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Informatica MDM Multidomain Edition (Version 9.7.1 HotFix 6) Informatica Data Director - Informatica ActiveVOS Integration Guide
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Page 1: Informatica MDM Multidomain Edition - 9.7.1 HotFix 6 ... Documentation/5/MDM… · Informatica, Informatica Platform, Informatica Data Services, PowerCenter, PowerCenterRT, PowerCenter

Informatica MDM Multidomain Edition(Version 9.7.1 HotFix 6)

Informatica Data Director - Informatica ActiveVOS Integration Guide

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Informatica MDM Multidomain Edition Informatica Data Director - Informatica ActiveVOS Integration Guide

Version 9.7.1 HotFix 6March 2016

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NOTICES

This Informatica product (the "Software") includes certain drivers (the "DataDirect Drivers") from DataDirect Technologies, an operating company of Progress Software Corporation ("DataDirect") which are subject to the following terms and conditions:

1.THE DATADIRECT DRIVERS ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.

2. IN NO EVENT WILL DATADIRECT OR ITS THIRD PARTY SUPPLIERS BE LIABLE TO THE END-USER CUSTOMER FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF THE USE OF THE ODBC DRIVERS, WHETHER OR NOT INFORMED OF THE POSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.

Part Number: MDM-AVG-97100-HF6-0001

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Table of Contents

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

Informatica Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

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

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

Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

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

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 1: Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8MDM and ActiveVOS Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

How MDM Concepts Map to ActiveVOS Concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

MDM Workflows and Task Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Update With Approval Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

One Step Approval Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Two Step Approval Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Merge Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Unmerge Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2: Informatica ActiveVOS Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Informatica ActiveVOS Configuration Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

The MDM Projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Importing the Projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Mapping the URN to the Services Integration Framework Service URL. . . . . . . . . . . . . . . . . . . 13

Web Service Definitions for Informatica ActiveVOS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

SIF API Service Operation Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Custom Workflows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Deploying the Informatica ActiveVOS Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 3: MDM Multidomain Edition Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . 17MDM Multidomain Edition Configuration Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Creating the Required Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Configure ActiveVOS Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Registering the Informatica ActiveVOS Instance in the MDM Hub. . . . . . . . . . . . . . . . . . . . . . . 18

Chapter 4: Informatica Data Director Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Informatica Data Director Configuration Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Adding Custom Task Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

4 Table of Contents

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Deploying the Informatica Data Director Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Assigning Privileges to the MDM Hub Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Table of Contents 5

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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 NetworkInformatica Network hosts Informatica Global Customer Support, the Informatica Knowledge Base, and other product resources. To access Informatica Network, visit https://network.informatica.com.

As a member, you can:

• Access all of your Informatica resources in one place.

• Search the Knowledge Base for product resources, including documentation, FAQs, and best practices.

• View product availability information.

• Review your support cases.

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

Informatica Knowledge BaseUse the Informatica Knowledge Base to search Informatica Network for product resources such as documentation, how-to articles, best practices, and PAMs.

To access the Knowledge Base, visit https://kb.informatica.com. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team at [email protected].

6

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Informatica DocumentationTo get the latest documentation for your product, browse the Informatica Knowledge Base at https://kb.informatica.com/_layouts/ProductDocumentation/Page/ProductDocumentSearch.aspx.

If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at [email protected].

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. If you are an Informatica Network member, you can access PAMs at https://network.informatica.com/community/informatica-network/product-availability-matrices.

Informatica VelocityInformatica Velocity is a collection of tips and best practices developed by Informatica Professional Services. 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 are an Informatica Network member, you can access Informatica Velocity resources at https://velocity.informatica.com.

If you have questions, comments, or ideas about Informatica Velocity, contact Informatica Professional Services at [email protected].

Informatica MarketplaceThe Informatica Marketplace is a forum where you can find solutions that augment, extend, or enhance your Informatica implementations. By leveraging any of the hundreds of solutions from Informatica developers and partners, you can improve your productivity and speed up time to implementation on your projects. You can access Informatica Marketplace at https://marketplace.informatica.com.

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

To find your local Informatica Global Customer Support telephone number, visit the Informatica website at the following link: http://www.informatica.com/us/services-and-training/support-services/global-support-centers.

If you are an Informatica Network member, you can use Online Support at http://network.informatica.com.

Preface 7

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C H A P T E R 1

IntroductionThis chapter includes the following topics:

• MDM and ActiveVOS Server , 8

• How MDM Concepts Map to ActiveVOS Concepts, 8

• MDM Workflows and Task Types, 9

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 Informatica MDM Hub and Informatica Data Director (IDD) with . 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 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 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.

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MDM Workflows and Task TypesThe predefined MDM workflows and task types are deployed to the 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.

The following table summarizes the people activities within the process:

People Activity Role Assigned Description

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.

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

The following table summarizes the people activities within the process:

People Activity Role Assigned Description

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 .

The following table describes the people activity within the process:

People Activity Role Assigned Description

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 .

The following table describes the people activity within the process:

People Activity Role Assigned Description

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

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C H A P T E R 2

Informatica ActiveVOS Configuration

This chapter includes the following topics:

• Informatica ActiveVOS Configuration Overview, 11

• The MDM Projects, 11

• Roles, 12

• Importing the Projects, 12

• Mapping the URN to the Services Integration Framework Service URL, 13

• Web Service Definitions for Informatica ActiveVOS, 13

• SIF API Service Operation Configuration , 13

• Custom Workflows, 14

• Deploying the Informatica ActiveVOS Project, 16

Informatica ActiveVOS Configuration OverviewTo configure Informatica ActiveVOS, you must import the sample project into Informatica ActiveVOS and configure the connections to Informatica MDM Hub.

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

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 MDMWorkflow project and the CommonMDM project. The MDMWorkflow project contains predefined business process execution language definitions and predefined roles. The CommonMDM project contains supporting resources. You must import both projects.

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

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The MDMWorkflow project contains the following business process execution language definitions:MergeWorkflow.bpel

A workflow for a merge operation.

OneStepApprovalWorkflow.bpel

A workflow for a one step approval process.

TwoStepApprovalWorkflow.bpel

A workflow for a two step approval process.

UnmergeWorkflow.bpel

A workflow for an unmerge operation.

UpdateWithApprovalWorkflow.bpel

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

RolesThe processes in the MDMWorkflow 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 require the following 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 MDMWorkflow.zip file. The file contains the MDMWorkflow project and the CommonMDM project.

1. In Informatica ActiveVOS, 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/ActiveVOS5. Select the file MDMWorkflow.zip, and click Open.

6. Click Finish.

The MDMWorkflow project and CommonMDM project appear in the Informatica ActiveVOS project explorer.

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Mapping the URN to the Services Integration Framework Service URL

To configure the workflow process deployment descriptor, map the ActiveVOS URN to the Services Integration Framework (SIF) service URL.

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

2. Click URN Mappings.

3. In the Add new URN Mapping section, enter urn:MDMHost:InfaMDM 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 SifService:

http://<host>:<port>/cmx/services/SifService5. 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.

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.

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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 your own custom workflows in Informatica ActiveVOS Designer. If you create your own custom workflows, you must define the workflow variables, and define the presentation parameters.

You must define a variable to start a request that is of the same type as StartRequest in the predefined workflows. You must define variables to make changes to the workflow that are of the same type as the ProcessTaskRequest variable and the ProcessTaskResponse variable in the predefined workflows.

You must also define the presentations parameters so that the custom workflow can work with Informatica Data Director.

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

Parameter Type Expression

subjectareauid string $InfaTask/mdmavxsd:taskData/mdmavxsd:subjectAreaUID

title string let $in := $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:title/text()let $out := abxht:getOutput('processTaskResponse')/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:title/text()returnsubstring(concat($in, $out ), (1 + (string-length($in )) * xsd:int((string-length($out) > 0))), string-length($out) + (string-length($in )) * xsd:int((string-length($out) = 0)))

creator string $InfaTask/mdmavxsd:taskData/mdmavxsd:creator

mdmtasktype string $ProcessTaskResponse/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:name/text()

duedate datetime let $in := $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:dueDate/text()let $out := abxht:getOutput('processTaskResponse')/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:dueDate/text()returnxsd:dateTime(substring(concat($in, $out ), (1 + (string-length($in )) * xsd:int((string-length($out) > 0))), string-length($out) + (string-length($in )) * xsd:int((string-length($out) = 0))))

tasktypename string $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:name/text()

tasktypedisplayname string $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:displayName

tasktypedescription string $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:description

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

tasktypedataupdatetype string $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:dataUpdateType

tasktypedisplaytype string $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskType/mdmavxsd:displayType

taskdatapriority string let $in := $ProcessTaskRequest/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:prioritylet $out := abxht:getOutput('processTaskResponse')/mdmavxsd:INFATask/mdmavxsd:taskData/mdmavxsd:priorityreturnsubstring(concat($in, $out ), (1 + (string-length($in )) * xsd:int((string-length($out) > 0))), string-length($out) + (string-length($in )) * xsd:int((string-length($out) = 0)))

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Parameter Type Expression

workflowVersion string $StartRequest/mdmavxsd:INFATask/mdmavxsd:workflowVersion/text()

orsId string $InfaTask/mdmavxsd:orsId

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

1. In Informatica ActiveVOS Designer, open the CommonMDM 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.

6. Repeat all steps for the MDMWorkflow project.

You must export the CommonMDM project before you export the MDMWorkflow project.

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C H A P T E R 3

MDM Multidomain Edition Configuration

This chapter includes the following topics:

• MDM Multidomain Edition Configuration Overview, 17

• Creating the Required Roles, 17

• Configure ActiveVOS Properties, 18

• Registering the Informatica ActiveVOS Instance in the MDM Hub, 18

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.

3. Acquire a write lock.

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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 21

Configure ActiveVOS PropertiesThe cmxserver.properties file contains properties for ActiveVOS.

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.

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.

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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 Informatica ActiveVOS instance.

Adapter Name Select Informatica ActiveVOS.

Host The host name of the Informatica ActiveVOS instance.

Post The port name of the Informatica ActiveVOS instance.

Username The user name of the Informatica ActiveVOS instance.

Password The password of the Informatica ActiveVOS instance.

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.

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C H A P T E R 4

Informatica Data Director Configuration

This chapter includes the following topics:

• Informatica Data Director Configuration Overview, 20

• Adding Custom Task Types, 21

• Deploying the Informatica Data Director Application, 21

• Assigning Privileges to the MDM Hub Roles, 21

Informatica Data Director Configuration OverviewTo configure Informatica Data Director to work with Informatica ActiveVOS, you must add the task types to Informatica Data Director.

In the Resource Kit, the IDDConfigAV.xml configuration file allows you to use the MDM Hub sample Operational Reference Store with the ActiveVOS workflows.

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

The following table describes the sample workflow project task type IDs:

Task Task Type ID

Merge Merge

One step approval OneStepApproval

Two step approval TwoStepApproval

Unmerge Unmerge

Update with approval UpdateWithApproval

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

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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.

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.

2. Acquire a write lock.

3. Select the DataSteward role.

4. Assign the appropriate permissions to each custom resource.

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5. Click Save.

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

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Index

AActiveVOS

terms 8ActiveVOS web service definitions

processTask 13startProcess 13

IInformatica ActiveVOS configuration

overview 11Informatica Data Director

adding task types 21Informatica Data Director configuration

overview 20

MMDM Hub

configuration properties 18MDM Multidomain Edition configuration

overview 17MDMWorkflow project 11MDMWorkflow.zip

importing 12

Ppeople activities 8process flows 8processes 8processTask

ActiveVOS web service definition 13project

importing 12projects

deploying 16

projects (continued)importing the MDMWorkflow project 12

properties activeos.workflow.startup.timeout.seconds 18activevos.merge.workflow.operation.name 18activevos.merge.workflow.service.name 18

Rroles

about 12creating the required roles 17

SstartProcess

ActiveVOS web service definition 13

Ttask types

adding to Informatica Data Director 21tasks and people activities 8

Wworkflow manager

registering the Informatica ActiveVOS instance 18workflow project

about 11workflows and processes 8

23


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