Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf ·...

29
Session Number 10 Workflow Panel Discussion Ventura County Community College District Bill Pearce Principal Consultant, SIG

Transcript of Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf ·...

Page 1: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Session Number 10

Workflow Panel DiscussionVentura County Community College DistrictBill Pearce – Principal Consultant, SIG

Page 2: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Overview

VCCCD has been utilizing Workflow for a number of years, but the usage has increased greatly since we brought up Luminis (MyVCCCD.) We have created a process to maintain users and roles in Workflow via Banner. We are also using a technique presented at Summit 2009 to populate dropdown boxes in Workflows. We will also discuss briefly access to Workflow via Luminis, and show a simple Workflow example.

Page 3: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Topics

• Workflow Maintenance from Banner

– Process Flow

– GYSUSER Script

– GURUCLS Database Triggers

– Sample Screenshots

– Populate dropdown boxes

• Workflow Channels in Luminis

• A simple Workflow example

• Questions?

Page 4: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Process Flow

GYSUSER

Script (run in

cron)

Nightly

Process

GURUCLS

Database

Triggers

pw_workflow procedures:

p_workflow_users

p_workflow_roles

Workflow users, roles,

dropdowns maintained

in workflow schema

pw_workflow procedures:

p_workflow_secr_dropdown

Page 5: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

GYSUSER

• Runs every 5 minutes in cron

• New Non-Student Employees, Third Party ID change

– Creates workflow user, generic roles

– Districtwide role wfuser, by location wfuser_xxx

• Terminated Employees (All)

– Terminates workflow user and all roles

• Re-instated Non-Student Employees

– Activates workflow user, generic roles

Page 6: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

GURUCLS Database Triggers

• After insert

– Creates role from WF_xxxx user class assignments

– Example – security class WF_PURCH_DEPT creates role Purch_Dept in workflow

• After delete

– Terminates workflow role equivalent to security class

• Location change

– Creates new location role, doesn’t disable old

Page 7: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

User and generic roles created (employee hired at MC)

Page 8: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

PEAEMPL Home Org changes from MC to DAC

Page 9: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

User assigned to WF_xxxxsecurity classes

Page 10: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Corresponding roles in workflow

Page 11: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

User deleted from WF_xxxxsecurity classes

Page 12: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Roles ended in workflow

Page 13: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Employee is terminated

Page 14: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

User and all roles ended in workflow

Page 15: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Employee is re-activated

Page 16: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

User and generic roles re-instated (not security class roles)

Page 17: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Dropdown list in Workflow

Page 18: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

User CWEINGART added to Contract Admin Security Class

Page 19: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

User TCOBOS added to Dean/Manager Security Class

Page 20: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Procedures run in nightly process

Page 21: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Dropdown list updated in Workflow

Page 22: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Production Workflow Channels (SSO)

Page 23: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

For SSO to work, External Authentication must be Immutable ID -

We use Third-Party ID

Page 24: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Worklist is in-frame

Page 25: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Open Workflow is out-of-frame

Page 26: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Access to Test Instances (not SSO)

Page 27: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Simple Workflow Example Page 1

Page 28: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Simple Workflow Example Page 2

Page 29: Session Number 10 Workflow Panel Discussion3cbg.sbcc.edu/conferences/2009/Session 10 South.pdf · Session Number 10 Workflow Panel Discussion Ventura County Community College District

Questions?