Siebel R & D

WorkFlow Process

Topic Prepared By

WorkFlow Process

Version Number 1.0

Date May 19, 2006

Description Define/Invoke WorkFlow Process by Runtime Events and WorkFlow Policy

Reviewed By

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Siebel R & D DOCUMENTATION OF WORKFLOW

WorkFlow Process

Two major components of workflow are 1. Workflow Processes 2. Workflow policies WORKFLOW PROCESSAllows you to define your companys business processes using a familiar Flowcharting interface. A workflow process consists of one or more process steps such as start Steps, sub processes, decision points, and tasks

Workflow Processes are configured in the Siebel Business Process Designer. In the Siebel tools when we select the workflow option then we are displayed the Existing workflow processes in the Siebel repository, select any workflow process and then right click to select Edit workflow process to work in Siebel Business process designer.

DESIGNING NEW WORKFLOW PROCESSES

Go To Siebel Business Process Designer Administration Guide > Basics of Building Workflow Processes > Tutorial: Using Process Designer in Siebel Tools. This Workflow Process will be invoked by a Run time Event. Three main mechanisms to invoke a Workflow process are RUN TIME EVENTS, WORKFLOW POLICIES AND SIEBEL SCRIPT. In this example of workflow process, workflow process will be invoked when user inserts a new record in opportunity, then its revenue will be calculated by the decision step, if the decision evaluates to true then a new activity will be generated.

This tutorial has three main steps, Designing, Testing, and Deploying.

After the Designing step check that all the condition are set correctly and all the steps are connected properly.

Define the run time event in the start connector branch.

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Siebel R & D

WorkFlow Process

Give the condition criteria in the connector branch that connects decision and the operation step. Validate to check that no field is missing and steps are connected properly. To test make a new record in the opportunity with the condition evaluate to true and insert the row-id of the record in the default string field of the workflow process. To simulate the workflow processes check the debug properties.

If the process simulator is giving no response for a long time then check that the pop up blocker is enabled in the client, if it is then disables it. IF the process is simulated correctly then it is deployed in the Siebel client, with the default string value also there, now remove the default string value, in the object browser select deploy. IF you are deploying the workflow process with out simulating the workflow process, then during deployment in the client, after clicking the activate button, give the activation date also. If you have make changes in the deployed workflow process then you can revise it in the object browser. It will make a new instance of the Workflow Process with the version number added by one.

DESIGNING NEW WORKFLOW WORKFLOW POLICY.

PROCESSES

WHICH

WOULD

BE

INVOKED

BY

Workflow policies are alternate of run time events to invoke workflow processes. Here we are sending a mail by workflow process, using workflow policies.To send email using Siebel Business Process Designer, you must successfully configure your email communications application and configure Siebel Communications Server. This includes tasks such as:

setting up your Siebel Server machine to interface to different messaging applications that SiebelCommunications Server supports (Go to Site Map > Server Configuration > Component Groups > Query for Communications Management and Enable it) Then restart the server and machine, so the component group can be viewed as active component definitions.

Configuring and administer the Siebel Communications Server components you need, including theCommunications Outbound Manager server component (Communication outbound manager runs automatically when we start the communication management component group For Communications Outbound Manager, you can configure a parameter that specifies how Siebel bookmarks are generated, configure a parameter that specifies whether logging should use shared or separate files, and configure logging levels) See Page 270 of Siebel Communications Server Administration Guide.

Configuring Siebel Communications Server communications drivers and profiles

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Siebel R & D

WorkFlow Process

(Go to Site Map > Administration Communications > Communications Driver and Profile > Query for Internet SMTP/POP3 Server. Now you can create your own profile here and give profile parameters overrides or you and configure Default SMTP Profile and give all the required values, POP3 Server, SMTP Server, and From Address)

configuring additional recipient groups for your communications, based on Siebel businessObjects and business components (Recipients groups are configured when we create an outbound request, Here we assign a template and recipient Group to Out Bound Request)

These steps were the pre-requisites required to send a mail by workflow Process. Go to Developing and Deploying Siebel eBusiness Applications >> Siebel Business Process Designer. Create an Email Template; make sure to give Recipient Group value. Create an Outbound Request (In out Bound Request Overview View); Make sure to give Recipient Sources and Request Template to the Communication Request. Now create this workflow process to send mail, validate it, Test it and deploy it. Now we have to create the workflow policy Condition. Go to Site Map > Administration Business Process Create Workflow policy Group. Workflow Policy Group is set as the parameter in the Component Definition, If we give a Group name to the component definition as the parameter then that component will execute the policy conditions assigned to that group. Only One group can be assigned to any component definition and only one component definition can have a certain policy group. Create Workflow Policy Action. In Workflow Policy action, Arguments Applet Contains the name of the workflow process that we are trying to invoke when our workflow condition evaluates to true. Create Workflow Policy Condition. In workflow policy condition there is small problem in setting the conditions, not all field given the workflow policy condition applet maps to the equivalent condition in the database. Like if you set a condition on the filed opportunity, for example Opportunity is added then this condition doesnt Work. Thats why it is recommended to set specific field as workflow policy conditions, for example Opportunity Lead Quantity, Opportunity Revenue, Opportunity Probability. Create Database Triggers. Now for Creating Triggers and workflow Components see Guide Siebel Business Process Designer Administration Guide > Workflow Policies > About Workflow Policies Server Administration.

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Siebel R & D

WorkFlow Process

Create triggers in the view Administration server management > jobs > new record. Create triggers with exec parameter set to true so the triggers are updated instantly to the data base. Create triggers First with remove parameter set to false and then with remove parameter set to true.To execute your Workflow policies, you need to start Workflow Monitor Agent. Workflow Monitor Agent checks when the conditions of policies are met, and executes actions once those conditions are met. Workflow policies database tables.

Create Workflow Monitor Agent. Go to Administration Server Configuration > Enterprises > Component Definitions Add a new record here. Give component unique Name and Aliases, Set component Type as WorkMon, Assign Component to any existing component Group, Run mode is back ground. In the component parameters give the name of the Workflow policy group whose conditions are to be monitored by the Monitor Agent to the Group name parameter. Make sure the value of the Action Agent parameter is set to False. Now Enable the Component Definition by clicking enable and restart the Siebel Server and your machine. After the server and Machine is restarted the status of the component definition is displayed as online in the Administration server management > Server > Component Groups > Name of the component group which contains your monitor agent > Components Applet is shown as Online. Last step is to activate the Monitor agent.

To make a workflow monitor agent to start running every time the server startup , there is a property called Default task, set it to ONE.

To start Workflow Monitor Agent using the Server Manager command-line interface

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Siebel R & D1 Start the server manager by entering:

WorkFlow Process

Srvrmgr /g /s /e /u /p

2 Start a new Workflow Monitor Agent task in background mode by entering:Start task for component WorkMon with Sleep Time=, Group Name= You can start the Workflow Monitor Agent from the command line.

C:\sea78\siebsrvr\BIN> Srvrmgr /g SERVER2 /s SERVER2 /e SERVER2Ent /u sadmin /p sadmin Srvrmgr:server2> start task for comp opptyworkmon3

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