With Guardium® Insights workflows,
you can intuitively schedule jobs in simple or advanced manners, as suits your needs. When you
create a workflow in Guardium Insights, you are setting up
a process for scheduling actions and then tracking the distribution, review, and completion of those
actions. You can schedule reports to run and set up workflows for those reports - or you can
schedule import jobs (these require an integration for importing and exporting data, which you can
set up when you create the workflow if you don't already have one).
Before you begin
Version 3.4.x and later This content only applies
to Guardium Insights Version 3.4.x and later.
To open the Workflows page, select Workflows in the
main menu. Open this menu by clicking the main menu icon (
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About this task
The Workflows page contains all of the workflows that you have
created. You can open each workflow to see its details and status - and you can generate a log for
all of your workflows.
Procedure
- Click Create workflow to create a workflow.
- To generate a workflow for a particular report, click Go to
reports to open the Reports page. When you open a report in the Reports
page, you can select Create workflow to
open the dialog box for creating a workflow. The dialog box will populate with the current report and you can create
a job that runs the report according to a schedule that you set.
- To learn how to work with tasks, see Working with tasks.
- To generate a report that lists all audit activity, click Go to workflow
log.
- Select one or more investigation links. To learn how to create Investigation
links, see Creating investigation links.
- To learn how to work with Response templates, see Creating response templates.
- To learn how to work with Distribution rules, see Creating distribution rules for workflows.
- Viewing a workflow: To open a workflow, click it. When you open a workflow, you can see
all of its settings and tasks. You can also add more actions to it.
- Each workflow in the Workflows page includes these actions:
- You can use the slider to set the workflow to Active or
Inactive. If you select Enable in the workflow's menu,
this also sets it to Active - or, if you select
Disable, this sets it to Inactive.
- Choose Edit in the workflow's menu to modify the workflow.
- To assign roles to the workflow, click Roles in the menu.
- Click Run once now to run the workflow immediately.
- Click View related tasks to open the Tasks page
for this workflow.
- Click Generate audit log to generate a report that lists all audit
activity for this workflow.