Siebel Order Management Guide > Creating a Quote or Sales Order > Process of Enabling the Automatic Configuration of Customizable Products >

Setting Up Siebel Tools for the Automatic Configuration of Customizable Products

Use the following procedure to set up Siebel Tools to support the automatic configuration of customizable products that are based on a promotion definition. This procedure is a step in Process of Enabling the Automatic Configuration of Customizable Products.

To set up Siebel Tools to support the automatic configuration of customizable products

1. Start Siebel Tools and connect to the server data source.
2. Navigate to Projects in the Object Explorer and:
   1. Lock the following repository projects:
      • ISS Promotion Admin
      • ISS Promotion Integration
      • ISS Promotion Workflow
      • SIS OM Base Architecture
      • Symbolic Strings
      • UMSUI
   2. Create a new repository project where Name is Headless Configuration.
3. Create the required symbolic strings:
   1. Navigate to Symbolic Strings in the Object Explorer.
   2. To expose this object type (if not already exposed), click View, select Options, go to the Object Explorer tab, and then select the checkbox next to Symbolic Strings.
   3. Create three new records, with the following values:
      • Name is SBL_PROM_AUTOMATCH
        Current String Value is Promotion Automatch
        Translate Flag is TRUE
        Type is Conversion
        Project is Symbolic String
      • Name is SBL_APPLY_PROM_DE
        Current String Value is Apply Promotion Defaults
        Translate Flag is TRUE
        Type is Conversion
        Project is Symbolic String
      • Name is SBL_LOG_HDLS_ERR
        Current String Value is Log Error
        Translate Flag is TRUE
        Type is Conversion
        Project is Symbolic String
4. Import the archived files. Archived (.sif) files are located in the ACR471.zip file located in the Siebel Tools Installation Directory\REPPATCH folder.
   1. Import the CSSHeadlessCfgService Class:
      • Click Tools, and select Import From Archive.

        Click Yes if prompted with the following message: This operation must only be performed while connected to your local database.

      • Import the Class - CSSHeadlessCfgService.sif file.
      • Select the Merge option in the Conflict Resolution radio group.
      • Follow the remaining steps in the import wizard to complete the import.
   2. Import the Headless Configuration Service business service:
      • Click Tools, and select Import From Archive.

        Click Yes if prompted with the following message: This operation must only be performed while connected to your local database.

      • Import the Business Service - Headless Configuration Service.sif file.
      • Select the Merge option in the Conflict Resolution radio group.
      • Follow the remaining steps in the import wizard to complete the import.
   3. Import the ISS Promotion Management Service business service:
      • Click Tools, and select Import From Archive.

        Click Yes if prompted with the following message: This operation must only be performed while connected to your local database.

      • Import the Business Service - ISS Promotion Management Service.sif file.
      • Select the Merge option in the Conflict Resolution radio group.
      • Follow the remaining steps in the import wizard to complete the import.
   4. Import the UMF Message List SI applet:
      • Click Tools, and select Import From Archive.

        Click Yes if prompted with the following message: This operation must only be performed while connected to your local database.

      • Import the Applet - UMF Message List SI.sif file.
      • Select the Merge option in the Conflict Resolution radio group.
      • Follow the remaining steps in the import wizard to complete the import.
5. Import workflow processes:

   NOTE:  Workflow (.xml) files are located in the ACR471.zip file located in the Siebel Tools Installation Directory\REPPATCH folder.

   1. Navigate to Workflow Process in the Object Explorer.
   2. Import workflow files as follows:
      • Right-click the workspace and select Import Workflow Process.
      • Choose the workflow_name.xml file to import. Import workflows in the order given in the following table.

        Order #	Workflow File	Project
        1	SIS OM Get Future Asset SubProcess.xml	SIS OM Base Architecture
        2	SIS OM Sync Delta SubProcess.xml	SIS OM Base Architecture
        3	ISS Promotion Upgrade Process.xml	ISS Promotion Workflow
        4	Headless Configuration Web Service.xml	Headless Configuration

      • Add the workflow file to its corresponding project, see the preceding table.

        The just-imported workflow has a status of In Progress.

      • Click the Publish/Activate button to change the status to Complete.
6. Set up the Business Component:
   1. Navigate to Business Component in the Object Explorer.
   2. Search for the business component ISS Promotion Item Attribute Value.
   3. Set the value of Sort Specification to Created.
7. Compile the following locked projects into an srf file:
   1. ISS Promotion Integration
   2. Headless Configuration
   3. Symbolic Strings
   4. ISS Promotion Admin
   5. UMSUI
8. Unlock all projects.
9. Close Siebel Tools.