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Siebel Business Process Designer Administration Guide for Financial Services
General Principles of Workflow
Siebel Business Process Designer
Introduction to Siebel Workflow
Siebel Business Process Designer Architecture
Siebel Business Process Designer
Understanding Workflow Processes
Workflow Processes Administration Overview
Understanding Workflow Policies
Workflow Policies Administration Overview
State Model Administration Overview
Planning for Workflow Processes
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
Using the Workflow Processes Views
Using the Process Designer View
Using the Process Properties View
Working with Workflow Process Definitions
Reviewing Existing Process Definitions
Modifying Existing Process Definitions
Working with Process Properties
Process Properties Versus Property Sets
Concatenating Process Properties
Using the Decision Branches View
Working with Business Service Steps
Using the Business Service View
Defining a Business Service Step
Working with Siebel Operation Steps
Defining a Siebel Operation Step
Working with a User Interact Step
Passing User-Defined Process Properties and Property Sets to Error Processes
Assigning Error Processes to Subprocesses
Using the Next Step Applet for Exceptions
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
Usage Guidelines for Workflow Persistence
Wait Steps and Workflow Persistence
User Interact Steps and Workflow Persistence
Creating Buttons that Invoke Workflow Processes
Choosing Between Using Runtime Events and Using Workflow Policies
Testing Processes with the Process Simulator
Using the Process Simulator View
Invoking From a Workflow Policy
Defining a Configured Business Service
Running a Workflow Process Within the Workflow Object Manager
Running a Workflow Process On the Application Object Manager
Running a Workflow Process in Batch
Migrating to the Production Environment
Migrating Workflow Processes to Production
Importing or Exporting a Process Definition
Exporting Multiple Process Definitions
Administering Workflow Processes
Deleting Workflow Process Instances
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
Planning for Workflow Policies
Planning Workflow Policy Groups
Planning for Workflow Policies
Planning Policies and Conditions
Planning Workflow Policy Actions
Defining a Test and Migration Strategy
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 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
Siebel Workflow Policy Examples
Creating a Send Page Workflow Policy
Creating a Send Email Workflow Policy
Workflow Policies and Siebel Marketing
Using Workflow Policy Programs for Campaign Execution
Understanding a Campaign Workflow Scenario
Customizing Workflow Policies with Siebel Tools
Understanding Siebel Tools and Workflow Policies
Working with Workflow Policy Objects
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
Adding Policy Columns to a Workflow Policy Object
Associating a Column with a Workflow Policy Component
Modifying an Existing Workflow Policy Object
Understanding Workflow Policy Programs
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 to Manager
Making Object Types Available in Siebel Client
Workflow Policies Server Administration
Database Triggers and Database Administration
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
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
Using Workflow Policies Analysis Charts and Reports
Using the Policy Frequency or Trend Analysis Chart
Using Workflow Policies Reports
Testing New Policies and Monitoring the Results
Migrating Policies to the Production Environment
Monitoring and Tuning Performance
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
Creating State Models and State Transitions
Restricting Transitions Between States
Understanding the State Model Cache
Financial Services Workflow User Interface Utilities
Considerations for Data Transfer Utilities
Configuring Event-based Commands
SmartScript Integration with Workflow
Creating a View Template for Dynamic Applets
Seeded Workflows Provided with Siebel Applications
Minimizing Usage of SearchSpec
Conditions Based on Parent and Child Business Components
Configuration Versus Workflow Comparison
Tuning of Workflow Process Manager
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 for Financial Services Published: 22 May 2003 |