Siebel Order Management Guide > Integrating Order to Cash and Distributed Order Orchestration > Process of Integrating Order to Cash >

Configuring Workflow Policies for Order to Cash

After administrators enable the component groups for order creation, they must configure the workflow policies. When information about an account or contact changes in the Siebel application, workflow policies invoke workflows and call Web services to synchronize data with the third-party billing application.

Workflow policies are used to support the following functions in Order to Cash.

• Account synchronization and update
• Contact synchronization and update

Though these two functions are not supported in distributed order orchestration, these workflow policies can be useful to track the changes in Siebel accounts and contacts in AIA.

This task is a step in Process of Integrating Order to Cash.

To configure the workflow policies

1. Create a job to run the Generate Triggers component in the Workflow Management component group.

   For more information, see the topic about running Generate Trigger in Siebel Business Process Framework: Workflow Guide.

2. Expose the Default Tasks parameter so that you can change this parameter value when you copy the Workflow Manager Agent component in the next step.

   For more information, see Exposing the Default Tasks Parameter.

3. Create a copy of the Workflow Monitor Agent component.

   For more information, see Copying the Workflow Monitor Agent Component.

4. Start the new Workflow Monitor Agent task for customer synchronization.

   For more information, see the topic about using the Workflow Monitor Agent in Siebel Business Process Framework: Workflow Guide.

5. (Optional) Review the log files for the new Workflow Monitor Agent task.

   For more information, see the topic about workflow policies and Siebel Server task trace files in Siebel Business Process Framework: Workflow Guide.

Exposing the Default Tasks Parameter

The Workflow Monitor Agent component in the Workflow Management component group contains the Default Tasks parameter, which is hidden from view by default. Administrators must reveal this parameter to advanced users so that these users can change its value in a copy of the Workflow Manager Agent component that they create.

To expose the Default Tasks Parameter

1. Navigate to the Administration - Server Configuration screen, then the Servers view.
2. Select the appropriate server in the Siebel Servers list.
3. Click the Components view tab, and select the Server Manager component in the Components list.
4. Page down, click the Parameters view tab, and select the Show Advanced Objects parameter in the Component Parameters list.
5. Change the Value field for this parameter to TRUE.
6. Log out of the application and then log in again so that the parameter setting takes effect.

Copying the Workflow Monitor Agent Component

For information about creating a copy of the Workflow Monitor Agent component, see the topic about using Workflow Monitor Agent in Siebel Business Process Framework: Workflow Guide.

NOTE:  Before you restart the Siebel Server so that the component definition takes effect, rename the dictionary cache file (diccache.dat) at <Installation Directory>\ses\siebsrvr\bin so that a new dictionary cache file is created when you restart.

Table 8 shows the values to enter for some fields for the copied component. To see this view, click the Component Definitions view in the Administration - Server Configuration screen, then the Enterprises view.

Table 9 shows the values to enter for some parameters for the copied component in the Component Definitions view in the Administration - Server Configuration screen, then the Enterprises view. To see the advanced parameters, click Advanced in the Component Parameters list.

NOTE:  Notice that, in Table 8, the Component Group must be named Workflow Management but in Table 9, the Group Name of the new component group must be SWI Customer Update Policy Grp.