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This article includes updates for Smart ID 23.10.6. |
This article describes how to create or edit a simple process
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, with the Process Designer tool. To create more complex processes with the full set of tasks, the Activiti designer plugin can be used.
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Prerequisites
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Prerequisites
Before setting up a process, make sure that the following things apply:
Installed Identity Manager
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Step-by-step instruction
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Log in to Identity Manager Admin
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as an
admin
user.
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Add process
In Identity Manager Admin, go to Home > Process Designer.
To add a new process:
Click +New.
Enter a Name, for example
Create Employee
,and a Description.Click Save+Edit.
The Process Design panel is shown.
To edit an existing process, double-click on its name.
Optionally, enter a Help text.
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Add, remove, or edit process tasks
Add, remove, or edit process tasks as needed.
Go to the Task List tab.
There is always a startElement automatically generated. You can configure a form as attribute for it (not mandatory).
In the Task List tab, click + to add a task.
Select a task type. See the available task types and attributes in the table below.
To use standard service tasks, select Service task as type.Enter a Name, a Description, and the required attributes for the selected task type. For example, for a Save Data task, a data pool is needed to specify where to save the data.
If a service task is chosen, click the pen symbol to edit.
To use a standard service task:Select Delegate Expression.
Enter expression with the name of the standard service task in the text field, for example ${
createRelationJavaDelegate
}.Enter values for the given parameters.
For information on the available standard service tasks and parameters, see Standard service tasks in Identity Manager.
To let a step be done in parallel to the previous step, check Branching.
Click Preview to see a graphic representation of the current process.
Click Save.
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Set permissions
Add permissions for users and roles for all operation types:
Go to the Permissions tab.
For each operation type, Delete, Update, Start process, and so on, click the operation name. Repeat steps 3-4 to add permissions for users and roles.
To add permissions for a specific user, click Add user and select the user in the drop-down list.
To add permissions for a role, click Add role and select the role in the drop-down list.
Click Save.
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Task types and attributes
Task name | Description | Attributes |
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Assign New Number | A number from a number range is assigned to a data pool field. |
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Card Operation | An action on a card (e.g. Set PIN/Change PIN) is executed. See also Structure of an encoding description in Identity Manager for more information. |
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Change State | The state of an object is changed in the local Identity Manager database to a particular state, e.g. from "Active" to "Inactive". |
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Change State in CA | The state of a certificate is changed in the CA to a particular state. The state is then also changed in the local database. |
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Check Task | This task checks the relationship between a data pool object and a particular identity object. The relationship must be a "one-to-one" relationship. If this is not the case, an activity error occurs. |
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Choose Mapping |
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Copy data from one data pool to another |
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while applying a pre-configured mapping. See Set up mapping in Identity Manager for more information. |
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Delete Data | This task deletes one core object from its data source. The |
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core object is identified by the configured data pool and the variable <datapool>_Id within the process map. Restrictions: It is not possible to delete core objects that are based on an external data source, with the exception of SCIM based core objects which can be deleted. |
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Export Task | Data is exported according to an export definition. |
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HTTP Client | Send an HTTP request from a process and make the response available in the process map. |
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Mail Task | An email is sent |
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, for example, a confirmation of a receipt. |
You can also enter an Expression ${...} that gets resolved from the DataMap. | |
Modify Roles Automatically | Roles are automatically assigned to or withdrawn from particular objects. |
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Modify Roles Manually | The user can assign or withdraw roles to or from particular objects manually. |
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Print Report | A document with the indicated template can be printed. |
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Production | A card or token is produced. |
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This task is for server side production only. If you configure multiple printers, |
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see Set up printers in Identity Manager. The process variable processVarCardSdkPrinterUrl can be used to fill with the symbolic name of a printer to find the connection to the CardSDK. If the variable is not in the process, the defaultPrinter is used. |
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Production with Preview | Before a card is produced a preview of the card is displayed on the user interface. There are two variations: one for client-side and one for server-side production. These differ by the following forms:
If you configure multiple printers, |
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see Set up printers in Identity Manager. The process variable processVarCardSdkPrinterUrl can be used to fill with the symbolic name of a printer to find the connection to the CardSDK. If the variable is not in the process, the defaultPrinter is used. |
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Request Softtoken | A softtoken is required by the CA and sent to the recipient by email. |
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Return Number | A number from a number range is released again. |
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Save Data | The process data are saved in the data pool indicated. If a suitable ID is found, an update is run, otherwise a new data record is created. Restrictions: It is not possible to update and create core objects that are based on an external data source. |
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Script Task | This task contains a scripting engine for script languages such as JUEL, BeanShell, JavaScript and Groovy. |
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Service Task | A JAVA class that is executed during the process runtime is added to the process. A set of standard service tasks is available. For more information, see Standard service tasks in Identity Manager. |
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User Task | A user dialog (user task) is used in order to model the interaction of a user. It is a form in which entries have to be made. |
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This article is valid for Smart ID 20.11 and later.
Related information
More details on processes:
Child pages (Children Display) |
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Additional information
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