1. Business Process Framework: Workflow Guide
  2. Confirming Siebel Workflow is Set Up for Workflow Policies

Confirming Siebel Workflow is Set Up for Workflow Policies

Make sure that your license key includes Siebel Workflow. You must also make sure you installed the Siebel Server correctly. Siebel Workflow runs as a server component on the Siebel Server.

To confirm Siebel CRM is set up for Workflow Policies

  1. Log in to the Siebel client as the Siebel administrator.

  2. Navigate to the Administration - Business Process screen.

  3. In the list of views, verify that the Policies, Policy Groups, and so on, are visible. This visibility indicates that your license key is correct.

  4. Log in to the Siebel application that is configured to manage the server component groups, navigate to the Administration - Server Management screen, Servers view, then the Component Groups view.

  5. Make sure the Workflow Management component group is active.