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Module 42: Deploying Workflow Processes

The document describes how to test and deploy workflow processes in Siebel 7.7. It explains how to: 1) Simulate a workflow process using the simulator to verify it performs as intended. 2) Deploy a workflow process using Siebel Tools to make it available for activation. 3) Activate the deployed workflow process in the runtime client to finalize the deployment.

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AkhamiePatrickOshioke
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35 views23 pages

Module 42: Deploying Workflow Processes

The document describes how to test and deploy workflow processes in Siebel 7.7. It explains how to: 1) Simulate a workflow process using the simulator to verify it performs as intended. 2) Deploy a workflow process using Siebel Tools to make it available for activation. 3) Activate the deployed workflow process in the runtime client to finalize the deployment.

Uploaded by

AkhamiePatrickOshioke
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Essentials (Siebel 7.

7)

Module 42: Deploying


Workflow Processes
Module Objectives

After completing this module you will be able to:


 Describe the simulation architecture
 Test a Workflow process using the simulator
 Describe the steps for deploying a workflow process

Why you need to know:


 Test any new or modified workflow processes before they
are deployed
 Follow specific deployment steps to successfully deliver
workflow processes to a production environment

Module 42: Deploying Workflow Processes 2 of 23


Performing Workflow Simulation
 Simulate a workflow process to verify that it performs as desired

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Preparing for Workflow Process Simulation

Understand Simulation Architecture

Verify Environment Requirements

Configure Siebel Tools

Validate the Workflow Process

Module 42: Deploying Workflow Processes 4 of 23


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Understand Simulation Architecture


 Simulation is initiated in Siebel Tools but runs in the Mobile Web
Client
Mobile Web Client

DB

Workflow definition includes Workflow definition stored


process properties as a repository object

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Verifying Environment Requirements


 Siebel Tools and the Mobile Web Client must point to the same
database

Siebel Tools Mobile Web Client

Siebel Tools and Mobile Web Client


both logged into Local database Local DB

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Configuring Siebel Tools


 Set up Debugger to launch the Mobile Web Client
 Select View > Options > Debug

Executable: Location of the siebel.exe


file for the Mobile Web Client

CFG file: Location of the Mobile


Web Client configuration file

Working directory: The Mobile Web


Client directory

Arguments: Use default, opens


communication between Tools and
Mobile Web Client

Login Information: Login name,


password, data source

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Validating the Workflow Process


 Validate workflow processes before simulation and deployment
 Right-click the design canvas, and select Validate
Click
Start to
validate

Error list

Error
detail

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Using the Workflow Process Simulator

1. Specify Test Data

2. Select Simulator

3. Start Simulation

4. Verify Workflow Progress

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1. Specify Test Data


 Create test records to support the simulation
 Enter the Row ID as a process property in Siebel Tools
 Object ID is normally passed into workflow by the application
 Since the simulator is running, you need to provide the Object ID

Row ID of the
test record

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2. Select Simulator
 Right-click the design canvas and select Simulate

Simulation
buttons

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3. Start Simulation
 Click Start
 New instance of the run-time client launches according to debug
settings
 Run-time client used by Simulator to execute workflow

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4. Verify Workflow Progress


 Use Next Step, Continue, and Stop buttons to proceed through
the workflow
 Watch window displays the process status and other properties

Watch window
displays progress

Right-click to access
Watch window

Module 42: Deploying Workflow Processes 13 of 23


Simulator Considerations
 Must use both Mobile Web Client and Siebel Tools for
simulation
 Cannot simulate processes that require running server
components such as:
 Assignment Manager, Communications Manager
 For processes with user interact steps, use the Mobile Web
Client to perform the action that will resume the process

Module 42: Deploying Workflow Processes 14 of 23


Deploying Workflow Processes
 Two-step process separates the role of deployment from design
 Developer completes Workflow configuration in Siebel Tools
 Administrator activates from the Workflow Administration view in
the run-time client

Module 42: Deploying Workflow Processes 15 of 23


Developer: Deploy
 Click the Deploy button in Siebel Tools to make the definition
available for activation

1. Deploy button
marks flows
Completed

Repository
definition updated
in Tools and client

Repository

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Developer: Check In
 Check in workflow process definitions to the master database
before deployment

Module 42: Deploying Workflow Processes 17 of 23


Administrator: Activate in Web Client
 In the Web client, click Activate to finalize the deployment
process
1. Deploy button
marks flows
Completed

2. Definitions read
from repository

Repository
definition updated 3. When activated,
in Tools and Client definitions are written
to runtime tables
Repository Runtime Tables

Module 42: Deploying Workflow Processes 18 of 23


Deployment Considerations
 Deploy all subprocesses first for them to be accessible by the
parent workflow
 Compile new repository objects (business components,
business services, views) to be accessible by workflow
processes

Module 42: Deploying Workflow Processes 19 of 23


Versioning
 Revision process:
 Select the Workflow Process record to be revised
 Click Revise
 Click Deploy to complete the process and make it available for
activation in the client application
 Version automatically updates
 Activation process in the client application is the same
 Expire a process to make the current version unavailable to run

Module 42: Deploying Workflow Processes 20 of 23


Migrating Workflow Definitions
 Export-Import utility provided by Workflow
 Used for migrating individual or small sets of workflows between
environments
 Uses Siebel Tools to export from one environment and import into
another environment
 No export/import available from run-time client
 REPIMEXP utility
 Exports the entire repository, not just workflow objects
 Does not allow selective choosing of repository objects

Module 42: Deploying Workflow Processes 21 of 23


Summary

This module showed you how to:


 Describe the simulation architecture
 Test a Workflow process using the simulator
 Describe the steps for deploying a workflow process

Module 42: Deploying Workflow Processes 22 of 23


Lab
 In the lab you will:
 Validate, simulate, deploy, and activate a workflow process

Module 42: Deploying Workflow Processes 23 of 23

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