Integrating with CA Workflow › How to Integrate with CA Workflow

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How to Integrate with CA Workflow

Before using CA Workflow, perform the following tasks:

  1. Ensure that CA Workflow is installed or upgraded, as explained in the Implementation Guide.
  2. If you plan to use Secure Socket Layer, ensure that have performed the following tasks:

    For instructions to perform these tasks, see the Implementation Guide.

  3. Set the CA Workflow Configuration Parameters.
  4. Decide whether to implement CA Workflow clustering. To do so, follow the instructions in the Implementation Guide.
  5. If you are using CA EEM, add failover support for CA EEM; this process includes configuring CA Workflow to support CA EEM failover.
  6. If you are not an experienced CA Workflow user, review the CA Workflow Basic Concepts.
  7. Decide which rules, actions, and CA Workflow process definitions to enable and use for approving and fulfilling CA Service Catalog requests, as explained in How to Configure CA Workflow Approval and Fulfillment.

    As part of this process, review the important information about events, rules, actions, and process definitions. This information is required if you are upgrading CA Workflow and beneficial for learning purposes if you are installing CA Workflow for the first time.

  8. If you are integrating CA Service Desk Manager with CA Service Catalog, review and perform any applicable actions described in CA Service Desk Process Definitions and the chapter "Integrating with CA Service Desk Manager."
  9. If you need to use form attributes in your CA Service Catalog services, review and perform any applicable actions described in How to Pass Form Attributes to CA Workflow.

    Note: For additional information about forms and form attributes, see the Administration Guide.

  10. If you want to call a custom Java program from a CA Workflow process definition, review and perform any applicable actions described in Custom CA Workflow Java Object Actors.
  11. Test your customized rules, conditions, actions, and process definitions by using them in actual CA Service Catalog services.