Sibel 架构及开发培训（课堂PPT）

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，外部用户）

2、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，而且本地存有小型数

3、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.Reson

4、atevGateway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.Siebel E

5、nterprise 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2022-3-152022-3-151111DatabaseTools o

6、utput is 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

7、Web server 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 Overview13Siebel

8、配置概述配置概述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，Application15配置配置Business Components oCreate New Business component oBusiness component propertiesoField propertiesoJoinoPicklistoLinkoBusiness component and Field user propertyoDescribe business component view modesoBusiness compone

9、nt Scripts16Create New Business Component Create a business component definition to represent the new business entity To invoke the Business Component wizard, select File New Object17Create New BC-Continue18Create New BC-Continue Add fields by specifyingField nameColumn19Business component propertie

10、slInclude:Editing properties No Delete No Insert No Merge No UpdateSearch SpecificationSort SpecificationBase Table20Field 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 a

12、cross all applets23Join 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 numberDe

13、scription24Joining 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 BC

14、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 child ob

15、ject 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 represents26Join Specification Definition Specifies how to retrieve the related row from the joined table Based on the foreign and primary keys used to

16、 relate the base and joined tables27PickList Allow users to populate one or more single value fields by selecting a value from a list Can be either:StaticDynamic28Dynamic PicklistSiebel applications picklists: Are associated with a field in the originating business component Draw values from a pick

17、business component29LinkDefines 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 link31Multi-Value Group A multi-value group (MVG) is a set of detail (child)

18、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 records32Creating a Multi-Value Group Specify the Multi-Value Link Add Multi-Value Fields Identify or Create an MVG Applet Enable User to Invoke

19、MVG Applet Enable Primaries to Improve Performance331.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 specifies how th

20、e parent and child business components are related342. 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 BC35BC user prope

21、rty 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-only behaviorUse

22、r 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 configuration by

23、 developers For example: DisableSort，Required37Business 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 access Business compo

24、nents 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 Organizations38View Mode - Continued39SIEBELSIEBEL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 Appletpplet 配置配置 BO 和和V

25、iew配置配置Screen，Application40配置配置Appleto Create list and Form appleto Drilldowno MVG Applet41Create List or Form Applet Follow these steps to create a new list applet Or use the Applet wizardAutomates these stepsGenerally the preferred method42DrilldownpSupports drilldown to other views through hyperl

26、inked fields43Configure Drilldown44Configure 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 distinguish the desired record

27、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 required46Invoke the MVG Applet Identify the list c

28、olumn or control that references the multi-value field Set the MVG Applet property to the corresponding MVG applet Set Runtime property to TRUE47SIEBELSIEBEL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Applet48配置BO Are a collection of related business componen

29、ts 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 for BO49Business Object Compo

30、nent 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 BCs50配置配置ViewViewSiebelSiebel配置概述配置概述o Consist of one or more appletso Reference a business obj

31、ect 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 view51Selecting a View Template52Register and Assign View Views must be administered in the client application to make them available to user

32、sRegister the viewAssign the view to one or more responsibilities53SIEBELSIEBEL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Applet54配置配置Screen and ApplicationScreen and Application Have a child object type called Screen View that specifies the views a

33、nd categories that appear in the screen55Screen Tabs Contain links to screens Are defined as page tabsChild object of the application56Siebel Workflow Workflow Introduction Building Siebel Workflow Processes Testing Workflow Processes Deploying Workflow Processes57WorkflowWorkflow IntroductionIntrod

34、uction 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 itemsWorkflow policiesProgrammatically (t

35、hat is as part of script)58Building Siebel Workflow Building Siebel Workflow ProcessesProcesses Workflow Designer59Building Siebel Workflow Building Siebel Workflow ProcessesProcesses Configuring a Siebel Workflow： 1. Create a New Workflow Process 2. Specify the Process Properties 3. Add Workflow St

36、eps 4. Configure the Steps 5. Validate the Workflow Process60Building 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 definitionEnter the process nameAssign the process

37、to a locked projectAssign a business object Right-click and select Edit Workflow Process to invoke the Workflow Designer61Building Siebel Workflow Building Siebel Workflow ProcessesProcesses2. Specify the Process Properties Select the Process Properties tab in the Multi Value Property Window (MVPW)

38、to display the default process properties Edit the default set of process properties62Building Siebel Workflow Building Siebel Workflow ProcessesProcesses3. Add Workflow Steps Add a start and end step to the designer Add other steps as required Add connectors to sequence the steps63Building Siebel W

39、orkflow Building Siebel Workflow ProcessesProcesses4. Configure the Steps (Siebel Operation) Specify the business component and operation Specify additional child arguments as required in the MVPW64Building Siebel Workflow Building Siebel Workflow ProcessesProcesses4. Configure the Steps (Business S

40、ervice) Specify the business service name and business service method65Building Siebel Workflow Building Siebel Workflow ProcessesProcesses4. Configure the Steps (Decision Point Step) For each decision point step, set conditions on each branch (connector) originating at the step Enter the condition

41、criteria for each branch in the Compose Condition Criteria dialog box Do not create a condition criteria for the default branch66Building Siebel Workflow Building Siebel Workflow ProcessesProcesses5. Validate the Workflow Process Save all the configuration performed in the Workflow Designer Return t

42、o the Workflow Process List Right-click the workflow and select Validate Click Start to perform the validation checks67Testing Workflow ProcessesTesting Workflow Processes Use the workflow simulator to verify that the workflow performs as desiredWorkflow simulation is controlled in Siebel ToolsWorkf

43、low is actually executed in an instance of a Siebel client68Testing 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 Provide a valid login69Testing Workflow Processe

44、s Test a Workflow Using the Workflow Simulator 1. Specify the Test Record 2. Start the Simulator 3. Start the Simulation 4. Execute the Workflow70Testing Workflow Processes1. Specify the Test Records In the Siebel client, create test records to support the simulation In Siebel Tools, enter the row I

45、D of the test record as the default string for the Object ID process property71Testing Workflow Processes2. Start the Simulator Make sure that all instances of the Siebel client application are closed Right-click the Workflow Designer workspace and select Simulate72Testing Workflow Processes3. Start

46、 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 launched73Testing Workflow Processes4. Execute the Workflow Execute the workflow in eitherSingle step mode using the Simula

47、te Next buttonContinuous mode using the Complete Simulation button Verify that the workflow branches correctly at decision steps74Publish and Deploying Workflow Publish and Deploying Workflow ProcessesProcesses Workflow process differ from most other object definitionsAre not compiled into an .srf f

48、ileCannot be archived into .sif filesCan be exported to and imported from XML files75Publish and Deploying Workflow Publish and Deploying Workflow ProcessesProcesses Publish the Workflow In Siebel Tools, click the Publish button in the Workflow toolbarSets the status to CompletedMakes the workflow a

49、vailable for activation76Publish and Deploying Workflow Publish and Deploying Workflow ProcessesProcesses Activating the Workflow In the Siebel Web Client, activate the workflowNavigate to Business Process - Administration Workflow DeploymentSelect the newly deployed workflow and click Activate77Pub

50、lish 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 toolbar78Publish and Deploying Workflow Publish and Deploying Workflow ProcessesProcesses Workflow Monit