Topic results Workflow Management

CCH Workflow
Security
This document outlines the importance of applying security within the CCH Workflow system, emphasizing that only members of the administration team on CCH Central should perform this task. It highlights the significance of proper security measures in the workflow process.
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CCH Workflow
Configuration Keys
This document outlines the configuration keys for managing CCH Workflow settings after an upgrade. It explains the "Service Nag" key for hiding service messages about the workflow service's status. Additional configurations include "WorkflowLoggerMaxDays" for setting log retention duration, "WorkflowLoggerMaxRows" to limit log entries, and "WorkflowLoggerPollIntervalSeconds" to define maintenance polling intervals. Instructions suggest exiting and re-entering CCH Central to activate new settings. Default values and implications of key settings (e.g., retaining all records) are also discussed.
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CCH Workflow
Delay Activity Scheduler
The document provides instructions on setting the Delay Activity Scheduler for the Central DueDate Task within a system workflow. Users can configure the frequency and default start time of the scheduler through a specific menu path. The scheduling process is automated to restart alongside the CCH Workflow WCF Service, addressing status issues. It emphasizes the necessity of activating the scheduler to ensure the DueDate Task executes properly, along with a reference for adding this step in a workflow.
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CCH Workflow
Email Notifcations
The document describes two types of email notifications in CCH Workflow: "Notify User" and "Notify Team." Both use SMTP protocol, requiring up-to-date employee email addresses. "Notify User" informs employees when a task is active, while "Notify Team" keeps managers updated on task completions at specified intervals. Key setup instructions include ensuring correct client partner assignments and enabling notification options within task templates. Additionally, SMTP server settings must be configured in the Central Database to enable email notifications. The notification frequency is set globally, and examples of emails are included.
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CCH Workflow
Workflow EmailServer
The document outlines the process for configuring the Workflow Email Server by updating SMTP settings in the dbo.ProductConfiguration table of the Central Database using SQL Server Management Studio. It specifies the required XMLData string format for entering server details, including server host, port, user, from address, password, and SSL usage. This is essential for enabling email notifications in the workflow system.
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CCH Workflow
CCH Central Task Permissions
This document outlines certain task permissions within the workflow system that are managed in CCH Central, rather than under the Workflow product. It provides guidance on accessing these permissions via the Maintenance menu and includes a table listing specific task permissions, including the "Employee" role, which restricts users to completing only their own tasks.
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CCH Workflow
3. The Workflow Service console
The document outlines the functionalities of the Workflow Service console, which allows users to monitor versioning processes. It details how to identify the status of these processes: "Healthy," "Slow," "Hung," and "Error," along with visual indicators like color coding and the display of process names. Users can access error details by clicking on the status label, and the console is refreshed every three seconds to update status. The document emphasizes the importance of resolving issues and the option to pause processes for investigation.
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CCH Workflow
2. The Workflow Queue console
The document outlines the features of the Workflow Queue console, focusing on two main queues: Xml Queue and Serialized Queue. Users can monitor the state of these queues through a visual graph and receive real-time updates every five seconds, with customizable refresh intervals. Key data displayed includes total queue size, items added and processed since last refresh, and estimated time to clear the queue. Xml Queue typically holds messages for resuming workflows, while Serialized Queue contains messages for starting and cancelling workflows. The console enhances workflow management and monitoring efficiency.
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CCH Workflow
1. The Workflow Log console
The document describes the Workflow Log console, which logs events related to the Workflow Service, such as starting, cancelling, or resuming workflows. It consolidates logs of different message types (information, warning, error) and allows users to customize the display and perform searches. The console shows event details, including date, context, and description. Functions include copying log entries and refreshing the console for the latest messages. Additionally, the document mentions configurable settings for maximum log entries and retention periods. Trace logs are now accessible in the Workflow Log console instead of separate locations.
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