架构及开发培训

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SIEBEL基础培训CRM项目项目组培训2012.3CRM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(SiebelClient)--访问企业数据；服务器--管理企业数据，并为SiebelClient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：DedicateClient（专业客户端，内部用户）ThinClient（瘦客户端，外部用户）MobileClient（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.ClientDedicateClient：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；ThinClient：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&VBscript读取服务器各种配置信息并提交执行；MobileClient：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SiebelWeb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SiebelWeb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UnixDaemon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、Siebel产品的体系和架构4.4.ServerComponent运行于SiebelServer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.SiebelServer运行一个或多个ServerComponent（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UnixDaemon方式运行；一般放在内网（第二道防火墙内）4.6.SiebelEnterpriseServer一组SiebelServer就构成了SiebelEnterpriseServer；SiebelEnterpriseServer是一个逻辑概念；第一个SiebelServer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.SWESiebelWebExtension，提供了通过Web访问Siebel的能力；构建在其它的WebServer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 *11DatabaseToolsoutputisinputforObjectManagerConfiguredApplication.srfApplicationObjectManagerToolsApplicationRepositoryData Atahighlevel,theSiebelWebarchitectureconsistsof:SiebelWebClientsthataccessanddisplaythebusinessdataAGatewayNameServerthatstoresconfigurationinformationAWebserverthathandlesinteractionswiththeWebClientsanddistributesrequeststotheSiebelServersServersthatmanagethebusinessdataandprovidebatchandinteractiveservicesforclientsArelationaldatabaseandfilesystemthatstorebusinessdataSiebelWebArchitectureOverview Siebel配置概述 SIEBEL基本配置配置BO和View配置BC配置Applet配置Screen，Application 配置BusinessComponentsCreateNewBusinesscomponentBusinesscomponentpropertiesFieldpropertiesJoinPicklistLinkBusinesscomponentandFielduserpropertyDescribebusinesscomponentviewmodesBusinesscomponentScripts CreateNewBusinessComponentCreateabusinesscomponentdefinitiontorepresentthenewbusinessentityToinvoketheBusinessComponentwizard,selectFile>NewObject CreateNewBC-Continue CreateNewBC-ContinueAddfieldsbyspecifyingFieldnameColumn BusinesscomponentpropertiesInclude:EditingpropertiesNoDeleteNoInsertNoMergeNoUpdateSearchSpecificationSortSpecificationBaseTable FieldTypeSingleValueField:CalculateFieldBasetablecolumnfieldJointablecolumnfieldMultiValueField: CalculateFieldDerivetheirvaluefromthevaluesinotherfieldsofthebusinesscomponentCannotbestoredinthedatabase;therefore,thereisnoassociatedcolumnRequiresettingtheCalculatedpropertytoTRUE(shownascheckmark) FieldpropertiesCustomizefieldsbyeditingpropertyvaluesSettingfieldpropertiesatthebusinesscomponentlevelsetsthemacrossallapplets JoinBusinesscomponentscanincludedatafromadditionalrelated(joined)tablesFieldsreferencingcolumnsinjoinedtablesaretypicallyread-onlyS_OPTYROW_IDNAMEDESC_TEXTCURCY_CDS_ORG_EXTROW_IDNAMEOU_NUMSTG_ORDEROpportunityBasetableJoinedtableNameAccountnameAccountnumberDescription JoiningDatafromRelatedTablesReturnsonlyonerowfromtheother(joined-to)tableIsarelationshipfromtheBCtotherelated(joined-to)tableRelationshipisM:1or1:1IsestablishedusingaFKFieldontheBCtojointoPKColumnonthejoined-totableRequiresaFKFieldonBCtoexposetheFKColumnatbasetablelevelS_OPTYROW_IDNAMEDESC_TEXTCURCY_CDS_ORG_EXTROW_IDNAMEOU_NUMPR_DEPT_OU_IDBasetableJoinedtableFKColumnonBasetable(willbeaFKFieldonBC)PKColumnonjoined-totable JoinDefinitionSpecifiesthejoinedtablefromwhichtoretrievedataIsachildobjectofthebusinesscomponentDefaultsthealiaspropertytothenameofthejoinedtableThealiasmaybedifferentfromthetablenameifthejoinrepresents JoinSpecificationDefinitionSpecifieshowtoretrievetherelatedrowfromthejoinedtableBasedontheforeignandprimarykeysusedtorelatethebaseandjoinedtables PickListAllowuserstopopulateoneormoresinglevaluefieldsbyselectingavaluefromalistCanbeeither:StaticDynamic DynamicPicklistSiebelapplicationspicklists:AreassociatedwithafieldintheoriginatingbusinesscomponentDrawvaluesfromapickbusinesscomponent LinkDefinesaone-to-many(ormaster-detail)relationshipbetweentwobusinesscomponentsTherelationshipcanbeone-to-many(1:M),Account/Opportunity；ormany-to-many(M:M)，Account/Position。 Configurelink Multi-ValueGroupAmulti-valuegroup(MVG)isasetofdetail(child)recordsassociatedwithaparentrecordParentappletdisplaysonlyoneofthechildrecordsMulti-valuegroupappletopensondemandtodisplayallchildrecords CreatingaMulti-ValueGroupSpecifytheMulti-ValueLinkAddMulti-ValueFieldsIdentifyorCreateanMVGAppletEnableUsertoInvokeMVGAppletEnablePrimariestoImprovePerformance 1.SpecifytheMulti-ValueLinkCreateaMulti-ValueLinkobjectdefinitionChildobjectdefinitionofthebusinesscomponentthatspecifieshowtoretrievetherecordsforamulti-valuefieldBasedonanexistinglinkdefinitionthatspecifieshowtheparentandchildbusinesscomponentsarerelated 2.AddMulti-ValueFieldsCreateaMulti-ValueFieldobjectdefinitionforeachfieldinthechildbusinesscomponenttobeaddedtoparentbusinesscomponentUsesthemulti-valuelinkFieldinParentBCMultivalueLinkFieldinChildBC BCuserpropertyIsachildobjecttypeofbusinesscomponentusedtoconfigureadditionalbehaviorforthebusinesscomponentEnablesconfigurationnothandledthroughpropertiesofthebusinesscomponentobjectdefinitionitselfCanbeaddedduringconfigurationbydevelopersForexample:read-onlybehaviorUserpropertythatmakesarecordread-onlyifthePartnerflag=TRUE FieldUserPropertyIsachildobjecttypeofFieldusedtoconfigureadditionalbehaviorforthefieldEnablesconfigurationnothandledthroughpropertiesoftheFieldobjectdefinitionitselfCanbeaddedduringconfigurationbydevelopersForexample:DisableSort，Required BusinessComponentviewmodesIsachildobjecttypeofbusinesscomponentthatspecifiesthebusinesscomponentissubjecttoaccesscontrolOwnerTypepropertyidentifiestheAccessControlmechanismthatlimitsrecordsausercanaccessBusinesscomponentsmayhavemultipleaccessmechanismsAllowsrecordstobeassociatedwithdifferentownertypesSupportsmultipleviewmodesExample:OpportunitiesmaybeownedbyPositionsandOrganizations ViewMode-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AppletCreatelistandFormappletDrilldownMVGApplet CreateListorFormAppletFollowthesestepstocreateanewlistapplet……OrusetheAppletwizardAutomatesthesestepsGenerallythepreferredmethod DrilldownSupportsdrilldowntootherviewsthroughhyperlinkedfields ConfigureDrilldown ConfigureMVGAppletIdentifyanexistingMVGapplettodisplayrecordsfromthechildbusinesscomponentSearchforappletsofTypeMVGthatreferencethechildcomponentVerifythatappletdisplaysenoughlistcolumnstoallowusertodistinguishthedesiredrecord ConfigureMVGAppletIfasuitableMVGappletdoesnotexist,createanewoneCopyanexistingMVGappletCopiesallcontrolsrequiredforMVGappletSettheBusinessComponentpropertytoreferencethechildbusinesscomponentEditlistcolumnsasrequired InvoketheMVGAppletIdentifythelistcolumnorcontrolthatreferencesthemulti-valuefieldSettheMVGAppletpropertytothecorrespondingMVGappletSetRuntimepropertytoTRUE 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BOAreacollectionofrelatedbusinesscomponentsthatrepresentamajorareaofthebusinessOnebusinesscomponentistheparentormasterOtherbusinesscomponentsarethechildrenProvidethefoundationforviewsActionAccountProductContactAccountBusinessObject(BO)BusinessComponent(BC)MasterBCprovidesfocusforBO BusinessObjectComponentDefinitionSpecifiesthatabusinesscomponentistobeincludedinthebusinessobjectLinkpropertyspecifiesthelinkdefinitionthatrelatestheparentandchildbusinesscomponentsParentBCChildBCs 配置ViewSiebel配置概述ConsistofoneormoreappletsReferenceabusinessobjectthatdefinestherelationshipsbetweendataintheviewAreassociatedwithaWebtemplatethatdefinestheirlayoutUsetheViewwizardtocreateanewview SelectingaViewTemplate RegisterandAssignViewViewsmustbeadministeredintheclientapplicationtomakethemavailabletousersRegistertheviewAssigntheviewtooneormoreresponsibilities 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 配置ScreenandApplicationHaveachildobjecttypecalledScreenViewthatspecifiestheviewsandcategoriesthatappearinthescreen ScreenTabsContainlinkstoscreensAredefinedaspagetabsChildobjectoftheapplication55 SiebelWorkflowWorkflowIntroductionBuildingSiebelWorkflowProcessesTestingWorkflowProcessesDeployingWorkflowProcesses WorkflowIntroductionIsanorderedsetofstepsexecutedinresponsetoadefinedsetofconditionsIsusedtoautomatepartsofabusinessprocessesinaSiebelapplicationAworkflowprocesscanbeinvokedbyavarietyofmechanismsRun-timeeventsCustombuttonsandmenuitemsWorkflowpoliciesProgrammatically(thatisaspartofscript) BuildingSiebelWorkflowProcessesWorkflowDesigner BuildingSiebelWorkflowProcessesConfiguringaSiebelWorkflow：1.CreateaNewWorkflowProcess2.SpecifytheProcessProperties3.AddWorkflowSteps4.ConfiguretheSteps5.ValidatetheWorkflowProcess BuildingSiebelWorkflowProcesses1.CreateaNewWorkflowProcessInSiebelTools,selecttheWorkflowProcessobjecttypeCreateanewworkflowprocessdefinitionEntertheprocessnameAssigntheprocesstoalockedprojectAssignabusinessobjectRight-clickandselectEditWorkflowProcesstoinvoketheWorkflowDesigner BuildingSiebelWorkflowProcesses2.SpecifytheProcessPropertiesSelecttheProcessPropertiestabintheMultiValuePropertyWindow(MVPW)todisplaythedefaultprocesspropertiesEditthedefaultsetofprocessproperties BuildingSiebelWorkflowProcesses3.AddWorkflowStepsAddastartandendsteptothedesignerAddotherstepsasrequiredAddconnectorstosequencethesteps BuildingSiebelWorkflowProcesses4.ConfiguretheSteps(SiebelOperation)SpecifythebusinesscomponentandoperationSpecifyadditionalchildargumentsasrequiredintheMVPW BuildingSiebelWorkflowProcesses4.ConfiguretheSteps(BusinessService)Specifythebusinessservicenameandbusinessservicemethod BuildingSiebelWorkflowProcesses4.ConfiguretheSteps(DecisionPointStep)Foreachdecisionpointstep,setconditionsoneachbranch(connector)originatingatthestepEntertheconditioncriteriaforeachbranchintheComposeConditionCriteriadialogboxDonotcreateaconditioncriteriaforthedefaultbranch BuildingSiebelWorkflowProcesses5.ValidatetheWorkflowProcessSavealltheconfigurationperformedintheWorkflowDesignerReturntotheWorkflowProcessListRight-clicktheworkflowandselectValidateClickStarttoperformthevalidationchecks TestingWorkflowProcessesUsetheworkflowsimulatortoverifythattheworkflowperformsasdesiredWorkflowsimulationiscontrolledinSiebelToolsWorkflowisactuallyexecutedinaninstanceofaSiebelclient TestingWorkflowProcessesEnablingWorkflowSimulationConfiguretheconnectiontotheSiebelrun-timeinstanceInSiebelTools,selectView>Options>DebugSpecifytherun-timeSiebelinstanceProvideavalidlogin TestingWorkflowProcessesTestaWorkflowUsingtheWorkflowSimulator1.SpecifytheTestRecord2.StarttheSimulator3.StarttheSimulation4.ExecutetheWorkflow TestingWorkflowProcesses1.SpecifytheTestRecordsIntheSiebelclient,createtestrecordstosupportthesimulationInSiebelTools,entertherowIDofthetestrecordasthedefaultstringfortheObjectIDprocessproperty TestingWorkflowProcesses2.StarttheSimulatorMakesurethatallinstancesoftheSiebelclientapplicationareclosedRight-clicktheWorkflowDesignerworkspaceandselectSimulate TestingWorkflowProcesses3.StarttheSimulationClicktheStartSimulationbuttoninthesimulationtoolbarUseView>Toolbars>SimulationtodisplaythesimulationtoolbarAnewinstanceoftheSiebelclientislaunched TestingWorkflowProcesses4.ExecutetheWorkflowExecutetheworkflowineitherSinglestepmodeusingtheSimulateNextbuttonContinuousmodeusingtheCompleteSimulationbuttonVerifythattheworkflowbranchescorrectlyatdecisionsteps PublishandDeployingWorkflowProcessesWorkflowprocessdifferfrommostotherobjectdefinitionsArenotcompiledintoan.srffileCannotbearchivedinto.siffilesCanbeexportedtoandimportedfromXMLfiles PublishandDeployingWorkflowProcessesPublishtheWorkflowInSiebelTools,clickthePublishbuttonintheWorkflowtoolbarSetsthestatustoCompletedMakestheworkflowavailableforactivation PublishandDeployingWorkflowProcessesActivatingtheWorkflowIntheSiebelWebClient,activatetheworkflowNavigatetoBusinessProcess-Administration>WorkflowDeploymentSelectthenewlydeployedworkflowandclickActivate PublishandDeployingWorkflowProcessesPublishing/ActivatingaWorkflowProcessDeveloperscandeployandactivateaworkflowprocessfromSiebelToolstoexpeditetestingofthedeployedworkflowInSiebelTools,clickthePublish/ActivatebuttonintheWorkflowtoolbar PublishandDeployingWorkflowProcessesWorkflowMonitoringNavigatetoBusinessProcess-Administration>WorkflowDeploymentSelecttheactiveworkflowprocessSetthemonitoringlevelintheactiveworkflowprocessasrequired PublishandDeployingWorkflowProcessesMonitoringLevelMonitoringlevelscanbesetasfollowstorecorddifferingdegreesofdetailInDetail,dataiswrittenattheendoftheworkflowInDebugmode,dataiswrittentodiskaftereverystep SiebeleScripteScriptType:ServerScriptBrowserScript ServerScriptApplication-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:functionTest(){….return(ContinueOperation);}BC:functionTest(){….return(CancelOperation);}相同名称function依次被Applet->BC层调用。82 TheApplication().RaiseErrorText(“”);try{TheApplication().RaiseErrorText(“”);…//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varbcOfApplet=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：varbsWFMgr=TheApplication().GetService("WorkflowProcessManager");psInputs.SetProperty("ProcessName","EAICRMSuspendActiveAsyncSend");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_ChangeRecord()与ActivateField等语句的使用84 ServerScript调试与Trance在管理-业务服务模拟器下面可对BS功能模拟TranceTheApplication().TraceOn("d:\eer.txt","Allocation","All");TheApplication().Trace("");TheApplication().Trace("");TheApplication().TraceOff();85 *86谢谢！