Programming Guide › Modifying Workpoint Business Processes › How to Modify CA RCM Workpoint Processes

How to Modify CA RCM Workpoint Processes

CA RCM uses Workpoint business process tools to model and implement workflows such as role-review campaigns. A library of predefined Workpoint processes is installed with CA RCM and used to implement campaigns and other CA RCM functions. This chapter describes how you can modify these workflows.

Note: Before you attempt to modify workflow processes, you need working knowledge of Workpoint, and experience constructing workflows using the Workpoint Designer. For more information, see your Workpoint product documentation.

Important! The changes you make must preserve the function and sequence of the standard CA RCM workflow processes. For example, you can add a node that interacts with external reporting or other services, but you cannot eliminate or change existing nodes or their sequential flow.

To customize a Workpoint process, perform the following steps.

1. Copy an existing Workpoint process. Follow the standard naming convention when you copy the Workpoint process so that CA RCM can identify and implement your custom process.
2. Edit the copied process. Workpoint represents complex workflows as graphical flowcharts that you can edit. Specific activities are performed at each node. Often a node calls external routines and services to perform its activities.

   Your custom process can call external processes or services that you create, or use the web services exposed by CA RCM. For example, CA RCM implements a ticket queue that runs on the CA RCM server. Customized nodes can call ticket queue processes to prompt users for information or track user tasks.

3. Implement the custom process in the CA RCM server. In CA RCM, processes are assigned in one of the two following ways:
   • User selected per job—specify the workflow to use for each campaign and data connector job when you define these jobs in the portal. If you adhered to the process naming convention, your version of these processes is listed in the CA RCM portal screens. Users can select the custom process, or the original process, according to their needs.
   • System-wide setting—Most processes are defined by system properties in the CA RCM server. To implement your modified process, edit these properties to point to your custom Workpoint process.