informatica mdm multidomain edition - 10.1.0

Informatica® MDM Multidomain Edition10.1.0

Informatica Data Director - Informatica ActiveVOS Integration Guide

Informatica MDM Multidomain Edition Informatica Data Director - Informatica ActiveVOS Integration Guide10.1.0November 2015

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Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica My Support Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Product Availability Matrixes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Support YouTube Channel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Chapter 1: Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9MDM and ActiveVOS Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

How MDM Concepts Map to ActiveVOS Concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

MDM Workflows and Task Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Update With Approval Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

One Step Approval Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Two Step Approval Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Merge Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Unmerge Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Chapter 2: Informatica ActiveVOS Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Informatica ActiveVOS Configuration Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

The MDM Projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Importing the Projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Mapping the URN to the Service URL for Business Entity Services. . . . . . . . . . . . . . . . . . . . . . . 14

Web Service Definitions for Informatica ActiveVOS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

SIF API Service Operation Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Custom Workflows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Presentation Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Deploying the Informatica ActiveVOS Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Chapter 3: MDM Multidomain Edition Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . 19MDM Multidomain Edition Configuration Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Creating the Required Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Registering the Informatica ActiveVOS Instance in the MDM Hub. . . . . . . . . . . . . . . . . . . . . . . 20

Enabling State Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

4 Table of Contents

Configuring ActiveVOS Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Set the ActiveVOS Protocol to HTTPS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Chapter 4: Informatica Data Director Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . 23Informatica Data Director Configuration Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Update the IDD Configuration for Business Entity-based ActiveVOS Tasks. . . . . . . . . . . . . . . . . 24

Configure Task Assignment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Adding Custom Task Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Deploying the Informatica Data Director Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Assigning Privileges to the MDM Hub Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Table of Contents 5

PrefaceThe Informatica MDM Multidomain Edition Informatica Data Director - Informatica ActiveVOS Integration Guide describes how to setup and configure the Informatica ActiveVOS business process manager tool to work with Informatica Data Director. To integrate Informatica ActiveVOS with Informatica Data Director, you must configure the Informatica ActiveVOS project, Informatica MDM Hub, and Informatica Data Director.

This document is intended to be used by customers, partners, and Informatica Professional Services consultants as a hands-on integration guide for all Informatica Data Director deployments that ease communication with an ActiveVOS workflow process.

This document assumes you are familiar with Informatica ActiveVOS Designer and are familiar with Informatica Data Director workflows and tasks.

Informatica Resources

Informatica My Support PortalAs an Informatica customer, the first step in reaching out to Informatica is through the Informatica My Support Portal at https://mysupport.informatica.com. The My Support Portal is the largest online data integration collaboration platform with over 100,000 Informatica customers and partners worldwide.

As a member, you can:

• Access all of your Informatica resources in one place.

• Review your support cases.

• Search the Knowledge Base, find product documentation, access how-to documents, and watch support videos.

• Find your local Informatica User Group Network and collaborate with your peers.

As a member, you can:

• Access all of your Informatica resources in one place.

• Search the Knowledge Base, find product documentation, access how-to documents, and watch support videos.

• Find your local Informatica User Group Network and collaborate with your peers.

6

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Informatica DocumentationThe Informatica Documentation team makes every effort to create accurate, usable documentation. If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at [email protected]. We will use your feedback to improve our documentation. Let us know if we can contact you regarding your comments.

The Documentation team updates documentation as needed. To get the latest documentation for your product, navigate to Product Documentation from https://mysupport.informatica.com.

Informatica Product Availability MatrixesProduct Availability Matrixes (PAMs) indicate the versions of operating systems, databases, and other types of data sources and targets that a product release supports. You can access the PAMs on the Informatica My Support Portal at https://mysupport.informatica.com.

Informatica Web SiteYou can access the Informatica corporate web site at https://www.informatica.com. The site contains information about Informatica, its background, upcoming events, and sales offices. You will also find product and partner information. The services area of the site includes important information about technical support, training and education, and implementation services.

Informatica How-To LibraryAs an Informatica customer, you can access the Informatica How-To Library at https://mysupport.informatica.com. The How-To Library is a collection of resources to help you learn more about Informatica products and features. It includes articles and interactive demonstrations that provide solutions to common problems, compare features and behaviors, and guide you through performing specific real-world tasks.

Informatica Knowledge BaseAs an Informatica customer, you can access the Informatica Knowledge Base at https://mysupport.informatica.com. Use the Knowledge Base to search for documented solutions to known technical issues about Informatica products. You can also find answers to frequently asked questions, technical white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team through email at [email protected].

Informatica Support YouTube ChannelYou can access the Informatica Support YouTube channel at http://www.youtube.com/user/INFASupport. The Informatica Support YouTube channel includes videos about solutions that guide you through performing specific tasks. If you have questions, comments, or ideas about the Informatica Support YouTube channel, contact the Support YouTube team through email at [email protected] or send a tweet to @INFASupport.

Informatica MarketplaceThe Informatica Marketplace is a forum where developers and partners can share solutions that augment, extend, or enhance data integration implementations. By leveraging any of the hundreds of solutions available on the Marketplace, you can improve your productivity and speed up time to implementation on your projects. You can access Informatica Marketplace at http://www.informaticamarketplace.com.

Preface 7

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Informatica VelocityYou can access Informatica Velocity at https://mysupport.informatica.com. Developed from the real-world experience of hundreds of data management projects, Informatica Velocity represents the collective knowledge of our consultants who have worked with organizations from around the world to plan, develop, deploy, and maintain successful data management solutions. If you have questions, comments, or ideas about Informatica Velocity, contact Informatica Professional Services at [email protected].

Informatica Global Customer SupportYou can contact a Customer Support Center by telephone or through the Online Support.

Online Support requires a user name and password. You can request a user name and password at http://mysupport.informatica.com.

The telephone numbers for Informatica Global Customer Support are available from the Informatica web site at http://www.informatica.com/us/services-and-training/support-services/global-support-centers/.

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C h a p t e r 1

IntroductionThis chapter includes the following topics:

• MDM and ActiveVOS Server , 9

• How MDM Concepts Map to ActiveVOS Concepts, 9

• MDM Workflows and Task Types, 10

MDM and ActiveVOS ServerYou can ensure that updated entity data goes through a change-approval workflow before the updated records contribute the Best Version of the Truth (BVT) records. For example, a business process might require that a senior manager review and approve updates to customer data before it becomes master data.

To support a change-approval workflow, you can integrate the MDM Hub and Informatica Data Director (IDD) with ActiveVOS Server. Predefined MDM workflows, task types, and roles enable the components to synchronize with one another.

This guide walks you through the steps to integrate Informatica MDM with a standalone version of Informatica ActiveVOS.

Note: If you are using the embedded ActiveVOS Server that was installed as part of the Informatica MDM installation, some of this configuration is done during the installation. Do not use this guide. Follow the instructions in the Informatica MDM Multidomain Edition Informatica Data Director Implementation Guide.

How MDM Concepts Map to ActiveVOS ConceptsThe Hub Server installation deploys MDM workflows and tasks to the ActiveVOS Server as processes and people activities.

An MDM workflow corresponds to a process or process flow in Informatica ActiveVOS. A process defines the activities in a business process and the paths of execution through the activities. If you have the user privileges, you can see a graphical representation of the process flow in the ActiveVOS Console by using a process diagram. You can also monitor task-completion in the process diagram.

An MDM task corresponds to a people activity in Informatica ActiveVOS. A people activity is a special type of activity that requires human interaction. For example, a business manager might need to approve updates to customer information before those updates can become master data. A people activity is partially defined by an ActiveVOS task. An ActiveVOS task includes people assignments and other details. An ActiveVOS task is not executable outside a people activity.

9

MDM Workflows and Task TypesThe predefined MDM workflows and task types are deployed to the ActiveVOS Server as processes and people activities.

You can choose from the following workflow processes:

• Update With Approval Workflow

• One Step Approval Workflow

• Two Step Approval Workflow

• Merge Workflow

• Unmerge Workflow

Update With Approval WorkflowIn the Update With Approval Workflow process, a data steward reviews the changed entity before either canceling the update or sending the update through a two-step approval process.

The following table summarizes the people activities within the process:

People Activity Role Assigned Description

Update DataSteward A data steward reviews the update and either cancels the update or sends it through a two-step approval process.

Review No Approve Manager A manager reviews an update and either rejects it or sends it on for Final Review.

Final Review SrManager A senior manager reviews the update and either rejects it or approves it.

Notification DataSteward If approved, the data steward receives a notification that the update is approved.

One Step Approval WorkflowThe One Step Approval Workflow process requires one senior manager to review and then approve or reject the update.



Final Review SrManager A senior manager reviews an update and either approves it or rejects it.

Notification DataSteward If the update is approved, the record is flagged for promotion and the data steward is notified.

Update DataSteward If the update is rejected, the data steward is notified and can cancel the update.

10 Chapter 1: Introduction

Two Step Approval WorkflowThe Two Step Approval Workflow process requires at least two business managers to participate in the review and approval process.



Review No Approve Manager A manager reviews an update and either rejects it or escalates it to Final Review.

Final Review SrManager A senior manager reviews the update and either approves it or rejects it.

Notification DataSteward If approved, the record is flagged for promotion and the data steward is notified.

Update DataSteward If rejected, the data steward is notified and can cancel the update.

Merge WorkflowWhen you select merge candidates, you can create a task that initiates the Merge Workflow process in the ActiveVOS Server.

The following table describes the people activity within the process:


Merge DataSteward A data steward reviews the candidates and either merges the records or cancels the action.

Unmerge WorkflowWhen you unmerge records, you can create a task that initiates the Unmerge Workflow process in the ActiveVOS Server.

The following table describes the people activity within the process:


Unmerge DataSteward A data steward reviews the candidate and either unmerges the records or cancels the action.

MDM Workflows and Task Types 11

C h a p t e r 2

Informatica ActiveVOS Configuration

This chapter includes the following topics:

• Informatica ActiveVOS Configuration Overview, 12

• The MDM Projects, 12

• Roles, 13

• Importing the Projects, 13

• Mapping the URN to the Service URL for Business Entity Services, 14

• Web Service Definitions for Informatica ActiveVOS, 14

• SIF API Service Operation Configuration , 14

• Custom Workflows, 15

• Deploying the Informatica ActiveVOS Project, 17

Informatica ActiveVOS Configuration OverviewTo configure Informatica ActiveVOS, create a trusted user, import the MDMWorkflow project and CommonMDM project into Informatica ActiveVOS, and then configure the connections to Informatica MDM Hub.

After you configure the projects in Informatica ActiveVOS, you must deploy the projects.

Ensure you add the Informatica Data Director users to the ActiveVOS application server configuration. See your ActiveVOS documentation for more details.

The MDM ProjectsInformatica MDM ships with an archive file that contains the BeMDMWorkflow project and the BeCommonMDM project. The BeMDMWorkflow project contains predefined business process execution language definitions and predefined roles. The BeCommonMDM project contains supporting resources. You

12

must import both projects. The projects work with the ActiveVOS workflow adapter that is based on business entities.

You can use the workflows defined in the predefined business process execution language definitions in the BeMDMWorkflow project with or without modification. You can view the details of these definitions in the BeMDMWorkflow project in the Informatica ActiveVOS project explorer under the bpel folder.

The BeMDMWorkflow project contains the following business process execution language definitions:BeMergeWorkflow.bpel

A workflow for a merge operation.

BeOneStepApprovalWorkflow.bpel

A workflow for a one step approval process.

BeTwoStepApprovalWorkflow.bpel

A workflow for a two step approval process.

BeUnmergeWorkflow.bpel

A workflow for an unmerge operation.

BeUpdateWithApprovalWorkflow.bpel

A workflow for an update operation that does not require additional approval.

RolesThe processes in the BeMDMWorkflow project contain people activities with predefined roles. To synchronize the MDM Hub with ActiveVOS, you must create the same roles in the Operational Reference Store.

The processes contain the following predefined roles:

• DataSteward

• Manager

• SrManager

For each MDM Hub user that participates in the processes, you must assign the user one of the workflow user roles. Multiple users can have the same role, and a single user can have multiple roles.

Importing the ProjectsTo import the projects that contain the predefined workflows, import the BeMDMWorkflow.zip file. The file contains the BeMDMWorkflow project and the BeCommonMDM project.

1. In Informatica ActiveVOS Designer, click File > Import.

2. In the Import dialog box, click General > Existing Projects into Workspace. Click Next.

3. Enable Select archive file.

4. Click Browse, and navigate to the following directory:

<MDM Install Directory>/resourcekit/samples/BPM/ActiveVOS

Roles 13

5. Select the file BeMDMWorkflow.zip, and click Open.

6. Click Finish.

The BeMDMWorkflow project and BeCommonMDM project appear in the Informatica ActiveVOS project explorer.

Mapping the URN to the Service URL for Business Entity Services

To configure the workflow process deployment descriptor, map the ActiveVOS URN to the service URL for business entity services.

1. In the ActiveVOS console, select Admin > Configure Server.

2. Click URN Mappings.

3. In the Add new URN Mapping section, enter urn:mdm:service in the URN field.

4. In the URL field, enter the following URL with the host name and the port number of the MDM Hub business entity service:

http://<host>:<port>/cmx/services/BEServices5. Click Add/Update Mapping.

Web Service Definitions for Informatica ActiveVOSYou can use the startProcess and processTask web service definitions that are provided to use web service definitions with Informatica ActiveVOS.

The web service definition mdm_avos.wsdl defines the web service operations and messages that Informatica Hub or Informatica Data Director runs to start workflows and process tasks. Use the start operation to start workflows. Use the processTask operation to process tasks.

You can view the details of these web service definitions in the CommonMDM project in the Informatica ActiveVOS project explorer under wsdl > mdm_avos.wsdl.

SIF API Service Operation ConfigurationSIF API service operations are based on elements with the types that are defined in the sif-core.xsd, sif-metadata.xsd, and sif-types.xsd schemas. Informatica Data Director integration is based on elements with the types that are defined in the mdm_avos_schema.xsd schema.

The schemas are located in the schema folder of the CommonMDM project.

The following types are available:INFATask

Represents a task.

14 Chapter 2: Informatica ActiveVOS Configuration

TaskData

Contains all of the metadata about a task instance.

INFARecordKey

Represents a single record associated with a task. An instance of INFARecordKey can represent a base object record or a cross-reference record. Informatica Data Director provides the value of INFARecordKey.

INFATaskAction

Represents the definition of a task action that a user can perform on the task in Informatica Data Director. Informatica Data Director allows interaction with tasks through a set of task actions that are displayed in the data view when in a task context.

Set the task action in the workflow before an activity node to specify the actions that should be available in the Informatica Data Director user interface. The following code example shows how to define the actions for a Merge task:

<mdmavxsd:actions xmlns:mdmavxsd="urn:informatica.mdm.av.xsd"> <mdmavxsd:INFATaskAction> <mdmavxsd:name>Cancel</mdmavxsd:name> <mdmavxsd:cancelTask>false</mdmavxsd:cancelTask> <mdmavxsd:closeTaskView>true</mdmavxsd:closeTaskView> <mdmavxsd:manualReassign>true</mdmavxsd:manualReassign> </mdmavxsd:INFATaskAction></mdmavxsd:actions>

TaskType

Contains information used by Informatica Data Director to display a task. Set the task type in the workflow before an activity node to specify the actions that should be available in the Informatica Data Director user interface. The following code example shows how to configure a task type for Informatica Data Director:

<mdmavxsd:taskType xmlns:mdmavxsd="urn:informatica.mdm.av.xsd"> <mdmavxsd:name>Merge</mdmavxsd:name> <mdmavxsd:displayName>IDDMergeTask</mdmavxsd:displayName> <mdmavxsd:description>Merge step in the workflow</mdmavxsd:description> <mdmavxsd:pendingBVT>false</mdmavxsd:pendingBVT> <mdmavxsd:dataUpdateType>ACTIVE</mdmavxsd:dataUpdateType> <mdmavxsd:displayType>IDDMERGETASK</mdmavxsd:displayType></mdmavxsd:taskType>

Custom WorkflowsYou can create custom workflows in Informatica ActiveVOS Designer. If you create custom workflows, you must define the workflow variables and the presentation parameters.

You can create a custom workflow by starting from one of the predefined workflows. Then you can review and use the correct variables.

To be able to display task information, the task inbox in Informatica Data Director requires that ActiveVOS business processes include presentation parameters. Presentation parameters pass task information, such as who created the task and the title of the task.

The set of required presentation parameters is different based on whether you use the business entity based Task Manager or the subject-area based task inbox. The business entity based Task Manager is based on the Entity 360 framework. The legacy subject-area based task inbox is hard-coded and requires programming to customize.

Custom Workflows 15

Presentation ParametersThe task inbox requires that ActiveVOS processes include a complete set of presentation parameters.

The following table describes the presentation parameters that you must define:

Parameter Expression

hubUsername $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:hubUsername/text()

hubPassword $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:hubPassword/text()

securityPayload $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:securityPayload/text()

orsId $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:orsId/text()

taskTypeName $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:name/text()

taskTypeDisplayName $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:displayName/text()

taskTypeDescription $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:description/text()

pendingBVT $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:pendingBVT

taskTypeDataUpdateType $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:dataUpdateType/text()

taskTypeDisplayType $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:displayType/text()

defaultApproval $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:defaultApproval

taskDataTaskId $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:taskId/text()

taskDataOwnerUID $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:ownerUID/text()

taskDataGroups $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:groups/mdmavxsd:groups/text()

dueDate let $in := $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:dueDate/text() let $out :=

status $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:status/text()

taskDataPriority length($out) > 0))), string-length($out) + (string-length($in )) * xsd:int((string-length($out) = 0)))

taskDataSubjectAreaUID $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:subjectAreaUID/text()

taskDataTitle let $in := $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:title/text() let $out :=


Parameter Expression

taskDataComments $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:comments/text()

taskDataInteractionId $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:interactionId/text()

taskDataCreator $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:creator/text()

createDate $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:createDate

taskDataUpdatedBy $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:updatedBy/text()

lastUpdateDate $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:lastUpdateDate

workflowVersion $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:workflowVersion/text()

beRowId $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:taskRecords/mdmavxsd:INFARecordKey[1]/mdmavxsd:rowId/text()

bePkeySrcObject $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:taskRecords/mdmavxsd:INFARecordKey[1]/mdmavxsd:pkeySrcObject/text()

beSystem $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:taskRecords/mdmavxsd:INFARecordKey[1]/mdmavxsd:system/text()

beRowidXref $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:taskRecords/mdmavxsd:INFARecordKey[1]/mdmavxsd:rowidXref/text()

beTableUID $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:taskRecords/mdmavxsd:INFARecordKey[1]/mdmavxsd:tableUID/text()

taskTypeCreationType $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:creationType/text()

Deploying the Informatica ActiveVOS ProjectTo deploy the Informatica ActiveVOS project that contains the task workflows to the MDM Hub Server, first export the BeCommonMDM project and then export the BeMDMWorkflow project.

1. In Informatica ActiveVOS Designer, open the BeCommonMDM project to export.

2. Click File > Export.

The Export dialog box opens.

3. Under Orchestration, select Contribution - Business Process Archive. Click Next.

4. In the Deployment URL field under Server Deployment Option, enter the URL for the ActiveVOS instance. Click Finish.

5. In the Deployment Complete dialog box, click OK.

Deploying the Informatica ActiveVOS Project 17

6. Repeat all steps for the BeMDMWorkflow project.

You must export the BeCommonMDM project before you export the BeMDMWorkflow project.


C h a p t e r 3

MDM Multidomain Edition Configuration


• MDM Multidomain Edition Configuration Overview, 19

• Creating the Required Roles, 19

• Registering the Informatica ActiveVOS Instance in the MDM Hub, 20

• Enabling State Management, 21

• Configuring ActiveVOS Properties, 22

• Set the ActiveVOS Protocol to HTTPS, 22

MDM Multidomain Edition Configuration OverviewYou must configure MDM Multidomain Edition to use the MDM Hub and Informatica Data Director with Informatica ActiveVOS.

For each role in the ActiveVOS project, you must create a role with the same name in the Operational Reference Store.

You can configure the ActiveVOS properties in the cmxserver.properties file.

You use the workflow manager in the MDM Hub Console to register the Informatica ActiveVOS instance. For more information about the MDM Hub workflow manager, see Informatica MDM Multidomain Edition Configuration Guide.

Creating the Required RolesTo create the DataSteward, Manager, and SrManager roles, use the Hub Console Roles tool. After you deploy the Informatica Data Director application, you can assign the appropriate privileges to the custom resources. To receive ActiveVOS workflow tasks, users must belong to at least one of the user roles for workflows.

1. In the Hub Console, connect to the target Operational Reference Store.

2. In the Security Access Manager workbench, click Roles.

19

3. Acquire a write lock.

4. Right-click the Roles navigation panel and select Add Role.

5. Enter DataSteward in the Name field, and click OK.

6. Add the Manager and SrManager roles in the same way.

Related Topics:• “Assigning Privileges to the MDM Hub Roles” on page 26

Registering the Informatica ActiveVOS Instance in the MDM Hub

To register the Informatica ActiveVOS instance in the MDM Hub, use the workflow manager in the MDM Hub Console.

1. In the MDM Hub Console, acquire a write lock.

2. In the Configuration workbench, click Workflow Manager.

3. In the workflow manager, select the Workflow Engines tab.

4. Click Add.

5. In the Add Workflow dialog box, enter information for the following fields:

Field Description

Workflow Engine The display name of the workflow engine

Adapter Name Select BE ActiveVOS for the ActiveVOS workflow adapter based on business entities.

Host The host name of the Informatica ActiveVOS instance.

Port The port name of the Informatica ActiveVOS instance.

Username The user name of the trusted user.

20 Chapter 3: MDM Multidomain Edition Configuration

Field Description

Password The password of the trusted user.

Protocol The protocol for communication between the MDM Hub and ActiveVOS. The protocol can be http or https.

6. Click OK.

7. Test the connection to the workflow instance:

a. In the table in the Workflow Engines tab, select the instance you registered.

b. Click the Connect Test icon.

The workflow connection test result appears.

8. Click OK.

9. In the workflow manager, select The Operational Reference Store Workflow Mapping tab.

10. In the Workflow Engine column, select the Informatica ActiveVOS instance for the Operational Reference Store.

Enabling State ManagementFor each base object table that contains records that can be updated through an Informatica Data Director application, you need to enable state management.

1. In the Model workbench, click Schema.


3. In the Schema tool, select a base object table that contains records that can be updated through the application.

4. Click the Advanced tab.

5. Select the Enable State Management check box.

6. To keep track of when cross-reference records belonging to the base object change state from PENDING to ACTIVE, select the History of Cross-Reference Promotion check box.

Enabling State Management 21

Configuring ActiveVOS PropertiesThe cmxserver.properties file contains a set of properties for ActiveVOS Server. All properties have a default value. You do not need to set them unless the default value does not work in your environment.

The following table describes the ActiveVOS properties that you can configure in cmxserver.properties:

Property Name Description

activevos.merge.workflow.operation.name Name of the merge operation in ActiveVOS. Default is start.

activevos.merge.workflow.service.name Name of the service for all MDM service calls to ActiveVOS. Default is IDDMergeTask.

activevos.workflow.startup.timeout.seconds Number of seconds ActiveVOS waits to create a task for the process and return a task ID. Default is 10.

activevos.workflow.basicSecure Controls whether the ActiveVOS Process Console and the ActiveVOS Central web applications require a login. When set to true, you need to add user credentials and roles to the application server that match those defined in the MDM Hub for workflows. Default is true.To disable the login requirement for ActiveVOS web applications, add the following line to the cmxserver.properties file:activevos.workflow.basicSecure=FALSE

Set the ActiveVOS Protocol to HTTPSTo enable secure communication between ActiveVOS and the MDM Hub, set the protocol to HTTPS in the Hub Console Workflow Manager.

You must first configure the application server for HTTPS communications.

1. Start the Hub Console.


3. Click Workflow Manager under the Configuration workbench.

4. In the Workflow Manager, click the Workflow Engines tab.

5. Select the ActiveVOS workflow engine, and then click the Edit button.

6. In the Edit Workflow dialog box, set the protocol to HTTPS.

7. In a WebLogic environment, in the Edit Workflow dialog box, enter the user name and password of the user that belongs to the abAdmin role.

22 Chapter 3: MDM Multidomain Edition Configuration

C h a p t e r 4

Informatica Data Director Configuration


• Informatica Data Director Configuration Overview, 23

• Update the IDD Configuration for Business Entity-based ActiveVOS Tasks, 24

• Configure Task Assignment, 25

• Adding Custom Task Types, 25

• Deploying the Informatica Data Director Application, 26

• Assigning Privileges to the MDM Hub Roles, 26

Informatica Data Director Configuration OverviewTo configure Informatica Data Director to work with the ActiveVOS workflow adapter based on business entities, you must add the task types to Informatica Data Director.

You must specify the correct task type ID when you add tasks types to Informatica Data Director.

The following table lists the predefined workflows and the task type IDs:

Workflow Task Type ID

Merge BeMergeTask

One step approval BeOneStepApprovalTask

Two step approval BeTwoStepApprovalTask

Unmerge BeUnmergeTask

Update with approval BeUpdateWithApprovalTask

For more information about using tasks with Informatica Data Director, see the Informatica MDM Multidomain Edition Informatica Data Director User Guide.

23

Update the IDD Configuration for Business Entity-based ActiveVOS Tasks

To update the task configuration in an Informatica Data Director configuration file, export the configuration file, update the XML file, and then import the configuration file.

1. Log in to the Informatica Data Director Configuration Manager.

http://[host]:[port]/bdd/config/2. Select the application to update.

3. Click Export > Export Application.

4. Follow the browser prompts to save the ZIP file.

5. Extract the configuration XML file from the ZIP file.

6. Open the XML file in an editor.

7. Update the <tasks> section of the configuration file.

The following code sample shows how to configure business entity-based ActiveVOS tasks in the Informatica Data Director configuration file:

<tasks includeUnassignedTasks="true"> <taskType taskTypeId="BeMergeTask" name="AVOSBeMerge" displayName="Merge" creationType="MERGE"> <description>Merge two records together.</description> </taskType>

<taskType taskTypeId="BeUnmergeTask" name="AVOSBeUnmerge" displayName="Unmerge" creationType="UNMERGE"> <description>Unmerge an XREF record from a Base Object record. </description> </taskType>

<taskType taskTypeId="BeOneStepApprovalTask" name="AVOSBeFinalReview" displayName="Final review" creationType="NONE"> <description>Update a record and require the user to go through an approval process before completing the task. </description> </taskType>

<taskType name="AVOSBeNotification" displayName="Notification" creationType="NONE"> <description>Notification step in the workflow</description> </taskType>

<taskType taskTypeId="BeTwoStepApprovalTask" name="AVOSBeReviewNoApprove" displayName="Review no approve" creationType="NONE" defaultApproval="true"> <description>Update a record and require the user to go through an approval process before completing the task. </description> </taskType>

<taskType taskTypeId="BeUpdateWithApprovalTask" name="AVOSBeUpdate" displayName="Update" creationType="CREATE"> <description>Update a record and do not require the user to go through an approval process before completing the task. The approval step is optional. </description> </taskType></tasks>

8. Save the XML file with the same name.

9. In the IDD Configuration Manager, select the configuration file and click Import > Import to existing IDD application.

24 Chapter 4: Informatica Data Director Configuration

10. In the Import to existing IDD application dialog box, import the file:

a. Select BDD Configuration.

b. Click Browse, and select the edited XML file.

c. Click Import.

11. Validate and redeploy the application.

12. In the Applications pane, select the Informatica Data Director application.

13. Click Generate Business Entity Schema. Configuration Manager generates the business entity and business entity service configuration.

14. In the MDM Hub, use the Repository Manager to validate the Operational References Store. The Repository Manager validation refreshes the repository data that is cached in the application server.

Configure Task AssignmentTo configure task assignment for the ActiveVOS workflow adapter based on business entities, use the IDD Configuration Manager to configure task assignment for each subject area. The user can either assign the task directly or allow the Task Manager to assign tasks to users.

1. Log in to the Informatica Data Director Configuration Manager.

http://[host]:[port]/bdd/config/2. Select the application to update.

3. Click Edit.

4. In the Subject Areas tab, select a subject area, and then click Edit Subject Area.

5. Click the Task Assignment tab, and then click Add.

6. From the Task Assignment dialog box, select the task to configure from the Task list.

7. Select the roles and users to which the task can be assigned. Click OK.

8. Click Save.

9. Click Generate Business Entity Schema. Configuration Manager generates the business entity and business entity service configuration.

10. In the MDM Hub, use the Repository Manager to validate the Operational References Store. The Repository Manager validation refreshes the repository data that is cached in the application server.

Adding Custom Task TypesTo add custom Informatica ActiveVOS task types to Informatica Data Director, use Informatica Data Director Configuration Manager to add the task types.

1. Note the Informatica ActiveVOS service name of the task workflow:

a. In the Informatica ActiveVOS project explorer, navigate to the deploy folder and then double-click a task workflow PDD file.

b. In the PDD editor, select the Partner Links tab.

Configure Task Assignment 25

c. Under the Name column of the partner links table, select AVOS.

d. In the My Role section, note the name in the Service field.

2. In Informatica Data Director Configuration Manager, select the Tasks tab.

3. Select Unassigned Tasks.

Note: You must select this option to ensure that unassigned tasks appear in the Task Inbox.

4. Select Add.

The Task Configuration dialog box opens.

5. In the Name field, enter the name of the task workflow.

6. In the Task Type ID field, enter the system name that you noted in step 1.

7. In the Display Name field, enter a task name to appear in Informatica Data Director.

8. From the Create Type drop down, select a creation type.

9. Configure the optional task configuration settings.

10. Select OK.

Deploying the Informatica Data Director ApplicationTo deploy the Informatica Data Director (IDD) application, use the IDD Configuration Manager to set the IDD application state to limited deployment or full deployment. For information about deploying the IDD application, see the IDD Configuration Manager online help.

When you deploy the IDD application, the custom resources required for ActiveVOS workflows become available in the MDM Hub Security Access Manager.

Assigning Privileges to the MDM Hub RolesAssign the appropriate privileges to the MDM Hub roles after you deploy the Informatica Data Director (IDD) application. To assign privileges to the MDM Hub roles, use the Roles tool in the MDM Hub Console.

1. In the Security Access Manager workbench, click Roles.


3. Select the DataSteward role.

4. Assign the appropriate permissions to each custom resource.

5. Click Save.

6. Assign permissions to the Manager and SrManager roles in the same way.

26 Chapter 4: Informatica Data Director Configuration

I n d e x

AActiveVOS

presentation parameters 16terms 9

ActiveVOS web service definitions processTask 14startProcess 14

BBeMDMWorkflow project 13BeMDMWorkflow.zip

importing 13business processes

presentation parameters 16

Ccross-reference tables

enabling history of promotions 21

Hhistory of cross-reference promotion, enabling 21

IInformatica ActiveVOS configuration

overview 12Informatica Data Director

adding task types 25Informatica Data Director configuration

overview 23

Mmatch

pending records 21MDM Hub

configuration properties 22MDM Multidomain Edition configuration

overview 19

Ppending records, enabling match 21

people activities 9presentation parameters

task inbox 16process flows 9processes 9processTask

ActiveVOS web service definition 14project

importing 13projects

deploying 17importing the BeMDMWorkflow project 13

properties activeos.workflow.startup.timeout.seconds 22activevos.merge.workflow.operation.name 22activevos.merge.workflow.service.name 22

Rrecords

match pending 21roles

about 13creating the required roles 19

SstartProcess

ActiveVOS web service definition 14state management

enabling 21

Ttask inbox

presentation parameters 16task types

adding to Informatica Data Director 25tasks and people activities 9

Wworkflow manager

registering the Informatica ActiveVOS instance 20workflow project

about 13workflows and processes 9

27

informatica mdm multidomain edition - 10.1.0

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