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Using the Siebel Add-in for Corel iGrafx Flowcharter

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The Siebel Add-in for Corel iGrafx Flowcharter is a program that you add to your installation of Corel iGrafx Flowcharter. You use the Siebel Add-in so that iGrafx Flowcharter can interface with your Siebel application, so that you can modify Siebel business processes, or so that you can demonstrate how they operate and which screens and views are accessed. The Siebel Add-in provides the ability to navigate to a view within the Siebel application. Installing the Siebel Add-in adds a Siebel Options menu and a Shape Properties menu to your installation of iGrafx Flowcharter.

Figure 10 shows the Siebel Options menu command that is added to the bottom of the iGrafx Flowcharter Tools menu when the Siebel Add-in has been installed.

Figure 10.  Siebel Options Menu Command in iGrafx Flowcharter Tools Menu

The Siebel Add-in is installed to a drive on your local machine. You must prepare your local machine before using the Siebel Add-in for iGrafx Flowcharter.

To prepare the local machine

Make sure that a Siebel client application is running, and accessing data from a local database such as Sample.

NOTE:  Only one instance of a Siebel application should be running at one time. Close any browsers running other instances, or instances of SupportWeb and Siebel.com.

Close all browsers other than the one running the Siebel application.
Shut down Windows Services for IIS and Personal Web Manager.
From the Start menu, choose Programs > Administrative Tools > Services.
Scan the listing in the Services window and determine whether the following services exist:
IIS Admin
Simple Mail Transfer Protocol (SMTP) Service
World Wide Web Publishing Service
If any of the services in the preceding list exist, continue to Step 4. If none of the services in Step b are listed, skip to To install the Siebel Add-in.
Find the service named IIS Admin and note its value from the Services list's Status column.
If the current Status is Started, then right-click and choose Stop from the context menu.

A prompt appears, asking if you want to stop additional services. Choose Yes to stop these additional services as well. These services are dependent services that require the IIS Admin service to be running. Since the IIS Admin service is now stopped, the other services need to be stopped as well.

If the Status column is blank, skip to To install the Siebel Add-in.
In the Services window, right-click the IIS Admin service, and choose Properties from the context menu.

The Properties dialog box displays options for the Windows service.

On the General tab, in the Startup Type drop-down list, choose Manual. Click OK.

NOTE:  This step is necessary in order to avoid performing Step 1 through Step 4 each time the machine is started.

Repeat Step 5 for the Simple Mail Transfer Protocol (SMTP) Service and the World Wide Web Publishing Service, as these are dependents of the IIS Admin Service.

CAUTION:  Errors may occur if these services' Startup Type properties are not set to Manual.

To install the Siebel Add-in

Make sure the iGrafx application is not running.
Copy the SiebelIGrafxAddinSetup.exe file from the network location to a local drive.

NOTE:  See your system administrator for the network location of the SiebelIGrafxAddinSetup.exe file.

Start the SiebelIGrafxAddinSetup.exe file by double-clicking the file.

The Welcome screen appears.

Click the Next button.

A screen appears showing the destination folder where the Siebel Add-in will be installed.

Accept the default installation folder, and click Next.

A screen appears showing which components will be installed.

Accept the defaults settings, and click Next.

The installation finishes, and a screen appears stating that the Siebel Add-in has been installed successfully.

Click Finish to complete the installation.

To begin using the Siebel Add-in

After installing the Siebel Add-in, start iGrafx Flowcharter and create a new process or open an existing diagram.

NOTE:  The Siebel Add-in will not work for the Basic Diagram that is loaded when iGrafx is first started.

In the Tools menu, choose Siebel Options to verify that the Siebel Options menu exists.

The Siebel Options dialog box appears.

The Siebel Options dialog box allows the administrator to provide values that match the desired process taxonomy. Activity Types are associated with shapes in an iGrafx diagram. These activity types are used to align Siebel business process entities with your business requirements.

NOTE:  All shapes that are associated with the Step type allow the user to navigate automatically to a Siebel view.

If you want to add an Activity Type to the process taxonomy list, type the new name in the Activity Type field and click the Add button.
If you want to remove an Activity Type, select the type in the Activity Type list and click the Remove button.
When finished using the Siebel Options dialog box, click OK.

NOTE:  If you made changes that do not need to be saved, click the Cancel button instead. You can use the Apply button to save changes immediately. If an activity value is added or removed, clicking Apply will save that change without exiting the dialog box.

Using the Siebel Properties Menu

As you work with shapes in an iGrafx diagram, you can right-click a shape to display a context menu and choose the Siebel Properties menu command, as shown in Figure 11.

Figure 11.  Context Menu Showing Siebel Properties Menu Command

The Siebel Properties dialog box allows you to associate an Activity Type to the current shape. If the current shape is of type Step, the Siebel Properties dialog box shows an additional value, Siebel View Name. This value allows you to navigate to the corresponding view in the Siebel application.

To associate an Activity Type to a shape

In an iGrafx diagram, choose the shape you want to associate an Activity Type to.
Right-click the shape to display the context menu, and choose Siebel Properties.
In the Properties dialog box, choose a value from the Activity Type drop-down list.

The values listed correspond to the values input by the administrator in the Siebel Options menu.

You can associate a Siebel view name only to the activity type Step. For other activity types, the view name box is disabled.

To associate a Siebel view name

Complete Step 1 through Step 3 in To associate an Activity Type to a shape.
In the Siebel View Name field, type the Siebel view name exactly as it appears in the Siebel application.

NOTE:  An easy way to make sure the view name you type in is exactly the same as in the Siebel application is to highlight and copy the view name from the About View dialog box in the Siebel application. Then paste it into the Siebel View Name field of the Properties dialog box.

When you are finished entering values in the Properties dialog box, click OK.

Using the Go To Siebel View Command

The Go to Siebel View command allows you to navigate to a shape's corresponding view in the Siebel application for shapes that have a Siebel View icon above them.

NOTE:  The Go to Siebel View command will not work with implementations that have been heavily customized.

The Siebel View icon is shown in Figure 12.

Figure 12.  Shape with Siebel View Icon

The number inside the Siebel View icon specifies the version number of the Siebel application. There are other ways that information is represented as well:

When a letter F appears inside the Siebel View icon, the icon represents feature functionality planned for a future release of Siebel applications.
When a letter A appears inside the Siebel View icon, the icon represents an action that is performed automatically by the Siebel application, in the background. In these cases, the view icon does not link to a view, because there is no view association with the action.
When a letter C appears inside the Siebel View icon, the icon represents an action that requires configuration of the Siebel application.

NOTE:  The Siebel application must be running in order for the Go To Siebel View command to work.

To invoke the Go To Siebel View command

Verify that the shape's activity type is Step by right-clicking on the shape and choosing Siebel Properties from the context menu.
Verify that the Siebel view name listed in the Siebel View Name field of the Properties dialog box has a value that exactly matches the Siebel client application view name.
Click OK to exit the Properties dialog box.
Right-click the shape and choose Go To Siebel View.
Switch to the Siebel application to see the navigated view.

NOTE:  If the view you are linking to requires Siebel Analytics and you have not purchased this product, the view will not appear and you will see an error message.

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