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Module 38: Using Workflow Policies
Siebel 8.0 Essentials
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Module Objectives
After completing this module you should be able to:
Create a workflow policy that invokes a workflow process in theWorkflow Process Manager server component
Enable the workflow policy using workflow server components
Why you need to know:
Some workflow processes are best executed asynchronously onthe Siebel server
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Asynchronous Workflow Processing
Some workflows need to be executed asynchronously
They might run for a long time and should not execute in the usersobject manager
They might need to wait for the invoking condition to be satisfiedfor some period of time
Example: If a critical service request remains unassigned for more
than two hours, notify the service manager and set the priority to High Workflow policies are a mechanism for asynchronous execution
of workflow processes
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Workflow Policies
A workflow policy is a rule consisting of:
One of more policy conditions
A policy action
Action is invoked when all conditions are true
Example: When a service request priority = Critical ANDsubstatus = Unassigned:
Send urgent message to service manager
Conditions:Substatus = UnassignedService Request Priority = Critical
Actions:Update priority to HighSend message to service manager
IF True then execute
WorkflowPolicy
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Workflow Policy Conditions
Policy condition specifies a logical relationship between a
workflow policy column and a value All policy conditions must be satisfied for a condition to apply
Policy may have a duration specified
Conditions must apply for the duration before the action isexecuted
Conditions:Status = OpenService Request Priority = High
Actions:Update priority to Very HighSend message to owner
IF True for at least two hours then execute
WorkflowPolicy
Duration = 2hours
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Workflow Policy Actions
A workflow policy action is the response to be executed
Consists of: Type of program to be executed
Examples: Run workflow process, send email, send messagebroadcast
One or more program-specific arguments
Multiple types of programs are supported Not restricted to running workflow processes
Actions are defined separately
Can be used in multiple workflow policies
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Workflow Policies
Leverage:
A separate server component known as the Workflow ProcessManager component
Is a server component optimized for executing workflows
Behaves like an object manager
Can access the business and data layers
Does not have a user interface for direct user interaction
Database triggers:
A trigger is a process or a stored procedure attached to a databasetable that fires when a specified data modification event occurs
Are created by the Generate Triggers server component
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Executing Workflow Policies
Generate Triggers creates the database triggers required tomonitor conditions in policies
Workflow Monitor Agent checks for fired triggers
Identifies policy conditions that are satisfied
Invokes the desired workflow process
Workflow Process Manager executes the workflow process
Execution is asynchronous
Workflow
Monitor Agent
Server
Request Broker
Workflow
Process Mgr
SiebelDatabase
Generate Triggers
S_ESCL_REQEnd-user activity or server process
EIM
Create triggers correspondingto policy conditions Triggers fire when
conditions satisfiedand inserts record
Retrieves records andexecutes the action
Executes the workflowprocess specified in action
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Workflow Policy Groups
A workflow policy group is a collection of workflow policies thatare monitored as a group by a workflow monitor agent process
Typically workflow policies that can be monitored at the samefrequency are assigned to the same policy group
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Prerequisite for Executing Workflow Policies
Enable the Workflow Management component group on theenterprise
Assign and enable the component group on a server
Navigate to Administration - Server Configuration > Enterprises >Component Groups
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Workflow Component Definitions
Workflow Component Group consists of six server componentdefinitions
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Implementing a Workflow Policy
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1. Create a Workflow Group
2. Create a Workflow Policy Action
3. Create a Workflow Policy
4. Generate Database Triggers
5. Start Workflow Monitor Agent
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1. Create a Workflow Group
Navigate to Administration - Business Process > Policy Groups
Create a new policy group
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2. Create a Workflow Policy Action
Navigate to Administration - Business Process > Actions
Create a new action Specify Run Workflow Process
Provide workflow process as an argument
Specify the Run WorkflowProcess program
Specify the workflowprocess to invoke
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3. Create a Workflow Policy
Navigate to Administration - Business Process > Policies
Create a new policy Specify conditions
Add one or more actions
Associate an action to invokethe workflow process
Create a policy
Create a condition
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3. Set Duration
Set duration for the workflow policy
All conditions must be metand
the policy duration must besatisfied to trigger the workflow policy actions
Defaults to 0
The workflow policy actions are triggered as soon as the policyconditions are met
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4. Generate Database Triggers
Run a Generate Triggers batch job to create database triggerscorresponding to the policy conditions
When a trigger fires against a Policy Condition, a record is insertedin the Escalation Request Table (S_ESCL_REQ)
S_ESCL_REQ contains all the rows in the database that couldtrigger a policy to take action
Generate DatabaseTriggers
Record is inserted,updated, or deleted
S_ESCL_REQTable updated
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4. Generate Database Triggers Continued
Navigate to Administration - Server Management > Jobs
Create a new job Select Generate Triggers
Specify parameters
Submit job
Create new Job andselect Generate Triggers
Specifyparameters
Click Submit Job tostart Component Job
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5. Start Workflow Monitor Agent
Create a custom Workflow Monitor Agent component definitionto specify a Workflow group
Monitors all policies within a single Workflow group
Activate the new component definition to make it available
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Verify the Workflow Policy
Create a test record (or modify an existing record) that violatesthe policy condition
Wait for at least the policy duration
Verify that the desired workflow actions are executed
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GenerateTriggers
Required Not Required Not Required
WF MonitorAgent
Required Not Required Not Required
Runtime Event Not Used Invokes process Not Used
Synchronous Asynchronous(runs in background)
Synchronous(runs in user session)
Synchronous(runs in user session)
Runs onMobile Client
No(runs on Siebel Server)
Yes Yes
Comparing Different Methods
WorkflowPolicies
RuntimeEvents
CustomControl
Use different methods for different needs
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Module Highlights
A workflow policy is a rule consisting of one or more conditionsand a policy action to be executed when the conditions aresatisfied
Workflow policies implement asynchronous execution ofworkflow processes
Workflow policies require the use of:
Generate Triggers to create the database triggers
Workflow Monitor Agent to check for fired triggers
Workflow Process Manager to execute the associated workflowpolicy
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Lab
In the lab you will:
Create a workflow policy
Enable the workflow management group components
Test the workflow policy
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