Sibel 架构及开发培训.ppt

SIEBEL基础培训 CRM项目项目组培训2012 3 CRM项目组 0 一 Siebel产品的体系和架构 4 Siebel的物理架构 1 一 Siebel产品的体系和架构 4 Siebel的物理架构客户 SiebelClient 访问企业数据 服务器 管理企业数据 并为SiebelClient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 2 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 DedicateClient 专业客户端 内部用户 ThinClient 瘦客户端 外部用户 MobileClient 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 3 一 Siebel产品的体系和架构 4 一 Siebel产品的体系和架构 4 1 ClientDedicateClient 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 ThinClient 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 VBscript读取服务器各种配置信息并提交执行 MobileClient 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SiebelWeb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SiebelWeb服务器 回复页面经过转换以WML格式向客户无线设备传送 5 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UnixDaemon方式运行 一般放在DMZ区域4 3 ResonateGateway的一部分 负责负载均衡 6 一 Siebel产品的体系和架构 4 4 ServerComponent运行于SiebelServer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 7 一 Siebel产品的体系和架构 4 5 SiebelServer运行一个或多个ServerComponent 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UnixDaemon方式运行 一般放在内网 第二道防火墙内 4 6 SiebelEnterpriseServer一组SiebelServer就构成了SiebelEnterpriseServer SiebelEnterpriseServer是一个逻辑概念 第一个SiebelServer安装时产生 8 一 Siebel产品的体系和架构 9 一 Siebel产品的体系和架构 4 7 SWESiebelWebExtension 提供了通过Web访问Siebel的能力 构建在其它的WebServer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 10 Database ToolsoutputisinputforObjectManager ConfiguredApplication srf ApplicationObjectManager ToolsApplication RepositoryData 11 Atahighlevel theSiebelWebarchitectureconsistsof SiebelWebClientsthataccessanddisplaythebusinessdataAGatewayNameServerthatstoresconfigurationinformationAWebserverthathandlesinteractionswiththeWebClientsanddistributesrequeststotheSiebelServersServersthatmanagethebusinessdataandprovidebatchandinteractiveservicesforclientsArelationaldatabaseandfilesystemthatstorebusinessdata SiebelWebArchitectureOverview 12 Siebel配置概述 13 SIEBEL基本配置 配置BO和View 配置BC 配置Applet 配置Screen Application 14 配置BusinessComponents CreateNewBusinesscomponentBusinesscomponentpropertiesFieldpropertiesJoinPicklistLinkBusinesscomponentandFielduserpropertyDescribebusinesscomponentviewmodesBusinesscomponentScripts 15 CreateNewBusinessComponent CreateabusinesscomponentdefinitiontorepresentthenewbusinessentityToinvoketheBusinessComponentwizard selectFile NewObject 16 CreateNewBC Continue 17 CreateNewBC Continue AddfieldsbyspecifyingFieldnameColumn 18 Businesscomponentproperties Include EditingpropertiesNoDeleteNoInsertNoMergeNoUpdateSearchSpecificationSortSpecificationBaseTable 19 FieldType SingleValueField CalculateFieldBasetablecolumnfieldJointablecolumnfieldMultiValueField 20 CalculateField DerivetheirvaluefromthevaluesinotherfieldsofthebusinesscomponentCannotbestoredinthedatabase therefore thereisnoassociatedcolumnRequiresettingtheCalculatedpropertytoTRUE shownascheckmark 21 Fieldproperties CustomizefieldsbyeditingpropertyvaluesSettingfieldpropertiesatthebusinesscomponentlevelsetsthemacrossallapplets 22 Join Businesscomponentscanincludedatafromadditionalrelated joined tablesFieldsreferencingcolumnsinjoinedtablesaretypicallyread only 23 JoiningDatafromRelatedTables Returnsonlyonerowfromtheother joined to tableIsarelationshipfromtheBCtotherelated joined to tableRelationshipisM 1or1 1IsestablishedusingaFKFieldontheBCtojointoPKColumnonthejoined totableRequiresaFKFieldonBCtoexposetheFKColumnatbasetablelevel 24 JoinDefinition SpecifiesthejoinedtablefromwhichtoretrievedataIsachildobjectofthebusinesscomponentDefaultsthealiaspropertytothenameofthejoinedtableThealiasmaybedifferentfromthetablenameifthejoinrepresents 25 JoinSpecificationDefinition SpecifieshowtoretrievetherelatedrowfromthejoinedtableBasedontheforeignandprimarykeysusedtorelatethebaseandjoinedtables 26 PickList AllowuserstopopulateoneormoresinglevaluefieldsbyselectingavaluefromalistCanbeeither StaticDynamic 27 DynamicPicklist Siebelapplicationspicklists AreassociatedwithafieldintheoriginatingbusinesscomponentDrawvaluesfromapickbusinesscomponent 28 Link Definesaone to many ormaster detail relationshipbetweentwobusinesscomponentsTherelationshipcanbeone to many 1 M Account Opportunity ormany to many M M Account Position 29 Configurelink 30 Multi ValueGroup Amulti valuegroup MVG isasetofdetail child recordsassociatedwithaparentrecordParentappletdisplaysonlyoneofthechildrecordsMulti valuegroupappletopensondemandtodisplayallchildrecords 31 CreatingaMulti ValueGroup SpecifytheMulti ValueLinkAddMulti ValueFieldsIdentifyorCreateanMVGAppletEnableUsertoInvokeMVGAppletEnablePrimariestoImprovePerformance 32 1 SpecifytheMulti ValueLink CreateaMulti ValueLinkobjectdefinitionChildobjectdefinitionofthebusinesscomponentthatspecifieshowtoretrievetherecordsforamulti valuefieldBasedonanexistinglinkdefinitionthatspecifieshowtheparentandchildbusinesscomponentsarerelated 33 2 AddMulti ValueFields CreateaMulti ValueFieldobjectdefinitionforeachfieldinthechildbusinesscomponenttobeaddedtoparentbusinesscomponentUsesthemulti valuelink FieldinParentBC MultivalueLink FieldinChildBC 34 BCuserproperty IsachildobjecttypeofbusinesscomponentusedtoconfigureadditionalbehaviorforthebusinesscomponentEnablesconfigurationnothandledthroughpropertiesofthebusinesscomponentobjectdefinitionitselfCanbeaddedduringconfigurationbydevelopersForexample read onlybehavior Userpropertythatmakesarecordread onlyifthePartnerflag TRUE 35 FieldUserProperty IsachildobjecttypeofFieldusedtoconfigureadditionalbehaviorforthefieldEnablesconfigurationnothandledthroughpropertiesoftheFieldobjectdefinitionitselfCanbeaddedduringconfigurationbydevelopersForexample DisableSort Required 36 BusinessComponentviewmodes IsachildobjecttypeofbusinesscomponentthatspecifiesthebusinesscomponentissubjecttoaccesscontrolOwnerTypepropertyidentifiestheAccessControlmechanismthatlimitsrecordsausercanaccessBusinesscomponentsmayhavemultipleaccessmechanismsAllowsrecordstobeassociatedwithdifferentownertypesSupportsmultipleviewmodesExample OpportunitiesmaybeownedbyPositionsandOrganizations 37 ViewMode Continued 38 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 39 配置Applet CreatelistandFormappletDrilldownMVGApplet 40 CreateListorFormApplet Followthesestepstocreateanewlistapplet OrusetheAppletwizardAutomatesthesestepsGenerallythepreferredmethod 41 Drilldown Supportsdrilldowntootherviewsthroughhyperlinkedfields 42 ConfigureDrilldown 43 ConfigureMVGApplet IdentifyanexistingMVGapplettodisplayrecordsfromthechildbusinesscomponentSearchforappletsofTypeMVGthatreferencethechildcomponentVerifythatappletdisplaysenoughlistcolumnstoallowusertodistinguishthedesiredrecord 44 ConfigureMVGApplet IfasuitableMVGappletdoesnotexist createanewoneCopyanexistingMVGappletCopiesallcontrolsrequiredforMVGappletSettheBusinessComponentpropertytoreferencethechildbusinesscomponentEditlistcolumnsasrequired 45 InvoketheMVGApplet Identifythelistcolumnorcontrolthatreferencesthemulti valuefieldSettheMVGAppletpropertytothecorrespondingMVGappletSetRuntimepropertytoTRUE 46 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 47 配置BO AreacollectionofrelatedbusinesscomponentsthatrepresentamajorareaofthebusinessOnebusinesscomponentistheparentormasterOtherbusinesscomponentsarethechildrenProvidethefoundationforviews 48 BusinessObjectComponentDefinition SpecifiesthatabusinesscomponentistobeincludedinthebusinessobjectLinkpropertyspecifiesthelinkdefinitionthatrelatestheparentandchildbusinesscomponents 49 配置View Siebel配置概述 ConsistofoneormoreappletsReferenceabusinessobjectthatdefinestherelationshipsbetweendataintheviewAreassociatedwithaWebtemplatethatdefinestheirlayoutUsetheViewwizardtocreateanewview 50 SelectingaViewTemplate 51 RegisterandAssignView ViewsmustbeadministeredintheclientapplicationtomakethemavailabletousersRegistertheviewAssigntheviewtooneormoreresponsibilities 52 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 53 配置ScreenandApplication HaveachildobjecttypecalledScreenViewthatspecifiestheviewsandcategoriesthatappearinthescreen 54 ScreenTabs ContainlinkstoscreensAredefinedaspagetabsChildobjectoftheapplication 55 SiebelWorkflow WorkflowIntroductionBuildingSiebelWorkflowProcessesTestingWorkflowProcessesDeployingWorkflowProcesses 56 WorkflowIntroduction IsanorderedsetofstepsexecutedinresponsetoadefinedsetofconditionsIsusedtoautomatepartsofabusinessprocessesinaSiebelapplicationAworkflowprocesscanbeinvokedbyavarietyofmechanismsRun timeeventsCustombuttonsandmenuitemsWorkflowpoliciesProgrammatically thatisaspartofscript 57 BuildingSiebelWorkflowProcesses WorkflowDesigner 58 BuildingSiebelWorkflowProcesses ConfiguringaSiebelWorkflow 1 CreateaNewWorkflowProcess2 SpecifytheProcessProperties3 AddWorkflowSteps4 ConfiguretheSteps5 ValidatetheWorkflowProcess 59 BuildingSiebelWorkflowProcesses 1 CreateaNewWorkflowProcessInSiebelTools selecttheWorkflowProcessobjecttypeCreateanewworkflowprocessdefinitionEntertheprocessnameAssigntheprocesstoalockedprojectAssignabusinessobjectRight clickandselectEditWorkflowProcesstoinvoketheWorkflowDesigner 60 BuildingSiebelWorkflowProcesses 2 SpecifytheProcessPropertiesSelecttheProcessPropertiestabintheMultiValuePropertyWindow MVPW todisplaythedefaultprocesspropertiesEditthedefaultsetofprocessproperties 61 BuildingSiebelWorkflowProcesses 3 AddWorkflowStepsAddastartandendsteptothedesignerAddotherstepsasrequiredAddconnectorstosequencethesteps 62 BuildingSiebelWorkflowProcesses 4 ConfiguretheSteps SiebelOperation SpecifythebusinesscomponentandoperationSpecifyadditionalchildargumentsasrequiredintheMVPW 63 BuildingSiebelWorkflowProcesses 4 ConfiguretheSteps BusinessService Specifythebusinessservicenameandbusinessservicemethod 64 BuildingSiebelWorkflowProcesses 4 ConfiguretheSteps DecisionPointStep Foreachdecisionpointstep setconditionsoneachbranch connector originatingatthestepEntertheconditioncriteriaforeachbranchintheComposeConditionCriteriadialogboxDonotcreateaconditioncriteriaforthedefaultbranch 65 BuildingSiebelWorkflowProcesses 5 ValidatetheWorkflowProcessSavealltheconfigurationperformedintheWorkflowDesignerReturntotheWorkflowProcessListRight clicktheworkflowandselectValidateClickStarttoperformthevalidationchecks 66 TestingWorkflowProcesses UsetheworkflowsimulatortoverifythattheworkflowperformsasdesiredWorkflowsimulationiscontrolledinSiebelToolsWorkflowisactuallyexecutedinaninstanceofaSiebelclient 67 TestingWorkflowProcesses EnablingWorkflowSimulationConfiguretheconnectiontotheSiebelrun timeinstanceInSiebelTools selectView Options DebugSpecifytherun timeSiebelinstanceProvideavalidlogin 68 TestingWorkflowProcesses TestaWorkflowUsingtheWorkflowSimulator1 SpecifytheTestRecord2 StarttheSimulator3 StarttheSimulation4 ExecutetheWorkflow 69 TestingWorkflowProcesses 1 SpecifytheTestRecordsIntheSiebelclient createtestrecordstosupportthesimulationInSiebelTools entertherowIDofthetestrecordasthedefaultstringfortheObjectIDprocessproperty 70 TestingWorkflowProcesses 2 StarttheSimulatorMakesurethatallinstancesoftheSiebelclientapplicationareclosedRight clicktheWorkflowDesignerworkspaceandselectSimulate 71 TestingWorkflowProcesses 3 StarttheSimulationClicktheStartSimulationbuttoninthesimulationtoolbarUseView Toolbars SimulationtodisplaythesimulationtoolbarAnewinstanceoftheSiebelclientislaunched 72 TestingWorkflowProcesses 4 ExecutetheWorkflowExecutetheworkflowineitherSinglestepmodeusingtheSimulateNextbuttonContinuousmodeusingtheCompleteSimulationbuttonVerifythattheworkflowbranchescorrectlyatdecisionsteps 73 PublishandDeployingWorkflowProcesses WorkflowprocessdifferfrommostotherobjectdefinitionsArenotcompiledintoan srffileCannotbearchivedinto siffilesCanbeexportedtoandimportedfromXMLfiles 74 PublishandDeployingWorkflowProcesses PublishtheWorkflowInSiebelTools clickthePublishbuttonintheWorkflowtoolbarSetsthestatustoCompletedMakestheworkflowavailableforactivation 75 PublishandDeployingWorkflowProcesses ActivatingtheWorkflowIntheSiebelWebClient activatetheworkflowNavigatetoBusinessProcess Administration WorkflowDeploymentSelectthenewlydeployedworkflowandclickActivate 76 PublishandDeployingWorkflowProcesses Publishing ActivatingaWorkflowProcessDeveloperscandeployandactivateaworkflowprocessfromSiebelToolstoexpeditetestingofthedeployedworkflowInSiebelTools clickthePublish ActivatebuttonintheWorkflowtoolbar 77 PublishandDeployingWorkflowProcesses WorkflowMonitoringNavigatetoBusinessProcess Administration WorkflowDeploymentSele