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Applying governance to a process application
You can apply a governance process that provides a control over the installation of process applications or notifies people when a snapshot is installed or changes status. When an Installation Requested governance process is applied to a process application, requests made from IBM Process Center to install a snapshot of that process application trigger a governance process. When a Snapshot Status Change governance process is applied, all changes to the status of a snapshot are reported.
With governance applied to a process application, requests to install a snapshot of the process application from Process Center are referred to a governance process. You can use a governance process to install to a connected server or to generate an installation package for an offline server. However, the governance process cannot be used to manage the installation of the package to an offline server. You need to use the wsadmin command to complete the installation of a snapshot to an offline server.
An installation governance process is a process application in the Process Center that is active and uses the Install Snapshot service defined in the System Governance toolkit. The governance process is not installed on a process server.
The following steps explain how governance is applied to the installation of a process application, referred to as MortgageApp in this explanation.
- An administrator or developer creates a process application to be used for governance and sets a dependency on the System Governance toolkit.
- A business analyst or developer creates a new business process definition (BPD) using the Installation Requested template. The dialog for a new BPD contains an option to use the Installation Requested template in the System Governance toolkit to create a BPD that implements an installation governance process. The template ensures compatibility between the BPD and the specific governance event.
- When the governance BPD has been created, the developer can use IBM Process Designer to add email notifications and other activities that customize the governance process. The developer can then connect the activities, take a snapshot of the process application, and set the status to "Released".
- When the governance process is released, it is ready to be applied to a process application. The developer tells an administrator the name of the governance BPD or applies a governance tag to the BPD so the administrator can easily find it.
- Typically, the administrator would now remove the developer’s access to the governance process application so it is now only available to administrators.
- An administrator can now open the MortgageApp process application, select the Governance tab, and change to the new governance process from the default BPD, which associates no activities with installation. (The governance option is exposed only to users who have administrative authority for the process application.) Once the new governance process has been selected, it is instantly active on Process Center. As long as this governance process is applied to the MortgageApp process application, snapshots of MortgageApp cannot be installed on any process server until the conditions set in the governance process have been completed.
- Subsequently, whenever a developer selects a target process server and completes an installation request to install a snapshot of MortgageApp on a server, the installation request starts the registered governance process.
- If status messages have been enabled, the status in Process Center changes as the approval process progresses, using default states or status messages customized and set in the governance process. The status messages change when the installation service is called, but Set Installation Status can still be used to alter the value. Once installation is complete, the status looks just the same as if governance was not used.
When the governance BPD from a released snapshot is in use for governance, users cannot change the status of the snapshot of the governance process until one of the following conditions is met:
- An administrator changes the association to the default governance process from System Governance toolkit.
- An administrator changes the association to a different released snapshot of the same governance process.
- An administrator changes the association to a released snapshot of a different governance process application.
When an administrator changes the association of any governance BPD, process instances already running continue to run, unless an administrator terminates the instance.
The person who creates a process application has administrative authority to change the governance process being used on that process application. Take this authority into consideration when establishing governance practices. In most cases, the prudent practice is to limit the number of people who create process applications.
- Applying a governance BPD to a process application or snapshot
If you have administrative authority for a process application, you can apply a governance process to it. Your governance process might notify selected people that a new snapshot is being installed or it might ensure that a new snapshot cannot be installed on a server until certain approvals have been secured or it might send out notifications of snapshot status changes.
- Migrating a governance process from V8.0.0
The governance process has been redesigned for IBM BPM V8.0.1. As a result, governance processes that were developed in V8.0.0 cannot be reused; they must be revised to fit the V8.0.1 design.- Create a governance process for installing a process application
Before governance can be applied to a process application, someone must design and create the governance process. The governance process defines the steps that are required before the process application snapshot can be installed on a process server.- Create a governance process for the status of a snapshot
You can create a governance process that reacts to the status change of a snapshot.
- Create a governance BPD that installs a snapshot when the status changes
You can call the Install Snapshot service from a governance process based on the Snapshot Status Change template. You can make use of that ability to create a custom governance process that installs a snapshot on a server when someone changes the status of the snapshot or creates a snapshot.
- Changing a governance application
You can create a governance process to replace the default governance for a snapshot.
- Testing a governance process
Testing a governance process is similar to testing other process applications.- Export and importing a process application that uses customized governance
If you export a snapshot of a process application that is under governance, the governance process is not included in the export package. The association to the governance process is exported with the process application, but the governance process itself is not exported. If you want to export the governance process as well, you need to do that action separately.
- Recovering if a process application under governance fails to install
If the installation of a process application fails while under governance, a number of remedies are available for administrators.
- Governance services
The System Governance toolkit provides templates and services that you can use in IBM Process Designer to create or customize a governance process.
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Related information:
Create a governance process for the status of a snapshot