Siebel Business Process Framework: Workflow Guide > Administering, Testing, and Migrating Workflow Policies > Monitoring, Testing, Troubleshooting, and Migrating a Workflow Policy >

Migrating Workflow Policies to the Production Environment


To migrate workflow policies to a production environment, you use a procedure that is similar to the procedure you use to migrate policies to a test environment. To help prevent invalid database triggers in the production environment, you apply them in the test environment before you apply them in the production environment.

To migrate workflow policies to the production environment

  1. Back up your production environment database.
  2. Migrate the test repository environment to the production repository environment.

    For more information, see the upgrade guide for the operating system you are using.

  3. Redefine the following items that you defined in the test environment in the production environment:
    • Workflow policy action types
    • Workflow policies
    • Workflow policy groups

      When you redefine the object definitions in the production environment, make sure you redefine them exactly as you defined them in the test environment. It is not necessary to redefine information that you defined through Siebel Tools.

  4. In the Siebel client, navigate to the Administration-Server Management screen, and then the Jobs view.
  5. In the Jobs list, click New.
  6. In the Component/Job field, choose Generate Triggers.

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

  7. In the Job Parameters list, click New to modify parameter settings.

    For a description of the parameters that are specific to the Generate Triggers server component, see Administering Database Triggers on the Workflow Policy Server. For a description of generic and enterprise parameters, see Siebel System Administration Guide.

  8. Choose Submit Query.
  9. Use trace files to monitor Siebel CRM, as required.

    For more information, see Tracing a Workflow Policy and Siebel System Administration Guide.

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