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Performing Required Tasks for the Master Data Management PIP


The tasks in this topic are required if you are using the Master Data Management PIP.

Activating the Workflow Policies

To activate the workflow policies, follow this procedure.

To activate the workflow policies

  1. Navigate to Administration - Business Process screen, then Workflow Policies view.
  2. Query for the following workflow policies and remove the Expiration date:
    • SWI Account Address Sync Policy
    • SWI Account Contact Sync Policy
    • SWI Account Sync Policy
    • SWI Address Sync Policy
    • SWI Contact Address Sync Policy
    • SWI Contact Sync Policy
  3. Remove the existing Triggers.
  4. Generate the Triggers.
  5. Restart Siebel Services.

By default, the Workspace Release Flag user preference is set to N. If you want to release products into the Siebel application automatically, then you must change this preference.

Customizing the Workspace Release Flag

To customize the Workspace Release flag, follow this procedure.

To customize the Workspace Release flag

  1. Navigate to the Administration - Application screen, then the System Preferences view.
  2. Query for 'Workspace Release Flag', set the value to N, and restart the server.

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