架构及开发培训

SIEBEL基础培训,CRM项目项目组培训 2012.3,CRM 项目组,一、Siebel产品的体系和架构,4.Siebel的物理架构,一、Siebel产品的体系和架构,4.Siebel的物理架构 客户(Siebel Client) - 访问企业数据； 服务器 - 管理企业数据，并为Siebel Client提供批处理和交互式处理能力； 核心数据库和Siebel文件系统 - 存储企业各类数据和文档,一、Siebel产品的体系和架构,4.1.Client 提供访问Siebel数据的接口； 包含下列几种Client类型： Dedicate Client（专业客户端，内部用户） Thin Client（瘦客户端，外部用户） Mobile Client（移动客户端，外部用户） Browser（浏览器，内部或外部用户） WML（PDA或者手机用户）,一、Siebel产品的体系和架构,一、Siebel产品的体系和架构,4.1.Client Dedicate Client：所有配置文件以及各应用管理器都从本地读取，利用驱动程序直接访问数据库； Thin Client：所有配置文件和数据库均存于Siebel 服务器，客户端只安装有限的命令解释器，通过Javascript & VB script 读取服务器各种配置信息并提交执行； Mobile Client：所有配置文件和应用管理器从本地读取，而且本地存有小型数据库专门为特定用户所用，定期连接Siebel 同步服务器同主数据库同步； Browser：直接访问网站(SWE)，无需在本地安装任何特定组件，一切由Siebel Web 服务器接收， 处理和回复客户请求； WML：通过WAP(无线接入服务器)连接Siebel Web 服务器，回复页面经过转换以WML格式向客户无线设备传送,一、Siebel产品的体系和架构,4.2.Gateway 也称名字服务器，作为企业服务器的单一入口； 动态注册Siebel服务器和各组件的可用状态； 存储组件定义，分配连接，支持负载均衡； 以NT服务或者Unix Daemon方式运行； 一般放在DMZ区域 4.3.Resonate Gateway的一部分，负责负载均衡,一、Siebel产品的体系和架构,4.4.Server Component 运行于Siebel Server上的完成某些特定任务的一类程序； 可完成下列任务： 导入导出数据； 监视企业数据，触发事件； 支持移动客户或者瘦客户； 处理业务逻辑和工作流； 企业数据集成； 其它任务,一、Siebel产品的体系和架构,4.5.Siebel Server 运行一个或多个Server Component（可动态分配）； 从名字服务器读取服务器的配置信息； 以NT服务或者Unix Daemon方式运行； 一般放在内网（第二道防火墙内） 4.6.Siebel Enterprise Server 一组Siebel Server就构成了Siebel Enterprise Server； Siebel Enterprise Server是一个逻辑概念； 第一个Siebel Server安装时产生,一、Siebel产品的体系和架构,一、Siebel产品的体系和架构,4.7.SWE Siebel Web Extension，提供了通过Web访问Siebel的能力； 构建在其它的Web Server上，如IIS； 通过SWE可以进行一些应用集成，如通过SWE向Siebel实时写入数据,01:32,11,Database,Tools output is input for Object Manager,Configured Application,.srf,Application Object Manager,Tools Application,Repository Data,At a high level, the Siebel Web architecture consists of: Siebel Web Clients that access and display the business data A Gateway Name Server that stores configuration information A Web server that handles interactions with the Web Clients and distributes requests to the Siebel Servers Servers that manage the business data and provide batch and interactive services for clients A relational database and file system that store business data,Siebel Web Architecture Overview,Siebel配置概述,SIEBEL基本配置,配置 BO 和View,配置BC,配置Applet,配置Screen，Application,配置Business Components,Create New Business component Business component properties Field properties Join Picklist Link Business component and Field user property Describe business component view modes Business component Scripts,Create New Business Component,Create a business component definition to represent the new business entity To invoke the Business Component wizard, select File New Object,Create New BC-Continue,Create New BC-Continue,Add fields by specifying Field name Column,Business component properties,Include: Editing properties No Delete No Insert No Merge No Update Search Specification Sort Specification Base Table,Field Type,Single Value Field: Calculate Field Base table column field Join table column field Multi Value Field:,Calculate Field,Derive their value from the values in other fields of the business component Cannot be stored in the database; therefore, there is no associated column Require setting the Calculated property to TRUE (shown as check mark),Field properties,Customize fields by editing property values Setting field properties at the business component level sets them across all applets,Join,Business components can include data from additional related (joined) tables Fields referencing columns in joined tables are typically read-only,Joining Data from Related Tables,Returns only one row from the other (joined-to) table Is a relationship from the BC to the related (joined-to) table Relationship is M:1 or 1:1 Is established using a FK Field on the BC to join to PK Column on the joined-to table Requires a FK Field on BC to expose the FK Column at base table level,Join Definition,Specifies the joined table from which to retrieve data Is a child object of the business component Defaults the alias property to the name of the joined table The alias may be different from the table name if the join represents,Join Specification Definition,Specifies how to retrieve the related row from the joined table Based on the foreign and primary keys used to relate the base and joined tables,PickList,Allow users to populate one or more single value fields by selecting a value from a list Can be either: Static Dynamic,Dynamic Picklist,Siebel applications picklists: Are associated with a field in the originating business component Draw values from a pick business component,Link,Defines a one-to-many (or master-detail) relationship between two business components The relationship can be one-to-many(1:M), Account/Opportunity； or many-to-many (M:M)，Account/Position。,Configure link,Multi-Value Group,A multi-value group (MVG) is a set of detail (child) records associated with a parent record Parent applet displays only one of the child records Multi-value group applet opens on demand to display all child records,Creating a Multi-Value Group,Specify the Multi-Value Link Add Multi-Value Fields Identify or Create an MVG Applet Enable User to Invoke MVG Applet Enable Primaries to Improve Performance,1.Specify the Multi-Value Link,Create a Multi-Value Link object definition Child object definition of the business component that specifies how to retrieve the records for a multi-value field Based on an existing link definition that specifies how the parent and child business components are related,2. Add Multi-Value Fields,Create a Multi-Value Field object definition for each field in the child business component to be added to parent business component Uses the multi-value link,Field in Parent BC,Multivalue Link,Field in Child BC,BC user property,Is a child object type of business component used to configure additional behavior for the business component Enables configuration not handled through properties of the business component object definition itself Can be added during configuration by developers For example: read-only behavior,User property that makes a record read-only if the Partner flag = TRUE,Field User Property,Is a child object type of Field used to configure additional behavior for the field Enables configuration not handled through properties of the Field object definition itself Can be added during configuration by developers For example: DisableSort，Required,Business Component view modes,Is a child object type of business component that specifies the business component is subject to access control Owner Type property identifies the Access Control mechanism that limits records a user can access Business components may have multiple access mechanisms Allows records to be associated with different owner types Supports multiple view modes Example: Opportunities may be owned by Positions and Organizations,View Mode - Continued,SIEBEL基本配置,Siebel配置概述,配置BC,配置 Applet,配置 BO 和View,配置Screen，Application,配置Applet,Create list and Form applet Drilldown MVG Applet,Create List or Form Applet,Follow these steps to create a new list applet Or use the Applet wizard Automates these steps Generally the preferred method,Drilldown,Supports drilldown to other views through hyperlinked fields,Configure Drilldown,Configure MVG Applet,Identify an existing MVG applet to display records from the child business component Search for applets of Type MVG that reference the child component Verify that applet displays enough list columns to allow user to distinguish the desired record,Configure MVG Applet,If a suitable MVG applet does not exist, create a new one Copy an existing MVG applet Copies all controls required for MVG applet Set the Business Component property to reference the child business component Edit list columns as required,Invoke the MVG Applet,Identify the list column or control that references the multi-value field Set the MVG Applet property to the corresponding MVG applet Set Runtime property to TRUE,SIEBEL基本配置,Siebel配置概述,配置BC,配置Screen，Application,配置 BO 和 View,配置Applet,配置BO,Are a collection of related business components that represent a major area of the business One business component is the parent or master Other business components are the children Provide the foundation for views,Business Object Component Definition,Specifies that a business component is to be included in the business object Link property specifies the link definition that relates the parent and child business components,配置View,Siebel配置概述,Consist of one or more applets Reference a business object that defines the relationships between data in the view Are associated with a Web template that defines their layout Use the View wizard to create a new view,Selecting a View Template,Register and Assign View,Views must be administered in the client application to make them available to users Register the view Assign the view to one or more responsibilities,SIEBEL基本配置,Siebel配置概述,配置BC,配置BO和View,配置 Screen，Application,配置Applet,配置Screen and Application,Have a child object type called Screen View that specifies the views and categories that appear in the screen,Screen Tabs,Contain links to screens Are defined as page tabs Child object of the application,55,Siebel Workflow,Workflow Introduction Building Siebel Workflow Processes Testing Workflow Processes Deploying Workflow Processes,Workflow Introduction,Is an ordered set of steps executed in response to a defined set of conditions Is used to automate parts of a business processes in a Siebel application A workflow process can be invoked by a variety of mechanisms Run-time events Custom buttons and menu items Workflow policies Programmatically (that is as part of script),Building Siebel Workflow Processes,Workflow Designer,Building Siebel Workflow Processes,Configuring a Siebel Workflow： 1. Create a New Workflow Process 2. Specify the Process Properties 3. Add Workflow Steps 4. Configure the Steps 5. Validate the Workflow Process,Building Siebel Workflow Processes,1. Create a New Workflow Process In Siebel Tools, select the Workflow Process object type Create a new workflow process definition Enter the process name Assign the process to a locked project Assign a business object Right-click and select Edit Workflow Process to invoke the Workflow Designer,Building Siebel Workflow Processes,2. Specify the Process Properties Select the Process Properties tab in the Multi Value Property Window (MVPW) to display the default process properties Edit the default set of process properties,Building Siebel Workflow Processes,3. Add Workflow Steps Add a start and end step to the designer Add other steps as required Add connectors to sequence the steps,Building Siebel Workflow Processes,4. Configure the Steps (Siebel Operation) Specify the business component and operation Specify additional child arguments as required in the MVPW,Building Siebel Workflow Processes,4. Configure the Steps (Business Service) Specify the business service name and business service method,Building Siebel Workflow Processes,4. Configure the Steps (Decision Point Step) For each decision point step, set conditions on each branch (connector) originating at the step Enter the condition criteria for each branch in the Compose Condition Criteria dialog box Do not create a condition criteria for the default branch,Building Siebel Workflow Processes,5. Validate the Workflow Process Save all the configuration performed in the Workflow Designer Return to the Workflow Process List Right-click the workflow and select Validate Click Start to perform the validation checks,Testing Workflow Processes,Use the workflow simulator to verify that the workflow performs as desired Workflow simulation is controlled in Siebel Tools Workflow is actually executed in an instance of a Siebel client,Testing Workflow Processes,Enabling Workflow Simulation Configure the connection to the Siebel run-time instance In Siebel Tools, select View Options Debug Specify the run-time Siebel instance Provide a valid login,Testing Workflow Processes,Test a Workflow Using the Workflow Simulator 1. Specify the Test Record 2. Start the Simulator 3. Start the Simulation 4. Execute the Workflow,Testing Workflow Processes,1. Specify the Test Records In the Siebel client, create test records to support the simulation In Siebel Tools, enter the row ID of the test record as the default string for the Object ID process property,Testing Workflow Processes,2. Start the Simulator Make sure that all instances of the Siebel client application are closed Right-click the Workflow Designer workspace and select Simulate,Testing Workflow Processes,3. Start the Simulation Click the Start Simulation button in the simulation toolbar Use View Toolbars Simulation to display the simulation toolbar A new instance of the Siebel client is launched,Testing Workflow Processes,4. Execute the Workflow Execute the workflow in either Single step mode using the Simulate Next button Continuous mode using the Complete Simulation button Verify that the workflow branches correctly at decision steps,Publish and Deploying Workflow Processes,Workflow process differ from most other object definitions Are not compiled into an .srf file Cannot be archived into .sif files Can be exported to and imported from XML files,Publish and Deploying Workflow Processes,Publish the Workflow In Siebel Tools, click the Publish button in the Workflow toolbar Sets the status to Completed Makes the workflow available for activation,Publish and Deploying Workflow Processes,Activating the Workflow In the Siebel Web Client, activate the workflow Navigate to Business Process - Administration Workflow Deployment Select the newly deployed workflow and click Activate,Publish and Deploying Workflow Processes,Publishing/Activating a Workflow Process Developers can deploy and activate a workflow process from Siebel Tools to expedite testing of the deployed workflow In Siebel Tools, click the Publish/Activate button in the Workflow toolbar,Publish and Deploying Workflow Processes,Workflow Monitoring Navigate to Business Process - Administration Workflow Deployment Select the active workflow p