Create Ownership Confirmation workflow options


Create Ownership Confirmation workflow options
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Use the dialog to create an instance of an Ownership Confirmation workflow. You can view the summary of the options you select in the right-hand panel of the page.

Table: Create Ownership Confirmation workflow

Option

Description

Workflow Information

Enter information in the following fields:

Name - Enter a logical name for the workflow.
Description - Enter a short description for the workflow.
Workflow Type - Describes the type of workflow.
Template - Select the template you want to use for creating the workflow.
Portal Node for Execution - From the drop-down, select the Self-Service Portal node to which you want to submit the workflow.
Click Test portal connection to test the availability of SMTP connection to the Self-Service Portal.

Enter the email IDs of the recipients of the workflow request, and click Test. You will see a response from the SMTP server if the connection to the Portal node succeeds.
Schedule - Select the start and the end date for completing the workflow.

Data Selection

Do the following select one of the following options:

Select paths having custodians - Data Insight retrieves only the list of paths that have custodian assignments. Select paths from the list.

You must run the Data Custodian Summary report to fetch recent custodian assignments.

Import Custodian CSV - Browse to the location of the .CSV file that contains the paths that you want to remediate. Only valid paths in the .CSV file are displayed in the Selected Resources pane.

You can download the sample CSV template or create your own in the prescribed format.

Note:

Custodians that are assigned through CSV are applicable only for the workflow. They will not be assigned to paths in Data Insight. To assign a user as a custodian for paths Data Insight, you must explicitly assign them from the Management Console.

Optionally, click Select All Resources to select all the paths to which custodians are assigned.

Filter the list of displayed paths, based on custodian name or custodian attribute, and manually select the resources.

Click Re-Generate to regenerate the custodian map and refresh the listed paths in the panel.

The selected data set is listed in the Selected Resources pane.

Resource-Custodian Selection

This panel displays the data set selected in the Data Selection tab. You can review the selected paths on the basis of criteria such as custodians and custodian email. You can remove a selected path from the list.

Click Delete Paths to remove any paths from the selected resources.

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