Prerequisites
To be able to use workflow functions you must fulfill a certain number of prerequisites.
Below is a summary of functions available with each product or option.
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Product/Option
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Features
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HOPEX Collaboration Manager
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- Requests for change
- Design tasks
- Validation
- Transfers
- Unlocking
- Triggering scheduled processing
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HOPEX Studio
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- Workflow definition
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You must work in a single environment. Additional conditions are necessary to be able to use the following functions:
Design Tasks
To be able to use design tasks, you must:
• Activate task management.
• Activate the logfile of the repository and/or the system repository for which you want to keep history of modifications associated with tasks.
• have the product HOPEX Collaboration Manager
To activate task management:
1. From the administration application, open the desired environment.
2. Right-click the environment and select Options > Modify.
3. In the Collaborative Environment options group, select value "Enabled" for the Associate modifications with a design task option.
Task management is activated.
The option can also be defined at user level.
The Associate modifications with a design task, option has three values:
• if task management is Disabled, the user cannot dispatch his/her private workspace as a task
• if task management is Enabled, the user can use tasks, and can choose whether or not to associate a task with the work dispatched
• if task management is Mandatory, the user can only dispatch his/her work by associating it with a task.
When dispatching the private workspace as a task, the user associates all dispatched modifications with the assigned task.
Workflows
Instant notification
To be able to use instant notification, you must:
• Have a repository stored in RDBMS format
For more details on creation of an RDBMS format repository, see the technical article "Repository - RDBMS Installation Guide".
• Activate the option "Activate notification pop-up window" in the "Collaborative environment" options group.
Electronic mail
So that e-mails can be sent automatically following creation of workflow actions triggered by a transition, you must configure electronic mail options at site level in MEGA Supervisor (Installation options group). An e-mail address must also be specified on each user.
Transfer of Objects
To be able to use the transfer of objects function, you must have available the HOPEX Collaboration Manager option.
Scheduler
The scheduler enables triggering of planned processing operations. It is used in the framework of workflows and alignment.
If you do not have HOPEX Collaboration Manager available, you must modify options so that actions requiring the presence of this option are ignored.
To modify scheduler options:
1. Start the Administration.exe" program.
2. Open an environment.
3. Right-click the site name and select Options > Modify.
4. In the tree, expand the "Installation" folder and select Scheduler.
5. In the right pane, in the Scheduler client connection mode field, select "No connection".