Sibel 架构及开发培训.ppt

1、0,SIEBEL基础培训,CRM项目项目组培训 2012.3,CRM 项目组,a,1,一、Siebel产品的体系和架构,4.Siebel的物理架构,a,2,一、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,a,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： Dedicate Client（专业客户端，内部

2、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）,a,4,一、Siebel产品的体系和架构,a,5,一、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 therefore, there is no associated column R

3、equire setting the Calculated property to TRUE (shown as check mark),a,22,Field properties,Customize fields by editing property values Setting field properties at the business component level sets them across all applets,a,23,Join,Business components can include data from additional related (joined)

4、 tables Fields referencing columns in joined tables are typically read-only,a,24,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

5、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,a,25,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 al

6、ias may be different from the table name if the join represents,a,26,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,a,27,PickList,Allow users to populate one or more single

7、value fields by selecting a value from a list Can be either: Static Dynamic,a,28,Dynamic Picklist,Siebel applications picklists: Are associated with a field in the originating business component Draw values from a pick business component,a,29,Link,Defines a one-to-many (or master-detail) relationshi

8、p between two business components The relationship can be one-to-many(1:M), Account/Opportunity； or many-to-many (M:M)，Account/Position。,a,30,Configure link,a,31,Multi-Value Group,A multi-value group (MVG) is a set of detail (child) records associated with a parent record Parent applet displays only

9、 one of the child records Multi-value group applet opens on demand to display all child records,a,32,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,a,33,1.Speci

10、fy 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,a,34,2

11、. 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,a,35,BC user property,Is a child object type of business compon

12、ent 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

13、the Partner flag = TRUE,a,36,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，Req

14、uired,a,37,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 mech

15、anisms Allows records to be associated with different owner types Supports multiple view modes Example: Opportunities may be owned by Positions and Organizations,a,38,View Mode - Continued,a,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,a,40,配置Applet,Create list and Form a

16、pplet Drilldown MVG Applet,a,41,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,a,42,Drilldown,Supports drilldown to other views through hyperlinked fields,a,43,Configure Drilldown,a,44,Configure

17、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,a,45,Configure MVG Applet,If a suitable MV

18、G 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,a,46,Invoke the MVG Applet,Identify the list column or control that references

19、 the multi-value field Set the MVG Applet property to the corresponding MVG applet Set Runtime property to TRUE,a,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,a,48,配置BO,Are a collection of related business components that represent a major area of the business One busines

20、s component is the parent or master Other business components are the children Provide the foundation for views,a,49,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 a

21、nd child business components,a,50,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,a,51,Selecting a View Template,

22、a,52,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,a,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,a,54,配置Screen and Application,Have a child obj

23、ect type called Screen View that specifies the views and categories that appear in the screen,a,55,Screen Tabs,Contain links to screens Are defined as page tabs Child object of the application,a,56,Siebel Workflow,Workflow Introduction Building Siebel Workflow Processes Testing Workflow Processes De

24、ploying Workflow Processes,a,57,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 a

25、nd menu items Workflow policies Programmatically (that is as part of script),a,58,Building Siebel Workflow Processes,Workflow Designer,a,59,Building Siebel Workflow Processes,Configuring a Siebel Workflow： 1. Create a New Workflow Process 2. Specify the Process Properties 3. Add Workflow Steps 4. Co

26、nfigure the Steps 5. Validate the Workflow Process,a,60,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 busines

27、s object Right-click and select Edit Workflow Process to invoke the Workflow Designer,a,61,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 o

28、f process properties,a,62,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,a,63,Building Siebel Workflow Processes,4. Configure the Steps (Siebel Operation) Specify the business componen

29、t and operation Specify additional child arguments as required in the MVPW,a,64,Building Siebel Workflow Processes,4. Configure the Steps (Business Service) Specify the business service name and business service method,a,65,Building Siebel Workflow Processes,4. Configure the Steps (Decision Point St

30、ep) 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,a,66,Building Siebel Workflow Processes,5. Validate

31、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,a,67,Testing Workflow Processes,Use the workflow simulator to verify that the workflow perf

32、orms as desired Workflow simulation is controlled in Siebel Tools Workflow is actually executed in an instance of a Siebel client,a,68,Testing Workflow Processes,Enabling Workflow Simulation Configure the connection to the Siebel run-time instance In Siebel Tools, select View Options Debug Specify t

33、he run-time Siebel instance Provide a valid login,a,69,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,a,70,Testing Workflow Processes,1. Specify the Test Records In the Siebel c

34、lient, 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,a,71,Testing Workflow Processes,2. Start the Simulator Make sure that all instances of the Siebel client application are closed Right-cli

35、ck the Workflow Designer workspace and select Simulate,a,72,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,a,73,Testing Workf

36、low 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,a,74,Publish and Deploying Workflow Processes,Workflow process diffe

37、r 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,a,75,Publish and Deploying Workflow Processes,Publish the Workflow In Siebel Tools, click the Publish button in the Workflow toolbar Sets the stat

38、us to Completed Makes the workflow available for activation,a,76,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,a,

39、77,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,a,78,Publish and Deploy

40、ing Workflow Processes,Workflow Monitoring Navigate to Business Process - Administration Workflow Deployment Select the active workflow process Set the monitoring level in the active workflow process as required,a,79,Publish and Deploying Workflow Processes,Monitoring Level Monitoring levels can be set as follows to record differing degrees of detail In Det