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Siebel CRM Siebel Clinical Trial Management System Guide
Siebel Innovation Pack 2015, Rev. A
E52416-01
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Process of Setting Up Site Visit Data Integration

To set up site visit data integration for Siebel Clinical, perform the following tasks:

Activating Workflows for Site Visit Data Integration

This task describes how to activate the workflows that are required for site visit data integration. You can use Siebel Business Process Designers to modify the workflows to suit your own business model. For more information, see Siebel Business Process Framework: Workflow Guide.

This task is a step in "Process of Setting Up Site Visit Data Integration".

To activate workflows for site visit data integration  

  1. Navigate to the Administration - Business Process screen, then the Workflow Deployment view.

  2. Query for and activate each of the following workflows:

    • SWI LS Clinical Query Protocol Site_Site Visits

    • SWI LS Clinical Create Site Visit Geo Location

  3. Verify that each activated workflow is added to the Active Workflow Processes view at the bottom of the screen.

Configuring Web Services for Site Visit Data Integration

This task describes how to configure the inbound Web services that are required for site visit data integration. For more information about configuring Web services, see Integration Platform Technologies: Siebel Enterprise Application Integration


Note:

It is recommended that you use HTTPS authentication. For information about configuring Secure Sockets Layer (SSL) for HTTPS authentication, see Siebel Security Guide.

This task is a step in "Process of Setting Up Site Visit Data Integration".

To configure Web services for site visit data integration  

  1. Navigate to the Administration - Web Services screen, then the Inbound Web Services view.

  2. Query for the SWILSClinicalQueryProtocolSite_SiteVisits Web service.

  3. On the Service Ports applet, update the Address variable to point to your Web server, and configure the Language variable.

  4. Query for the SWILSClinicalCreateSiteVisitGeoLocation Web service.

  5. On the Service Ports applet, update the Address variable to point to your Web server, and configure the Language variable.

  6. Click Clear Cache on the Inbound Web Services applet.

Enabling Siebel Server Component Groups for Site Visit Data Integration

This task describes how to activate the component groups that are required for site visit data integration.

This task is a step in "Process of Setting Up Site Visit Data Integration".

To enable Siebel Server component groups for site visit data integration  

  1. Navigate to the Administration - Server Configuration screen, then the Component Groups view.

  2. Query for the Workflow Management Component Group.

  3. On the Component Groups applet, click Enable.

  4. Query for the EAI Component Group.

  5. On the Component Groups applet, click Enable.

  6. Restart the Siebel Server.

  7. Navigate to the Administration – Server Management screen, then the Servers and Component Groups view.

  8. Verify that the State value for the Workflow Management and EAI Component Groups is set to Online.