Sibel 架构及开发培训ppt课件

0,SIEBEL基础培训,CRM项目项目组培训2012.3,CRM项目组,精选,1,一、Siebel产品的体系和架构,4.Siebel的物理架构,精选,2,一、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,精选,3,一、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）,精选,4,一、Siebel产品的体系和架构,精选,5,一、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Javascripttherefore,thereisnoassociatedcolumnRequiresettingtheCalculatedpropertytoTRUE(shownascheckmark),精选,22,Fieldproperties,CustomizefieldsbyeditingpropertyvaluesSettingfieldpropertiesatthebusinesscomponentlevelsetsthemacrossallapplets,精选,23,Join,Businesscomponentscanincludedatafromadditionalrelated(joined)tablesFieldsreferencingcolumnsinjoinedtablesaretypicallyread-only,精选,24,JoiningDatafromRelatedTables,Returnsonlyonerowfromtheother(joined-to)tableIsarelationshipfromtheBCtotherelated(joined-to)tableRelationshipisM:1or1:1IsestablishedusingaFKFieldontheBCtojointoPKColumnonthejoined-totableRequiresaFKFieldonBCtoexposetheFKColumnatbasetablelevel,精选,25,JoinDefinition,SpecifiesthejoinedtablefromwhichtoretrievedataIsachildobjectofthebusinesscomponentDefaultsthealiaspropertytothenameofthejoinedtableThealiasmaybedifferentfromthetablenameifthejoinrepresents,精选,26,JoinSpecificationDefinition,SpecifieshowtoretrievetherelatedrowfromthejoinedtableBasedontheforeignandprimarykeysusedtorelatethebaseandjoinedtables,精选,27,PickList,AllowuserstopopulateoneormoresinglevaluefieldsbyselectingavaluefromalistCanbeeither:StaticDynamic,精选,28,DynamicPicklist,Siebelapplicationspicklists:AreassociatedwithafieldintheoriginatingbusinesscomponentDrawvaluesfromapickbusinesscomponent,精选,29,Link,Definesaone-to-many(ormaster-detail)relationshipbetweentwobusinesscomponentsTherelationshipcanbeone-to-many(1:M),Account/Opportunity；ormany-to-many(M:M)，Account/Position。,精选,30,Configurelink,精选,31,Multi-ValueGroup,Amulti-valuegroup(MVG)isasetofdetail(child)recordsassociatedwithaparentrecordParentappletdisplaysonlyoneofthechildrecordsMulti-valuegroupappletopensondemandtodisplayallchildrecords,精选,32,CreatingaMulti-ValueGroup,SpecifytheMulti-ValueLinkAddMulti-ValueFieldsIdentifyorCreateanMVGAppletEnableUsertoInvokeMVGAppletEnablePrimariestoImprovePerformance,精选,33,1.SpecifytheMulti-ValueLink,CreateaMulti-ValueLinkobjectdefinitionChildobjectdefinitionofthebusinesscomponentthatspecifieshowtoretrievetherecordsforamulti-valuefieldBasedonanexistinglinkdefinitionthatspecifieshowtheparentandchildbusinesscomponentsarerelated,精选,34,2.AddMulti-ValueFields,CreateaMulti-ValueFieldobjectdefinitionforeachfieldinthechildbusinesscomponenttobeaddedtoparentbusinesscomponentUsesthemulti-valuelink,FieldinParentBC,MultivalueLink,FieldinChildBC,精选,35,BCuserproperty,IsachildobjecttypeofbusinesscomponentusedtoconfigureadditionalbehaviorforthebusinesscomponentEnablesconfigurationnothandledthroughpropertiesofthebusinesscomponentobjectdefinitionitselfCanbeaddedduringconfigurationbydevelopersForexample:read-onlybehavior,Userpropertythatmakesarecordread-onlyifthePartnerflag=TRUE,精选,36,FieldUserProperty,IsachildobjecttypeofFieldusedtoconfigureadditionalbehaviorforthefieldEnablesconfigurationnothandledthroughpropertiesoftheFieldobjectdefinitionitselfCanbeaddedduringconfigurationbydevelopersForexample:DisableSort，Required,精选,37,BusinessComponentviewmodes,IsachildobjecttypeofbusinesscomponentthatspecifiesthebusinesscomponentissubjecttoaccesscontrolOwnerTypepropertyidentifiestheAccessControlmechanismthatlimitsrecordsausercanaccessBusinesscomponentsmayhavemultipleaccessmechanismsAllowsrecordstobeassociatedwithdifferentownertypesSupportsmultipleviewmodesExample:OpportunitiesmaybeownedbyPositionsandOrganizations,精选,38,ViewMode-Continued,精选,39,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,精选,40,配置Applet,CreatelistandFormappletDrilldownMVGApplet,精选,41,CreateListorFormApplet,FollowthesestepstocreateanewlistappletOrusetheAppletwizardAutomatesthesestepsGenerallythepreferredmethod,精选,42,Drilldown,Supportsdrilldowntootherviewsthroughhyperlinkedfields,精选,43,ConfigureDrilldown,精选,44,ConfigureMVGApplet,IdentifyanexistingMVGapplettodisplayrecordsfromthechildbusinesscomponentSearchforappletsofTypeMVGthatreferencethechildcomponentVerifythatappletdisplaysenoughlistcolumnstoallowusertodistinguishthedesiredrecord,精选,45,ConfigureMVGApplet,IfasuitableMVGappletdoesnotexist,createanewoneCopyanexistingMVGappletCopiesallcontrolsrequiredforMVGappletSettheBusinessComponentpropertytoreferencethechildbusinesscomponentEditlistcolumnsasrequired,精选,46,InvoketheMVGApplet,Identifythelistcolumnorcontrolthatreferencesthemulti-valuefieldSettheMVGAppletpropertytothecorrespondingMVGappletSetRuntimepropertytoTRUE,精选,47,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,精选,48,配置BO,AreacollectionofrelatedbusinesscomponentsthatrepresentamajorareaofthebusinessOnebusinesscomponentistheparentormasterOtherbusinesscomponentsarethechildrenProvidethefoundationforviews,精选,49,BusinessObjectComponentDefinition,SpecifiesthatabusinesscomponentistobeincludedinthebusinessobjectLinkpropertyspecifiesthelinkdefinitionthatrelatestheparentandchildbusinesscomponents,精选,50,配置View,Siebel配置概述,ConsistofoneormoreappletsReferenceabusinessobjectthatdefinestherelationshipsbetweendataintheviewAreassociatedwithaWebtemplatethatdefinestheirlayoutUsetheViewwizardtocreateanewview,精选,51,SelectingaViewTemplate,精选,52,RegisterandAssignView,ViewsmustbeadministeredintheclientapplicationtomakethemavailabletousersRegistertheviewAssigntheviewtooneormoreresponsibilities,精选,53,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,精选,54,配置ScreenandApplication,HaveachildobjecttypecalledScreenViewthatspecifiestheviewsandcategoriesthatappearinthescreen,精选,55,ScreenTabs,ContainlinkstoscreensAredefinedaspagetabsChildobjectoftheapplication,精选,56,SiebelWorkflow,WorkflowIntroductionBuildingSiebelWorkflowProcessesTestingWorkflowProcessesDeployingWorkflowProcesses,精选,57,WorkflowIntroduction,IsanorderedsetofstepsexecutedinresponsetoadefinedsetofconditionsIsusedtoautomatepartsofabusinessprocessesinaSiebelapplicationAworkflowprocesscanbeinvokedbyavarietyofmechanismsRun-timeeventsCustombuttonsandmenuitemsWorkflowpoliciesProgrammatically(thatisaspartofscript),精选,58,BuildingSiebelWorkflowProcesses,WorkflowDesigner,精选,59,BuildingSiebelWorkflowProcesses,ConfiguringaSiebelWorkflow：1.CreateaNewWorkflowProcess2.SpecifytheProcessProperties3.AddWorkflowSteps4.ConfiguretheSteps5.ValidatetheWorkflowProcess,精选,60,BuildingSiebelWorkflowProcesses,1.CreateaNewWorkflowProcessInSiebelTools,selecttheWorkflowProcessobjecttypeCreateanewworkflowprocessdefinitionEntertheprocessnameAssigntheprocesstoalockedprojectAssignabusinessobjectRight-clickandselectEditWorkflowProcesstoinvoketheWorkflowDesigner,精选,61,BuildingSiebelWorkflowProcesses,2.SpecifytheProcessPropertiesSelecttheProcessPropertiestabintheMultiValuePropertyWindow(MVPW)todisplaythedefaultprocesspropertiesEditthedefaultsetofprocessproperties,精选,62,BuildingSiebelWorkflowProcesses,3.AddWorkflowStepsAddastartandendsteptothedesignerAddotherstepsasrequiredAddconnectorstosequencethesteps,精选,63,BuildingSiebelWorkflowProcesses,4.ConfiguretheSteps(SiebelOperation)SpecifythebusinesscomponentandoperationSpecifyadditionalchildargumentsasrequiredintheMVPW,精选,64,BuildingSiebelWorkflowProcesses,4.ConfiguretheSteps(BusinessService)Specifythebusinessservicenameandbusinessservicemethod,精选,65,BuildingSiebelWorkflowProcesses,4.ConfiguretheSteps(DecisionPointStep)Foreachdecisionpointstep,setconditionsoneachbranch(connector)originatingatthestepEntertheconditioncriteriaforeachbranchintheComposeConditionCriteriadialogboxDonotcreateaconditioncriteriaforthedefaultbranch,精选,66,BuildingSiebelWorkflowProcesses,5.ValidatetheWorkflowProcessSavealltheconfigurationperformedintheWorkflowDesignerReturntotheWorkflowProcessListRight-clicktheworkflowandselectValidateClickStarttoperformthevalidationchecks,精选,67,TestingWorkflowProcesses,UsetheworkflowsimulatortoverifythattheworkflowperformsasdesiredWorkflowsimulationiscontrolledinSiebelToolsWorkflowisactuallyexecutedinaninstanceofaSiebelclient,精选,68,TestingWorkflowProcesses,EnablingWorkflowSimulationConfiguretheconnectiontotheSiebelrun-timeinstanceInSiebelTools,selectViewOptionsDebugSpecifytherun-timeSiebelinstanceProvideavalidlogin,精选,69,TestingWorkflowProcesses,TestaWorkflowUsingtheWorkflowSimulator1.SpecifytheTestRecord2.StarttheSimulator3.StarttheSimulation4.ExecutetheWorkflow,精选,70,TestingWorkflowProcesses,1.SpecifytheTestRecordsIntheSiebelclient,createtestrecordstosupportthesimulationInSiebelTools,entertherowIDofthetestrecordasthedefaultstringfortheObjectIDprocessproperty,精选,71,TestingWorkflowProcesses,2.StarttheSimulatorMakesurethatallinstancesoftheSiebelclientapplicationareclosedRight-clicktheWorkflowDesignerworkspaceandselectSimulate,精选,72,TestingWorkflowProcesses,3.StarttheSimulationClicktheStartSimulationbuttoninthesimulationtoolbarUseViewToolbarsSimulationtodisplaythesimulationtoolbarAnewinstanceoftheSiebelclientislaunched,精选,73,TestingWorkflowProcesses,4.ExecutetheWorkflowExecutetheworkflowineitherSinglestepmodeusingtheSimulateNextbuttonContinuousmodeusingtheCompleteSimulationbuttonVerifythattheworkflowbranchescorrectlyatdecisionsteps,精选,74,PublishandDeployingWorkflowProcesses,WorkflowprocessdifferfrommostotherobjectdefinitionsArenotcompiledintoan.srffileCannotbearchivedinto.siffilesCanbeexportedtoandimportedfromXMLfiles,精选,75,PublishandDeployingWorkflowProcesses,PublishtheWorkflowInSiebelTools,clickthePublishbuttonintheWorkflowtoolbarSetsthestatustoCompletedMakestheworkflowavailableforactivation,精选,76,PublishandDeployingWorkflowProcesses,ActivatingtheWorkflowIntheSiebelWebClient,activatetheworkflowNavigatetoBusinessProcess-AdministrationWorkflowDeploymentSelectthenewlydeployedworkflowandclickActivate,精选,77,PublishandDeployingWorkflowProcesses,Publishing/ActivatingaWorkflowProcessDeveloperscandeployandactivateaworkflowprocessfromSiebelToolstoexpeditetestingofthedeployedworkflowInSiebelTools,clickthePublish/ActivatebuttonintheWorkflowtoolbar,精选,78,PublishandDeployingWorkflowProcesses,WorkflowMonitoringNavigatetoBusinessProcess-AdministrationWorkflowDeploymentSelecttheactiveworkflowprocessSetthemonitoringlevelintheactiveworkflowprocessasrequired,精选,79,PublishandDeployingWorkflowProcesses,MonitoringLevelMonitoringlevelscanbesetasfollowstorecorddifferingdegreesofdetailInDetail,dataiswrittenattheendoftheworkflowInDebugmode,dataiswrittentodiskafterever