Creating a governance process for installing a process application (deprecated)

Edit online
Draft comment:
This topic only applies to BAW, and is located in the BAW repository. Last updated on 2025-03-13 12:15
Before governance can be applied to a process application, someone must design and create the governance process. The governance process defines the steps that are required before the process application snapshot can be installed on a workflow server.

About this task

Business Automation Workflow includes the System Governance toolkit, which supplies the process templates, service flows, and business objects that you need to create a governance process. This topic describes creating a process relating to the installation of a process application snapshot. You can also create a governance process relating to changing the status of a snapshot for a process application or a toolkit.

By default, when anyone tries to install a snapshot of a process application, an instance of the Default Installation Requested governance process from the System Governance toolkit is started. That default governance process just allows the installation to proceed. If you want to apply governance to that process application, you need to replace that default governance process with one that is customized to your requirements. You can use the governance process to notify people of the installation or you can set approvals in place so that no one can install it from Process Center on a workflow server until those approvals have been completed. Governance can provide a way to ensure that proper testing is done and approvals are secured before a snapshot of a process application is installed.

A governance process created in IBM® Business Process Manager V8.0.0 cannot be used in this version. You must use a governance process from V8.0.1 or later. You must use the process described here to create a governance process. You must build your governance process using a template from the System Governance toolkit.

Procedure

  1. In Process Center, create a process application to use for governance.
    This process application will contain your installation governance process. (You cannot create a governance process in a toolkit. Only process applications can be used to create governance processes.)
  2. In Process Designer, add a dependency on the System Governance toolkit to your process application.
    The process application must have a direct dependency on the System Governance toolkit snapshot to be able to create governance processes. Indirect dependencies are not supported.
  3. Create a process for use as a governance process. In the New Process window, give the governance process 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 Installation Requested 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 governance process after making the governance template selection, the input variable, ProcessAppInstallationRequest, that has been set by the template cannot be changed.

  4. Using the governance process template as a base, develop a governance process to meet your organization's requirements.
    You can build upon the governance process using the governance service flows; see the related link. For more information, see Configuring email for task notification assignments.
    1. Add an activity that calls the Install Snapshot service flow, which is located in the System Governance toolkit, similar to what is done in the Default Installation Requested governance process (the product default).
      The installation will be considered finished once the Install Snapshot service flow or the Cancel Snapshot Installation service flow has run.
    2. Add activities and email to customize the governance process to fit your governance requirements.

What to do next

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 can be applied to a process application by an administrator.

Apply the new governance process as the governance for process applications. See the related link to instructions for that task.

When the governance process 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 process, process instances already running continue to run, unless an administrator terminates the instance.