Configuring the approval process

You must configure approval process in WSRR to tailor it to your enterprise.

What you should be able to do

At the end of this lesson, you should be able to configure approval process to meet the needs of your organization.

Introduction

The configuration of approval process in WSRR is controlled by a file named WPSApprovalProcessConfiguration.xml. You update the configuration by editing this file and updating it in the repository. You must be an administrator in the governance enablement profile to perform this task.

Part 1: Specifying access to the Process Server system

You must specify authentication details for WSRR to connect to Process Server and trigger an approval process.

To add authentication details:

Log in to the WSRR web UI as an administrator and open the configuration perspective.
Click Active Profile > WPS Approval Process.
Select WPSApprovalProcessConfiguration to open the configuration file.
In the WPSApprovalProcessConfiguration file, ensure that the value of the enable attribute of the <Admin> element is set to True.
In the <WPS> element, specify values for the following attributes:
hostname

The name of the host of the Process Server system to use for the tutorial exercise.

port

The http port used to connect to Process Server.

security enabled

Set to true or false to indicate whether security is enabled on the Process Server system.

username and password

Authentication details to use when connecting to Process Server by way of the http port.

For example:
```
 

<WPS> 
  <hostname>mywpshost</hostname>
  <port>9443</port>
  <security enabled="true">
    <username>wpsadmin</username>
    <password>wpspassword</password>
  </security>
</WPS>
```

Part 2: Specifying access to the WSRR system

Edit the "WebSphere Service Registry and Repository (WSRR) Specific Configurations" section of the WPSApprovalProcessConfiguration to add the details of the WSRR server. You must add a WSRR definition to the Process Server that you are using for approval to identify the WSRR instance, and specify authentication details. You then give the name of the WSRR definition in this configuration. If you do not specify the WSRR definition name, or if that definition cannot be found, then Approval Process uses the default WSRR definition defined in Process Server. See Creating WSRR definitions in Process Server for details.

To specify the name of the WSRR definition that has been added to Process Server.

If the WPSApprovalProcessConfiguration is not open, then open it.
In the <WSRR> element, specify the name of the Process Server WSRR definition, for example:

<!-- WebSphere Service Registry and Repository (WSRR) Specific Configurations. -->

<WSRR>
		<definition>
			<name>myWSRRdefinition</name>
		</definition>
</WSRR>

Part 3: Adding the business process entity to the approval process

You configure approval process for your enterprise by adding the WSRR entities that you want to submit to the approval process, and by specifying the WSRR state transitions that trigger the approval process in Process Server. By default, the configuration includes the business capability entity. In this lesson, you add the business process entity, and specify that submitting it for charter review triggers the approval process in Process Server. As part of the configuration, you specify that the charter requires only one approval, and give details of the user who must approve it.

To add the business process entity to the approval process:

If the WPSApprovalProcessConfiguration is not open, then open it

Add a new APPROVALPROCESSINSTANCE element:

<APPROVALPROCESSINSTANCE>
  <Name value="Business Approval for New Business Processes"/>
  <ApprovalID value="BusinessApproval"/>
  <ObjectPrimaryTypeTrigger value="http://www.ibm.com/xmlns/prod/serviceregistry/profile/v6r3/GovernanceEnablementModel#BusinessProcess"/>
  <BsrURITrigger value=""/> 
  <AssertClassification value=""/>
  <TriggerTargetState value="http://www.ibm.com/xmlns/prod/serviceregistry/lifecycle/v6r3/LifecycleDefinition#CharterReview"/> 
  <ApprovalTransition value="http://www.ibm.com/xmlns/prod/serviceregistry/lifecycle/v6r3/LifecycleDefinition#ApproveCharter"/>
  <RejectionTransition value="http://www.ibm.com/xmlns/prod/serviceregistry/lifecycle/v6r3/LifecycleDefinition#ReviseCharter"/>
  <AutoTriggerNextTransition value="true"/>
  <UpdateWSRRObjectProperties value="true"/>
  <MinimumApprovalCount value="1"/> 		
  <ProcessInvokerClass value="com.ibm.sr.process.impl.WPSApprovalProcessInvoker"/>

In the <APPROVERS> element, specify the user ID of the WebSphere Process Server user who is required to approve business process charters. For example:
```
<APPROVER userID="Wps_user" />
```
Click Apply and OK to save your changes and to close the configuration document.