Configuring SAS Workflow for Use with SAS Decision Manager :: SAS(R) Decision Manager 3.1: Administrator's Guide

Overview

SAS Workflow provides services that work together to model, automate, integrate, and streamline business processes. It provides a platform for more efficient and productive business solutions.

SAS Workflow is used by SAS solutions that benefit from business process management. SAS Workflow Studio is a desktop client application that is used to design and deploy workflow definitions. The SAS middle tier hosts the workflow engine and the workflow services as part of the SAS Web Infrastructure Platform. SAS Decision Manager is used to manage the workflows that are associated with versions. For more information about SAS Workflow, see SAS Workflow in SAS Intelligence Platform: Middle-Tier Administration Guide.

Prerequisites for Using SAS Workflow

To use SAS Workflow with SAS Decision Manager, be sure the following prerequisites are met:

SAS Workflow Engine, SAS Workflow Services, and SAS Workflow Studio must be installed and configured. For more information, see SAS Intelligence Platform: Installation and Configuration Guide.
Users must be a member of the Decision Manager Common Administrators Group or another user group that is associated with the Decision Manager Common: Administration role. The users or groups must also be assigned to a workflow template management role. For more information, see Deploying and Maintaining Workflows in SAS Workflow Studio: User’s Guide.
Workflow definitions must be created using SAS Workflow Studio. For more information about creating workflow definitions, see Defining Workflows with SAS Workflow Studio in SAS Workflow Studio: User’s Guide.

Guidelines for Creating Workflow Definitions

When you create workflow definitions in SAS Workflow Studio to use with SAS Decision Manager, follow these guidelines:

Participants, and policies must be added to the task level. Statuses added at the task level and the default statuses at the workflow definition level can be used for a task status. Data objects can be added at the workflow definition level or task level. Users can see only the data objects defined at the task level from the Workflows category in SAS Decision Manager.
Only the Potential Owner and Business Administrator workflow roles are used by SAS Decision Manager and they can be used in either a participant or swimlane definition. The Actual Owner workflow role should not be used as part of a workflow definition.
In order to assign additional participants to tasks in SAS Decision Manager, the user must have or be in a group that is assigned the workflow role of Business Administrator. Also, in order to manage workflows and assign participants, the user must be in the Decision Manager Common Administrators group, or in a group that is a member of the Decision Manager Common Administrators group or that is associated with the Decision Manager Common: Administration role in SAS Management Console.

The following groups are created at installation time:
- Decision Manager Common Administrators Group
- Decision Manager Users Group
Only workflow definitions that are activated in the Workflow repository, that are associated with the mmapi tag attribute in the file properties, are available to SAS Decision Manager.

How to Add the Approval Attribute to a Status

To add the Approval attribute to a status:

Expand the Statuses folder in the Workflow Tree.
Right-click a status and select Edit.
Click Attributes.
Click Add and enter the following values for the new attribute.

Key

Approval

Note: This key is case-sensitive.

Value

true
Click OK twice to save.

How to Make Workflow Definitions Available to SAS Decision Manager

After you have created a workflow definition in the SAS Workflow Studio, you must make the workflow definition available to SAS Decision Manager.

To save the workflow definition to the Workflow repository:

Save the workflow definition to your local drive.
Log on to the server.
Add the tag attribute of mmapi to the workflow definition file properties.
Upload the workflow definition.
Verify that the workflow definition is available in the Workflows category.

For more information, see Deploying and Maintaining Workflows in SAS Workflow Studio: User’s Guide.

Log On to the Server

With SAS Workflow Studio, you are limited to managing locally stored workflow definitions on your system until you have logged on to the SAS Content Server. After you are connected, you can access additional workflow definitions that are stored in the SAS Content Server.

To log on to the server:

Select ServerLog On.
In the Log On window, select the host-name from the SAS environment drop-down list.

Note: For more information, see Configuring the SAS Environment File in SAS Intelligence Platform: Middle-Tier Administration Guide.
Enter a user ID and password, and click Log On.
Click OK if a confirmation message appears.

Add Tag Attributes to a Workflow Definition

Only those workflow definitions in the Workflow repository that contain the mmapi tag attribute in the file properties are available to SAS Decision Manager.

To add a tag attribute to the file properties of a workflow template in SAS Workflow Studio:

Select File Properties and click Add.
Enter the tag value of mmapi.

Note: The file properties are case sensitive. This value must be lowercase.
Click OK twice.

Upload a Workflow Definition

To upload a workflow:

From the Server menu, select the Save to Repository menu option. The Save to Workflow Repository window appears.
(Optional) Enter relevant comments to associate with the workflow definition.
Select the Activate option if you want to activate the current version in the Workflow repository.
Click OK.
Click OK if confirmation messages appear.

Verify That the Workflow Definitions Are Available In SAS Decision Manager

To verify that the workflow definitions are available in the Workflows category view of SAS Decision Manager:

Enter the URL http://hostname:port/SASDecisionManager in your web browser.
Enter the user ID and password for a user that is in the Decision Manager Common Administrators Group or a user group that is associated with the Decision Manager Common: Administration role.
Verify that the uploaded workflow definition is available in the Workflows category view. From the Workflows category view, select ActionsSet Mappings. The Set Mappings window appears with a list of the available workflow definitions.

For more information, see Set Mappings in SAS Decision Manager: User’s Guide.