Table of Contents

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  1. Preface
  2. Introduction
  3. IDD Concepts
  4. Implementation Process
  5. IDD Configuration Manager
  6. Manual IDD Configuration
  7. IDD Global Properties
  8. Appendix A: Sizing and Platform Requirements
  9. Appendix B: Application Components
  10. Appendix C: IDD Security Configuration
  11. Appendix D: Data Security
  12. Appendix E: Example Role-Based Security Configuration
  13. Appendix F: Data Masking
  14. Appendix G: Siperian BPM Workflow Engine
  15. Appendix H: Locale Codes
  16. Appendix I: Troubleshooting
  17. Appendix J: Glossary

Data Director Implementation Guide

Data Director Implementation Guide

Workflow and Task Configuration Component Descriptions

Workflow and Task Configuration Component Descriptions

Component
Description
Action Type Definition
Action types
are the reusable building blocks for tasks in a workflow. These define what a task will do when an action is performed in the context of the task. These are reusable because many tasks will provide similar subsets of actions that can be performed.
The Action Type Definition can be customized only in a very limited way in this release. However, additional customizability is planned for future releases.
Task Type Definition
Task types
define the types of tasks that can be used to create workflows in an IDD application. This section of the configuration allows for the customization of which tasks are available, as well as of their general behavior. For more information, see "Task Types" later in this document.
Task Assignment Configuration
Used to specify the behavior of automatic and manual task assignment mechanisms. This is configured through the IDD Configuration Manager (see "IDD Configuration Manager" earlier in this document).
Task Notification Engine
Runs in the Informatica MDM Hub and sends email notifications to users on a configured interval.
Task Assignment Engine
Runs in the Informatica MDM Hub and periodically assigns any unassigned tasks to configured users.
cmxserver.properties file
Specifies multiple properties that can be set to configure task behavior. These properties are described in detail in the applicable sections later in this document.
IDD
The main application loads the configuration at startup (and deployment). The IDD also synchronizes the task configuration with SAM by creating task metadata and custom secure resources in the Informatica MDM Hub.
SAM
Provides information to the IDD on what privileges are granted to users for task types.
When using workflows and tasks with an IDD application, task capabilities are only available if all base objects involved in a subject area have state management enabled in the Schema Manager in the Hub Console. This is required because certain tasks use pending records, which are available only when state management is enabled.

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