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Using the Server Requests Business Service to Call EIM

The example in this topic uses the Server Requests business service in a workflow process to call EIM. You can use a workflow process to start a server task. For example, you can use EIM to export base tables to IF tables or to load IF tables into base tables. Siebel CRM must pass the server component parameters that EIM requires in a child property set. You can use a wrapper business service for EIM, such as the Synchronous Assignment Manager Requests business service, or you can use the Server Requests business service.

Because the Server Requests business service can call a variety of server tasks, it does not contain definitions for parameters that are specific to a particular server component. Instead, it passes these parameters in a child property set that is not declared in the repository. To use Siebel Workflow to pass values in a child property set, you use the following dot notation:

[type].[property]

In this example, the Server Request Manager service does not care about the child type. It uses the first child it encounters and you can pass every parameter in the same child. For example

EIM.Config

To use the Server Requests business service to call EIM

1. In Siebel Tools, in the Workflow Processes list, create a new workflow process using values described in the following table.

   Property	Value
   Process Name	EIM Export to IF (Tools)
   Business Object	Account
   Workflow Mode	Service Flow

   For an example, see Creating the Workflow Process.

2. Open the Process Designer for the workflow process you defined in Step 1, and then create a workflow that resembles the workflow in the following figure:

   For more information, see Overview of Workflow Process Steps, and Diagramming a Workflow Process.

3. Click the Export EIM workflow step, and then use the Properties window to define values described in the following table.

   Property	Value
   Business Service Name	Synchronous Server Requests
   Business Service Method	SubmitRequest

4. Make sure the Export EIM workflow step is still chosen in the Process Designer.
5. In the MVPW, add a new input argument using values from the following table.

   Field	Value
   Input Argument	Component
   Type	Output Argument
   Value	EIM

   For more information, see Arguments That You Can Define for a Process Property.

6. Add another input argument to the Export EIM workflow step using values from the following table.

   Field	Value
   Input Argument	EIM.Config
   Type	Output Argument
   Value	accnt.ifb

7. Make sure the Server section of the client .cfg file contains the configuration described in the following table.

   Variable	Value
   GatewayAddress	Gateway_Machine_Name
   EnterpriseServer	Enterprise_Server_Name
   RequestComponent	SRMSynch
   RequestServer	Siebel_Server_Name

8. To prepare the workflow process for testing, set up the accnt.ifb file in the following directory:

   Siebel_Server\Admin

9. Validate, and then simulate the workflow process.

   For more information, see Process of Testing a Workflow.

   If the workflow runs successfully, then it finishes without errors. Siebel CRM creates an EIM task log in the Server Tasks screen in the Siebel client each time you step through the Process Simulator.

10. Deploy the workflow process.

    After the workflow process is active, you can start it from a workflow policy, a script, or as a sub process from another workflow process. For more information, see Process of Deploying a Workflow Process.