When you create the Environment for a user activity BP, you need to create and configure a Worklist Manager External System. The properties you configure for the external system define the Worklist Manager database connectivity, LDAP server and directory information, and custom labels for flex attributes. Perform the following steps to configure the Worklist Manager.
In addition, you must perform one of the following tasks:
The Worklist Manager External System is created from the Environment Explorer.
In the Environment Explorer, right-click the Environment for the user activity Project.
Point to New, and then click Worklist Manager.
Enter a name for the Worklist Manager External System, and then click OK.
The Properties window appears.
Configure the Worklist Manager, as described in the following sections.
The configuration properties of the Worklist Manager define information about the Worklist Manager database and application.
On the Worklist Manager Properties window, click WLMConnector External System Configuration (shown in Figure 17).
Enter values for the properties described in Figure 17.
Click OK.
Flex attributes are customizable attributes that aid in task assignment. The attributes appear in the Business Rule Designer (as shown in Figure 18) as well as in columns of the Worklist Manager.
You can map values to these attributes in the Business Rule Designer so the values appear in the Worklist Manager. You can also label the attributes to make them easy to identify in the Worklist Manager.
From the Environment Explorer, right-click the Worklist Manager External System.
Click Properties.
The Properties dialog box appears.
Click Custom Attribute Labels, as shown in Figure 19.
Define labels for as many attributes as necessary.
Click OK.
If you defined email notifications on the Worklist Manager window for a user activity (see Define Email Notifications for Tasks), you need to define the connection properties for the email server in the Worklist Manager External System properties. You also need to modify the LDAP properties for the directory server you are using by specifying the name of the attribute that contains the users’ email addresses.
On the Worklist Manager Properties window, click Email Server Connection Parameters (shown in Figure 17).
Enter values for the properties described in Figure 20.
Click OK.
Property |
Description |
---|---|
The name of the email server on which the Worklist Manager email notifications are sent. |
|
The login ID for the email account used by the Worklist Manager. |
|
The password for the email account. |
|
The name that should appear in the email as the sender. This property is used to create a URL, so it cannot contain any spaces. |
|
A footer for the email notifications. |
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A second footer or disclaimer for the email notifications. |
To use OpenLDAP with the Worklist Manager, you must specify certain information about the LDAP directory structure so the Worklist Manager knows where to find the user information defined in the directory. You can use your existing directory structure as long as there is a mechanism for defining a user reporting hierarchy.
The Worklist Manager uses an anonymous bind with OpenLDAP, so you do not need to specify credentials for the security principal.
From the Environment Explorer tab, right-click the Worklist Manager External System, and then click Properties.
On the properties page that appears, verify that the Connection Parameters property is set to OpenLdapConnection.
Expand WLMConnector External System Configuration, and then click Open Ldap Parameters.
The Properties dialog box appears, as shown in Figure 21.
Enter values for the properties in Figure 21.
Modify these values to suit your existing directory structure and attributes.
Click OK.
To use the Sun Java System Directory Server with the Worklist Manager, you must specify certain information about the LDAP directory structure so the Worklist Manager knows where to find the user information defined in the directory. You can use your existing directory structure as long as there is a mechanism for defining a user reporting hierarchy.
From the Environment Explorer tab, right-click the Worklist Manager External System, and then click Properties.
On the properties page that appears, verify that the Connection Parameters property is set to Sun Java System Directory Server.
Expand WLMConnector External System Configuration, and then click Sun Java System Directory Server/ADS.
The Properties dialog box appears, as shown in Figure 21.
Enter the property values for the properties described in .
Depending on how your LDAP directory is set up, not all of these fields are required. The default configuration is not necessarily illustrative of an actual implementation.
Click OK to close the Properties dialog box.
To use Microsoft Active Directory with the Worklist Manager, you must specify certain information about the LDAP directory structure so the Worklist Manager knows where to find the user information defined in the directory. You can use your existing directory structure as long as there is a mechanism for defining a user reporting hierarchy.
From the Environment Explorer tab, right-click the Worklist Manager External System, and then click Properties.
On the properties page that appears, verify that the Connection Parameters property is set to ActiveDirectoryConnection.
Expand WLMConnector External System Configuration, and then click Sun Java System Directory Server/ADS.
The Properties dialog box appears, as shown in Figure 21.
Enter the property values for the properties described in Figure 23.
Depending on how your LDAP directory is set up, not all of these fields are required. The default configuration is not necessarily illustrative of an actual implementation.
Click OK to close the Properties dialog box.