies

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Monitoring and Tuning Performance

Monitoring Workflow Policies

Using the Workflow Policy Log View

Understanding the S_ESCL_REQ Table

Understanding the S_ESCL_STATE Table

Understanding the S_ESCL_ACTN_REQ Table

Tuning Workflow Policies for Performance

Workflow Policy Groups to Manage Server Load

Multiple Workflow Monitor Agents and Workflow Action Agents

Workflow Agents on Multiple Application Servers

Running Workflow Agent Processes through Server Manager

Optimal Sleep Interval for Workflow Policy Groups

Optimal Action Interval for Each Workflow Action Agent

Creating Multiple Workflow Agent Processes

Performance Tuning Tips

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Using State Models

State Models Overview

Creating State Models and State Transitions

Creating State Models

Creating State Transitions

Restricting Transitions Between States

Enabling Child Modification

Using a State Model

Understanding the State Model Cache

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Predefined Business Services

Predefined Business Services

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Predefined Programs

Predefined Programs

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Siebel Workflow Terminology

Siebel Workflow Terminology

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Seeded Workflow Processes

Seeded Workflows Provided with Siebel Applications

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Performance Tuning

Tuning of Workflow Processes

Minimizing Usage of SearchSpec

Conditions Based on Parent and Child Business Components

Configuration Versus Workflow Comparison


Tuning of Workflow Process Manager

Caching Business Services

MaxMTServers and MinMTServers


Other Critical Parameters

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Passing Parameters to and from Workflow and Data Manipulation within Workflows

Manipulating Data Within Workflows

Accessing Runtime Event Parameters from Workflows

Passing Parameters from a Business Service to a Workflow

Example Scripts for Passing Parameters

Passing Parameters from Workflow to Global Variables (Profile Attributes)

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 Siebel Business Process Designer Administration Guide 
 Published: 29 May 2003