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erwin Data Intelligence

Workflow Management Guide

Release v15.0
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Contents

Workflow Manager 7
Adding Folders 9
Edit Folders 10
Delete Folders 10
Adding Workflows 12
Edit Workflows 14
Delete Workflows 15
Configuring Workflows 16
Creating Stages 16
Adding Stages to Workflows 18
Deleting Stages 20
Managing Stages 22
Managing Mapping Manager Workflows 26
Assigning Workflows to Projects 27
Executing Workflows 32
Managing Metadata Manager Workflows 36
Assigning Workflows to Environments 37
Executing Workflows for Environments 41
Assigning Workflows to Tables 45
Executing Workflows for Tables 49
Assigning Workflows to the Columns 53
Executing Workflows for Columns 57
Managing Business Glossary Manager Workflows 61
Assigning Workflows to Business Terms 62
Executing Workflows for Business Terms 66
Assigning Workflows to Business Rules 72
Executing Workflows for Business Rules 76
Assigning Workflows to Business Policies 80
Executing Workflows for Business Policies 84
Managing Data Marketplace Workflows 88
Assigning Workflows to Datasets 89
Executing Workflows for Datasets 92
Workflow Manager

Workflow Manager
The Workflow Manager enables you to manage and create automated workflows to per-
form a task in Business Glossary Manager, Metadata Manager, Mapping Manager, and Data
Marketplace. It also provides workflow execution insight.
Also, you can create a collection of workflows and assign those workflows to any module
based on the requirement.
The Workflow Manager displays a list of workflows and allows you to create and manage
them.
To access the Workflow Manager, go to Application Menu > Miscellaneous > Workflow
Manager. The Workflow Manager dashboard appears:

UI Section Function
The utility pane allows you to:
Select folders
1-Utility Pane Add folders
Add workflows
Switch between tile view and detailed view
2-Workflow Pane Use this pane to configure, assign, edit, delete, or view the workflows.
Using Workflow Manager involves:

Workflow Management Guide 7

Workflow Manager
Adding folders
Adding workflows
Configuring workflows
Managing mapping manager workflows
Managing metadata manager workflows
Managing business glossary manager workflows
Managing data marketplace workflows

Workflow Management Guide 8

Adding Folders

Adding Folders
You can create workflows and categorize them in folders. The application has a few default
folders and workflows in it.
To create folders, follow these steps:
1. Go to Application Menu > Miscellaneous > Workflow Manager.
2. Click Add Folder.
The Add Folder page appears.

3. Enter a Name and Description.

For example:
Name: Mapping_Manager_WF
Description: This folder contains workflows for Mapping Manager module.
4. Click Save.
The new folder is created.
Once a folder is created, you can:
Add workflows
Edit folders
Delete folders

Workflow Management Guide 9

Adding Folders

Edit Folders
To update a folder information, follow these steps:
1. In the utility pane, select a folder.
2. Click Edit Folder.
The Edit Folder page appears, and update necessary fields.

3. Click Save.

Delete Folders
To delete a folder, follow these steps:
1. In the utility pane, select a folder.
2. Click Delete Folder.
A warning message appears.

Deleting a folder also deletes the workflows in it.

Workflow Management Guide 10

Adding Folders

3. Click Yes.
The folder is deleted.

You can not delete a folder if the workflows in it are used by objects.

Workflow Management Guide 11

Adding Workflows

Adding Workflows
You can create workflows and add them to a folder.
These workflows can be triggered automatically based on the requirements for:
Business Glossary Manager
Metadata Manager
Mapping Manager
Data Marketplace
To add workflows, follow these steps:
1. On the Workflow Manager page, select a folder in the utility pane.
You can add workflows to the selected folder.

2. Click Add Workflow.

The Add Workflow page appears.

Workflow Management Guide 12

Adding Workflows

3. Enter appropriate values in the fields. Fields marked with a red asterisk are man-
datory. Refer to the following table for field descriptions.
Field Name Description
Folder Select a folder from the drop-down to add workflow.
Select an applicable module for this workflow from the drop-down.
Module You can create workflow for Business Glossary Manager, Metadata Man-
ager, Mapping Manager, and Data Marketplace.
Select an object for the workflow. These workflow will be applicable to
Object selected object.
The object list depends on the module you choose.
Trigger Select a trigger type. The workflow will be triggered automatically based
Type on this selection.
Name Enter a name for the workflow.

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Adding Workflows
Field Name Description
For example, Map_Wkflw.
Enter a description about the workflow.
Description For example: The workflow module is Mapping Manager and it is for the
mapping object.
4. Click Save.
The workflow is added to the folder.
Once a workflow is added, you can:
Configure workflows
Edit workflows
Delete workflows

Edit Workflows
To update or edit a workflow, follow these steps:
1. In the utility pane, select a folder.
The workflow pane displays a list of workflow in that folder.
2. Hover over a workflow.

Workflow Management Guide 14

Adding Workflows
3. Click .
The Edit Workflow page appears.
4. Click the Folder drop-down to choose a different folder for the workflow.
5. Update other necessary fields and click Save.
The workflow is updated.

Delete Workflows
To delete a workflow, follow these steps:
1. In the utility pane, select a folder.
The workflow pane displays a list of workflow in that folder.
2. Hover over a workflow.

3. Click .
A warning message appears.
4. Click Yes.
The workflow is deleted.

Workflow Management Guide 15

Configuring Workflows

Configuring Workflows
After creating workflow, you can configure it by adding and connecting different stages in a
sequence. You can also create different stages and assign roles to these stages.

Creating Stages
To create stages, follow these steps:
1. Go to Application Menu > Miscellaneous > Workflow Manager.
2. On the Workflow Manager page, select a folder.
The workflow pane displays a list of workflows.
3. Hover over a workflow.

4. Click .
The following page appears. By default, the first stage name and status, both are set
to Draft. You can configure the first stage name and status as per your requirements.
For more information on configuring the first stage, refer to the Configuring Workflow
Settings topic.

Workflow Management Guide 16

Configuring Workflows

5. On the Stages tab and click .

The Add Stage page appears.

6. Enter Name, Status Title, and Description.

For example:
Name: Review
Status Title: Pending Review
Description: The stage is part of Mapping_Manager_WF.
7. Click Next.

Workflow Management Guide 17

Configuring Workflows
The Add Stage page appears.

The Select Governance Responsibilities section does not appear for map-
ping manager and metadata Manager workflows.

8. Select the required roles and roles groups.

9. Click Save.
The generic stage is created. You can create as many generic stages you want and
assign roles to each stage.

Adding Stages to Workflows

To add generic stages to workflows, follow these steps:

Workflow Management Guide 18

Configuring Workflows
1. Drag and drop the stages from the Generic pane to the Diagram pane.

2. Drag the cursor from one stage to the next stage to connect the two stages.

3. In the Diagram pane, select the Action block stage, and then click the Properties tab.
4. Double-click the cell under the Value column against Action and select Publish.

Workflow Management Guide 19

Configuring Workflows

5. Expand the Roles node and select appropriate roles.

6. Click Save.
The workflow is configured and saved.

Deleting Stages
To delete stages from a workflow diagram, follow these steps:
1. In the Diagram pane, right-click a stage.

Workflow Management Guide 20

Configuring Workflows
2. Click Delete.
The stage is deleted from the workflow diagram.
You can manage a stage in the Generic pane using the options available on the Properties
tab. Managing stages involves:
Editing or deleting a stage.
Configuring properties of a stage.

Workflow Management Guide 21

Managing Stages

Managing Stages
Managing stages involves:
Editing or Deleting stages
Configuring properties
To edit or delete stages, follow these steps:
1. In the Generic pane, right-click a stage.

2. Use the following options:

Edit
Use this option to update Name, Status Title, Description, and Roles assigned to
the stage.

Click Edit.

Workflow Management Guide 22

Managing Stages
The Edit Stage page appears.

You can update the Name, Status Title, and Description.

Click Next.
You can update the roles assigned to the stage.

Workflow Management Guide 23

Managing Stages

Click Save.
The stage is updated.
Delete
Use this option to delete a stage that is not required.
You can configure properties of a stage and update its node color, roles, and roles groups.
To configure properties, follow these steps:

Workflow Management Guide 24

Managing Stages
1. In the Diagram pane, click a stage and then click the Properties tab.

2. Use the following options:

Node Color
Use this option to change the color of the stage node.
Click the cell next to the Node Color and use the color palette to set the color.
Roles
Use this option to assign roles to a stage.
Governance Responsibilities
Use this option to assign roles group to a stage.
3. Click Save.
The properties of the stage are configured.

Workflow Management Guide 25

Managing Mapping Manager Workflows

Managing Mapping Manager Workflows

You can create a generic workflow and assign it to projects in the Mapping Manager.
Creating and configuring workflows involves:
1. Adding folders
2. Adding workflows
3. Configuring workflows
Once a workflow is configured it can be assigned to projects in the Mapping Manager.
A workflow assigned to a project applies to all the mappings under the project. The work-
flow stages are assigned to different roles and the users assigned to those roles receive
work queue notifications. The workflow can be executed via workflow queue and the map-
ping object moves across the different stages of the workflow.

Workflow Management Guide 26

Assigning Workflows to Projects

Assigning Workflows to Projects

After creating, and configuring a workflow, you can assign the workflow to projects in the
Mapping Manager.
Before you assign workflows to a project:
Ensure that you choose Mapping Manager as a module and an object as Mapping
while adding the workflow to the folder.
Note that the default workflow (Mapping_Manager_Default_Workflow) is assigned to
all the mappings in the Mapping Manager. You can re-assign your own workflow and
over-ride the default workflow.
To assign workflows to projects, follow these steps:
1. Go to Application Menu > Miscellaneous > Workflow Manager.
2. On the Workflow Manager page, select a folder.
All the workflows in the folder appears.

3. Hover over the required workflow, and click .

The Assign Workflow page appears.

Workflow Management Guide 27

Assigning Workflows to Projects
4. Click New Assignment.
The Assign To page appears.

5. In Assign To field, click .

The Assign Object page appears.

Workflow Management Guide 28

Assigning Workflows to Projects

6. Select a project and click Select.

A warning page appears.
7. Click Yes.
The Workflow Re-assignment page appears displaying the Current Object Status and
gives you option to select the Fallback/New Status.

Fallback/New Status options depend on Title Status of the stages in the

workflow.

Workflow Management Guide 29

Assigning Workflows to Projects

8. Select an appropriate Fallback/New Status.

For example, if you select Draft, then the new status of the mappings is set to Draft.
9. Click Next.

10. Enter comments, and click .

The Assign To page re-appears with Assign To field filled.

You can update roles assigned to the new fall back stage and select Send Email check
box to send email notifications about the assignment. These notifications are sent

Workflow Management Guide 30

Assigning Workflows to Projects
from administrator's email ID. For more information on configuring administrator's
email ID, refer to the Configuring Email Settings topic.
11. Click Save.
The workflow is assigned to the selected project in the Mapping Manager and it
applies to all the mappings under the project.
Once the workflow is assigned successfully to a project in mapping manager, users
who are part of the assigned roles will get work queue notifications. For more inform-
ation on workflow execution via workflow queue, refer to the Executing Workflows
via the Workflow Queue topic.

Workflow Management Guide 31

Executing Workflows

Executing Workflows
When you assign a workflow to a project, the workflow is applicable to all the mappings
under the project.
A workflow has different stages and each stage is assigned to different roles. The users with
the assigned roles receive the work queue notifications as the object moves across the
stages. They can enter relevant comments while moving the object to the next stage.
Executing workflows involves:
1. Receiving workflow queue notifications
2. Examining and moving the mapping object to the next stage
To execute workflows for the mappings in the Mapping Manager, follow these steps:
1. Go to Application Menu > Data Catalog > Mapping Manager.
The Mapping Manager page appears.

2. Click .

Workflow Management Guide 32

Executing Workflows

3. Click My Workflow Queue.

The My Workflow Queue page appears showing workflow queues.

4. Search the required object. You can search the object by entering any of the fields
namely, Object Path, Object Name, Status Title, and Object Description and clicking
.
The search results appear.

Workflow Management Guide 33

Executing Workflows

5. Click the <Object_Name> appearing as a hyperlink.

The Map View page appears.

6. Click Send To - <Next_Stage> to move the object to the next stage of the workflow.
The Workflow Change Description page appears.

Workflow Management Guide 34

Executing Workflows

7. Add relevant comments and click Save & Send.

The workflow status is updated to the <Title_Status> of next stage and the users with
the assigned roles receive the work queue notification.

Each stage in the workflow is assigned to different roles. For example, if

the Draft stage in the workflow was assigned to Mapping Admin role
then, the users with the Mapping Admin role receive the work queue
notification.

The workflow status is updated and can be viewed in the Mapping Manager. For more
information on viewing the workflow logs, refer to the Viewing Workflow Log topic.
In the same manner you can move the object to different stages and finally publish
the mapping object. Once the mapping is published, it moves into the Published Map-
pings tab (in Mapping Manager) and a new version of the mapping is created in the
Workspace Mappings tab (in the Mapping Manager).

Workflow Management Guide 35

Managing Metadata Manager Workflows

Managing Metadata Manager Workflows

You can create metadata manager workflows for three objects:
Environments
Tables
Columns
Creating and configuring metadata manager workflows involves:
1. Adding folders
2. Adding workflows
3. Configuring workflows
After configuring generic workflows, you can:
Assign workflows to the environments
Assign workflows to the tables
Assign workflows to the columns
The workflow stages are assigned to different roles and the users assigned to those roles
receive work queue notifications. The workflow can be executed via a workflow queue and
the object moves across the different stages of the workflow.
Execution of metadata manager workflows via workflow queue involves:
Executing workflows for environments
Executing workflows for tables
Executing workflows for Columns

Workflow Management Guide 36

Assigning Workflows to Environments

Assigning Workflows to Environments

After creating, and configuring a workflow, you can assign the workflow to environments in
the Metadata Manager.
Before you assign workflows to an environment:
Ensure that you choose Metadata Manager as module and Environment as an object
while adding the workflow to the folder.
Ensure that you assign the workflow to the system before creating the environment.
The workflow assigned to a system applies to all the environments under the system.
To assign workflows to environments, follow these steps:
1. In the Workflow Manager page, select a folder.
All the workflows in the folder appears.

2. Hover over a workflow and click .

Workflow Management Guide 37

Assigning Workflows to Environments
The Assign Workflow page appears.

3. Click New Assignment.

The Assign To page appears.

Workflow Management Guide 38

Assigning Workflows to Environments
4. In Assign To field, click .
The Assign Object page appears.

5. Select a system.
The workflow would apply to all the environments to be created under the system.
6. Click Select.
The Assign To page re-appears with Assign To field filled.
7. Select a Status Title from which the workflow starts.
A Status Title is assigned to a stage while creating a stage.
8. Select an appropriate Roles.
9. Select the Send Email check box to receive an email notification.
10. Click Save.
The workflow is assigned to the system.

Workflow Management Guide 39

Assigning Workflows to Environments
Once the workflow is assigned successfully to a system in the Metadata Manager, users
who are part of the assigned roles will get work queue notifications. For more information,
on the execution of workflow via work queue notifications, refer to the Executing Work-
flows for Environments via Workflow Queue topic.

Workflow Management Guide 40

Executing Workflows for Environments

Executing Workflows for Environments

A workflow has different stages and each stage is assigned to different roles. The users with
the assigned roles receive the work queue notifications as the object moves across the
stages. They can enter relevant comments while moving the object to the next stage.
Executing workflows involves:
1. Receiving workflow queue notifications
2. Examining and moving the environment to the next stage
To execute workflows for the Environments in the Metadata Manager, follow these steps:
1. Go to Application Menu > Data Catalog > Metadata Manager > Explore.
The following page appears.

2. Click .
3. Click My Workflow Queue.
The My Workflow Queue page appears showing the workflow queues of the logged in
user.

Workflow Management Guide 41

Executing Workflows for Environments

4. Search the object for which you wished to execute the workflow. You can search the
object by entering any of the fields namely, Object Path, Object Name, Status Title,
and Object Description and clicking .
The search results are displayed.

5. Click the required <Object Name> which appears as hyperlink.

The Environment View page appears.

Workflow Management Guide 42

Executing Workflows for Environments

6. Click Send To - <Next_Stage> to move the object to the next stage of the workflow.
The Workflow Change Description page appears.

7. Add relevant comments and click Save & Send.

The workflow status is updated to the <Title_Status> of next stage and the users with
the assigned roles receive the work queue notification.

Each stage in the workflow is assigned to different roles. For example, if

the Draft stage in the workflow was assigned to Mapping Admin role
then, the users with the Mapping Admin role receive the work queue
notification.

Workflow Management Guide 43

Executing Workflows for Environments
As the object moves through different stages, you can view the workflow log to see its
workflow status. For more information on viewing the workflow log of environments,
refer to the Viewing Workflow Logs topic.
An environment can be moved to different stages and finally, it can be published.

Workflow Management Guide 44

Assigning Workflows to Tables

Assigning Workflows to Tables

After creating, and configuring a workflow, you can assign the workflow to tables in
Metadata Manager.
Before you assign workflows to tables:
Ensure that you select Metadata Manager as module and Table as object while
adding the workflow to the folder.
The default workflow, Metadata_Manager_Default_Workflow_1 is assigned to all the
tables. Hence, you need to override the existing default workflow.
To assign workflows to tables, follow these steps:
1. In the Workflow Manager page, select a folder.
All the workflows in the folders appear.

2. Hover over a workflow, and click .

The Assign Workflow page appears.

Workflow Management Guide 45

Assigning Workflows to Tables
3. Click New Assignment.
The Assign To page appears.

4. In Assign To field, click .

The Assign Object page appears.

Workflow Management Guide 46

Assigning Workflows to Tables

5. Click an Environment containing with required table.

6. Click Select.
A warning message appears giving you an option to override the existing workflow.
7. Click Yes to override the existing workflow.
The Workflow Re-Assignment page appears displaying the Current Object Status.

8. Select the appropriate Fallback/New Status.

The options for Fallback/New Status depends on the stages defined in the workflow.
9. Click Next.

Workflow Management Guide 47

Assigning Workflows to Tables
The Comments page appears.

10. Enter relevant comments, and click .

The Assign To page re-appears with Assign To field filled.

11. Select the Status Title from which the workflow starts.
A Status Title is assigned to a stage while creating the stage.
12. Select the appropriate Roles.
13. Select the Send Email check box to receive email notification.
14. Click Save.
The workflow is assigned to all the tables in the selected environment.
Once a workflow is assigned successfully to the tables in the selected environment, users
who are part of the assigned roles will get work queue notifications. For more information
on the workflow execution via workflow queue notifications, refer to the Executing Work-
flow for Tables via Workflow Queue topic.

Workflow Management Guide 48

Executing Workflows for Tables

Executing Workflows for Tables

A workflow has different stages and each stage is assigned to different roles. The users with
the assigned roles receive the work queue notifications as the object moves across the
stages. They can enter relevant comments while moving the object to the next stage.
Executing workflows involves:
1. Receiving workflow queue notifications
2. Examining and moving the table to the next stage
To execute workflows for the Tables in the Metadata Manager, follow these steps:
1. Go to Application Menu > Data Catalog > Metadata Manager.
The following page appears.

2. Click .
3. Click My Workflow Queue.
The My Workflow Queue page appears showing the workflow queues of the logged in
user.

Workflow Management Guide 49

Executing Workflows for Tables

4. Search the object for which you wished to execute the workflow. You can search the
object by entering any of the fields namely, Object Path, Object Name, Status Title,
and Object Description and clicking .
The search results are displayed.

5. Click the required <Object Name> which appears as hyperlink.

The Table View page appears.

Workflow Management Guide 50

Executing Workflows for Tables

6. Click Send To - <Next_Stage> to move the object to the next stage of the workflow.
The Workflow Change Description page appears.

7. Add relevant comments and click Save & Send.

The workflow status is updated to the <Title_Status> of next stage and the users with
the assigned roles receive the work queue notification.

Each stage in the workflow is assigned to different roles. For example, if

the Draft stage in the workflow was assigned to Mapping Admin role

Workflow Management Guide 51

Executing Workflows for Tables
then, the users with the Mapping Admin role receive the work queue
notification.

As the object moves through different stages, you can view the workflow log to see its
workflow status. For more information on viewing the workflow logs of tables, refer
to the Viewing Workflow Logs of Tables topic.
A table can be moved to different stages and finally, it can be published.

Workflow Management Guide 52

Assigning Workflows to the Columns

Assigning Workflows to the Columns

After creating, and configuring a workflow, you can assign the workflow to columns in
Metadata Manager.
Before you assign workflows to columns:
Ensure that you select Metadata Manager as module and Column as object while
adding the workflow to the folder.
The default workflow, Metadata_Manager_Default_Workflow is assigned to all the
columns. Hence, you need to override the existing default workflow.
To assign workflows to columns, follow these steps:
1. In the Workflow Manager page, select a folder.
All the workflows in the folder appear.

2. Hover over the required workflow and click .

The Assign Workflow page appears.

3. Click New Assignment.

Workflow Management Guide 53

Assigning Workflows to the Columns
The Assign To page appears.

4. In Assign To field, click .

The Assign Object page appears.

5. Select a table with necessary columns and click Select.

Workflow Management Guide 54

Assigning Workflows to the Columns
A warning message appears giving you an option to override the existing workflow.
6. Click Yes to override the existing workflow.
The Workflow Re-Assignment page appears displaying the Current Object Status.

7. Select the appropriate Fallback/New Status.

The options for Fallback/New Status depends on the stages defined in the workflow.
8. Click Next.
The Comments page appears.

9. Enter relevant comments, and click .

The Assign To page re-appears with Assign To field filled.

Workflow Management Guide 55

Assigning Workflows to the Columns

10. Select the Status Title from which the workflow starts.
A Status Title is assigned to a stage while creating the stage.
11. Select the appropriate Roles.
12. Select the Send Email check box to receive email notification.
13. Click Save.
The workflow is assigned to all the columns in the selected table.
Once the workflow is assigned successfully to the columns in the selected table, users who
are part of the assigned roles will get work queue notifications. For more information on
workflow execution, refer to the Executing Workflows for Columns via Workflow Queue.

Workflow Management Guide 56

Executing Workflows for Columns

Executing Workflows for Columns

A workflow has different stages and each stage is assigned to different roles. The users with
the assigned roles receive the work queue notifications as the object moves across the
stages. They can enter relevant comments while moving the object to the next stage.
Executing workflows involves:
1. Receiving workflow queue notifications
2. Examining and moving the column to the next stage
To execute workflows for the columns in the Metadata Manager, follow these steps:
1. Go to Application Menu > Data Catalog > Metadata Manager.
The following page appears.

2. Click .
3. Click My Workflow Queue.
The My Workflow Queue page appears showing the workflow queues of the logged in
user.

Workflow Management Guide 57

Executing Workflows for Columns

4. Search the object for which you wished to execute the workflow. You can search the
object by entering any of the fields namely, Object Path, Object Name, Status Title,
and Object Description and clicking .
The search results are displayed.

5. Click the required <Object Name> that appears as hyperlink.

The Column View page appears.

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Executing Workflows for Columns

6. Click Send To - <Next_Stage> to move the object to the next stage of the workflow.
The Workflow Change Description page appears.

7. Add relevant comments and click Save & Send.

The workflow status is updated to the <Title_Status> of next stage and the users with
the assigned roles receive the work queue notification.

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Executing Workflows for Columns
Each stage in the workflow is assigned to different roles. For example, if
the Draft stage in the workflow was assigned to Mapping Admin role
then, the users with the Mapping Admin role receive the work queue
notification.

As the object moves through different stages, you can view the workflow log to see its
workflow status. For more information on viewing the workflow logs of columns, refer
to the Viewing Workflow Logs of Columns topic.
A column can be moved to different stages and finally, it can be published.

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Managing Business Glossary Manager Workflows

Managing Business Glossary Manager Workflows

You can create workflows for business glossary manager for three objects:
Business terms
Business rules
Business policies
Creating and configuring business glossary manager workflows involves:
1. Adding folders
2. Adding workflows
3. Configuring the Workflows
After configuring generic workflows you can:
Assign it to business terms
Assign it to business rules
Assign it to business policies
The workflow stages are assigned to different roles and the users assigned to those roles
receive work queue notifications. The workflow can be executed via a workflow queue and
the object moves across the different stages of the workflow.
Execution of business glossary manager workflows via workflow queue involves:
Executing workflows for business terms
Executing workflows for business rules
Executing workflows for business policies

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Assigning Workflows to Business Terms

Assigning Workflows to Business Terms

After creating a folder, adding a workflow to the folder, and configuring the workflow, you
can assign the workflow to business term in the Business Glossary Manager.
Before you assign workflows to business terms:
Ensure that you choose Business Glossary Manager as a module and Business Term
while adding the workflow to the folder.
Note that the default workflow, Business_Glossary_Default_Workflow is assigned to
all the business terms. Hence, you need to override the existing default workflow.
To assign workflows to business terms, follow these steps:
1. Go to Application Menu > Miscellaneous > Workflow Manager.
2. On the Workflow Manager page, select a folder.
All the workflows in the folder appears.

3. Hover over a workflow and click .

The Assign Workflow page appears.

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4. Click New Assignment.

The Assign To page appears.

5. In Assign To field, click .

The Assign Object page appears.

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6. Select a catalog and click Select.

A warning message appears.
7. Click Yes to override the existing default workflow.
The Workflow Re-assignment page appears displaying the Current Object Status of all
the business terms in the selected catalog and gives you option to select the Fall-
back/New Status of the business terms.

8. Select an appropriate Fallback/New Status.

For example, if you select Preliminary Draft then the new status of business terms is
set to Preliminary Draft.
9. Click Next.
The Comments page appear.

10. Enter relevant comments, and click .

The Assign To page re-appears with Assign To field filled.

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You can update roles and roles group assigned to the new fall back stage and select
Send Email check box to send email notifications about the assignment. These noti-
fications are sent from administrator's email ID. For more information on configuring
administrator's email ID, refer to the Configuring Email Settings topic.
11. Click Save.
The workflow is assigned to the selected catalog in the Business Glossary Manager
and it applies to all the business terms under the catalog.
Once the workflow is assigned successfully to a business term in business glossary
manager, users who are part of the assigned roles will get work queue notifications.
For more information on workflow execution via work queue notifications, refer to
the Executing Workflows for Business Terms via the Workflow Queue topic.

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Executing Workflows for Business Terms

Executing Workflows for Business Terms

A workflow assigned to a business term catalog is applicable to all the business terms under
the catalog.
A workflow has different stages and each stage is assigned to different roles. The users with
the assigned roles receive the work queue notifications as the object moves across the
stages. They can enter relevant comments while moving the object to the next stage.
Executing workflows involves:
1. Receiving workflow queue notifications.
2. Examining and moving the business term to the next stage.
To execute workflows for the business terms, follow these steps:
1. Go to Application Menu > Data Literacy > Business Glossary Manager > Explore.
The following page appears.

2. Click .

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3. Click My Workflow Queue.

The My Workflow Queue page appears. It displays workflow queues.

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4. Search the required object. You can search the object by entering any of the fields
namely, Object Path, Object Name, Status Title, and Object Description and clicking
.
The search result appears.

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5. Click the <Object_Name> appearing as a hyperlink.

The <Business_Term> page appears.

6. Click the Workflow Status drop down.

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The available options appear. These options depend on the stages of the assigned
workflow.

7. Click Send To - <Next_Stage> to move the object to the next stage of the workflow.
The Workflow Change Description page appears.

8. Enter comments.
9. Click Save & Send.
The workflow status is updated to the <Title_Status> of next stage and the users with
the assigned roles receive the work queue notification.

Each stage in the workflow is assigned to different roles. For example, if

the Draft stage in the workflow was assigned to Mapping Admin role
then, the users with the Mapping Admin role receive the work queue
notification.

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As the object moves through different stages, you can view the workflow log to see its
workflow status. For more information on viewing the workflow logs of business
terms, refer to the Viewing Workflow Logs topic.
A business term can be moved to different stages and finally, it can be published.

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Assigning Workflows to Business Rules

Assigning Workflows to Business Rules

After creating a folder, adding a workflow to the folder, and configuring the workflow, you
can assign the workflow to business rules in the Business Glossary Manager.
Before you assign workflows to business rules:
Ensure that you choose Business Glossary Manager as a module and Business Rule
while adding the workflow to the folder.
Ensure that you assign the workflow to the business rule catalog before creating the
business rule.
Note that the workflow assigned to a business rule catalog applies to all the business
rule under the catalog.
To assign workflows to business rules, follow these steps:
1. Go to Application Menu > Miscellaneous > Workflow Manager.
2. On the Workflow Manager page, select a folder.
All the workflows in the folder appears.

3. Hover over a workflow and click .

The Assign Workflow page appears.

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4. Click New Assignment.

The Assign To page appears.

5. In the Assign To field, click .

The Assign Object page appears.

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6. Select a catalog and click Select.

The Assign To page re-appears with Assign To field filled.

You can update roles and roles group assigned to the first stage and select Send Email
check box to send email notifications about the assignment. These notifications are
sent from administrator's email ID. For more information on configuring admin-
istrator's email ID, refer to the Configuring Email Settings topic.
7. Click Save.

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The workflow is assigned to the selected catalog in the Business Glossary Manager
and it applies to all the business rules under the catalog.
Once a workflow is assigned successfully to a business rule in the Business Glossary
Manager, users who are part of the assigned roles will get work queue notifications.
For more information on the workflow execution via work queue notifications, refer
to the Executing Workflows for Business Rules via the Workflow Queue topic.

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Executing Workflows for Business Rules

Executing Workflows for Business Rules

You should assign a workflow to the business rule catalog before creating business rules
under it. The workflow assigned to the business rule catalog is applicable to all the business
rules created under it.
A workflow has different stages and each stage is assigned to different roles. The users with
the assigned roles receive the work queue notifications as the object moves across the
stages. They can enter relevant comments while moving the object to the next stage.
Executing workflows involves:
1. Receiving workflow queue notifications
2. Examining and moving the business rules to the next stage
Once the workflow is assigned to the business rule, it can be executed via the Workflow
Queue.
To execute workflows for business rules, follow these steps:
1. Go to Application Menu > Data Literacy > Business Glossary Manager > Explore.

2. Click .

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The available options appear.

3. Click My Workflow Queue.

The My Workflow Queue page appears. It displays workflow queues.
You can search the object by entering any of the fields namely, Object Path, Object
Name, Status Title, and Object Description and clicking .

4. Click the <Object Name> appearing as a hyperlink.

The <Business_Rule> page appears.

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5. Click the Workflow Status drop down.

The available options appear. These options depend on the stages of the assigned
workflow.

6. Click Send To - <Next_Stage> to move the object to the next stage of the workflow.
The Workflow Change Description page appears.

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7. Enter change description comments.
8. Click Save & Send.
The workflow status is updated to the <Title_Status> of next stage and the users with
the assigned roles receive the work queue notification.

Each stage in the workflow is assigned to different roles. For example, if

the Draft stage in the workflow was assigned to Mapping Admin role
then, the users with the Mapping Admin role receive the work queue
notification.

As the object moves through different stages, you can view the workflow log to see its
workflow status. For more information on viewing the workflow logs of business rules,
refer to the Viewing Workflow Logs topic.
A business rule can be moved to different stages and finally, it can be published.

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Assigning Workflows to Business Policies

Assigning Workflows to Business Policies

After creating a folder, adding a workflow to the folder, and configuring the workflow, you
can assign the workflow to business policies in the Business Glossary Manager.
Before you assign workflows to business policies:
Ensure that you choose Business Glossary Manager as a module and Business Policy
while adding the workflow to the folder.
Ensure that you assign the workflow to a business policy catalog before creating busi-
ness policy.
Note that the workflow assigned to a business policy catalog applies to all the busi-
ness policies under the catalog.
To assign workflows to business policies, follow these steps:
1. Go to Application Menu > Miscellaneous > Workflow Manager.
2. On the Workflow Manager page, select a folder.
All the workflows in the folder appears.

3. Hover over a workflow and click .

The Assign Workflow page appears.

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4. Click New Assignment.

The Assign To page appears.

5. In the Assign To field, click .

The Assign Object page appears.

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6. Click a catalog and then click Select.

The Assign To page re-appears with Assign To field filled.

You can update roles and roles group assigned to the first stage and select Send Email
check box to send email notifications about the assignment. These notifications are

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sent from administrator's email ID. For more information on configuring admin-
istrator's email ID, refer to the Configuring Email Settings topic.
7. Click Save.
The workflow is assigned to the selected catalog in the Business Glossary Manager
and it applies to all the business policies under the catalog.
Once a workflow is assigned successfully to a business policy in business glossary man-
ager, users who are part of the assigned roles will get work queue notifications. For
more information on workflow execution via work queue notifications, refer to the
Executing Workflows for Business Policies via the Workflow Queue topic.

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Executing Workflows for Business Policies

Executing Workflows for Business Policies

You should assign the workflow to the business policy catalog before creating business
policies under it. The workflow assigned to the business policy catalog is applicable to all the
business policies created under it.
A workflow has different stages and each stage is assigned to different roles. The users with
the assigned roles receive the work queue notifications as the object moves across the
stages. They can enter relevant comments while moving the object to the next stage.
Once the workflow is assigned to the business policy, it can be executed via the Workflow
Queue.
Executing workflows involves:
1. Receiving workflow queue notifications
2. Examining and moving the business policy to the next stage
To execute workflows for business policies, follow these steps:
1. Go to Application Menu > Data Literacy > Business Glossary Manager > Explore.

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2. Click .
The available options appear.

3. Click My Workflow Queue.

The My Workflow Queue page appears showing workflow queues of the logged in
user.
You can search the object by entering any of the fields namely, Object Path, Object
Name, Status Title, and Object Description and clicking .

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4. Click the <Object Name> appearing as a hyperlink.
The <Business_Policy> page appears.

5. Click the Workflow Status drop down.

The available options appear. These options depend on the stages of the assigned
workflow.

6. Click Send To - <Next_Stage> to move the object to the next stage of the workflow.
The Workflow Change Description page appears.

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7. Enter change description comments.
8. Click Save & Send.
The workflow status is updated to the <Title_Status> of next stage and the users with
the assigned roles receive the work queue notification.

Each stage in the workflow is assigned to different roles. For example, if

the Draft stage in the workflow was assigned to Mapping Admin role
then, the users with the Mapping Admin role receive the work queue
notification.

In the same manner you can move the object to different stages and finally publish
the object. The updated workflow status can be viewed in the Business Glossary Man-
ager.

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Managing Data Marketplace Workflows

Managing Data Marketplace Workflows

You can create workflows for datasets and other marketplace assets in the Data Mar-
ketplace module.
Creating and configuring data marketplace workflows involves:
1. Adding folders
2. Adding workflows
3. Configuring the Workflows
After configuring generic workflows you can assign it to datasets.
The workflow stages are assigned to different roles and the users assigned to those roles
receive work queue notifications. The workflow can be executed via a workflow queue and
the object moves across the different stages of the workflow. For more information on
executing workflow for datasets, refer to Executing Workflows for Data Marketplace topic.

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Assigning Workflows to Datasets

Assigning Workflows to Datasets

After creating a folder, adding a workflow to the folder, and configuring the workflow, you
can assign the workflow to datasets in the Data Marketplace.
Before you assign workflows to datasets:
Ensure that you choose Data Marketplace as a module and Datasets while adding the
workflow to the folder.
Note that the default workflow, Data Marketplace Workflow is assigned to all the
datasets. Hence, you need to override the existing default workflow.
To assign workflows to datasets, follow these steps:
1. Go to Application Menu > Miscellaneous > Workflow Manager.
2. On the Workflow Manager page, select a folder.
All the workflows in the folder appear.

3. Hover over a workflow and click .

The Assign Workflow page appears.

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4. Click New Assignment.
The Assign To page appears.

5. In the Assign To field, click .

The Assign Object page appears.

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6. Select a catalog and click Select.
The Assigned To page re-appears with the Assign To field filled.

7. In Status Title field, select a status.

For example, if you select Draft then the new status of the dataset is set to Draft.
You can update roles, governance responsibilities, and select Send Email check box to
send email notifications about the assignment. These notifications are sent from the
administrator's email ID. For more information on configuring administrator's email
ID, refer to the Configuring Email Settings topic.
8. Click Save.
The workflow is assigned to the selected catalog in the Data Marketplace and it
applies to all the datasets under the catalog.
Once the workflow is assigned successfully to a dataset in data marketplace, users
who are part of the assigned roles will get work queue notifications. For more inform-
ation on workflow execution via work queue notifications, refer to the Executing
Workflows for Datasets via the Workflow Queue topic.

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Executing Workflows for Datasets

A workflow assigned to a dataset catalog applies to all the datasets under the catalog.
A workflow has different stages and each stage is assigned to different roles. The users with
the assigned roles receive the work queue notifications as the object moves across the
stages. They can enter relevant comments while moving the object to the next stage.
Executing workflows involves:
1. Receiving workflow queue notifications.
2. Examining and moving the dataset to the next stage.
To execute workflows for the datasets, follow these steps:
1. Go to Application Menu > Data Marketplace > Datasets > Explore.
The following page appears.

2. Click .

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3. Click My Workflow Queue.

The My Workflow Queue page appears. It displays workflow queues.

You can search the object by entering any of the fields namely, Object Path, Object
Name, Status Title, and Object Description, and clicking .

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4. Click the <Object_Name> appearing as a hyperlink.
The dataset summary page appears.

5. Hover over the Workflow Status card and click to edit.

The Update Workflow page appears. These options depend on the stages of the
assigned workflow.

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6. Click Send To - <Next_Stage> to move the object to the next stage of the workflow.
The Send To - <Next_Stage> option changes to green.

7. Enter workflow comments and then, click Save & Send.

The workflow status is updated to the <Title_Status> of the next stage and the users
with the assigned roles receive the work queue notification.

Each stage in the workflow is assigned to different roles. For example, if

the Draft stage in the workflow was assigned to Mapping Admin role
then, the users with the Mapping Admin role receive the work queue
notification.

As the object moves through different stages, you can view the workflow log to see its
workflow status. For more information on viewing the workflow logs of datasets, refer
to the Viewing Workflow Logs topic.
A dataset can be moved to different stages and finally, it can be published.

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