Import and Setup

Complete these steps:

  1. Import Workflows.
    • Workflow > Workflows > Import
    • IDM_Approve_Workflow.xml
      Note: The Approval workflow requires an ACL with name Private to be defined. If it is not, update the ACL name for approved documents to a suitable value (Workflow > Workflows > IDM_Approve > Decision table "Update ACL" > value under "Parameters To Be Set" - ACL).
  2. Set up distribution lists for workflows.
    • Workflows > IDM_Approve workflows
      • Ming.le notification entity > Distribution > Add
      • Approve entity > Approval Matrix > Add
  3. Import activation policies.
    • Workflow > Activation Policies > Import
    • IDM_Approve_ActivationPolicy.xml
  4. Import the Document Flow.
    • Connect > Document Flows > Import
    • IDM_DocumentFlow.xml
  5. Verify that Connection Point is correctly paired with the Document Flow.
    • Document Flows > IDM_DocumentFlow > IDM IObox entity (Application column:1)