Siebel Database Upgrade Guide > Postupgrade Tasks for Siebel Business Applications >

Upgrading Siebel ERM Approval Business Process Workflows

Environments: Development, production test, production.

Platforms: Windows, UNIX, IBM z/OS.

A number of approval business processes were included in the Sample Database. These were intended for use with Employee Self-Service. If you have activated these workflows, then you must manually upgrade the approval steps in them.

Also, if you have designed approval business processes for use with Employee Self-Service, then you must manually upgrade the approval steps to convert them to business service operations.

The manual upgrade converts the approval steps from a standard workflow operation to a business process operation. This enables the workflow to use new Universal Inbox Business Service functionality.

Both Siebel Marketing and Siebel ERM use Universal Inbox. Application administrators can see all approval tasks across all applications.

To manually upgrade approval business process workflows

1. In Siebel Tools Business Process Designer, locate the desired workflow.
2. Change the Business Object of the workflow to UInbox Item Task.
3. Retrieve the Priority from the workflow's Extract Events Fields step and save the priority in the process property.

   The priority is used to set the Inbox Owner Priority.

4. Pass the Priority to the RouteInboxItem function:
   • Input Argument: Task.OwnerInfoTaskPriority
   • Type: Process Property
   • Property Name: Item Priority
5. In the workflow diagram, locate all steps that check the approver's status.
6. Change the step from a Siebel Operation to a Business Service:
   • Type: Business Service
   • Business Service Name: Universal Inbox
   • Business Service Method: GetInboxOwnerInfoEx
   • Leave the Business Component field blank
7. Locate the workflow's Deactivate Inbox Owner step.
8. Change the step from a Siebel Operation to a Business Service:
   • Type: Business Service
   • Business Service Method: Universal Inbox
   • Business Service Method: DeactivateInboxOwner
   • Pass in InboxItemId, InboxTypeName, and OwnerPartyId to the method
9. Deploy and activate the revised workflow.