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manual de workflows para Siebel 8.0


<ul><li> 1. Siebel Business Process Framework: Workflow Guide Version 8.0 December 2006 </li></ul><p> 2. Copyright 2005, 2006, Oracle. All rights reserved.The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited.The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error- free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose.PRODUCT MODULES AND OPTIONS. This guide contains descriptions of modules that are optional and for which you may not have purchased a license. Siebels Sample Database also includes data related to these optional modules. As a result, your software implementation may differ from descriptions in this guide. To find out more about the modules your organization has purchased, see your corporate purchasing agent or your Siebel sales representative.If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable:U.S. GOVERNMENT RIGHTS. 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It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs.Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. 3. Contents Chapter 1: Whats New in This ReleaseChapter 2: Overview of Siebel Workflow General Principles of Workflow18Understanding the Workflow Processes Module 19Understanding the Workflow Policies Module 21 Workflow Roles25Chapter 3: Introduction to Workflow Processes Overview of the Workflow Architecture27 Workflow Processes Development Lifecycle28Analyzing Process Requirements 28Defining Workflows 31Identifying and Building Exception Handling 37Testing and Troubleshooting Workflows 39Migrating Workflows to Production 40Deploying Workflows in Production 42Monitoring Workflow Execution 42 Design-Time Architecture of Workflow43 Simulation Architecture of Workflow 45 Deployment Architecture of Workflow46 Run-Time Architecture of Workflow47 Workflow Interaction with Other Siebel Components 52Chapter 4: Planning Workflow Processes Gathering Information for Workflow Process Planning 55 Understanding Workflow Process Requirements56Seeded Workflow Processes 57 Considering Business Objects and Business Services When Planning Workflow Processes 57Defining a Primary Business Component for a Business Object 57Enabling a Business Service for Workflow Processes 58 Siebel Business Process Framework: Workflow Guide Version 8.0 3 4. Contents Defining a Test and Migration Strategy for Workflow Processes58 Verifying Workflow Policies Installation59 Verifying the Repository Setting for Workflow Policies Installation 59 Verifying the Workflow Setup for Workflow Policies Installation 59 Upgrading Siebel Workflow 60Chapter 5: For Developers: Basics of Building WorkflowProcesses Overview of Developing a Workflow Process61 Siebel Tools and Workflow Processes62 Using Process Designer in Siebel Tools64 About the Design Functions of the Process Designer 64 About the Multi Value Property Window 65 Field Descriptions: Workflow Processes 66 Field Descriptions: Process Properties for Workflows 71 Process Designer Palette Items 73 About Defining Workflow Process Parameters and Steps 75 Reviewing Existing Workflow Processes 76 Defining a New Workflow Process 76 Naming Conventions for Workflow Processes, Steps, Branches, and Process Properties 77 Modifying Existing Process Definitions 78 Tutorial: Using Process Designer in Siebel Tools79Chapter 6: For Developers: Workflow Process Steps About the Workflow Processes OBLE in Siebel Tools89 Diagramming a Workflow Process 90 Defining Step Details for a Workflow Process 91 Deleting a Workflow Step 92 Deleting a Workflow Process 92 Copying a Workflow Process 92 About Process Properties93 Process Properties Versus Property Sets 95 Passing Property Sets by Reference 96 Defining Process Properties 96 Concatenating Process Properties 97 Passing Process Properties In and Out of Steps98 Field Descriptions for Defining Workflow Process Steps99 Field Descriptions: Workflow Steps 99 4Siebel Business Process Framework: Workflow Guide Version 8.0 5. Contents Field Descriptions: Workflow Branches 102Field Descriptions: Compose Condition Criteria Dialog Box 105 About Start Steps107Defining a Start Step 107Defining Next Step Branches for Start Steps108 About Conditions and Values108Building Expressions with Expression Builder 109 About Decision Points112Defining a Decision Point 113Defining Decision Branches 113About Conditions and Values for Decision Points 114 About Business Service Steps 114Field Descriptions: Input Arguments for Business Service Steps, Subprocess Steps, andWait Steps 115Field Descriptions: Output Arguments for Business Service Steps, Subprocess Steps, andSiebel Operation Steps 116Defining a Business Service Step 118Defining Input Arguments for Business Service Steps 119Defining Output Arguments for Business Service Steps 119Enabling the Pass By Reference Feature for Business Services That Support It 119 About Subprocess Steps 120Field Descriptions: Step Recipients 120Field Descriptions: Subprocess Steps 121Defining a Subprocess Step 122Defining Input Arguments for Subprocess Steps 122Defining Output Arguments for Subprocess Steps 123Defining Recipients for Subprocess Steps 123Enabling a Subprocess to Support Pass By Reference 123 About Siebel Operation Steps 124Defining a Siebel Operation Step 125Defining Fields for a Siebel Operation Step 126Defining Siebel Operation Search Specifications 126Defining Siebel Operation Step Output Arguments 127Field Descriptions: Search Specifications 128Updating a Field Based on a Multi-Value Group 129Traversing a Record Set 129 About Wait Steps 130Defining a Wait Step130 About User Interact Steps131Defining a User Interact Step 132Siebel Business Process Framework: Workflow Guide Version 8.05 6. Contents Defining User Interact Next Step Branches 133 About Conditions and Values for User Interact Next Step Branches 133 Creating Substitute View Names with Process Properties 134 About Task Steps134 Defining a Task Step134 About Stop Steps137 Defining a Stop Step 138 Defining Stop Step Input Arguments138 About End Steps139 Defining an End Step139Chapter 7: For Developers: Understanding How WorkflowProcesses Are Designed About Workflow Modes141 About 7.0 Workflow Processes 143 About Long-Running Workflow Processes 143 About Interactive Workflow Processes 144 About Service Workflow Processes 144 Building Long-Running Workflow Processes145 Assigning Subprocesses to End Users to Create Collaborative Long-Running Workflows 145 Configuring Long-Running Workflows to Invoke Tasks 146 Building Interactive Workflow Processes 146 Creating Synthetic Event Buttons to Control User Navigation 147 About Suspension and Resumption of Interactive Workflow Processes 151 About Forward and Backward Navigation between Views 153 Using Workflow Persistence154 About Workflow Persistence 154 Enabling Workflow Persistence 155 Handling Events155 Using Run-Time Events 155 About the Workflow User Event Business Service 157 Generating User Events with the User Event Business Service 158 Configuring Long-Running Workflow Processes to Wait for User Events159 Workflow and Global Implementations 159 Configuring Workflows in a Multilingual Environment 159 Defining Expressions for Workflows Running in a Multilingual Environment160 Wait Steps and Global Time Calculations in Workflow 160 Handling Errors 161 6Siebel Business Process Framework: Workflow Guide Version 8.0 7. Contents Using Error Processes to Handle Errors 161Passing User-Defined Process Properties and Property Sets to Error Processes 162Assigning Error Processes to Subprocesses 162Using Exceptions to Handle Errors 163Defining Exceptions 163 Recovering Workflow Processes 164Automatic Recovery of Workflow Process Instances 164Manual Recovery of Workflow Process Instances 165 Invoking Workflow Processes 165About Invoking a Workflow Process 165Invoking a Workflow Process from a Workflow Policy 166Invoking a Workflow Process from a Script 167Example: Invoking a Workflow from a Script in Object Manager 168Example: Invoking a Workflow from a Script to Pass Field Values to Process Properties168Invoking a Workflow Process from a Run-Time Event 169Invoking a Workflow Process through a Configured Business Service 170Running a Workflow Process in the Workflow Process Manager 171Running a Workflow Process in the Application Object Manager 172Running a Workflow Process in Batch Mode 172Chapter 8: For Developers: Testing Workflow Processes Using the Validate Tool to Correct Errors in Workflow Processes 175 Testing Workflow Processes with the Process Simulator176About the Process Simulator and Supported Modes for Simulation 177Running the Process Simulator 178Troubleshooting Workflow Process Simulation 180 Testing Workflows That Involve Server Components180Chapter 9: For Administrators: Administering WorkflowProcesses About Deploying Workflow Processes181Deploying Workflow Processes 182Deploying Workflow Processes to Mobile Clients 184Restricting Mobile Client Routing 184Deploying Workflow Processes on Regional Nodes 184 Migrating Workflow Processes from Development to Production 185Importing or Exporting a Process Definition 187 Administering Workflow Processes in the Run-Time Client 188 Siebel Business Process Framework: Workflow Guide Version 8.0 7 8. Contents Viewing Run-time Instances of a Workflow Process 190 Stopping a Workflow Process Instance 190 Stopping All Workflow Process Instances of a Specific Process Definition 190 Deactivating a Workflow Process Instance 191 Expiring a Workflow Process Instance 192 Purging a Workflow Process Instance from the Log 192 Activating Fields Used by Workflow Processes 193 Monitoring and Troubleshooting Workflow Processes in Production193 About Workflow Process Monitoring 193 Setting Workflow Process Monitoring Levels 195 Setting Tracing and Event Log Levels 196 Capturing Data with Siebel Application Response Management (Siebel ARM)197 Recording Behavior with Siebel Flight Data Recorder (FDR) Files 198 Troubleshooting Workflow Processes in a Production Environment 198Chapter 10: Workflow Policies About Planning Workflow Policies 203 Planning Workflow Policy Groups 203 Planning Workflow Policies 204 Determining What to Monitor When Planning Policies 205 Planning Policies and Conditions 205 Planning Workflow Policy Actions 206 Scenario for Planning Workflow Policies: Notification for 30%+ Discounts 206 Scenario for Planning Workflow Policies: Notification for Large Number of Open Service Requests 208 Defining a Test and Migration Strategy for Workflow Policies 209 About Creating Workflow Policies 209 About the Workflow Policies Views 210 Defining Workflow Policy Actions 210 About the Actions Applet in the Workflow Policies Action View 211 About the Arguments Applet in the Workflow Policies Action View 211 Using the Send Page Program Type 212 Using the Send Message Program Type 213 Using the Message Broadcast Program Type 214 Using the Run External Programs Type 215 Using the Database Operation Program Type 215 About the Recipients Applet 217 Creating a Workflow Policy Action 218 Example of a Workflow Policy Action: Creating a Send Page Action 219 Example of a Workflow Policy Action: Creating a Send Email Action with a Repeating Message 2208Siebel Business Process Framework: Workflow Guide Version 8.0 9. Contents Example of a Workflow Policy Action: Creating a Send Message Broadcast Action 221Example of a Workflow Policy Action: Creating a Database Operation Action 222Example of a Workflow Policy Action: Creating a Run External Program Action 222Creating Workflow Policy Groups 224About the Workflow Groups Applet 225About the Workflow Policies Applet 225Creating Workflow Policies 225About the Policies List Applet 228About the Conditions Applet 229About the Actions Applet 233Example of a Workflow Policy: Creating a Send Page Workflow Policy 234Example of a Workflow Policy: Creating a Send Email Workflow Policy 234 About Customizing Workflow Policies with Siebel Tools 235Siebel Tools and Workflow Policies 236Siebel Tools Definitions in the Workflow Policies Views 237About Workflow Policy Objects 238Creating a Workflow Policy Object 238Workflow Policies and the Siebel Tools Views 239About the Workflow Policy Column List View 240Configuring a Workflow Condition Based on...</p>