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 EIM_* tables or to load EIM_* 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 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 the Workflow Processes list, create a new Workflow Process with the values shown in the following table.

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

   For more information, see Creating the Workflow Process.

2. Open the Process Designer for the Workflow Process you defined in Using the Server Requests Business Service to Call EIM, and then create a new Workflow Process with the following steps and connectors until it resembles the flow in the following figure:

   1. A Start step

   2. An Export EIM step

   3. An End step.

   4. The following Connectors:

      • A connector between step (a) and step (b).

      • A connector between step (b) and step (c).

   

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

3. Click the Export EIM step and in the Properties pane, define the values shown in the following table.

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

4. Select the Export EIM step and in the Multi Value Property Window (MVPW) pane, add a new input argument with the values shown in the following table.

   Field	Value
   Input Argument	Component
   Type	Input Argument
   Value	EIM

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

5. Add another input argument to the Export EIM step with the values shown in the following table.

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

6. To prepare the Workflow Process for testing, set up the accnt.ifb file in the following directory on the server where you will run the EIM process:

   siebsrvr\Admin

7. Validate and then simulate the Workflow Process.

   For more information, see Process of Testing a Workflow Process.

   If the Workflow Process 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.

8. Deliver the Workspace.

   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.