Creating a governance process for the status of a snapshot

You can create a governance process that reacts to the status change of a snapshot.

About this task

The System Governance toolkit (TWSYSG) contains the machinery required to build a governance process. The toolkit has integration services for installation and snapshot status, templates for business process definitions, and governance business objects.

When you create a snapshot or change status, an instance of the default Snapshot Status Change BPD from the System Governance toolkit is started. When a new snapshot of a process application or toolkit is created or when the status of a snapshot changes, a message event is triggered. If you have created a governance process and bound to the snapshot event for the process application, you can use the governance process to track status changes and issue notifications.

Procedure

Create a new process application. This process application will contain your snapshot governance process. (You cannot create a governance process in a toolkit. Only process applications can be used to create governance processes.)
In Process Designer, add a dependency to the System Governance toolkit. You can see the System Governance toolkit in your list of available toolkits when you click the plus sign to add a dependency.
Create a BPD. In the New Business Process Definition window, give the BPD a name that will be meaningful to potential users, and click the Select button to open a window where you can choose which governance template you want to use. For this governance process, choose the Snapshot Status Change template. Click Finish.
The governance templates are only available for use with a process application when a dependency on the System Governance toolkit has been established. Once you save the BPD after making the governance template selection, the input variable, SnapshotStatusRequest, that has been set by the template cannot be changed.
Using the template as a base, develop a BPD to meet your organization's requirements. Add activities and email to customize the BPD to fit your governance requirements. For information about email, see Enabling email for Process Portal notifications.

Results

When the governance process is complete, take a snapshot of the process application, label it, and set the status of the snapshot to "Released." Only a released snapshot of the governance process can be applied to a process application by an administrator.

Apply the new BPD as the governance process for process applications that you want to govern. See the related link to instructions for that task. A new BPD instance of your governance process starts whenever a new snapshot is created or the status of the snapshot is changed.

When the governance BPD from a released snapshot is in use for governance, users cannot change the status of the snapshot of the governance process until one of the following conditions is met:

An administrator changes the association to the default governance process from System Governance toolkit.
An administrator changes the association to a different released snapshot of the same governance process.
An administrator changes the association to a released snapshot of a different governance process application.

When an administrator changes the association of any governance BPD, process instances already running continue to run, unless an administrator terminates the instance.