Siebel Business Rules Administration Guide

What's New in This Release

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Siebel Business Rules Overview

About Benefits for Siebel Business Rules

About the Siebel Business Rules Architecture

HaleyAuthority Development Environment

Siebel Client and Server Run-Time Environment

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Designing Siebel Business Rules

Roadmap for Developing Business Rules

Process of Designing Business Rules

Defining the Business Process

Specifying Business Process Logic Requirements

Identifying the Mechanism that Invokes the Business Process

Specifying UI Elements for the Business Process

Identifying the Tool to Develop the Business Process

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Configuring the Development Environment

Overview of the Business Rules Development Environment

User and Group Management in HaleyAuthority

Data Migration Between Environments

Process of Setting Up the Knowledgebase

Installing the Business Rules Developer

Creating a Database to Store the Knowledgebase

Defining Connectivity to the Knowledgebase

Defining Multiple Knowledgebases

Deleting a Knowledgebase

Migrating Rules Between Environments

Migrating Knowledgebase Data Between Environments

Migrating Run-Time Data Between Environments

Migrating Run-Time Data with Application Deployment Manager

Guidelines for Configuring the Rules Development Environment

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Developing Siebel Business Rules

Process of Developing Business Rules

Importing Siebel Objects into HaleyAuthority

Creating a Rule Module

Creating a Rule Statement

Testing a Rule Module

Deploying a Rule Module

Activating a Rule Module

Implementing Business Rules

Verifying Business Rule Functionality

Migrating a Rule Module

Administering Business Rules

Guidelines for Creating a Rule Module and a Rule Statement

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Implementing Rules Through a Script on a Business Component

Overview of Implementing Business Rules Through a Script

Process of Validating an Account Through a Script

Designing the Business Rules Implementation

Importing Siebel Objects

Creating the Rule Module

Deploying and Activating the Rule Module

Configuring the Run-Time Event

Creating the Script

Verifying Business Rule Functionality

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Implementing Rules Through Declarative Configuration in a Workflow Process

Overview of Implementing Business Rules Through Declarative Configuration

Process of Qualifying an Opportunity Through a Workflow Process

Designing the Business Rules Implementation

Defining the Project

Creating the Child Business Component

Creating the Workflow Process

Importing Siebel Objects

Creating the Rule Module

Testing the Rule Module

Deploying and Activating the Rule Module

Defining Calls to the Siebel Rules Engine

Verifying Business Rule Functionality

Publishing and Activating the Workflow Process

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Implementing Rules Through a Run-Time Event

Overview of Implementing Business Rules Through a Siebel Run-Time Event

Process of Validating a Service Request Through a Run-Time Event

Designing the Business Rules Implementation

Configuring the Action Set

Associating the Action Set with an Event

Importing Siebel Objects

Creating the Rule Modules

Testing the Rule Module

Deploying the Rule Modules

Activating the Rule Modules

Configuring and Activating the Run-Time Event

Verifying Business Rule Functionality

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Implementing Rules Through a Script in a Task UI

Overview of Implementing Business Rules Through a Script on a Custom Business Service

Process of Creating an Opportunity Through a Siebel Task UI

Designing the Business Rules Implementation

Defining a New Siebel Task UI

Defining UI Elements for the Opportunity Info View

Defining UI Elements for the Excellent Lead Info View

Defining UI Elements for the Good Lead Info View

Binding Views to Task UI Steps

Defining the Task UI Groups

Importing Siebel Objects

Creating the Rule Module

Deploying and Activating the Rule Module

Testing the Rule Module

Creating a Custom Business Service

Defining Calls to the Siebel Rules Engine

Publishing, Activating, and Verifying the Task UI

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Reference Topics for Siebel Business Rules

Mapping Between Siebel and HaleyAuthority

Overview of Mapping Between Siebel and HaleyAuthority

Siebel Objects Mapped to HaleyAuthority Objects

Siebel Concepts, Relations, Actions, Functions, and Predicates

Business Rule Tables in a Siebel Run-Time Database

Run-Time Events Supported by Business Rules

Business Rule Service

Preparing the Business Rule Service

RunRules Business Service Method

ProcessOutput Method

Input and Output Property Usage With Siebel Development Tools

Business Rule Service Run-Time Log Files

Input Property Schema for the Business Rule Service

Output Property Schema for the Business Rule Service

Rule Modules and Rule Statements

Rule Modules

Rule Module Activation

Rule Statements

Siebel Test Harness

Test Harness Output Window

Guidelines for Implementing Siebel Business Rules

Troubleshooting Siebel Business Rules

Technical Support for Business Rules

Rules Configuration and Activation Troubleshooting

Rules Deployment Troubleshooting

Rules Output Troubleshooting

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Glossary for Siebel Business Rules

Rules Glossary

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