Creating a workflow

Workflows consist of one or more tasks and steps. Workflows can be scheduled or run manually. All tasks in a workflow step are performed in parallel. You cannot run the same type of task more than once in a single step.

  1. Navigate to Birst in Infor Ming.le.
  2. Select Admin > Orchestration .
  3. Click the down arrow icon and select workflow from the dropdown to create a new one.
  4. Specify a name for the workflow.
  5. Click Add a Task and select the task type.
    This table shows the task types and their description:
    Task type Description
    Copy Space Copies the information from an existing source space to an existing target space
    Delete All Processed Data Deletes all previously published data in the space
    Delete Last Processed Data Deletes the published data in a space from the last time the Publish Data task was run
    Extract

    Pulls data from a connection within a selected space with the option of selecting specific Extraction Groups.

    Note: You can create modeling changes. However, you cannot create external connection and data extracts in usage tracking spaces.
    Import Package Imports a selected package to a target space
    Preserve Variable Prevents other space operations from overwriting or removing specified variables. These variables can be restored using the Restore Variable task.
    Publish Processes the Publishing Groups for a specified space
    Repoint Packages When you copy a child space and its packages, the packages in the child space points to the original parent space that the packages originated. If you want the packages in the new copied child space to point to a different space, for example a copy of the parent space, you must use the Repoint Packages task type. This changes where the packages in the copied child space points to.
    Restore Variable Restores the structure and value of variables preserved using the Preserve Variable task type
    Set Variable Sets the value of a variable for a space
    Swap Space Swaps the information from an existing source space with an existing target space
    Usage Tracking Only available for Usage Tracking Space. This command extracts usage data or Spaces Overview data.
    Note: After a Usage Tracking task, the usage tracking space must be published using the Publish Task.
  6. After you select the task type, specify the space and other related options for the task, and click Done.
    Note: The user interface does not allow characters, such as double quotes, in the Options field. Double quotes can be used in the command line prompt but results in an error message in the user interface.
  7. Click Add a Task to create another task to run in the step. All tasks in a workflow step are run in parallel. You cannot run the same type of task more than once in a single step.
  8. Click Add a new step to add a new step in the workflow.
  9. Use the up and down arrows to modify the order of the steps.
  10. Click Save after you add the steps and tasks.
  • For TS Analytics - Extract and Process workflow, these are added in each step in the workflow:

    Step 1:

    Task Type: Extract

    Space: [TENANTID]-TS-Source

    Connection: TS Infor Data Lake

    Extraction Group: All

    Step 2:

    Task Type: Publish

    Space: [TENANTID]-TS-Source

    Publishing Group: Select

    010-Reset Extract Variables

    100-Raw Source

    200-Cleanse Load

    340-Set Extract Variables

    Step 3:

    Task Type: Publish

    Space: [TENANTID]-TS-Model

    Publishing Group: Select

    00-100-Process Dimensions

    00-101-Process Dimensions

    00-102-Process Dimensions

    00-200-Process Facts

    00-210-ProcessIncrementalVariables

    00-300-Process Deleted Facts

    00-450-Process Model Information

    00-900-Set Replication History from [TENANTID]-TS-Model.

    For more information see TS Analytics - Extract and Process workflow.

  • For TS Analytics - Delete All workflow, these are added in each step in the workflow:

    Step 1:

    Task Type: Delete All Published Data

    Space: [TENANTID]-TS-Source

    Step 2:

    Task Type: Delete All Published Data

    Space: [TENANTID]-TS-Model

    For more information see TS Analytics - Delete All Workflow.