25Configurator Workflow and Method Reference

Configurator Workflow and Method Reference

This chapter covers the Siebel workflows used by Siebel Product Configurator, and the methods called by these workflows. It includes the following topics:

Siebel Product Configurator Workflow Reference

Some features of the order management interface are based on Siebel workflows. You can modify these workflows to suit your own business model using Siebel Business Process Designer. For more information, see Siebel Business Process Framework: Workflow Guide.

The following topics cover Siebel Product Configurator workflow:

    Configurator Cleanup Workflow

    Configurator Cleanup Workflow, shown in the following, releases the memory that was used by complex product data structures when the product was being customized. It is called when the user is done with a configuration session.

    Workflow Description.

    This workflow does the following:
    1. CleanupEAI. Frees the memory used by the EAI data structure. This step calls CleanupEAI Method, which is described in the Copy Service reference in Siebel Order Management Infrastructure Guide.

    2. CleanupInstance. Frees the memory used by the CxObj data structure. This step calls CleanupInstance Method, which is described in the Copy Service reference in Siebel Order Management Infrastructure Guide.

      Configurator Load Workflow

      Configurator Load Workflow, shown in the following loads the complex product model into memory and displays the Siebel Product Configurator user interface.

      Configurator Load Workflow

      Workflow Description.

      This workflow does the following:
      1. Load Instance. Loads the Product line item data structure through EAI and creates the CxObj memory structure for it. This step calls LoadEAI Method, which is described in the Copy Service reference in Siebel Order Management Infrastructure Guide.

      2. Go to UI. Loads the Siebel Product Configurator user interface for the product.

        Configurator Save Workflow

        Configurator Save workflow, shown in the following, saves the updated selections for the product that was customized to the line items (database).

        Configurator Save Workflow

        Workflow Description.

        This workflow does the following:
        1. SetupLineNumbers. Sets up the line numbers for the Line Item being customized corresponding to the CxObj. This step calls SetupLineNumbers Method, which is described in the Copy Service reference in Siebel Order Management Infrastructure Guide.

        2. SetupSyncUpsert. Updates EAI operation for performance. This step calls SetupSyncUpsert Method, which is described in the Copy Service reference in Siebel Order Management Infrastructure Guide.

        3. Save Instance. Stores the CxObj to the database using EAI. This step calls StoreEAI Method, which is described in the Copy Service reference in Siebel Order Management Infrastructure Guide.

          Configurator Validate Workflow

          Configurator Validate Workflow, shown in the following, is used to validate a product model during product administration.

          Configurator Validate Workflow

          Workflow Description.

          This workflow does the following:

          Go to UI. Loads the Customize UI for the product. This step calls LoadInstance Method.

            Configurator External Validate Workflow

            Configurator External Validate Workflow, shown in the following, is responsible for releasing the memory used by complex product data structures when the product was being customized. It is called when the user is done with a Customize session.

            Configurator External Validate Workflow

            Workflow Description.

            This workflow does the following:
            1. CPVE. Frees the memory used by the EAI data structure. This step calls Validate Complex Product From Property Set Method.

            2. Append Messages. Frees the memory used by the CxObj data structure. This step calls AppendMessages Method.

              Siebel Product Configurator Methods Reference

              The following topics cover the methods that are called by the Siebel Product Configurator Workflows:

              Siebel Product Configurator workflows also use many methods that are described in the Copy Service reference in Siebel Order Management Infrastructure Guide.

                LoadInstance Method

                LoadInstance method is invoked on the Cfg UI Service to display Customize UI. It calls LoadInstance on Complex Object Instance Service to initialize the instance service with CxObj created in the LoadEAI step. The instance service also validates the CxObj against the product definition from Cfg Broker. It also does Promotion validation and Eligibility & Compatibility violation checks. The session with the Rule engine evaluator (ILOG) is also initialized if needed. The UI Service gets the updated CxObj representation from Instance Service and displays the UI based on the product model definition.

                This method is part of the Cfg Web UI Service Loader business service. It must not be confused with LoadInstance Method, which is part of Complex Object Instance business service.

                Note: The LoadInstance method cannot be used without first calling the LoadEAI method, which is described in the Copy Service reference in Siebel Order Management Infrastructure Guide.

                Syntax

                Load Instance <inputArgs>, <outputArgs>

                Input Arguments

                Input Argument Description

                AutoSync

                Sync the changes to the CxObj to the DB made during LoadInstance (due to product model definition changes and so on)

                Business Component Name

                Item BC Name

                BusObjName

                Business Object name

                Cfg Type

                eConfigurator

                ChangeView

                If set to Y, the Customize UI view will be displayed

                ComplexProdutId

                Root Product Id

                Currency Code

                Currency Code

                DISABLEPRICER

                If set to Y, pricing workflows are not called

                DonotStartNewSession

                If set to Y, StartNewSession is not called on Instance Service

                Exchange Date

                Exchange Date

                HeaderBusCompName

                Header BC Name

                InstanceName

                A string indicating the name of the instance

                IntegrationObjName

                Integration Object for loading the Line Items

                Mode

                Quote / Order / Agreement / Asset

                NewRecord

                If set to Y, default instance will be created

                Notify List

                The list of business components that need to be notified when the Customize session is finished

                ParentObjId

                Quote Id / Order Id / Agreement Id / Asset Id

                PriceListId

                Price List associated with this line item or Quote

                Refresh List

                The list of business components that need to re-executed when the Customize session is finished

                ReturnViewName

                View that displays when the Customize session is finished

                RowId

                Root Line Item Id

                SearchSpec

                Set this parameter to filter out all other hierarchical instances in the child buscomp

                SkipCfgEligibilityCheck

                If set to Y, the eligibility check will be skipped

                SkipLoadingDefaultInstance

                If set to Y, the default instance will not be loaded during New Record

                Start Date

                Date to use for Broker StartNewSession

                Sub Line Item Integration Id

                Needed when customizing sub line items

                Sub Line Item Product Id

                Needed when customizing sub line items

                TriggerEvent

                If set to Y, trigger the Initialize script event after LoadInstance is done

                Type

                CxInstService

                UIOption [optional]

                UI option name

                ValidateMode

                If set to Y, it indicates that a validation is being performed (no sync when done)

                ViewName (JS)

                View Name of the Siebel Product Configurator Open UI view

                XABusCompName

                XA BC Name

                Output Arguments

                Input Argument Description

                CxObj

                The property set corresponding to the CxObj data structure in Instance service.

                Usage

                LoadInstance method is invoked on the Cfg UI Service to display the Customize UI. It calls LoadInstance on Complex Object Instance Service to initialize the instance service with CxObj created in the LoadEAI step.

                Invoked From

                Browser Script, COM Data Control, COM Data Server, Server Script, Java Data Bean, Mobile/Developer Web Client Automation Server

                  Validate Complex Product From Property Set Method

                  Validate Complex Product From Property Set method runs validations against a given record set captured in the form of a property set.

                  This method is part of the VORD CPVE Validation business service.

                  Syntax

                  Validate Complex Product From Property Set <input Args>, <output Args>

                  Input Arguments

                  Input Argument Description

                  IdFieldName

                  Identifier Field Name. For example, Asset Integration Id

                  RecordSet

                  Property Set

                  RootProductId

                  Id of the Root Complex Product

                  Output Arguments

                  Output Argument Description

                  Messages

                  A property set containing the list of messages to display

                  Integration Object

                  This integration object name is SIS OM Quote, SIS OM Order, or SIS OM Asset.

                  Usage

                  Validate Complex Product From Property Set method runs validations against a given record set captured in the form of a property set.

                  Invoked From

                  Browser Script, COM Data Control, COM Data Server, Server Script, Java Data Bean, Mobile/Developer Web Client Automation Server

                    AppendMessages Method

                    AppendMessages displays the messages on the Customize UI.

                    This method is part of the Siebel Product Configurator business service.

                    Syntax

                    Append Messages <inputArgs>, <outputArgs>

                    Input Arguments

                    Input Argument Description

                    Messages

                    A property set containing the list of messages to display

                    Usage

                    AppendMessages displays the messages on the Customize UI.

                    Invoked From

                    Browser Script, COM Data Control, COM Data Server, Server Script, Java Data Bean, Mobile/Developer Web Client Automation Server