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Migrating a Workflow Process

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

This topic describes how to use the Import/Export utility or a business service to migrate a workflow process. For procedures for ADM, see Siebel Application Deployment Manager Guide. For procedures for REPIMEXP, see Using Siebel Tools. For more information, see Migrating Workflow Policies to the Production Environment.

Importing and Exporting a Workflow Process

You can use the Import/Export utility to migrate workflow processes or to back up an individual workflow process. To make it easy to understand the purpose of the workflow process, it is recommended that you use a meaningful naming convention when you choose a file name for an exported workflow process. You must make sure that your deployment meets the prerequisites that Import/Export requires. For more information, see Migrating with Import/Export.

Importing a Workflow Process

This topic describes how to import a workflow process.

To import a workflow process

1. In Siebel Tools, navigate to the Workflow Processes list.
2. Right-click in the Workflow Processes list, and then click Import Workflow Process.
3. In the Open dialog box, choose a path and file name of the workflow process that Siebel Tools must import, and then click Open.
4. Choose the project to which you must add the workflow process.

   Siebel Tools imports the workflow process with a status of In Progress.

If a workflow process of the same name already exists in the target environment, then Siebel Tools increments the version number for the newly imported workflow by one.

Exporting a Workflow Process

This topic describes how to export a workflow process.

To export a workflow process

1. Locate the workflow process you must modify.

   For more information, see Locating a Workflow Process in the Workflow Processes List.

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

2. Right-click in the Workflow Processes list, and then click Export Workflow Process.
3. In the Save As dialog box, enter the file path, file name, the .xml file name extension, and then click Save.

   Siebel Tools exports the workflow process. If you export more than one workflow process, then Siebel Tools saves them to a single XML file.

If you export a workflow process that contains a sub process step, then you must also export the sub process. Siebel Tools does not automatically export the sub process.

Migrating with the Workflow Admin Service Business Service

The example in this topic uses the Workflow Admin Service business service to migrate workflow processes. For more information, see Workflow Admin Service Business Service.

To migrate with the Workflow Admin Service business service

1. In the Siebel client, navigate to the Administration-Business Service screen, and then the Simulator view.
2. In the Simulator list, click New, and then add two new fields using the values described in the following table.

   Field	Value
   Service Name	Workflow Admin Service
   Method Name	Activate

3. In the Input Arguments list, click New, and then define fields using values described in the following table.

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

   Change the Process Name value that you entered for Property Value so that it meets the requirements of your implementation.

4. In the Simulator list, click Run.

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

5. To examine simulation output:
   1. Navigate to the Administration-Business Process screen, and then the Workflow Deployment view.
   2. Enter a compound query using values from the following table.

      Field	Value
      Name	*Pricing Procedure*
      Deployment Status	Active

      This query returns a list of workflow processes that Siebel CRM also displays in the Output Arguments list of the business service simulator. The total number of records that the query returns must match the number of records that Siebel Tools displays in the Property Value field described in Step 4.