Sibel 架构及开发培训.ppt

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1、SIEBEL基础培训,CRM项目项目组培训2012.3,CRM 项目组,一、Siebel产品的体系和架构,4.Siebel的物理架构,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,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，内部用户）Thin Client（瘦客户端，外部用户）Mo

2、bile 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）,一、Siebel产品的体系和架构,一、Siebel产品的体系和架构,4.1.ClientDedicate 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&VB script 读取服务器各种配置信息并提交执行；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据库专门为特定用户所用，定期连

3、接Siebel 同步服务器同主数据库同步；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；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,一、Siebel产品的体系和架构,4.2.Gateway也称名字服务器，作为企业服务器的单一入口；动态注册Siebel服务器和各组件的可用状态；存储组件定义，分配连接，支持负载均衡；以NT服务或者Unix Daemon方式运行；一般放在DMZ区域4.3.ResonateGateway的一部分，负责负载均衡,一、

4、Siebel产品的体系和架构,4.4.Server Component运行于Siebel Server上的完成某些特定任务的一类程序；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,一、Siebel产品的体系和架构,4.5.Siebel Server运行一个或多个Server Component（可动态分配）；从名字服务器读取服务器的配置信息；以NT服务或者Unix Daemon方式运行；一般放在内网（第二道防火墙内）4.6.Siebel Enterprise Server一组Siebel Server就构成了Sieb

5、el Enterprise Server；Siebel Enterprise Server是一个逻辑概念；第一个Siebel Server安装时产生,一、Siebel产品的体系和架构,一、Siebel产品的体系和架构,4.7.SWESiebel Web Extension，提供了通过Web访问Siebel的能力；构建在其它的Web Server上，如IIS；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,03:15,11,Database,Tools output is input for Object Manager,Configured Application,.s

6、rf,ApplicationObject Manager,ToolsApplication,Repository Data,At 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 server that handles interactions with the Web Clients a

7、nd 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 data,Siebel Web Architecture Overview,Siebel配置概述,SIEBEL基本配置,配置 BO 和View,配置BC,配置Applet,配置Screen，Applicat

8、ion,配置Business Components,Create New Business component Business component propertiesField propertiesJoinPicklistLinkBusiness component and Field user propertyDescribe business component view modesBusiness component Scripts,Create New Business Component,Create a business component definition to repr

9、esent the new business entityTo invoke the Business Component wizard,select File New Object,Create New BC-Continue,Create New BC-Continue,Add fields by specifyingField nameColumn,Business component properties,Include:Editing propertiesNo DeleteNo InsertNo MergeNo UpdateSearch SpecificationSort Speci

10、ficationBase Table,Field Type,Single Value Field:Calculate FieldBase table column fieldJoin table column fieldMulti Value Field:,Calculate Field,Derive their value from the values in other fields of the business componentCannot be stored in the database;therefore,there is no associated columnRequire

11、 setting the Calculated property to TRUE(shown as check mark),Field properties,Customize fields by editing property valuesSetting field properties at the business component level sets them across all applets,Join,Business components can include data from additional related(joined)tablesFields refere

12、ncing columns in joined tables are typically read-only,Joining Data from Related Tables,Returns only one row from the other(joined-to)tableIs a relationship from the BC to the related(joined-to)tableRelationship is M:1 or 1:1Is established using a FK Field on the BC to join to PK Column on the joine

13、d-to tableRequires a FK Field on BC to expose the FK Column at base table level,Join Definition,Specifies the joined table from which to retrieve dataIs a child object of the business componentDefaults the alias property to the name of the joined tableThe alias may be different from the table name i

14、f the join represents,Join Specification Definition,Specifies how to retrieve the related row from the joined tableBased on the foreign and primary keys used to relate the base and joined tables,PickList,Allow users to populate one or more single value fields by selecting a value from a listCan be e

15、ither:StaticDynamic,Dynamic Picklist,Siebel applications picklists:Are associated with a field in the originating business componentDraw values from a pick business component,Link,Defines a one-to-many(or master-detail)relationship between two business componentsThe relationship can be one-to-many(1

16、:M),Account/Opportunity；or many-to-many(M:M)，Account/Position。,Configure link,Multi-Value Group,A multi-value group(MVG)is a set of detail(child)records associated with a parent recordParent applet displays only one of the child recordsMulti-value group applet opens on demand to display all child re

17、cords,Creating a Multi-Value Group,Specify the Multi-Value LinkAdd Multi-Value FieldsIdentify or Create an MVG AppletEnable User to Invoke MVG AppletEnable Primaries to Improve Performance,1.Specify the Multi-Value Link,Create a Multi-Value Link object definitionChild object definition of the busine

18、ss component that specifies how to retrieve the records for a multi-value fieldBased on an existing link definition that specifies how the parent and child business components are related,2.Add Multi-Value Fields,Create a Multi-Value Field object definition for each field in the child business compo

19、nent to be added to parent business componentUses the multi-value link,Field in Parent BC,Multivalue Link,Field in Child BC,BC user property,Is a child object type of business component used to configure additional behavior for the business componentEnables configuration not handled through properti

20、es of the business component object definition itselfCan be added during configuration by developersFor example:read-only behavior,User property that makes a record read-only if the Partner flag=TRUE,Field User Property,Is a child object type of Field used to configure additional behavior for the fi

21、eldEnables configuration not handled through properties of the Field object definition itselfCan be added during configuration by developersFor example:DisableSort，Required,Business Component view modes,Is a child object type of business component that specifies the business component is subject to

22、access controlOwner Type property identifies the Access Control mechanism that limits records a user can accessBusiness components may have multiple access mechanismsAllows records to be associated with different owner typesSupports multiple view modesExample:Opportunities may be owned by Positions

23、and Organizations,View Mode-Continued,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,配置Applet,Create list and Form appletDrilldownMVG Applet,Create List or Form Applet,Follow these steps to create a new list applet Or use the Applet wizardAutomates these stepsGenerally the pre

24、ferred method,Drilldown,Supports drilldown to other views through hyperlinked fields,Configure Drilldown,Configure 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 displa

25、ys enough list columns to allow user to distinguish the desired record,Configure MVG Applet,If a suitable MVG applet does not exist,create a new oneCopy an existing MVG appletCopies all controls required for MVG appletSet the Business Component property to reference the child business componentEdit

26、list columns as required,Invoke the MVG Applet,Identify the list column or control that references the multi-value fieldSet the MVG Applet property to the corresponding MVG appletSet Runtime property to TRUE,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,配置BO,Are a collection

27、of related business components that represent a major area of the businessOne business component is the parent or masterOther business components are the childrenProvide the foundation for views,Business Object Component Definition,Specifies that a business component is to be included in the busines

28、s objectLink property specifies the link definition that relates the parent and child business components,配置View,Siebel配置概述,Consist of one or more appletsReference a business object that defines the relationships between data in the viewAre associated with a Web template that defines their layoutUse

29、 the View wizard to create a new view,Selecting a View Template,Register and Assign View,Views must be administered in the client application to make them available to usersRegister the viewAssign the view to one or more responsibilities,SIEBEL基本配置,Siebel配置概述,配置BC,配置BO和View,配置 Screen，Application,配置A

30、pplet,配置Screen and Application,Have a child object type called Screen View that specifies the views and categories that appear in the screen,Screen Tabs,Contain links to screensAre defined as page tabsChild object of the application,55,Siebel Workflow,Workflow IntroductionBuilding Siebel Workflow Pr

31、ocessesTesting Workflow ProcessesDeploying Workflow Processes,Workflow Introduction,Is an ordered set of steps executed in response to a defined set of conditionsIs used to automate parts of a business processes in a Siebel applicationA workflow process can be invoked by a variety of mechanismsRun-t

32、ime eventsCustom buttons and menu itemsWorkflow policiesProgrammatically(that is as part of script),Building Siebel Workflow Processes,Workflow Designer,Building Siebel Workflow Processes,Configuring a Siebel Workflow：1.Create a New Workflow Process2.Specify the Process Properties3.Add Workflow Step

33、s4.Configure the Steps5.Validate the Workflow Process,Building Siebel Workflow Processes,1.Create a New Workflow ProcessIn Siebel Tools,select the Workflow Process object typeCreate a new workflow process definitionEnter the process nameAssign the process to a locked projectAssign a business objectR

34、ight-click and select Edit Workflow Process to invoke the Workflow Designer,Building Siebel Workflow Processes,2.Specify the Process PropertiesSelect the Process Properties tab in the Multi Value Property Window(MVPW)to display the default process propertiesEdit the default set of process properties

35、,Building Siebel Workflow Processes,3.Add Workflow StepsAdd a start and end step to the designerAdd other steps as requiredAdd connectors to sequence the steps,Building Siebel Workflow Processes,4.Configure the Steps(Siebel Operation)Specify the business component and operationSpecify additional chi

36、ld arguments as required in the MVPW,Building Siebel Workflow Processes,4.Configure the Steps(Business Service)Specify the business service name and business service method,Building Siebel Workflow Processes,4.Configure the Steps(Decision Point Step)For each decision point step,set conditions on eac

37、h branch(connector)originating at the stepEnter the condition criteria for each branch in the Compose Condition Criteria dialog boxDo not create a condition criteria for the default branch,Building Siebel Workflow Processes,5.Validate the Workflow ProcessSave all the configuration performed in the W

38、orkflow DesignerReturn to the Workflow Process ListRight-click the workflow and select ValidateClick Start to perform the validation checks,Testing Workflow Processes,Use the workflow simulator to verify that the workflow performs as desiredWorkflow simulation is controlled in Siebel ToolsWorkflow i

39、s actually executed in an instance of a Siebel client,Testing Workflow Processes,Enabling Workflow SimulationConfigure the connection to the Siebel run-time instanceIn Siebel Tools,select View Options DebugSpecify the run-time Siebel instanceProvide a valid login,Testing Workflow Processes,Test a Wo

40、rkflow Using the Workflow Simulator1.Specify the Test Record2.Start the Simulator3.Start the Simulation4.Execute the Workflow,Testing Workflow Processes,1.Specify the Test RecordsIn the Siebel client,create test records to support the simulationIn Siebel Tools,enter the row ID of the test record as

41、the default string for the Object ID process property,Testing Workflow Processes,2.Start the SimulatorMake sure that all instances of the Siebel client application are closedRight-click the Workflow Designer workspace and select Simulate,Testing Workflow Processes,3.Start the SimulationClick the Sta

42、rt Simulation button in the simulation toolbarUse View Toolbars Simulation to display the simulation toolbarA new instance of the Siebel client is launched,Testing Workflow Processes,4.Execute the WorkflowExecute the workflow in eitherSingle step mode using the Simulate Next buttonContinuous mode us

43、ing the Complete Simulation buttonVerify that the workflow branches correctly at decision steps,Publish and Deploying Workflow Processes,Workflow process differ from most other object definitionsAre not compiled into an.srf fileCannot be archived into.sif filesCan be exported to and imported from XM

44、L files,Publish and Deploying Workflow Processes,Publish the WorkflowIn Siebel Tools,click the Publish button in the Workflow toolbarSets the status to CompletedMakes the workflow available for activation,Publish and Deploying Workflow Processes,Activating the WorkflowIn the Siebel Web Client,activa

45、te the workflowNavigate to Business Process-Administration Workflow DeploymentSelect the newly deployed workflow and click Activate,Publish and Deploying Workflow Processes,Publishing/Activating a Workflow ProcessDevelopers can deploy and activate a workflow process from Siebel Tools to expedite tes

46、ting of the deployed workflowIn Siebel Tools,click the Publish/Activate button in the Workflow toolbar,Publish and Deploying Workflow Processes,Workflow MonitoringNavigate to Business Process-Administration Workflow DeploymentSelect the active workflow processSet the monitoring level in the active w

47、orkflow process as required,Publish and Deploying Workflow Processes,Monitoring LevelMonitoring levels can be set as follows to record differing degrees of detailIn Detail,data is written at the end of the workflowIn Debug mode,data is written to disk after every step,Siebel eScript,eScript Type:Ser

48、ver ScriptBrowser Script,Server Script,Application-设置一些全局变量Applet-做页面验证，过滤等BC-做必需字段的业务验证BS-用途最广,Return语句,Applet:function Test().return(ContinueOperation);BC:function Test().return(CancelOperation);相同名称function依次被Applet-BC层调用。,82,TheApplication().RaiseErrorText(“”);,try TheApplication().RaiseErrorTex

49、t(“”);/RaiseErrorText之后的语句都不执行，直接跳转到catch中 catch(e)TheApplication().RaiseErrorText不扔出错误消息，需要在try前增加BC的声明 var bcOfApplet=this.BusComp();try,83,常用语句,设置全局变量：TheApplication().SetSharedGlobal(“eAccountId”,vAccountId);TheApplication().GetProfileAttr(“eAccountId”)；调用工作流：var bsWFMgr=TheApplication().GetServ

50、ice(Workflow Process Manager);psInputs.SetProperty(ProcessName,EAI CRM Suspend Active Async Send);bsWFMgr.InvokeMethod(RunProcess,psInputs,psOutputs);强行修改只读字段：查询ExecuteQuery()前加上 InvokeMethod(SetAdminMode,TRUE);修改提交后，置回InvokeMethod(SetAdminMode,“FALSE);BusComp_PreQuery()与BusComp_Query()的关系BusComp_Ch