Creating a Siebel Workflow

In this section:

The following topics include procedures for creating Siebel Workflows in the Siebel Workflow Administration window.


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Creating a Siebel Workflow for an Event Using MQSeries Transport

The following procedure is an example of a Siebel Workflow illustrated in the Siebel Workflow Administration window. The Workflow was designed for exporting Siebel Account record information using the MQSeries transport.

The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Workflow Process tab, which includes several fields and drop-down lists for defining Account record information for each Workflow. The lower pane includes four tabs. The Process Designer tab is active and displays an illustration of a Workflow process. The Workflow process can be modified using the palette to the left of the diagram.



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Procedure: How to Create a Siebel Workflow for an Event Using MQSeries Transport

The following procedure describes how to create a Siebel Workflow that generates Siebel XML when an Account record is updated in the Siebel Call Center application. The Workflow is then placed on an MQSeries message queue.

To create a Siebel Workflow:

  1. In the Process Properties tab of the Workflow Process window, define the Account message and Account XML process properties.

    The Account message contains Siebel Account data in hierarchical format.

    Account XML specifies the Siebel Account data that the workflow has converted to XML.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Workflow Process tab, which includes several fields and drop-down lists for defining Account information for a new Workflow. The lower pane includes four tabs. The Process Properties tab is active and includes a chart of Siebel Account data properties.

  2. Use the Siebel Workflow Administration windows to create a Workflow.
  3. Define an EAI Siebel Adapter Business Service step to receive an instance of Account data and call it Get New Account.

    Using the Query method, the Business Service obtains the Account information from Siebel.

    Output from this Business Service is generated in hierarchical format.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining a new Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  4. Define an EAI XML Converter Business Service step and call it Convert to XML.

    It is defined to receive the Account data from the EAI Siebel Adapter Business Service in hierarchical format and convert it to XML format.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Convert to XML Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  5. Define an EAI MQSeries server transport Business Service step and call it Send to Q.

    It is defined to receive the Account data from the EAI XML Converter Business Service in Siebel XML format and send the Account XML to MQSeries using the Send method.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Send to Q Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.


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Creating a Siebel Workflow for an Event Using File Transport

The following procedure is an example of a Siebel Workflow illustrated in the Siebel Workflow Administration window. The Workflow is designed for exporting Siebel Account record information using the File transport.

The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Workflow Process tab, which includes several fields and drop-down lists for defining Account record information for each Workflow. The lower pane includes four tabs. The Process Designer tab is active and shows an illustration of a Workflow process. The Workflow process can be modified using the palette to the left of the diagram.



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Procedure: How to Create a Siebel Workflow for an Event Using File Transport

The following procedure describes how to create a Siebel Workflow that generates Siebel XML when an Account record is updated in the Siebel Call Center application and then places Siebel XML on the file system.

The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Workflow Process tab, which includes several fields and drop-down lists for defining Account record information for each Workflow. The lower pane includes four tabs. The Process Properties tab is active and includes a chart of Siebel Account data properties.

To create a Siebel Workflow:

  1. On the Process Properties tab of the Workflow Process window, define the Account message and Account XML process properties.

    Account message contains the Siebel Account data in hierarchical format.

    Account XML specifies which Siebel Account data the Workflow converted to XML.

  2. Use the Siebel Workflow Administration windows to create a Workflow.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Get New Account Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  3. Define an EAI Siebel Adapter Business Service step to receive an instance of Account data and call it Get New Account.

    Using the Query method, the Business Service obtains the Account information from Siebel.

    Output from this Business Service is generated in hierarchical format.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Convert Account Data to XML Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  4. Define an EAI XML Converter Business Service step and call it Convert Account Data to XML.

    This Business Service is defined to receive the Account data from the EAI Siebel Adapter Business Service in hierarchical format and convert it to XML format.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Send Account Data Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  5. Define an EAI File transport Business Service step and call it Send Account Data.

    This Business Service is defined to receive the Account data from the EAI XML Converter Business Service in Siebel XML format and send the Account XML to the file system in a specified directory using the Send method.


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Creating a Siebel Workflow for an Event Using HTTP Transport

The following procedure is an example of a Siebel Workflow illustrated in the Siebel Workflow Administration window. The Workflow was designed for exporting Siebel Account record information using the HTTP transport.

The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Workflow Process tab, which includes several fields and drop-down lists for defining Account record information for each Workflow. The lower pane includes four tabs. The Process Designer tab is active and displays an illustration of a Workflow process. The Workflow process can be modified using the palette to the left of the diagram.



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Procedure: How to Create a Siebel Workflow for an Event Using HTTP Transport

The following procedure describes how to create a Siebel Workflow that generates Siebel XML when an Account record is updated in the Siebel Call Center application.

The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Workflow Process tab, which includes several fields and drop-down lists for defining Account record information for each Workflow. The lower pane includes four tabs. The Process Properties tab is active and includes a chart of Siebel Account data properties.

To create a Siebel Workflow:

  1. In the Process Properties tab of the Workflow Process window, define the Account message and Account XML process properties.

    Account message contains the Siebel Account data in hierarchical format.

    Account XML specifies the Siebel Account data that the Workflow has converted to XML.

  2. Use the Siebel Workflow Administration windows to create a Workflow.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Get New Account Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  3. Define an EAI Siebel Adapter Business Service step to receive an instance of Account data and call it Get New Account.

    Using the Query method, the Business Service obtains the Account information from Siebel.

    Output from this Business Service is generated in hierarchical format.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Convert to XML Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  4. Define an EAI XML Converter Business Service step and call it Convert to XML.

    This Business Service is defined to receive the Account data from the EAI Siebel Adapter Business Service in hierarchical format and convert it to XML format.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Send - HTTP Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  5. Define an EAI HTTP Transport Business Service step and call it Send - HTTP.

    This Business Service is defined to receive the Account data from the EAI XML Converter Business Service in Siebel XML format and send the Account XML to HTTP using the Send method.


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Creating a Siebel Workflow for a Service Using MQSeries Transport

The following procedure is an example of a Siebel Workflow illustrated in the Siebel Workflow Administration window. The Workflow was designed for importing Siebel Account record information through the MQSeries Transport.

The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Workflow Process tab, which includes several fields and drop-down lists for defining Account record information for each Workflow. The Process Designer tab is active and shows an illustration of a Workflow process. The Workflow process can be modified using the palette to the left of the diagram.



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Procedure: How to Create a Siebel Workflow for a Service Using MQSeries Transport

The following procedure describes how to create a Siebel Workflow that generates Siebel XML when an Account record is updated in the Siebel Call Center application.

The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Workflow Process tab, which includes several fields and drop-down lists for defining Account record information for each Workflow. The lower pane includes four tabs. The Process Properties tab is active and includes a chart of Siebel Account data properties.

To create a Siebel Workflow:

  1. In the Process Properties tab of the Workflow Process window, define the Account message and Account XML process properties.

    Account message contains the Siebel Account data in hierarchical format.

    Account XML specifies the Siebel Account data that the Workflow converted to XML.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Receive Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  2. Define an EAI MQSeries Server Transport Business Service step and call it Receive.

    The Business Service is defined to receive the Account data from the MQSeries message queue.

    The EAI MQSeries Server Transport Business Service receives the Account data in Siebel XML format and sends it to the EAI XML Converter Business Service.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Get XML from MQ & Convert to XML Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  3. Define an EAI XML Converter Business Service step and call it Get XML from MQ & Convert to XML.

    This Business Service is defined to receive the Account data from the EAI MQSeries Server Transport Business Service in XML format and convert it to hierarchical format.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Update Account Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  4. Define an EAI Siebel Adapter Business Service step and call it Update Account.

    This Business Service is defined to receive from the EAI XML Converter Business Service the instance of Account data in hierarchical format.

    The Business Service applies the Account information into Siebel using the Insert or Update method.


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Creating a Siebel Workflow for a Service Using File Transport

The following procedure is an example of a Siebel Workflow illustrated in the Siebel Workflow Administration window. The workflow was designed for importing Siebel Account record information through the File transport.

The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Workflow Process tab, which includes several fields and drop-down lists for defining Account record information for each Workflow. The lower pane includes four tabs. The Process Designer tab is active and displays an illustration of a Workflow process. The Workflow process can be modified using the palette to the left of the diagram.



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Procedure: How to Create a Siebel Workflow for a Service Using File Transport

The following procedure describes how to create a Siebel Workflow that generates Siebel XML when an Account record is updated in the Siebel Call Center application and then places Siebel XML on the file system.

The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Workflow Process tab, which includes several fields and drop-down lists for defining Account record information for each Workflow. The lower pane includes four tabs. The Process Properties tab is active and includes a chart of Siebel Account data properties.

To create a Siebel Workflow:

  1. In the Process Properties tab of the Workflow Process window, define the Account message and Account XML process properties.

    Account message contains the Siebel Account data in hierarchical format.

    Account XML specifies the Siebel Account data that the workflow converted to XML.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Receive Account Data Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  2. Define an EAI File Transport Business Service step and call it Receive Account Data.

    The Business Service is defined to receive the Account data from the file system.

    The EAI File Transport Business Service receives the Account data in Siebel XML format and sends it to the EAI XML Converter Business Service.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Convert from XML Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  3. Define an EAI XML Converter Business Service step and call it Convert from XML.

    This Business Service is defined to receive the Account data from the EAI File Transport Business Service in XML format and convert it to hierarchical format.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Update or Insert New Account Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  4. Define an EAI Siebel Adapter Business Service step and call it Update or Insert New Account.

    This Business Service is defined to receive from the EAI XML Converter Business Service the instance of Account data in hierarchical format.

    The Business Service applies the Account information into Siebel using the Insert or Update method.


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Creating a Siebel Workflow for a Service Using HTTP Transport

The following procedure is an example of a Siebel workflow illustrated in the Siebel Workflow Administration window. The Workflow was designed for importing Siebel Account record information through the HTTP transport.

The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Workflow Process tab, which includes several fields and drop-down lists for defining Account record information for each Workflow. The lower pane includes four tabs. The Process Designer tab is active and displays an illustration of a Workflow process. The Workflow process can be modified using the palette to the left of the diagram.



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Procedure: How to Create a Siebel Workflow for a Service Using HTTP Transport

The following procedure describes how to create a Siebel Workflow that generates Siebel XML when an Account record is updated in the Siebel Call Center application and then places Siebel XML on the file system.

The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Workflow Process tab, which includes several fields and drop-down lists for defining Account record information for each Workflow. The lower pane includes four tabs. The Process Properties tab is active and includes a chart of Siebel Account data properties.

To create a Siebel Workflow:

  1. In the Process Properties tab of the Workflow Process window, define the Account message and Account XML process properties.

    Account message contains the Siebel Account data in hierarchical format.

    Account XML specifies the Siebel Account data that the workflow converted to XML.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the XML to Property Set Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  2. Define an EAI XML Converter Business Service step and call it XML to Property Set.

    The Business Service is defined to receive the Account data from the EAI HTTP Transport Business Service in XML format and convert it to hierarchical format.

    The following image shows the Siebel Workflow Administration window. The window includes fourteen tabs across the top, a Show drop-down list in the upper left, and a Queries drop-down list in the upper right. The upper pane shows the Business Service tab, which includes several fields and drop-down lists for defining the Update Siebel Business Service step. The middle pane shows the Input Arguments tab, which includes a chart of Input Arguments. The lower pane shows the Output Arguments tab, which includes a chart of Output Argument properties.

  3. Define an EAI Siebel Adapter Business Service step and call it Update Siebel.

    The Business Service is defined to receive from the EAI XML Converter Business Service the instance of Account data in hierarchical format.

    The Business Service applies the Account information into Siebel using the Insert or Update method.


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