Workflow Manager Overview

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Workflow Manager OverviewBy PenchalaRaju.Yanamala This chapter includes the following topics: Using the Workflow Manager Overview Customizing Workflow Manager Options Navigating the Workspace Working with Repository Objects Checking In and Out Versioned Repository Objects Searching for Versioned Objects Copying Repository Objects Comparing Repository Objects Working with Metadata Extensions Keyboard Shortcuts Using the Workflow Manager Overview In the Workflow Manager, you define a set of instructions called a workflow to execute mappings you build in the Designer. Generally, a workflow contains a session and any other task you may want to perform when you run a session. Tasks can include a session, email notification, or scheduling information. You connect each task with links in the workflow. You can also create a worklet in the Workflow Manager. A worklet is an object that groups a set of tasks. A worklet is similar to a workflow, but without scheduling information. You can run a batch of worklets inside a workflow. After you create a workflow, you run the workflow in the Workflow Manager and monitor it in the Workflow Monitor. Workflow Manager Options You can customize the Workflow Manager default options to control the behavior and look of the Workflow Manager tools. You can also configure options, such as grouping sessions or docking and undocking windows. Related Topics: Customizing Workflow Manager Options Workflow Manager Tools To create a workflow, you first create tasks such as a session, which contains the mapping you build in the Designer. You then connect tasks with conditional links to specify the order of execution for the tasks you created. The Workflow Manager consists of three tools to help you develop a workflow: Task Developer. Use the Task Developer to create tasks you want to run in the workflow. Workflow Designer. Use the Workflow Designer to create a workflow by connecting tasks with links. You can also create tasks in the Workflow Designer as you develop the workflow. Worklet Designer. Use the Worklet Designer to create a worklet.

Figure 1-1 shows what a workflow might look like if you want to run a session, perform a shell command after the session completes, and then stop the workflow:

Event-Raise. Notifies the Event-Wait task that an event has occurred. For more information, see Working with Event Tasks. Event-Wait. Waits for an event to occur before executing the next task. For more information, see Working with Event Tasks. Session. Runs a mapping you create in the Designer. For more information about the Session task, see Working with Sessions. Timer. Waits for a timed event to trigger. For more information, see Scheduling a Workflow. Workflow Manager Windows The Workflow Manager displays the following windows to help you create and organize workflows: Navigator. You can connect to and work in multiple repositories and folders. In the Navigator, the Workflow Manager displays a red icon over invalid objects. Workspace. You can create, edit, and view tasks, workflows, and worklets. Output. Contains tabs to display different types of output messages. The Output window contains the following tabs: Save. Displays messages when you save a workflow, worklet, or task. The Save tab displays a validation summary when you save a - workflow or a worklet. -Fetch Log. Displays messages when the Workflow Manager fetches objects from the repository. Validate. Displays messages when you validate a workflow, worklet, or task.

Copy. Displays messages when you copy repository objects. Server. Displays messages from the Integration Service. - Notifications. Displays messages from the Repository Service. Overview. An optional window that lets you easily view large workflows in the workspace. Outlines the visible area in the workspace and highlights selected objects in color. Click View > Overview Window to display this window. You can view a list of open windows and switch from one window to another in the Workflow Manager. To view the list of open windows, click Window > Windows. The Workflow Manager also displays a status bar that shows the status of the operation you perform.

Setting the Date/Time Display Format The Workflow Manager displays the date and time formats configured in the Windows Control Panel of the PowerCenter Client machine. To modify the date and time formats, display the Control Panel and open Regional Settings. Set the date and time formats on the Date and Time tabs. Note: For the Timer task and schedule settings, the Workflow Manager displays date in short date format and the time in 24-hour format (HH:mm). Removing an Integration Service from the Workflow Manager You can remove an Integration Service from the Navigator. Remove an Integration Service if the Integration Service no longer exists or if you no longer

use that Integration Service. When you remove an Integration Service with associated workflows, assign another Integration Service to the workflows. To delete an Integration Service: 1.In the Navigator, right-click on the Integration Service you want to delete. 2.Click Delete. Customizing Workflow Manager Options You can customize the Workflow Manager default options to control the behavior and look of the Workflow Manager tools. You can also configure the page setup for the Workflow Manager. To configure Workflow Manager options, click Tools > Options. You can configure the following options: General. You can configure workspace options, display options, and other general options on the General tab. For more information about the General tab, see Configuring General Options. Format. You can configure font, color, and other format options on the Format tab. For more information about the Format tab, see Configuring Format Options. Miscellaneous. You can configure Copy Wizard and Versioning options on the Miscellaneous tab. For more information about the Miscellaneous tab, see Configuring Miscellaneous Options. Advanced. You can configure enhanced security for connection objects in the Advanced tab. For more information about the Advanced tab, see Enabling Enhanced Security. You can also configure the workspace layout for printing. In the Workflow Manager, you can configure the page setup of the workspace you are printing by choosing Repository > Page Setup. For more information about page setup, see Configuring Page Setup Options. Configuring General Options General options control tool behavior, such as whether or not a tool retains its view when you close it, how the Overview window behaves, and where the Workflow Manager stores workspace files. Table 1-1 describes general options you can configure in the Workflow Manager: Table 1-1. Workflow Manager General Options Option Description Reload Tasks/Workflows Reloads the last view of a tool when you open it. For When Opening a Folder example, if you have a workflow open when you disconnect from a repository, select this option so that the same workflow appears the next time you open the folder and Workflow Designer. Default is enabled. Ask Whether to Reload Appears when you select Reload tasks/workflows when the Tasks/Workflows opening a folder. Select this option if you want the Workflow Manager to prompt you to reload tasks, workflows, and worklets each time you open a folder.

Default is disabled. Delay Overview Window By default, when you drag the focus of the Overview Pans window, the focus of the workbook moves concurrently. When you select this option, the focus of the workspace does not change until you release the mouse button. Default is disabled. Arrange Arranges tasks in workflows vertically by default. Workflows/Worklets Default is disabled. Vertically By Default Allow Invoking In-Place By default, you can press F2 to edit objects directly in Editing Using the Mouse the workspace instead of opening the Edit Task dialog box. Select this option so you can also click the object name in the workspace to edit the object. Default is disabled. Open Editor When a Task Opens the Edit Task dialog box when you create a Is Created task. By default, the Workflow Manager creates the task in the workspace. If you do not enable this option, double-click the task to open the Edit Task dialog box. Default is disabled. Workspace File Directory Directory for workspace files created by the Workflow Manager. Workspace files maintain the last task or workflow you saved. This directory should be local to the PowerCenter Client to prevent file corruption or overwrites by multiple users. By default, the Workflow Manager creates files in the PowerCenter Client installation directory. Display Tool Names on Displays the name of the tool in the upper left corner of Views the workspace or workbook. Default is enabled. Always Show the Full Shows the full name of a task when you select it. By Name of Tasks default, the Workflow Manager abbreviates the task name in the workspace. Default is disabled. Show the Expression on a Shows the link condition in the workspace. If you do not Link enable this option, the Workflow Manager abbreviates the link condition in the workspace. Default is enabled. Show Background in Displays background color for objects in iconic view. Partition Editor and Disable this option to remove background color from Pushdown Optimization objects in iconic view. Default is disabled. Launch Workflow Monitor Launches Workflow Monitor when you start a workflow when Workflow Is Started or a task. Default is enabled. Receive Notifications from You can receive notification messages in the Workflow Repository Service Manager and view them in the Output window. Notification messages include information about objects that another user creates, modifies, or deletes. You receive notifications about sessions, tasks, workflows, and worklets. The Repository Service notifies you of the changes so you know objects you are working with may be out of date. For the Workflow Ma