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Siebel Financial Services Connector for IFX XML Guide > Configuration Roadmap > Configuring the Workflow Process >

Creating a Workflow for the IFX XML Request Message

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The following procedures show how to construct a converter to handle a request message.

Start Siebel Financial Services 7.0
Open the Siebel Workflow Administration.
Create a new record in the Workflow Process View, using the following values:
Name = FINS IFX Tutorial Outbound Connector
Business Object = Service Request

The other values are optional.

Click the Process Designer tab.

The Process Designer provides a blank working space onto which you will drag the step symbols and connectors that create the workflow.

For complete details about using this working space, and information about workflows in general, see Siebel Workflow Administration Guide.

Drag Start, Wait, Stop, and Business Service steps onto the work space, and name them appropriately, using connector arrows to connect them.

Continue until you have created a workflow with the required components. Figure 5 shows the structure of the finished workflow.

Double-click the Start step to display the Start and Next Steps applet, and set the following value in the single Next Steps record:
Type = Default

Figure 5. IFX Add Payment Outbound Workflow

Adding Process Property Values

You need to create Process Property values for the workflow, to be used in later configurations.

To create process properties

Click the Process Properties tab.
Enter the values shown in the following table.

Name	Data Type
End of Data	String
IFX Document Request	String
IFX Document Response	String
OP Outgoing TransMgr	String
PropSet Out Incoming Converter	Hierarchy
PropSet Out Incoming DTE	Hierarchy
PropSet Out Incoming Dispatcher	Hierarchy
PropSet Out Incoming Hierarchy Converter	Hierarchy
PropSet Out Incoming TransMgr	Hierarchy
PropSet Out Outgoing Converter	Hierarchy
PropSet Out Outgoing DTE	Hierarchy
PropSet Out Outgoing TransMgr	Hierarchy
SearchSpec	String
SearchSpec%1	String
Timed Out	String

Configuring the Wait Step

The Wait step can be configured to perform an action after the workflow is initiated. When the action is taken, the remaining steps will then be performed. In this example, the Wait step is configured to retrieve the Row_ID of the current record.

To configure the Wait step

Double click the Wait step of FINS IFX Tutorial Outbound Connector workflow.
In the Wait applet, enter the following value:
Name = Get Current Payment Id
Leave the Input Arguments applet empty (that is, with no records).
Add output arguments in the Output Arguments applet (shown in the table below), and then click the Return to Designer button.

Property Name	Type	Value	Business Component Name
SearchSpec	Literal	[FIN Service Request Payment Request.Payment Id]=%1
Search Spec%1	Expression	[Id]	Fin Service Request Payment Request

Configuring the FINS IFX XML Transaction Manager

The first outbound component is the transaction manager.

To configure the transaction manager

Name the transaction manager appropriately (it must be unique within the workflow), and select the type.

The example uses:

Name = Outgoing Transaction Manager
Type = Business Service
Choose the type of business service from the multi-value group (MVG) window.

For this component, choose the FINS IFX Tutorial Transaction Manager.

Choose the method.

The example uses the Execute Outbound method because the data is being sent out from the Siebel data source.

Establish the input and output arguments.

As for all Siebel business services, create a new record (CTRL+N) for a new argument. Select from the available input arguments, and type in any that do not appear in the list. Add all required arguments first, then go on to any optional arguments. See Siebel Connector for IFX XML for input and output specifications.

When you have finished setting the input and output arguments, click the Return to Designer button.

Following are the input argument settings for the example transaction manager configuration.

Input Argument	Type	Value	Property Name
DispatcherMapName	Literal	FINS IFX Tutorial DispMap
IXMLMapPath	Literal	IFX/PaySvcRs/PmtAddRs
PrimaryRowId	Process Property		Object Id
SiebelFINSOperationOut	Literal	SAQuery
SiebelFINSRespIntObjName	Literal	FINS IFX Tutorial Payment Add Internal IntgObj
SearchSpec	Process Property		SearchSpec
SearchSpec%1	Process Property		SearchSpec%1

Following are the output argument settings for the example transaction manager configuration.

Property Name	Type	Value	Output Argument
PropSet Out Outgoing Transmgr	Output Argument		XML Hierarchy

Configuring the FINS IFX XML Data Transformation Engine

The second component is the data transformation engine (DTE).

To configure the DTE

Name the DTE appropriately (it must be unique within the workflow).

The example uses:

Name = Outgoing DTE
Type = Business Service
Choose the type of business service from the multi-value group (MVG) window.

For this component, choose the FINS IFX Tutorial DTE.

Choose the method.

The example uses the Transform to External Hierarchy method because the data is moving from a Siebel internal system to an external system.

Set the input and output arguments.

These arguments include the DTE map name, created during the configuration of the internal and external integration objects.

Following are the input argument settings for the example DTE configuration.

Input Argument	Type	Value	Property Name
XML Property Set	Process Property		PropSet Outgoing TransMgr

Following are the input argument settings for the example DTE configuration.

Property Name	Type	Value	Output Argument
PropSet Out Outgoing DTE	Output Argument		XML Property Set

Configuring the FINS IFX XML Converter

The third component is the converter.

To configure the converter

Name the converter appropriately (it must be unique within the workflow).

The example uses:

Name = Outgoing Converter
Type = Business Service
Choose the type of business service from the multi-value group (MVG) window.

For this component, choose the FINS IFX Tutorial Converter.

Choose the method.

The example uses the PropSetToXMLPropSet method because the converter is converting a property set from the DTE into a standard XML property set.

Set the input and output arguments.

Following are the input argument settings for the example converter configuration.

Input Argument	Type	Value	Property Name
Client Application Name	Literal	Siebel FINS Application
Client Application Organization	Literal	Siebel FINS
Client Application Version	Literal	7.0
Date Output Format	Literal	YYYY-MM-DD
Enable Data Formatting	Literal	true
IFX Application Business Service Name	Literal	FINS IFX XML Extension
Is Client	Literal	true
Is Log Out	Literal	true
Service Provider Name	Literal	Partner IFX Middleware
XMLEnvIntObjectName	Literal	FINS IFX Tutorial Envelope
XML Property Set	Process Property		PropSet Out Outgoing DTE

Following are the output argument settings for the example converter configuration.

Property Name	Type	Value	Output Argument
PropSet Converter	Output Argument		XML Property Set

Configuring an XML Hierarchy Converter

The fourth component is a hierarchy converter. For information about Siebel hierarchy converters, see Siebel Workflow Administration Guide.

To configure an XML hierarchy converter

Name the hierarchy converter appropriately (it must be unique within the workflow).

The example uses:

Name = Outgoing Hierarchy Converter
Type = Business Service
Choose the type of business service from the multi-value group (MVG) window.

For this component choose the XML Hierarchy Converter.

Choose the method.

This example uses the XML Hierarchy to XML Document method because, for an outgoing message, the final conversion is from an XML hierarchy to an XML document that can be accepted by any XML-compliant converter at the external location.

Set the input and output arguments, XML Hierarchy name, and XML document name.

Following are the input argument settings for the example hierarchy converter configuration.

Input Argument	Type	Value	Property Name
Escape Name	Literal	false
XML Header Text	Literal	<!DOCTYPE IFX SYSTEM "http://IFXWebSite/IFX101.dtd"> Replace IFXWebSite with a valid connection string that connects to the IFX101.dtd.
XML Hierarchy	Process Property		PropSet Out Outgoing Converter

Following are the output argument settings for the example hierarchy converter configuration.

Property Name	Type	Value	Output Argument
IFX Document Request	Output Argument		XML Document

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