Deploying a workflow process to MDM server - 6.2

Talend MDM Platform Studio User Guide

EnrichVersion
6.2
EnrichProdName
Talend MDM Platform
task
Data Governance
Data Quality and Preparation
Design and Development
EnrichPlatform
Talend Studio

Talend Studio enables an authorized user to deploy a workflow process from the BPM perspective onto the MDM server directly. Note that the custom forms will be deployed to the MDM server at the same time.

Talend MDM Web User Interface provides a dedicated Bonita BPM web portal where authorized users are allowed to manage workflow tasks. To manage workflow tasks in the Bonita BPM web portal, the information about MDM users must be synchronized to the BPM server. You can enable the automatic workflow user synchronization or synchronize workflow users manually.

For more information about how to set parameters for automatic workflow user synchronization, see the Talend Installation Guide.

For more information about how to synchronize workflow users manually, see Talend MDM Web User Interface User Guide.

After the workflow process is deployed, in the Bonita BPM web portal, the workflow task details will be displayed in an automatically generated form "default form". However, you may create a customized form according to your needs.

For more information about how to design a customized form, see Creating customized forms for workflow tasks.

Once the workflow is deployed, you can automatically generate a Process based on the workflow from Talend Studio. Then this workflow Process can be attached to a Trigger which will, when kicked off, list any required intervention on data records in the Bonita BPM web portal.

For more information on creating and managing Triggers, see Triggers.

For more information on workflow tasks, see Talend MDM Web User Interface User Guide.

You can also undeploy a deployed workflow from the MDM server. For further information, see Undeploying a workflow from MDM server.

Prerequisite(s):

  • You have already connected to the MDM server from Talend Studio.

  • At least one workflow exists.

  • The BPM server has already been started.

  • The information about MDM users has been synchronized from MDM to the BPM server.

To deploy a workflow process to MDM server, proceed as follows:

  1. In the BPM perspective, open the workflow process you want to deploy to MDM server.

  2. On the menu bar, click Deploy to MDM Server and select Deploy the Workflow Process.

    A dialog box appears, prompting you to select a server location.

  3. Select from the list the MDM server on which you want to deploy the workflow, and click OK.

    You can find in this list all connections to the MDM server defined when launching the Studio. For further information, see Connecting to the MDM server.

  4. A progress information bar appears. If no errors occur, a dialog box appears, indicating that the deployment operation is successful.

    Note

    If you have deployed the workflow process before, a [Confirm] dialog box will appear. Click OK to continue the deployment. Otherwise, click Cancel to stop the deployment.

  5. Click OK to close the confirmation message.

  6. In the MDM perspective, right-click Workflow and then select Refresh.

    The deployed workflow is listed under the Workflow node.