Workflows “Hello World!”

This tutorial guides you through creating a simple workflow to display Hello World! in Collibra Data Governance Center (Collibra DGC). You learn how to create a Flowable project and a basic diagram using pools, lanes, start events, end events and a user task. You then deploy and run the workflow in a Collibra DGC environment.

Prerequisitess

  • Eclipse IDE.
  • Flowable Eclipse Designer plugin.
  • Access to a Collibra DGC environment as a user with the Sysadmin global role or a global role that has at least the Workflow Administration global permission.
  • Access to the Collibra Console for troubleshooting.

For more installation details and to get familiar with the Eclipse IDE interface, see Getting Started with Workflows.

Create a Flowable project

Open Eclipse IDE and make sure you have switched to the Flowable perspective to optimize the workbench for designing diagrams.

  1. Click the Open Perspective icon .

    Note    If the Open Perspective icon is not visible, right click on an empty area of the toolbar and select Restore Hidden Toolbar Entries or access the perspectives via the menu: WindowPerspectiveOpen PerspectiveOther.

  2. In the Open Perspective window, select Flowable and click Open.
  3. In the Project Explorer window, switch to the Flowable Explorer tab if not already there.

Create a new project:

  1. In the menu bar, select FileNewOther.
  2. Select FlowableFlowable Project and click Next.
  3. Enter a name for the project and click Finish.

The Flowable Explorer in the is populated with the project files.

Create a Flowable diagram

  1. In the Flowable Explorer tab, select the project and go to srcmainresourcesdiagrams.
  2. In the Flowable Explorer tab, right click and select NewOther.
  3. Select FlowableFlowable Diagram and click Next.
  4. Enter a name for the diagram file and click Finish.

The shared area displays the empty diagram and a Palette.

Element

Name

Description

1

Flowable Explorer

A tree list display of files and folders associated with the current project.

2

Shared Area – Diagram

When a diagram is selected the left part is displaying the visual representation of the diagram.

3

Shared Area – Palette

When a diagram is selected the right part is displaying a list of diagram tools and components.

4

Outline

The outline of a selected structured file and its elements.

5

Properties

The property fields of the selected diagram component.

Add a pool and a lane

To help visualize the workflow and easily identify the process participants, especially in more complex diagrams, you can make use of pools and lanes. Collibra Data Governance Center workflows may only have one pool. The pool represents the process and it requires a unique ID. Lanes represent different participants or roles in the process.

Tip   Although lanes are merely visual aids and play no role in the execution of the workflow, use one lane per each stakeholder.

Adding pools and lanes to the workflow is a drag-and-drop operation:

  • From the Container section of the Palette, drag a Pool to the Shared Area

    .

    Note    Each pool contains by default one lane.

You now have a pool with one lane.

Diagram process properties

The diagram process properties are essential as they reflect directly in Collibra DGC:

  • Id: The process ID must be unique at the Collibra DGC environment level.

    Warning   Uploading a workflow with the same process ID as an existing workflow in Collibra DGC replaces the existing workflow.

    Tip   Consider using reverse domain name notation for the process ID.

  • Name: The name is displayed as the workflow name in Collibra DGC.

    Warning   Collibra DGC does not accept two workflows with the same display name.

  • Documentation: The contents of the field will become the description of the workflow in Collibra DGC.

To configure the pool properties:

  1. Click the vertical bar of the pool which contains the name to select the pool.

  2. In the Properties view, select the Process section.
  3. In the Id field, enter a unique ID for the process. We are using com.collibra.docs.tutorial.hello_world in this example.
  4. In the Name field, enter a name for the process. We are using Hello World in this example.
  5. In the Namespace field, enter http://www.collibra.com/apiv2.

    Note    By referencing version 2 of the Collibra Java API, the workflow is validated against V2 methods and deprecated V1 methods trigger a method does not exist error when called.

  6. In the Documentation field, enter a description of the process.

    Note    You can also rename the pool or the lane by changing the Name in the General section. You may change the ID of the pool or the lanes in the General section to make them easier to identify although it is not necessary.

Add a start event and an end event

Events represent something that happens in the process. A start event is the trigger of the process and is depicted as a circle. The end event concludes a process and is depicted as a circle with a bold outline. Each workflow must only have one start event but there may be multiple end events.

To add a start event and an end event to the lane:

  1. From the Start event section of the Palette, drag a StartEvent to the pool.

  2. From the End event section of the Palette, drag an EndEvent to the pool.

You now have the basic frame for building a Collibra DGC workflow.

Tip   Save your work. Commit your changes if using a version control system such as Git.

Create a user task

A task is a single unit of work, something that must be done manually or automatically and is depicted as a rounded-corner rectangle.

To add a task to the workflow and complete diagram:

  1. From the Task section of the Palette, drag a UserTask to the pool.

  2. Hover the pointer over the start event and drag the Connection icon over the user task.

  3. Hover the pointer over the user task and drag the Connection icon over the end event.

Assign a user to the task

You need to assign the user task to a user.

Tip   While developing a workflow, you should assign yourself to the tasks you are creating. The real user assignments should be completed towards the end of the testing process.

We are assigning the task to the same user who starts the workflow.

To define the user who starts the workflow:

  1. Select the start event.
  2. In the Properties view, select the Main config section.
  3. In the Initiator field, enter a name for the variable that defines the user who starts the workflow. We are using startUser in this example. The value of the variable will be the username of that user.

  4. Select the user task.
  5. In the Properties view, select the Main config section.
  6. In the Candidate users field enter user(${startUser}).

    This assigns the task to the user who started the workflow defined by the variable startUser. The variable is called by enclosing it inside an expression: ${}. The value of the variable is then assigned to the user() object.

Configure the user task

Next, configure the task to display a message:

  1. Select the user task.
  2. In the Properties view, select the General section.
  3. In the Name field, enter a title for the task. We are using Hello World! in this example.

  4. In the Properties view, select the Documentation section.
  5. In the Documentation field, enter a description for the task. We are using Press “Done” to close this message. in this example.

The task properties will be reflected in Collibra DGCwhen the task is active:

Save your work.

Upload the BPMN file to Collibra DGC

  1. Sign in to Collibra DGC as a user with the Sysadmin global role or a global role that has at least the Workflow Administration global permission.
  2. In the main menu, click Settings.
  3. In the tab pane, click WorkflowsDefinitions.
  4. Click Upload a file and locate the BPMN file you have just created inside the Eclipse workspace folder.

    Tip   With the BPMN file selected in Eclipse, select NavigateShow InSystem Explorer. An explorer window will open, showing the exact file location. You can now drag and drop the file to the Upload a file section in your browser.

An Activity Queue window displays the upload progress.

Once the file is uploaded, you see your workflow in the Workflows Definitions table.

For more details, see the Deploy a workflow section of the Collibra Data Governance Center Administration Guide.

Configure and enable the workflow

When you upload workflows to Collibra DGC, they are automatically deployed but not enabled. Workflows most likely require additional configuration.

The following configuration allows you to start the workflow from a community page.

To configure your workflow:

  1. Sign in to Collibra DGC as a user with the Sysadmin global role or a global role that has at least the Workflow Administration global permission.
  2. In the main menu, click Settings.
  3. In the tab pane, click WorkflowsDefinitions.
  4. Click the name of the workflow.
  5. In the Applies To section, click the edit icon .
  6. Select from the drop-down menu and click Save.
  7. To confirm the change, click Yes in the dialog box.

The current workflow status is Disabled. To enable the workflow, click the icon in the title bar, in the upper-right part of the page.

Start the workflow

Workflows may be configured to be available in different sections of the Collibra Data Governance Center or to different roles but in this example, we have configured the workflow so that you may start it from a community page.

Navigate to any community page. We have selected the out of the box Business Analysts Communityin this example.

Note   Depending on the level of customization of your Collibra DGC environment, the logo and the available communities might differ.

To start the workflow, click the button with the workflow name in the title bar, under the name of the community.

A notification indicates the workflow has started.

You see the green task bar appear under the title bar with the values defined previously for title and additional text.

To complete the workflow, click the Done button at the right of the task bar.

The workflow ends, and task bar closes.

Note   If you would like to start the workflow again, press the button with the workflow name in the title bar.

For additional details, see the Enable or disable a workflow section of the Collibra Data Governance Center Administration Guide and the Using workflows section of the Collibra DGC User Guide.

Troubleshooting

Upload errors

In case of errors, the workflow does not upload, and an error message is displayed.

The logs contain more information about the error:

  1. Open Collibra Console.Collibra Console opens with the Infrastructure page.
  2. Click the name of the environment you deployed the workflow in to display its details.
  3. Select Data Governance Center.
  4. Select Logs → dgc.log

Look for errors related to the workflow upload.

Next steps

You have created, deployed and tested your first Collibra DGC workflow which displays a title and a description.

The next tutorial will show you how to further configure user tasks.

Additional resources