SIEBEL基礎培訓CRM項目項目組培訓2012.3CRM項目組0一、Siebel產品的體系和架構4.Siebel的物理架構1.一、Siebel產品的體系和架構4.Siebel的物理架構客戶(SiebelClient)--訪問企業(yè)數據；服務器--管理企業(yè)數據，并為SiebelClient提供批處理和交互式處理能力；核心數據庫和Siebel文件系統(tǒng)--存儲企業(yè)各類數據和文檔2.一、Siebel產品的體系和架構4.1.Client提供訪問Siebel數據的接口；包含下列幾種Client類型：DedicateClient（專業(yè)客戶端，內部用戶）ThinClient（瘦客戶端，外部用戶）MobileClient（移動客戶端，外部用戶）Browser（瀏覽器，內部或外部用戶）WML（PDA或者手機用戶）3.一、Siebel產品的體系和架構4.一、Siebel產品的體系和架構4.1.ClientDedicateClient：所有配置文件以及各應用管理器都從本地讀取，利用驅動程序直接訪問數據庫；ThinClient：所有配置文件和數據庫均存于Siebel服務器，客戶端只安裝有限的命令解釋器，通過Javascript&VBscript讀取服務器各種配置信息并提交執(zhí)行；MobileClient：所有配置文件和應用管理器從本地讀取，而且本地存有小型數據庫專門為特定用戶所用，定期連接Siebel同步服務器同主數據庫同步；Browser：直接訪問網站(SWE)，無需在本地安裝任何特定組件，一切由SiebelWeb服務器接收，處理和回復客戶請求；WML：通過WAP(無線接入服務器)連接SiebelWeb服務器，回復頁面經過轉換以WML格式向客戶無線設備傳送5.一、Siebel產品的體系和架構4.2.Gateway也稱名字服務器，作為企業(yè)服務器的單一入口；動態(tài)注冊Siebel服務器和各組件的可用狀態(tài)；存儲組件定義，分配連接，支持負載均衡；以NT服務或者UnixDaemon方式運行；一般放在DMZ區(qū)域4.3.ResonateGateway的一部分，負責負載均衡6.一、Siebel產品的體系和架構4.4.ServerComponent運行于SiebelServer上的完成某些特定任務的一類程序；可完成下列任務：導入導出數據；監(jiān)視企業(yè)數據，觸發(fā)事件；支持移動客戶或者瘦客戶；處理業(yè)務邏輯和工作流；企業(yè)數據集成；其它任務7.一、Siebel產品的體系和架構4.5.SiebelServer運行一個或多個ServerComponent（可動態(tài)分配）；從名字服務器讀取服務器的配置信息；以NT服務或者UnixDaemon方式運行；一般放在內網（第二道防火墻內）4.6.SiebelEnterpriseServer一組SiebelServer就構成了SiebelEnterpriseServer；SiebelEnterpriseServer是一個邏輯概念；第一個SiebelServer安裝時產生8.一、Siebel產品的體系和架構9.一、Siebel產品的體系和架構4.7.SWESiebelWebExtension，提供了通過Web訪問Siebel的能力；構建在其它的WebServer上，如IIS；通過SWE可以進行一些應用集成，如通過SWE向Siebel實時寫入數據10.DatabaseToolsoutputisinputforObjectManagerConfiguredApplication.srfApplicationObjectManagerToolsApplicationRepositoryData2025/11/1911Atahighlevel,theSiebelWebarchitectureconsistsof:SiebelWebClientsthataccessanddisplaythebusinessdataAGatewayNameServerthatstoresconfigurationinformationAWebserverthathandlesinteractionswiththeWebClientsanddistributesrequeststotheSiebelServersServersthatmanagethebusinessdataandprovidebatchandinteractiveservicesforclientsArelationaldatabaseandfilesystemthatstorebusinessdataSiebelWebArchitectureOverview12Siebel配置概述13.SIEBEL基本配置配置BO和View配置BC配置Applet配置Screen，Application14.配置BusinessComponentsCreateNewBusinesscomponentBusinesscomponentpropertiesFieldpropertiesJoinPicklistLinkBusinesscomponentandFielduserpropertyDescribebusinesscomponentviewmodesBusinesscomponentScripts15.CreateNewBusinessComponentCreateabusinesscomponentdefinitiontorepresentthenewbusinessentityToinvoketheBusinessComponentwizard,selectFile>NewObject16.CreateNewBC-Continue17.CreateNewBC-ContinueAddfieldsbyspecifyingFieldnameColumn18.BusinesscomponentpropertiesInclude:EditingpropertiesNoDeleteNoInsertNoMergeNoUpdateSearchSpecificationSortSpecificationBaseTable19.FieldTypeSingleValueField:CalculateFieldBasetablecolumnfieldJointablecolumnfieldMultiValueField:20.CalculateFieldDerivetheirvaluefromthevaluesinotherfieldsofthebusinesscomponentCannotbestoredinthedatabase;therefore,thereisnoassociatedcolumnRequiresettingtheCalculatedpropertytoTRUE(shownascheckmark)21.FieldpropertiesCustomizefieldsbyeditingpropertyvaluesSettingfieldpropertiesatthebusinesscomponentlevelsetsthemacrossallapplets22.JoinBusinesscomponentscanincludedatafromadditionalrelated(joined)tablesFieldsreferencingcolumnsinjoinedtablesaretypicallyread-onlyS_OPTYROW_IDNAMEDESC_TEXTCURCY_CDS_ORG_EXTROW_IDNAMEOU_NUMSTG_ORDEROpportunityBasetableJoinedtableNameAccountnameAccountnumberDescription23.JoiningDatafromRelatedTablesReturnsonlyonerowfromtheother(joined-to)tableIsarelationshipfromtheBCtotherelated(joined-to)tableRelationshipisM:1or1:1IsestablishedusingaFKFieldontheBCtojointoPKColumnonthejoined-totableRequiresaFKFieldonBCtoexposetheFKColumnatbasetablelevelS_OPTYROW_IDNAMEDESC_TEXTCURCY_CDS_ORG_EXTROW_IDNAMEOU_NUMPR_DEPT_OU_IDBasetableJoinedtableFKColumnonBasetable(willbeaFKFieldonBC)PKColumnonjoined-totable24.JoinDefinitionSpecifiesthejoinedtablefromwhichtoretrievedataIsachildobjectofthebusinesscomponentDefaultsthealiaspropertytothenameofthejoinedtableThealiasmaybedifferentfromthetablenameifthejoinrepresents25.JoinSpecificationDefinitionSpecifieshowtoretrievetherelatedrowfromthejoinedtableBasedontheforeignandprimarykeysusedtorelatethebaseandjoinedtables26.PickListAllowuserstopopulateoneormoresinglevaluefieldsbyselectingavaluefromalistCanbeeither:StaticDynamic27.DynamicPicklistSiebelapplicationspicklists:AreassociatedwithafieldintheoriginatingbusinesscomponentDrawvaluesfromapickbusinesscomponent28.LinkDefinesaone-to-many(ormaster-detail)relationshipbetweentwobusinesscomponentsTherelationshipcanbeone-to-many(1:M),Account/Opportunity；ormany-to-many(M:M)，Account/Position。29.Configurelink30.Multi-ValueGroupAmulti-valuegroup(MVG)isasetofdetail(child)recordsassociatedwithaparentrecordParentappletdisplaysonlyoneofthechildrecordsMulti-valuegroupappletopensondemandtodisplayallchildrecords31.CreatingaMulti-ValueGroupSpecifytheMulti-ValueLinkAddMulti-ValueFieldsIdentifyorCreateanMVGAppletEnableUsertoInvokeMVGAppletEnablePrimariestoImprovePerformance32.1.SpecifytheMulti-ValueLinkCreateaMulti-ValueLinkobjectdefinitionChildobjectdefinitionofthebusinesscomponentthatspecifieshowtoretrievetherecordsforamulti-valuefieldBasedonanexistinglinkdefinitionthatspecifieshowtheparentandchildbusinesscomponentsarerelated33.2.AddMulti-ValueFieldsCreateaMulti-ValueFieldobjectdefinitionforeachfieldinthechildbusinesscomponenttobeaddedtoparentbusinesscomponentUsesthemulti-valuelinkFieldinParentBCMultivalueLinkFieldinChildBC34.BCuserpropertyIsachildobjecttypeofbusinesscomponentusedtoconfigureadditionalbehaviorforthebusinesscomponentEnablesconfigurationnothandledthroughpropertiesofthebusinesscomponentobjectdefinitionitselfCanbeaddedduringconfigurationbydevelopersForexample:read-onlybehaviorUserpropertythatmakesarecordread-onlyifthePartnerflag=TRUE35.FieldUserPropertyIsachildobjecttypeofFieldusedtoconfigureadditionalbehaviorforthefieldEnablesconfigurationnothandledthroughpropertiesoftheFieldobjectdefinitionitselfCanbeaddedduringconfigurationbydevelopersForexample:DisableSort，Required36.BusinessComponentviewmodesIsachildobjecttypeofbusinesscomponentthatspecifiesthebusinesscomponentissubjecttoaccesscontrolOwnerTypepropertyidentifiestheAccessControlmechanismthatlimitsrecordsausercanaccessBusinesscomponentsmayhavemultipleaccessmechanismsAllowsrecordstobeassociatedwithdifferentownertypesSupportsmultipleviewmodesExample:OpportunitiesmaybeownedbyPositionsandOrganizations37.ViewMode-Continued38.SIEBEL基本配置Siebel配置概述配置BC

配置Applet配置BO和View配置Screen，Application39.配置AppletCreatelistandFormappletDrilldownMVGApplet40.CreateListorFormAppletFollowthesestepstocreateanewlistapplet……OrusetheAppletwizardAutomatesthesestepsGenerallythepreferredmethod41.DrilldownSupportsdrilldowntootherviewsthroughhyperlinkedfields42.ConfigureDrilldown43.ConfigureMVGAppletIdentifyanexistingMVGapplettodisplayrecordsfromthechildbusinesscomponentSearchforappletsofTypeMVGthatreferencethechildcomponentVerifythatappletdisplaysenoughlistcolumnstoallowusertodistinguishthedesiredrecord44.ConfigureMVGAppletIfasuitableMVGappletdoesnotexist,createanewoneCopyanexistingMVGappletCopiesallcontrolsrequiredforMVGappletSettheBusinessComponentpropertytoreferencethechildbusinesscomponentEditlistcolumnsasrequired45.InvoketheMVGAppletIdentifythelistcolumnorcontrolthatreferencesthemulti-valuefieldSettheMVGAppletpropertytothecorrespondingMVGappletSetRuntimepropertytoTRUE46.SIEBEL基本配置Siebel配置概述配置BC配置Screen，Application

配置BO和View配置Applet47.配置BOAreacollectionofrelatedbusinesscomponentsthatrepresentamajorareaofthebusinessOnebusinesscomponentistheparentormasterOtherbusinesscomponentsarethechildrenProvidethefoundationforviewsActionAccountProductContactAccountBusinessObject(BO)BusinessComponent(BC)MasterBCprovidesfocusforBO48.BusinessObjectComponentDefinitionSpecifiesthatabusinesscomponentistobeincludedinthebusinessobjectLinkpropertyspecifiesthelinkdefinitionthatrelatestheparentandchildbusinesscomponentsParentBCChildBCs49.配置ViewSiebel配置概述ConsistofoneormoreappletsReferenceabusinessobjectthatdefinestherelationshipsbetweendataintheviewAreassociatedwithaWebtemplatethatdefinestheirlayoutUsetheViewwizardtocreateanewview50.SelectingaViewTemplate51.RegisterandAssignViewViewsmustbeadministeredintheclientapplicationtomakethemavailabletousersRegistertheviewAssigntheviewtooneormoreresponsibilities52.SIEBEL基本配置Siebel配置概述配置BC配置BO和View

配置Screen，Application配置Applet53.配置ScreenandApplicationHaveachildobjecttypecalledScreenViewthatspecifiestheviewsandcategoriesthatappearinthescreen54.ScreenTabsContainlinkstoscreensAredefinedaspagetabsChildobjectoftheapplication55.Siebel

WorkflowWorkflowIntroductionBuildingSiebelWorkflowProcessesTestingWorkflowProcessesDeployingWorkflowProcesses56.

Workflow

Introduction

IsanorderedsetofstepsexecutedinresponsetoadefinedsetofconditionsIsusedtoautomatepartsofabusinessprocessesinaSiebelapplicationAworkflowprocesscanbeinvokedbyavarietyofmechanismsRun-timeeventsCustombuttonsandmenuitemsWorkflowpoliciesProgrammatically(thatisaspartofscript)57.BuildingSiebelWorkflowProcessesWorkflowDesigner58.BuildingSiebelWorkflowProcessesConfiguringaSiebelWorkflow：1.CreateaNewWorkflowProcess2.SpecifytheProcessProperties3.AddWorkflowSteps4.ConfiguretheSteps5.ValidatetheWorkflowProcess

59.BuildingSiebelWorkflowProcesses1.CreateaNewWorkflowProcessInSiebelTools,selecttheWorkflowProcessobjecttypeCreateanewworkflowprocessdefinitionEntertheprocessnameAssigntheprocesstoalockedprojectAssignabusinessobjectRight-clickandselectEditWorkflowProcesstoinvoketheWorkflowDesigner60.BuildingSiebelWorkflowProcesses2.SpecifytheProcessPropertiesSelecttheProcessPropertiestabintheMultiValuePropertyWindow(MVPW)todisplaythedefaultprocesspropertiesEditthedefaultsetofprocessproperties61.BuildingSiebelWorkflowProcesses3.AddWorkflowStepsAddastartandendsteptothedesignerAddotherstepsasrequiredAddconnectorstosequencethesteps62.BuildingSiebelWorkflowProcesses4.ConfiguretheSteps(SiebelOperation)SpecifythebusinesscomponentandoperationSpecifyadditionalchildargumentsasrequiredintheMVPW63.BuildingSiebelWorkflowProcesses4.ConfiguretheSteps(BusinessService)Specifythebusinessservicenameandbusinessservicemethod64.BuildingSiebelWorkflowProcesses4.ConfiguretheSteps(DecisionPointStep)Foreachdecisionpointstep,setconditionsoneachbranch(connector)originatingatthestepEntertheconditioncriteriaforeachbranchintheComposeConditionCriteriadialogboxDonotcreateaconditioncriteriaforthedefaultbranch65.BuildingSiebelWorkflowProcesses5.ValidatetheWorkflowProcessSavealltheconfigurationperformedintheWorkflowDesignerReturntotheWorkflowProcessListRight-clicktheworkflowandselectValidateClickStarttoperformthevalidationchecks66.

TestingWorkflowProcesses

UsetheworkflowsimulatortoverifythattheworkflowperformsasdesiredWorkflowsimulationiscontrolledinSiebelToolsWorkflowisactuallyexecutedinaninstanceofaSiebelclient67.TestingWorkflowProcessesEnablingWorkflowSimulationConfiguretheconnectiontotheSiebelrun-timeinstanceInSiebelTools,selectView>Options>DebugSpecifytherun-timeSiebelinstanceProvideavalidlogin68.TestingWorkflowProcessesTestaWorkflowUsingtheWorkflowSimulator1.SpecifytheTestRecord2.StarttheSimulator3.StarttheSimulation4.ExecutetheWorkflow69.TestingWorkflowProcesses1.SpecifytheTestRecordsIntheSiebelclient,createtestrecordstosupportthesimulationInSiebelTools,entertherowIDofthetestrecordasthedefaultstringfortheObjectIDprocessproperty70.TestingWorkflowProcesses2.StarttheSimulatorMakesurethatallinstancesoftheSiebelclientapplicationareclosedRight-clicktheWorkflowDesignerworkspaceandselectSimulate71.TestingWorkflowProcesses3.StarttheSimulationClicktheStartSimulationbuttoninthesimulationtoolbarUseView>Toolbars>SimulationtodisplaythesimulationtoolbarAnewinstanceoftheSiebelclientislaunched72.TestingWorkflowProcesses4.ExecutetheWorkflowExecutetheworkflowineitherSinglestepmodeusingtheSimulateNextbuttonContinuousmodeusingtheCompleteSimulationbuttonVerifythattheworkflowbranchescorrectlyatdecisionsteps73.

PublishandDeployingWorkflowProcesses

WorkflowprocessdifferfrommostotherobjectdefinitionsArenotcompiledintoan.srffileCannotbearchivedinto.siffilesCanbeexportedtoandimportedfromXMLfiles74.PublishandDeployingWorkflowProcessesPublishtheWorkflowInSiebelTools,clickthePublishbuttonintheWorkflowtoolbarSetsthestatustoCompletedMakestheworkflowavailableforactivation75.PublishandDeployingWorkflowProcessesActivatingtheWorkflowIntheSiebelWebClient,activatetheworkflowNavigatetoBusinessProcess-Administration>WorkflowDeploymentSelectthenewlydeployedworkflowandclickActivate76.PublishandDeployingWorkflowProcessesPublishing/ActivatingaWorkflowProcessDeveloperscandeployandactivateaworkflowprocessfromSiebelToolstoexpeditetestingofthedeployedworkflowInSiebelTools,clickthePublish/ActivatebuttonintheWorkflowtoolbar77.PublishandDeployingWorkflowProcessesWorkflowMonitoringNavigatetoBusinessProcess-Administration>WorkflowDeploymentSelecttheactiveworkflowprocessSetthemonitoringlevelintheactiveworkflowprocessasrequired78.PublishandDeployingWorkflowProcessesMonitoringLevelMonitoringlevelscanbesetasfollowstorecorddifferingdegreesofdetailInDetail,dataiswrittenattheendofthewo