Contents
1 Whats New in This Release
2 Overview of Siebel Workflow
- Overview of Siebel Workflow
- About Siebel Workflow
- About Workflow Processes
- About Workflow Policies
- About Using this Book
3 Siebel Workflow Process Architecture
- Siebel Workflow Process Architecture
- Siebel Workflow Process Runtime Architecture
- Object Hierarchy That Workflow Processes Use
- About Developing a Workflow Process
- About Using the Process Simulator
- About Activating a Workflow Process
4 Developing Workflow Processes
- Developing Workflow Processes
- Roadmap for Developing Workflow Processes
- Process of Analyzing Business Requirements
- Process of Planning Workflow Processes
- Job Roles Used to Develop a Workflow Process
5 Using the Siebel Workflow Process Development Environment
- Using the Siebel Workflow Process Development Environment
- Using the Process Designer
- Validating a Workflow Process
- Deploying a Workflow Process
6 Creating a Workflow Process
- Creating a Workflow Process
- Creating a Workflow Process Object Definition
- Defining the Primary Business Component
- Diagramming a Workflow Process
- Adding or Removing a Connector Point
7 Adding Workflow Process Steps
- Adding Workflow Process Steps
- About Step Types
- Naming a Workflow Process Step or a Process Property
- Editing a Workflow Process
- Adding a Start Step
- Adding a Business Service Step
- Adding a Decision Point
- Adding a Sub Process Step
- Adding a Siebel Operation Step
- Using a Siebel Operation Step to Update a Process Property
- Using a Siebel Operation Step with the Object Id Process Property
- Using a Siebel Operation Step with the Upsert Operation
- Configuring the Operation Property
- Using a Siebel Operation Step with a Search Specification
- Using a Siebel Operation Step to Update a Field That References a Multi-Value Group
- Using a Siebel Operation Step with a Calculated Field
- Using a Siebel Operation Step to Traverse a Record Set
- How Siebel Operations and Workflow Policy Programs Use Different Object Layers
- Adding a Task Step
- Adding a User Interact Step
- Adding a Wait Step
- Adding a Stop Step
- Adding an End Step
- Differences Between the End Step and the Stop Step
- Adding a Workflow Process Connector
- Defining a Property for a Workflow Process Step
8 Manipulating Data in a Workflow Process
- Manipulating Data in a Workflow Process
- Using Process Properties
- Passing Data to and from a Workflow Process
- Configuring Decision Conditions for a Workflow Process
- Accessing Data from a Runtime Event in a Workflow Process
- Using the Timestamp
9 Testing a Workflow Process
- Testing a Workflow Process
- About the Testing Tools
- Process of Testing a Workflow Process
- Validating the Workflow Process
- Using the Process Simulator
- About Simulating an Interactive Workflow Process
- Guidelines for Using the Process Simulator
- Using the Watch Window in the Process Simulator
- Using the Process Simulator with Different Workflow Modes
- Using the Process Simulator with a Server Component
- Using the Process Simulator to Start a Workflow Process
- Preparing to Use the Process Simulator
- Preparing the Process Simulator for Use with a Script
- Consequence of Pausing the Process Simulator in DR
- Troubleshooting Validation and Simulation Problems
10 Administering a Workflow Process
- Administering a Workflow Process
- Managing a Workflow Process
- Viewing Runtime Instances of a Workflow Process
- Administering Workflow Process Instances
- Stopping a Workflow Process Instance
- Stopping a Workflow Process Instance with a Script
- Removing a Workflow Process Instance from Workflow Instance Monitor
- Removing a Workflow Process Instance from Workflow Instance Admin
- Removing a Workflow Process from the Runtime Environment
- Delivering a Workflow Process
- Deploying a Workflow Process as a Web Service
- Monitoring a Workflow Process
- Setting Monitoring Levels for a Workflow Process
- Monitoring Levels for Tracing and the Event Log
- Increasing Tracing Levels for Server Components of the Workflow Management Server
- Collecting Data About the Workflow Process Properties
- Collecting Timing Data
- Collecting Data About System Behavior and Server Component Behavior
- Deploying a Workflow Process to Siebel Mobile Web Client
- Diagnosing a Failed Workflow Process
- Recovering a Workflow Process
- Upgrading a Workflow Process
11 Configuring a Workflow Process
- Configuring a Workflow Process
- Setting the Workflow Mode Property
- Types of Workflow Process Modes
- Options for the Workflow Process Mode Property
- Options for an Interactive Workflow Process
- About the Synthetic Event
- Synthetic Event Methods
- Comparison of a Synthetic Event to a User Event
- Forward and Backward Navigation Between Views
- Guidelines for Configuring Backward Navigation
- Configuring a Synthetic Event Button for Next and Back Events
- Configuring a Synthetic Event Button for the Save Workflow Process Event
- Configuring a Synthetic Event Button for the Resume Last Flow Event
- Pausing and Resuming an Interactive Workflow Process
- Options for a Long-Running Workflow Process
- Enabling Workflow Process Persistence
- Starting a Workflow Process
- Starting a Workflow Process from a Workflow Policy
- Starting a Workflow Process from a Runtime Event
- Starting a Workflow Process from a Business Service
- Starting a Workflow Process from Another Workflow Process
- Starting a Workflow Process from the Workflow Process Manager
- Starting a Workflow Process from the Application Object Manager
- Starting a Workflow Process from a Script
- Starting a Workflow Process from a Custom Toolbar
- Other Configurations That Start a Workflow Process
- Using the Business Integration Manager to Start a Workflow Process
- Handling Errors
- Configuring Events
- Configuring Runtime Events
- Using Runtime Events with a Long-Running Workflow Process
- Using Runtime Events with a User Interact Step
- Using Runtime Events in a Business Object Context
- Defining a Runtime Event in a One-to-Many Relationship
- Using a Runtime Event with the Updated By Field
- Runtime Events That You Cannot Use to Start a Workflow Process
- Using a Runtime Event More Than One Time
- Configuring a User Event
- Configuring Runtime Events
- Configuring Batch Processing
- Configuring a Workflow Process for a Multilingual Environment
12 Example Workflow Processes
- Example Workflow Processes
- Defining a Workflow Process That Creates an Activity for a Sales Representative
- Creating the Workflow Process
- Adding Steps and Connectors to the Workflow Process
- Defining Properties and Arguments for Workflow Process Steps
- Defining the Runtime Event That Starts the Workflow Process
- Defining a Decision Condition for a Decision Step
- Preparing This Example for Testing
- Simulating the Workflow Process
- Verifying the Workflow Process
- Defining a Workflow Process That Attaches an Activity Plan to an Opportunity
- Defining a Workflow Process That Manages Research Activities for a Service Request
13 Example Workflow Processes That Call a Business Service
- Example Workflow Processes That Call a Business Service
- Examples That Use the Server Requests Business Service
- Examples That Use the Outbound Communications Manager Business Service
14 Using Predefined Workflow Policies
- Using Predefined Workflow Policies
- About Workflow Policies
- Overview of Workflow Policy Objects
- Relationships Between Objects of a Workflow Policy
- Viewing the Hierarchy That Exists Between Workflow Policy Objects
- Example of an Entity Relationship Diagram for a Workflow Policy
- Using a Workflow Policy to Monitor Tables
- Structure of a Workflow Policy
- Workflow Policy Condition
- Workflow Policy Action
- Workflow Policy Program
- Sequence That a Workflow Policy Uses
- Hierarchy of Workflow Policy Objects
- How Siebel Indicates the Primary Workflow Policy Component
- Types of Predefined Workflow Policy Programs
- Overview of Predefined Workflow Policy Programs
- Workflow Policy Program That Sends a Page
- Using Numeric Paging
- Workflow Policy Program That Sends an Email
- Sending an Email to an Address Stored in a Custom Field
- Workflow Policy Program That Sends a Notification
- Activating the Check New Broadcasted Message Workflow Policy
- Workflow Policy Programs That Run a Database Operation
- Workflow Policy Program That Runs an External Program
- Using Predefined Workflow Policy Programs
- Using Predefined Workflow Policy Programs for Siebel Marketing
- Configuring a Predefined Workflow Policy
15 Defining Custom Workflow Policies
- Defining Custom Workflow Policies
- Process of Planning a Workflow Policy
- Creating a Plan for the Workflow Policy Group
- Creating a Plan for the Workflow Policy
- Identifying Objects That the Workflow Policy Monitors
- Determining Settings for the Workflow Policy and Policy Conditions
- Creating a Plan for the Workflow Policy Action
- Examining Predefined Workflow Policies
- Creating a Plan for the Test and Migration Strategy
- Examples of Planning a Workflow Policy
- Process of Defining a Workflow Policy
- Examples of Configuring Workflow Policies
- Examples of Configuring a Workflow Policy Action
- Configuring a Workflow Policy Action That Sends a Page
- Configuring a Workflow Policy Action That Sends an Email with a Repeating Message
- Configuring a Workflow Policy Action That Sends a Notification
- Configuring a Workflow Policy Action That Runs a Database Operation
- Configuring a Workflow Policy Action That Runs an External Program
- Configuring an External Program to Run on UNIX
- Examples of Configuring a Workflow Policy
- Examples of Configuring a Workflow Policy Action
- Customizing Workflow Policy Objects
- Displaying Workflow Policy Object Types
- Configuring a Custom Workflow Policy Column
- Configuring a Custom Workflow Policy Object
- Configuring a Custom Workflow Policy Component
- Configuring a Custom Workflow Policy Component Column
- Configuring a Custom Workflow Policy Program
- Configuring a Workflow Policy Program Argument
- Defining Conditions for a Workflow Policy
16 Administering Workflow Policies
- Administering Workflow Policies
- Confirming Workflow Policies Installation
- Administering Database Triggers on the Workflow Policy Server
- Administering Email Manager and Page Manager
- Running a Workflow Policy with the Workflow Action Agent
- Running a Workflow Policy with Workflow Monitor Agent
- Tables That Workflow Monitor Agent Uses
- How the Workflow Monitor Agent Runs Workflow Policies
- How Workflow Monitor Agent Calculates the Duration
- Using Replication with the Workflow Monitor Agent
- Starting the Workflow Monitor Agent
- Stopping or Restarting a Component of the Workflow Monitor Agent
- Keeping Definitions for Workflow Monitor Agent Current
- Setting the Parameters of the Workflow Monitor Agent
- Configuring a Workflow Policy to Run in Batch Mode
- Moving a Workflow Policy to a Different Group
- Converting a Workflow Policy to a Workflow Process
- Configuring a Workflow Policy to Reference Multiple Tables
- Expiring a Workflow Policy
- Deleting an Obsolete Workflow Policy
17 Monitoring, Testing, and Migrating Workflow Policies
- Monitoring, Testing, and Migrating Workflow Policies
- Tracing a Workflow Policy
- Log Levels for Tracing Events for Workflow Policies
- Using Charts and Reports for Workflow Policies
- Using the Workflow Policy Log to Monitor a Workflow Policy
- Testing a Workflow Policy
- Fixing a Workflow Policy That Does Not Trigger
- Migrating Workflow Policies to the Production Environment
- Setting the Component Parameters Before Running Workflow Policies
18 Siebel Workflow Process and Workflow Policy Reference
- Siebel Workflow Process and Workflow Policy Reference
- Process Property Fields and Arguments
- Predefined Business Services
19 Glossary
- 7.0 Flow
- Arguments
- Branch
- Branch Connector
- Business Object
- Business Process
- Business Rule
- Business Service
- Connector
- Decision Condition
- Decision Point
- End Step
- Error Exception
- Expression Business Component
- Filter Business Component
- Input Argument
- Interactive Workflow Process
- Long-running Workflow Process
- Multi Value Property Window
- Object Type
- Output Argument
- Policy Action
- Primary Business Component
- Process Property
- Process Simulator
- Search Spec Input Argument
- Service Workflow Process
- Siebel Operation
- Start Step
- Step Branch
- Step Instance
- Step Recipient
- Stop Step
- Sub Process
- Sub Process Step
- Task
- User Interact Step
- Wait Step
- Watch Window
- Workflow Mode
- Workflow Policy
- Workflow Policy Column
- Workflow Policy Component
- Workflow Policy Component Column
- Workflow Policy Condition
- Workflow Policy Group
- Workflow Policy Object
- Workflow Process
- Workflow Process Instance
- Workflow Process Program
- Workflow Process Step
- Work Item