Siebel Business Process Framework: Workflow Guide > Administering, Testing, and Migrating Workflow Policies > Administering Workflow Policies >

Confirming Workflow Policies Installation


In this topic, you make sure workflow policies are installed correctly. You install the Workflow Policies module when you install the Siebel Server and the Siebel client. You use your license key to activate Workflow Policies. This topic describes only how to make sure Workflow Policies is correctly installed. For information about the installation process, see the installation guide for the operating system you are using.

To use Workflow Policies, make sure server components, including Workflow Management, Siebel Tools, and the Siebel client, are installed.

Confirming the Repository Setting for Workflow Policies

Siebel CRM uses the cfg file in the Siebel client to configure the Workflow Policies module. You must make sure the DockRepositoryName parameter of this cfg file references the correct repository name.

Confirming Siebel Workflow is Set Up for Workflow Policies

You must make sure that your license key includes Siebel Workflow. You must also make sure you installed the Siebel Server correctly. Siebel Workflow runs as a server component on the Siebel Server.

To confirm Siebel Workflow is set up for workflow policies

  1. Log in to the Siebel client as the Siebel administrator.
  2. Navigate to the Administration-Business Process screen.
  3. In the list of views, verify that the Policies, Policy Groups, and so on, are visible. This visibility indicates that your license key is correct.
  4. Log in to a Siebel client that is configured to manage the server component groups, navigate to the Administration-Server Management screen, Servers, and then the Component Groups view.
  5. Make sure the Workflow Management component group is active.
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