Creating a workflow

With Guardium® Insights SaaS workflows, you can intuitively schedule jobs in simple or advanced manners, as suits your needs. When you create a workflow in Guardium Insights SaaS, 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).

1. To create a workflow, click Create workflow.
2. The Create workflow page allows you to create the actions that constitute the workflow. In addition, you can optionally set recipients for tasks (people who will close the tasks when they are complete).
   1. You must add at least one action to the job. Choose the type of task.
   2. If you select Run report as the action type, follow the steps in this topicfor completing the report workflow configuration.
   3. If you choose Import data as the action type, select the integration service that you want to use for importing data. If you do not yet have an integration set up for importing data (or if you want to use an integration other than those that you have already created), click New integration in the Integration name menu and then choose the type of integration that you want to create and click Create a new integration service (). After choosing or creating the integration service, choose the Mapping name that contains the imported files - this is defined in the integration. To add a folder to the integration, click Create a new source folder.
      When you create a new integration service, the wizard for your selected integration opens. Follow these instructions for completing the wizard, depending on the integration that you choose:

      • Configuring an SFTP integration
      • Configuring IBM Security Discover and Classify (1touch.io Inventa) integration
      • Configuring IBM Guardium Big Data Intelligence (GBDI) integration
   4. If you want to add more actions to the workflow, repeat the above steps.
   5. Click Next.
3. Use the Schedule page to specify when the job should run:
   1. Use the Select schedule timezone menu to choose the schedule's timezone.
   2. Select a Start date for the schedule.
   3. Choose how often the report should run:
      • In hours: To run the report hourly, select Hour or Hours and choose the number of hours to wait before running the report again. Then select the hours during the day to run the report by selecting the start hour in the From field and then the end hour in the Until field (these times use the 24-hour clock).
      • In days: Select Day or Days and then select the number of days to wait before running the report again and select the time (using the 24-hour clock) during the day to run the report.
      • To run the report on a weekly schedule, select Week and then specify the time to run the report and the day or days on which to run the report.
      • To run the report on a monthly schedule, select Month and then specify the time to run the report. You can set the report to run Every month - or you can select specific months to run the report. You can also specify which day in the month to run the report.
   4. Select an end date for the schedule - or, if you want the schedule to run permanently, select the Never radio button.
   5. Click Next.
4. Use the Other details page to provide general information about the workflow:
   1. Provide a unique Workflow name for the workflow so you can distinguish it from other jobs.
   2. Optional: If desired, add a Description for the job.
   3. Click Next.
5. The Confirmation page provides a summary of the workflow settings that you specified - and it allows you to set the job to Active or Inactive. If you set the job to Active, it will begin when you click Finish. If you set it to Inactive, you can save the job settings - and then set it to active later on.
6. Click Finish to create the workflow.