Sibel 架构及开发培训

1、0 0SIEBELSIEBEL基础培训基础培训.1一、Siebel产品的体系和架构4.Siebel的物理架构.2一、Siebel产品的体系和架构4.Siebel的物理架构v 客户(Siebel Client) - 访问企业数据；v 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；v 核心数据库和Siebel文件系统 - 存储企业各类数据和文档.3一、Siebel产品的体系和架构4.1.Clientv提供访问Siebel数据的接口；v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

2、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）.4一、Siebel产品的体系和架构.5一、Siebel产品的体系和架构4.1.Clientv 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；v 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；v Mobile Client：所有配置文件和应用管理器从本地读取，而且本地

3、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；v 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；v 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.6一、Siebel产品的体系和架构4.2.Gatewayv也称名字服务器，作为企业服务器的单一入口；v动态注册Siebel服务器和各组件的可用状态；v存储组件定义，分配连接，支持负载均衡；v以NT服务或者Unix Daemon方式运行；v一般放在DMZ区域4.3

4、.ResonatevGateway的一部分，负责负载均衡.7一、Siebel产品的体系和架构4.4.Server Componentv运行于Siebel Server上的完成某些特定任务的一类程序；v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.8一、Siebel产品的体系和架构4.5.Siebel Serverv 运行一个或多个Server Component（可动态分配）；v 从名字服务器读取服务器的配置信息；v 以NT服务或者Unix Daemon方式运行；v 一般放在内网（第二道防火墙内）4.6.

5、Siebel Enterprise Serverv 一组Siebel Server就构成了Siebel Enterprise Server；v Siebel Enterprise Server是一个逻辑概念；v 第一个Siebel Server安装时产生.9一、Siebel产品的体系和架构.10一、Siebel产品的体系和架构4.7.SWEvSiebel Web Extension，提供了通过Web访问Siebel的能力；v构建在其它的Web Server上，如IIS；v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1111DatabaseTools output is

6、 input for Object ManagerConfigured Application.srfApplicationObject ManagerToolsApplicationRepository Data1212At 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 serv

7、er 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 dataSiebel Web Architecture Overview.13Siebel配置概述配置概

8、述.14SIEBEL基本配置基本配置配置配置 BO 和和View配置配置BCBC配置配置Applet配置配置Screen，Application.15配置配置Business Components oCreate New Business component oBusiness component propertiesoField propertiesoJoinoPicklistoLinkoBusiness component and Field user propertyoDescribe business component view modesoBusiness component Sc

9、ripts.16Create New Business Component Create a business component definition to represent the new business entity To invoke the Business Component wizard, select File New Object.17Create New BC-Continue.18Create New BC-Continue Add fields by specifyingField nameColumn.19Business component properties

10、lInclude:Editing properties No Delete No Insert No Merge No UpdateSearch SpecificationSort SpecificationBase Table.20Field Type Single Value Field:Calculate FieldBase table column fieldJoin table column field Multi Value Field:.21Calculate Fieldo Derive their value from the values in other fields of

11、 the business componento Cannot be stored in the database; therefore, there is no associated columno Require setting the Calculated property to TRUE (shown as check mark).22Field properties Customize fields by editing property values Setting field properties at the business component level sets them

12、 across all applets.23Join Business components can include data from additional related (joined) tables Fields referencing columns in joined tables are typically read-onlyS_OPTYROW_IDNAMEDESC_TEXTCURCY_CDS_ORG_EXTROW_IDNAMEOU_NUMSTG_ORDEROpportunityBase tableJoined tableNameAccount nameAccount numbe

13、rDescription.24Joining 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

14、 BC to expose the FK Column at base table levelS_OPTYROW_IDNAMEDESC_TEXTCURCY_CDS_ORG_EXTROW_IDNAMEOU_NUMPR_DEPT_OU_IDBase tableJoined tableFK Column on Base table (will be a FK Field on BC)PK Column on joined-to table .25Join Definition Specifies the joined table from which to retrieve dataIs a chi

15、ld object of the business component Defaults the alias property to the name of the joined tableThe alias may be different from the table name if the join represents.26Join Specification Definition Specifies how to retrieve the related row from the joined table Based on the foreign and primary keys u

16、sed to relate the base and joined tables.27PickList Allow users to populate one or more single value fields by selecting a value from a list Can be either:StaticDynamic.28Dynamic PicklistSiebel applications picklists: Are associated with a field in the originating business component Draw values from

17、 a pick business component.29LinkDefines a one-to-many (or master-detail) relationship between two business componentsThe relationship can be one-to-many(1:M), Account/Opportunity； or many-to-many (M:M)，Account/Position。.30Configure link.31Multi-Value Group A multi-value group (MVG) is a set of deta

18、il (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.32Creating a Multi-Value Group Specify the Multi-Value Link Add Multi-Value Fields Identify or Create an MVG Applet Enable Use

19、r to Invoke MVG Applet Enable Primaries to Improve Performance.331.Specify the Multi-Value Link Create a Multi-Value Link object definitionChild object definition of the business component that specifies how to retrieve the records for a multi-value fieldBased on an existing link definition that spe

20、cifies how the parent and child business components are related.342. 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 componentUses the multi-value linkField in Parent BCMultivalue LinkField in Child BC.

21、35BC 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-o

22、nly behaviorUser property that makes a record read-only if the Partner flag = TRUE .36Field User PropertyIs 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

23、configuration by developers For example: DisableSort，Required.37Business Component view modes Is a child object type of business component that specifies the business component is subject to access controlOwner Type property identifies the Access Control mechanism that limits records a user can acce

24、ss 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.38View Mode - Continued.39SIEBELSIEBEL基本配置基本配置SiebelSiebel配置概述配置概述配置配置BCBC 配置配置 A Appl

25、etpplet 配置配置 BO 和和View配置配置Screen，Application.40配置配置Appleto Create list and Form appleto Drilldowno MVG Applet.41Create List or Form Applet Follow these steps to create a new list applet Or use the Applet wizardAutomates these stepsGenerally the preferred method.42DrilldownpSupports drilldown to othe

26、r views through hyperlinked fields.43Configure Drilldown.44Configure MVG Applet Identify an existing MVG applet to display records from the child business componentSearch for applets of Type MVG that reference the child componentVerify that applet displays enough list columns to allow user to distin

27、guish the desired record.45Configure MVG Applet If a suitable MVG applet does not exist, create a new oneCopy an existing MVG applet Copies all controls required for MVG appletSet the Business Component property to reference the child business componentEdit list columns as required.46Invoke the MVG

28、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.47SIEBELSIEBEL基本配置基本配置SiebelSiebel配置概述配置概述配置配置BCBC配置配置Screen，Application 配置配置 BO BO 和和 ViewView配置配置Applet.48配置BO Are a collection

29、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 viewsActionAccountProductContactAccountBusiness Object (BO)Business Component (BC)Master BC provides focus f

30、or BO.49Business 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 componentsParent BCChild BCs.50配置配置ViewViewSiebelSiebel配置概述配置概述o Consist of one or more app

31、letso Reference a business object that defines the relationships between data in the viewo Are associated with a Web template that defines their layouto Use the View wizard to create a new view.51Selecting a View Template.52Register and Assign View Views must be administered in the client applicatio

32、n to make them available to usersRegister the viewAssign the view to one or more responsibilities.53SIEBELSIEBEL基本配置基本配置SiebelSiebel配置概述配置概述配置配置BCBC配置配置BO和和View 配置配置 Screen Screen，ApplicationApplication配置配置Applet.54配置配置Screen and ApplicationScreen and Application Have a child object type called Scre

33、en View that specifies the views and categories that appear in the screen.55Screen Tabs Contain links to screens Are defined as page tabsChild object of the application.56Siebel Workflow Workflow Introduction Building Siebel Workflow Processes Testing Workflow Processes Deploying Workflow Processes.

34、57WorkflowWorkflow IntroductionIntroduction 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 mechanismsRun-time eventsCustom buttons and menu item

35、sWorkflow policiesProgrammatically (that is as part of script).58Building Siebel Workflow Building Siebel Workflow ProcessesProcesses Workflow Designer.59Building Siebel Workflow Building Siebel Workflow ProcessesProcesses Configuring a Siebel Workflow： 1. Create a New Workflow Process 2. Specify th

36、e Process Properties 3. Add Workflow Steps 4. Configure the Steps 5. Validate the Workflow Process.60Building Siebel Workflow Building Siebel Workflow ProcessesProcesses1. Create a New Workflow Process In Siebel Tools, select the Workflow Process object type Create a new workflow process definitionE

37、nter the process nameAssign the process to a locked projectAssign a business object Right-click and select Edit Workflow Process to invoke the Workflow Designer.61Building Siebel Workflow Building Siebel Workflow ProcessesProcesses2. Specify the Process Properties Select the Process Properties tab i

38、n the Multi Value Property Window (MVPW) to display the default process properties Edit the default set of process properties.62Building Siebel Workflow Building Siebel Workflow ProcessesProcesses3. Add Workflow Steps Add a start and end step to the designer Add other steps as required Add connector

39、s to sequence the steps.63Building Siebel Workflow Building Siebel Workflow ProcessesProcesses4. Configure the Steps (Siebel Operation) Specify the business component and operation Specify additional child arguments as required in the MVPW.64Building Siebel Workflow Building Siebel Workflow Processe

40、sProcesses4. Configure the Steps (Business Service) Specify the business service name and business service method.65Building Siebel Workflow Building Siebel Workflow ProcessesProcesses4. Configure the Steps (Decision Point Step) For each decision point step, set conditions on each branch (connector)

41、 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.66Building Siebel Workflow Building Siebel Workflow ProcessesProcesses5. Validate the Workflow Process Save all the configurati

42、on 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.67Testing Workflow ProcessesTesting Workflow Processes Use the workflow simulator to verify that the workflow performs as desiredWorkflo

43、w simulation is controlled in Siebel ToolsWorkflow is actually executed in an instance of a Siebel client.68Testing Workflow Processes Enabling Workflow Simulation Configure the connection to the Siebel run-time instanceIn Siebel Tools, select View Options Debug Specify the run-time Siebel instance

44、Provide a valid login.69Testing 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.70Testing Workflow Processes1. Specify the Test Records In the Siebel client, create test records to suppo

45、rt the simulation In Siebel Tools, enter the row ID of the test record as the default string for the Object ID process property.71Testing Workflow Processes2. Start the Simulator Make sure that all instances of the Siebel client application are closed Right-click the Workflow Designer workspace and

46、select Simulate.72Testing Workflow Processes3. Start the Simulation Click the Start Simulation button in the simulation toolbarUse View Toolbars Simulation to display the simulation toolbar A new instance of the Siebel client is launched.73Testing Workflow Processes4. Execute the Workflow Execute th

47、e workflow in eitherSingle step mode using the Simulate Next buttonContinuous mode using the Complete Simulation button Verify that the workflow branches correctly at decision steps.74Publish and Deploying Workflow Publish and Deploying Workflow ProcessesProcesses Workflow process differ from most o

48、ther object definitionsAre not compiled into an .srf fileCannot be archived into .sif filesCan be exported to and imported from XML files.75Publish and Deploying Workflow Publish and Deploying Workflow ProcessesProcesses Publish the Workflow In Siebel Tools, click the Publish button in the Workflow

49、toolbarSets the status to CompletedMakes the workflow available for activation.76Publish and Deploying Workflow Publish and Deploying Workflow ProcessesProcesses Activating the Workflow In the Siebel Web Client, activate the workflowNavigate to Business Process - Administration Workflow DeploymentSe

50、lect the newly deployed workflow and click Activate.77Publish and Deploying Workflow Publish and Deploying Workflow ProcessesProcesses 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.78Publish and Deploying Workflow Publish and Deploying Workflow ProcessesProcesse