Siebel EAI Workflow Configuration

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ConfguringSiebel EAIWorkows

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Part No:8212601December 2011


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Contents

ConfguringSiebelEAIWorkows ...................................................................................................... 5

Installing the Siebel Web Server Extension .........................................................................................5

To Install Siebel Web Server Extension (SWSE) .........................................................................5

To Veriy SWSE Operation or Siebel 7 ........................................................................................7

Sample Siebel Workow Templates .....................................................................................................8

Viewing Sample Siebel EAI Workow Templates .............................................................................9

Modiying Siebel Workow Templates ............................................................................................ 13

To Modiy a SeeBeyond Workow Template .......................................................................... 13Setting Up SeeBeyond Workow Processes ..................................................................................... 14

To set Up the Business Service To Execute the Workow ...................................................... 14

Creating a Subsystem or a Deployed Workow ............................................................................. 18

To Create a Subsystem For a Deployed Workow .................................................................. 18

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Confguring Siebel EAIWorkows

This document provides conceptual inormation that provides instructions on how tocongure Siebel EAI workows. Specically, it provides an overview o how to install SiebelWeb Server extensions, and how to view, import, modiy, and congure Workow templates.Additionally, it describes how to create a subsystem or a deployed workow. It includes theollowing topics:

Installing the Siebel Web Server Extension on page 5 Viewing Sample Siebel EAI Workow Templates on page 9 Sample Siebel Workow Templates on page 8 Modiying Siebel Workow Templates on page 13 Setting Up SeeBeyond Workow Processes on page 14 Creating a Subsystem or a Deployed Workow on page 18

Installing the SiebelWebServerExtensionUse the ollowing procedure to install the Siebel Web Server Extension.

To Install SiebelWebServerExtension (SWSE)

From the Siebel installation media, run \eappweb\setup.exe, which invokes the installation

wizard.

Follow the instructions presentedby the wizard. Use the naming conventions oryour SiebelEAI

Application Server.

For Connection Protocol, speciy the deaultport or an HTTP server, which is 80.

Donotuse any encryption or compression methods.

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For Anonymous Employee and Anonymous Contact login and password, use SADMIN.

For Error Level or Logging, enter All Errors and Warnings.

You can change this once correct system operation has been veried.

Inthe \bin directory where you have installed the SiebelWeb Server Extension, open the

eapps.cfg fle and note the ollowing (typicalvalues are shown):

[defaults]

AnonUserName = SADMIN

AnonPassword = SADMIN

AnonUserPool = 10

StatsPage = _stats.swe

[/eai]

ConnetString = siebel.TCPIP.none.none://MyGatewayServer:2320/

MyEnterpriseServer/eaiObjMgr/MyAppServerEnableExtServiceOnly = TRUE

Ater modiying these fles, stop and then restart the ollowing services:

Siebel Server

World Wide Web Publishing Service

Log in to Siebel 7 andollow the Screens menu path:

Ctrl+Shift+A Server Administration Enterprise Configuration Enterprise

Component Groups

Select the ollowing items, and then click Enable:

Enterprise Application Integration

Workow Management Communication Management

Open the browser and typeyourservername/module (or example, 10.1.3.135/eai).

Click Enter.

Make sure that your Siebel Server ODBC data source is congured. You can veriy which one

you are using by examining the Siebel Server log directoryit contains a le listing all the

parameters.

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Installingthe Siebel WebServer Extension

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ToVeriySWSEOperation or Siebel 7

Veriy that the Server Request Processor is running correctly. I you need to synchronize theServer Request Components with the Gateway Server, ollow this menu/command path:

Enterprise Configuration Batch Components Admin Synchronize

Veriy that the EAI Object Manageris running correctly.

Follow the path:

Server Admin Servers Server Components

Under Assignment Components, select EAI Object Manager.

ForWindowsinstallations only, veriy that the .swe fle is associatedwith sweiis.dll intheweb

site. Usethe ollowing procedure to set the association:

a. Run the IIS 4.0 Management Console application.

b. Right-click on your Web site entry in the tree display, and select Properties.

c. Select the Home Directory tab.

d. In the Application Settings box, select Confguration.

e. On the AppMappings tab, select Add.

. Type swe, select sweiis.dll, andclick OK to savethe association.

Veriy that the confguration fles are set up properly. I LDAP is not used, comment out all

LDAP-related parameters in the confguration fles (or example, eai.cfg and siebel.cfg):

;[SecurityAdapters]

;LDAP = LDAP

;[LDAP]

;DllName = sscfldap.dll;ServerName =

;Port = 389

;BaseDN =

;UsernameAttributeType = uid

;PasswordAttributeType = userPassword

;CredentialsAttributeType = credentials

;RolesAttributeType = roles

;SslDatabase =

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Installingthe Siebel WebServer Extension

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Note The LDAP conguration may dier in your Siebel system depending on your version oSiebel and your installed options. For more inormation on disabling LDAP in your Siebelsystem, consult your Siebel user documentation.

Ater modiying these fles, stop and then restart the ollowing services:

Siebel Server World Wide Web Publishing Service

SampleSiebelWorkowTemplatesSample Siebel EAI workow templates are provided on the Java CAPS samples site. Beore youcan work with the samples, you need to download the workow samples and congure JavaCAPS as described in Conguring Your System Beore Creating the OTD inDevelopingOTDs forOracle JavaCAPSApplicationAdapters. I you have not already downloaded thesample workows, they are located at http://java.net/projects/javacaps-samples/

pages/ApplicationAdapterSamples.

You can import the workows to Siebel Sales in the Siebel EAI Client by ollowing the menupath:

Ctrl+Shift+A Siebel Workflow Administration Workflow Processes

You need to congure Siebel or the workows, as described below.

In the le SWEApp\eapps.cfg, veriy that the ollowing section is specied correctly:

[/eai_enu]onnectString = siebel.TCPIP.none.none://:2320//EAIObjMgr_enu/EnableExtServiceOnly = TRUEWebPublicRootDir=c:\SWEApp\public\enuWebUpdatePassword=

I you are using the SiebelEAI_jcdUpsertsample project, add the ollowing sections in thele siebsrvr\bin\ENU\eai.cfg:

[HTTP Services]...SEEBEYOND_HTTP_DELETE = SB_HTTP_DELETESEEBEYOND_HTTP_QUERY = SB_HTTP_QUERYSEEBEYOND_HTTP_UPDATE = SB_HTTP_UPDATESEEBEYOND_HTTP_EXECUTE = SB_HTTP_EXECUTE

[SB_HTTP_DELETE]Mode = DocumentService = SeeBeyond HTTP Delete

Method = RunProcess

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Sample SiebelWorkowTemplates

http://www.oracle.com/pls/topic/lookup?ctx=&id=DOTDAPPADPTRgfyzyhttp://www.oracle.com/pls/topic/lookup?ctx=&id=DOTDAPPADPTRgfyzyhttp://www.oracle.com/pls/topic/lookup?ctx=&id=DOTDAPPADPTRgfyzyhttp://www.oracle.com/pls/topic/lookup?ctx=&id=DOTDAPPADPTRgfyzyhttp://java.net/projects/javacaps-samples/pages/ApplicationAdapterSampleshttp://java.net/projects/javacaps-samples/pages/ApplicationAdapterSampleshttp://java.net/projects/javacaps-samples/pages/ApplicationAdapterSampleshttp://java.net/projects/javacaps-samples/pages/ApplicationAdapterSampleshttp://java.net/projects/javacaps-samples/pages/ApplicationAdapterSampleshttp://www.oracle.com/pls/topic/lookup?ctx=&id=DOTDAPPADPTRgfyzyhttp://www.oracle.com/pls/topic/lookup?ctx=&id=DOTDAPPADPTRgfyzy


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[SB_HTTP_QUERY]

Mode = Document

Service = SeeBeyond HTTP Query

Method = RunProcess

[SB_HTTP_UPDATE]

Mode = Document

Service = SeeBeyond HTTP Update

Method = RunProcess

[SB_HTTP_EXECUTE]

Mode = Document

Service = SeeBeyond HTTP Execute

Method = RunProcess

ViewingSampleSiebelEAIWorkowTemplates

Use the ollowing procedure to view Siebel EAI workow templates. Following the Screens

menu path shown below displays the installed Workow templates, as shown in Figure 1.

Siebel Workflow Administration Workflow Processes All Processes

Clicking the process name to invoke a Workow Process Designer display or that process, such

as shown in the gures below.

FIGURE 1 JavaCAPS Workow Processes

Viewing Sample Siebel EAIWorkow Templates



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FIGURE2 DELETE Workow Template

FIGURE3 QUERY Workow Template




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FIGURE4 INSERT/UPDATE Workow Template

FIGURE5 EXECUTE Workow Template




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FIGURE6 SENDWorkow Template

FIGURE7 SEND/RECEIVE WorkowTemplate




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ModiyingSiebelWorkowTemplatesUse the ollowing procedure to modiy Siebel EAI workow templates.

ToModiya SeeBeyondWorkowTemplate

Login to Siebel Client 7.0, designating the appropriate Siebel server.

Follow the menu path:

Ctrl+Shit+A Siebel Workow AdministrationWorkow Processes

Highlight the SeeBeyondWorkow Process template you want to modiy.

Right-click and select Copy Record.

Rename the copied Process.

Speciy the Business Object to whichyou want to apply the template, andany other felds that

maybe necessary (or example, Description).

Ater modiying a Workow template you must create the Business Service to execute it, using

the suppliedWorkow processes as templates. This procedure is described in the ollowing

section.

FIGURE8 POST Workow Template

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A new Services section should be added to your siebsrvr\bin\ENU\eai.cfg fle, as shown in

the preceding section.

For example, i you have a Business Service named Employee Execute, you should add the

ollowing lines to the eai.cfg le:

[HTTP Services]

...

EMPLOYEE_EXECUTE = EE

[EE]

Mode = Document

Service = Employee Execute

Method = RunProcess

SettingUpSeeBeyondWorkowProcesses

The Workow processes invoked by the SeeBeyond Workow Templates must be set up in

Siebel Business Services.

Note The names entered in the last step above are used to set up the Business Service or the

sample program supplied with the Adapter. You should use them as templates to create new

processes corresponding to the Workows you create or your own system.

To setUptheBusinessServiceToExecute theWorkow

Make sure the ollowing services are running:

Siebel Gateway Server Siebel Server World Wide Web Publishing Service

Log in to Siebel Sales 7.0.

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Follow the Screens menu path:

Server Administration Servers

Make sure that Workow Management is Online and Enabled.

Log in to SiebelTools 7.0 and designate the server as the database by entering sadmin, sadmin,server.

In Object Explorer, go to Siebel ObjectsProject and lockthe Project(see the fgure below).

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In Object Explorer, go to Business Service, make a copy o Workow Process Manager (menu

path EditCopyRecord).

Type the Process Name into the Name andDisplay Names felds, as shown below (this name is

specifed in the eai.cfg fle).

For the SiebelEAI_jcdUpsertproject, perorm this step or the ollowing:

SeeBeyond HTTP Delete

SeeBeyond HTTP Execute

SeeBeyond HTTP Query

SeeBeyond HTTP Update

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In Object Explorer, go to Business Service > Business Service Method:

a. Type ProcessName into the Name feld.

b. Type the actualProcess Name into the Value feld (see the fgure below).

For SiebelEAI_jcdUpsertproject, perorm this step or:

SeeBeyond HTTP Delete

SeeBeyond HTTP Execute

SeeBeyond HTTP Query

SeeBeyond HTTP Update

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Setting Up SeeBeyond WorkowProcesses



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CreatingaSubsystem or aDeployedWorkowUse the ollowing procedure to create a subsystem or a deployed workow.

ToCreatea SubsystemForaDeployedWorkow

Login to Siebel Client 7.7, designating the appropriate Siebel server.

Click the Site Mapin the Siebel Client home page.

Click the Administration - Server Confguration link. The Administration - Server Confguration

page appears.

FIGURE 9 Administration - Server Conguration

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Click the Profle Confguration link.

In the Profle Confguration page, create the Named Subsystem (SEEBEYOND_HTTP_UPDATE).

Set the Workow Process to Execute parameter or SEEBEYOND_HTTP_UPDATE to SeeBeyond

HTTP Update.

Set the Service Method to Execute parameter orSEEBEYOND_HTTP_UPDATE to RunProcess.

For this example, SEEBEYOND_HTTP_UPDATE is the name o the Named Subsystem.

SeeBeyondHTTPUpdate is the Business Service that invokes theSeeBeyondHTTPUpdateWorkow. .

FIGURE 10 Administration- ProleConguration

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FIGURE11 SEEBEYOND_HTTP_UPDATE Named Subsystem



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