Category Archives: Workflow

Configuring the Symantec Asset Management Workflows

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This document covers the Symantec Asset Management Workflows that ship with Asset Management 7.1. There are three workflows out of the box: Hardware Request, Software Request, and Ownership Validation. This document will cover configuring the workflows and assume the following:

  • Symantec Management Platform 7.1 is installed
  • Asset Management Solution 7.1 is installed
  • CMDB 7.1 Solution Installed
  • Workflow Solution 7.1 installed with access to ProcessManager and the ProcessManager Database
  • Accounts in the CMDB with the following:
    • Manager relationship configured
    • Email address
    • Ownership of a computer

Finding the Workflows

The workflows reside on the Symantec Management Platform that has Asset Management Solution installed. In this example, my workflow server and my SMP are different systems. I will need to publish the workflows on my workflow server.

The workflows are found in the directory that Altiris is installed in, in this case it is d:\program files\Altiris\AssetManagementWorkflows\WorkflowsPacks. These directory looks like the following:

Publishing the Workflows

These steps need to be repeated; in this document we will only cover publishing one of those workflows. To publish a workflow follow these steps:

  1. Double click the workflow to unpackage the workflow, when prompted (as per the following screenshot)

  2. In Symantec Workflow Designer select “Publish Project” and the following screen appears:

  3. Select the SMP server and select Next until the workflow project is published
  4. Repeat these steps for each workflow in the directory

 

Configuring the Workflows

In the 7.0 version of these workflows there was an MSI that installed, published and launched the PostInstall setup wizard to perform the confirgurations needed. We will launch the wizard manually.

  1. Open up Internet Explorer and browse to the Postinstall Wizard found at: http://servername/AM.InstallationPostInstallWizard/default.aspx and you should see the following page:

  2. Login w/ an account that is an Administrator in ProcessManager.
  3. Start the configuration by providing the address of the Process Manager, Contact information and Symantec Management Platform information which will look like the following:

  4. After hitting continue select Next and fill out the email information

  5. There are several variables that need to be filled out in this step of the workflow. These are used in different parts of the workflow

    1. Process Managers: Any errors generated by the workflow will be sent here
    2. Purchase Managers: Any successful approval will be sent to this email
    3. Asset Managers: When an item that is outside of the Catalog is added this email address will be notified. If something outside of one of the catalogs is created, the Asset Manager needs to add to the catalog before the purchase order can be created
    4. HR Managers: This email address is used when an asset is no longer owned
    5. Security Managers: This email address is used when an asset is no longer owned

 

  1. Once you have filled out those email address and select more information will be filled out:

 

  1. The next step is to provide the different reasons for a new purchase and any additional reasons for change in ownership of an asset which looks like the following:

  2. Upon selecting continue the setup process will create the application properties needed for the workflow to work

Using the workflows

The workflows are created under a new Service Category called Asset Management and look like the following:

Using these workflows will be covered in a video or an additional article