Siebel Consumer Sector Guide > Getting Started > Selected Setup Procedures >

Setting Up Siebel Workflow Policies for Consumer Sector

Table 6 lists the Consumer Sector modules that use Siebel Workflow Policies.

Process Overview

You will need to perform these steps, in the order given, to set up Workflow Policies for the Sales Volume Planning module. The remaining modules do not require performing all of the steps given.

1. Enable Workflow Policies.
2. Generate triggers.
3. Start Workflow Policies Agent for each applicable module.
4. Test Workflow Policies Agent.

For more detailed information on Siebel Workflow, see Siebel Business Process Designer Administration Guide.

Enabling Siebel Workflow Policies

You must enable Siebel Workflow Policies before using any one of the modules that require it. However, if you are using more than one of these modules, you need only enable Workflow Policies once.

To enable Siebel Workflow Policies

1. Navigate to the Administration - Server Configuration screen > Enterprises view.
2. In the Component Groups list, query for and select the record containing Workflow Management.
3. In the Component Groups list, click Menu and choose Enable Component Group.
4. Click the Synchronize view tab.
5. Click Synchronize.

   The components will populate the Batch Components list.

   NOTE:  After enabling Workflow Policies you may need to stop and restart the server.

Generating Triggers in Siebel Workflow Policies

You must generate triggers before using any one of the modules requiring Workflow Policies, and again whenever new policies are created or deleted. You do not need to regenerate triggers in order to use additional modules requiring Workflow Policies.

The Generate Trigger (GenTrig) component on the Siebel Server allows you to create database triggers. Policy Manager uses these database triggers to identify which records may match policy conditions. You must regenerate triggers whenever new policies are created or deleted.

To generate triggers in Siebel Workflow Policies

1. Navigate to the Administration - Server Management screen > Jobs view.
2. In the Batch Jobs List view, click New.
3. In the Component/Job field, select Generate Triggers.

   This creates a new line entry but does not start the task.

4. In the Job Parameters list, click New and complete the fields in the following order:
   1. Name: Click the name field select button to query for and select the EXEC record.
   2. Value: Type True.
5. In the Job Parameter list, click New.
6. In the Job Parameter list, click the name field select button to query for and select the Privilege User password record, and click OK.
7. In the Job Parameter list, click New.
8. In the Job Parameter list, click the name field select button to query for and select the Privilege User record, and click OK.
9. In the Job Detail form applet, click Menu and choose Start Job.
10. In the Batch Jobs List view, click Menu and choose Run Query.