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

Setting Up Siebel Workflow Policies for Consumer Sector

Table 5 lists the Consumer Sector modules that use Siebel Workflow Policies.

Table 5. Consumer Sector Modules That Use Siebel Workflow Policies
Module
Action
Sales Volume Planning
Automates Sales Volume Planning Action field.
Trade Promotions and Funds (considered together)
Aggregates all "Paid" payments and reflects changes in the status of payments by the back office.

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. From the application-level menu, choose View > Site Map > Server Administration > Enterprise Configuration > Component Groups.
  2. In the Component Groups list, query for and select the record containing Workflow Management.
  3. From the Components Groups menu drop-down list, select Enable Component Group.
  4. Click the Batch Component Administration view tab.
  5. In the Batch Components list, click Synchronize.

    6. 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

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. From the application-level menu, choose View > Site Map > Server Administration > Enterprise Operations >Component Requests.
  2. In the Component Requests form, click New.
  3. In the Component/Job field, select Generate Triggers.

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

  4. In the Component Request Parameters list, click New and fill in the fields in the following order:
    1. Name: Click the name select button to query for and select the EXEC record.
    2. Value: Type True.
  5. In the Component Request Parameter list, click New.
  6. In the Component Request Parameter list, click the name select button to query for and select the Privilege User password record, and click OK.
  7. In the Component Request Parameter list, click New.
  8. In the Component Request Parameter list, click the name select button to query for and select the Privilege User record, and click OK.
  9. In the Component Requests form, click the menu button and select Submit Request.
  10. In the Component form, click the menu button and select Run Query.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003