Delegating automation workflow tasks
Active Roles provides a number of Access Templates that allow the administrator to delegate the following tasks related to automation workflows:
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Configure automation workflow: To perform this task, the delegated administrator needs full control of automation workflow definitions, including the rights to add, configure, and remove workflow activities, view and change the workflow start conditions, add and remove workflow parameters, and assign values to workflow parameters.
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Run automation workflow: To perform this task, the delegated administrator needs the rights to view the definition of an automation workflow, run the automation workflow on demand, and view the run history of the automation workflow.
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View run history: To perform this task, the delegated administrator needs the rights to view the definition of an automation workflow, and view the run history reports on the running and completed instances of the automation workflow.
This section provides instructions on how to delegate these tasks to regular users or groups that do not have administrator rights in Active Roles.
Allowing access to workflow containers
Automation workflow tasks require access to containers that hold workflow definition objects. By default, Active Roles allows any authenticated user to view the Configuration > Policies > Workflow container itself. You can enable appropriate users or groups to view containers held in the Workflow container by applying the Workflow - View Workflow Containers Access Template to that container.
To enable users or groups to view workflow containers
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In the Console tree, expand Configuration > Policies, right-click the Workflow container, and then click Delegate Control.
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In the Active Roles Security dialog, click Add to start the Delegation of Control Wizard.
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On the Users or Groups page in the wizard, click Add, and then use the Select Objects dialog to select the desired users or groups.
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On the Access Templates page in the wizard, under Access Templates > Configuration, select the Workflow - View Workflow Containers check box.
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Follow the instructions in the wizard and accept the default settings.
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Click OK in the Active Roles Security dialog.
Delegating full control of automation workflows
By giving full control of an automation workflow to a user or group, you authorize the user or group to perform the following tasks:
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View the workflow definition.
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Make changes to the workflow.
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Run the workflow.
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View the workflow run history reports.
You can delegate full control of all automation workflows held in a certain container by applying the Automation Workflow - Full Control Access Template to that container.
To delegate full control of all automation workflows held in a certain container
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In the Active Roles Console tree, right-click the desired container under Configuration > Policies > Workflow, and then click Delegate Control.
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In the Active Roles Security dialog, click Add to start the Delegation of Control Wizard.
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On the Users or Groups page in the wizard, click Add, and then use the Select Objects dialog to select the desired users or groups.
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On the Access Templates page in the wizard, under Access Templates > Configuration, select the Automation Workflow - Full Control check box.
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Follow the instructions in the wizard and accept the default settings.
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Click OK in the Active Roles Security dialog.
It is also possible to delegate full control of a single automation workflow by applying the Access Template to the workflow definition object.
To delegate full control of a single automation workflow
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On the View menu, select Advanced Details Pane.
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In the Active Roles Console tree, under Configuration > Policies > Workflow, select the container that holds the desired workflow definition object.
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In the upper part of the Details pane, select the workflow definition object.
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In the lower part of the Details pane, on the Active Roles Security tab, right-click a blank area and click Add to start the Delegation of Control Wizard.
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On the Users or Groups page in the wizard, click Add, and then use the Select Objects dialog to select the desired users or groups.
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On the Access Templates page in the wizard, under Access Templates > Configuration, select the Automation Workflow - Full Control check box.
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Follow the instructions in the wizard and accept the default settings.
Delegating the task of running automation workflows
You can authorize users or groups to run all automation workflows held in a certain container by applying the Automation Workflow - View and Run Access Template to that container. This allows the users or groups to run the automation workflow without giving them the right to make any changes to the workflow.
To delegate the task of running all automation workflows held in a certain container
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In the Active Roles Console tree, right-click the desired Workflow container under Configuration > Policies > Workflow, then click Delegate Control.
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In the Active Roles Security dialog, click Add to start the Delegation of Control Wizard.
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On the Users or Groups page in the wizard, click Add, and then use the Select Objects dialog to select the desired users or groups.
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On the Access Templates page in the wizard, under Access Templates > Configuration, select the Automation Workflow - View and Run check box.
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Follow the instructions in the wizard and accept the default settings.
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Click OK in the Active Roles Security dialog.
It is also possible to authorize users or groups to run a single automation workflow by applying the Access Template to the workflow definition object.
To delegate the task of running a single automation workflow
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On the View menu, select Advanced Details Pane.
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In the Active Roles Console tree, under Configuration > Policies > Workflow, select the container that holds the desired workflow definition object.
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In the upper part of the details pane, select the workflow definition object.
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In the lower part of the details pane, on the Active Roles Security tab, right-click a blank area and click Add to start the Delegation of Control Wizard.
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On the Users or Groups page in the wizard, click Add, and then use the Select Objects dialog to select the desired users or groups.
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On the Access Templates page in the wizard, under Access Templates > Configuration, select the Automation Workflow - View and Run check box.
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Follow the instructions in the wizard and accept the default settings.