Overview
A workflow outlines a sequence of predefined steps that a service follows when creating or modifying an asset. It includes the key stakeholders who need to provide input during the change process. Each step represents a task that a specific stakeholder must complete. This process ensures that the right people can contribute, challenge, and approve any matters related to the creation or modification of the asset.
In this section, we will cover the step-by-step process involved in creating a workflow event and use the same in Data Governance and Catalog.
Pre-Requisites
- User assigned with access to Metadata Command Center, Data Governance and Catalog, Human Task and Application Integration.
- Workflow Process already created in Application Integration.
- For each type of workflow, we need to create the appropriate roles in IICS Administrator.
- For each role, configure the following properties:
- For the asset creator or editor role, select the Create or Update permission for the asset type, under MCC Service. In this case, we have to provide Create and Update permissions to the user role for the asset.
- For all workflow/ ticket participants, select the Participate in Change Approvals permission, under DGC service.
- To create and modify workflow events, select the Manage Workflow Settings permission under the MCC service and Participate in Change Approvals permission under the DGC service.
- For the asset creator or editor role, select the Create or Update permission for the asset type, under MCC Service. In this case, we have to provide Create and Update permissions to the user role for the asset.
Self-Service Resources
Goals
- Understand the steps to configure the workflow event in MCC.
- Use the configured workflow event in Data Governance and Catalog.
Outcome
- Gain a comprehensive understanding of the step-by-step process involved in creating a workflow event and use the same in Data governance and Catalog.
Required Roles/Personas
- Admin
- Governance Administrator
Engagement Details
Catalog Type
Ask An Expert
Engagement Category
Feature Clarity
Products
Cloud Data Governance and Catalog
Engagement Type
Ask An Expert
Adoption Stage
Implement
Focus Area
Adoption - Technical
Functional
Engagement ID
AAE-CDGC-027
Disclaimer
- All the topics covered in the Success Accelerators/Ask An Expert sessions are intended for guidance and advisory only. This is implicit and it will not be called out under the scope of each engagement.
- Customers need to include their relevant technical/business team members highlighted in each engagement topic to derive the best out of each engagement.
- Customers need to perform any hands-on work by themselves leveraging the guidance from these engagements.
- Customers need to work with Informatica Global Customer Support for any product bugs/issues and troubleshooting.