Adding Update Service Step Actions

Updated in 8.4

To add an Update Service Step Action, follow the instructions below.

INFO: For information on Service Actions, see Service Actions.

INFO: For instructions on configuring Update Service Steps for the Self Service Portal, see Configuring Service Step Actions for the SSP.

  1. From the Sidebar, navigate to Workflow and Business Logic > [Module] > [Object Class] > Workflow > Actions > Service Actions.
  2. Click New and select Update Action for [Service]. The Update Action for [Service] [ID] dialog box opens. For example, to configure an Update Action for the Mail Connector, select New > Update Action for Mail Connector [ID].

    NOTE: Note the unique auto-generated ID value. You can use this ID to quickly access the corresponding Action. For details, see Accessing Workflow Items or Components by ID.

  3. On the General tab, specify the following properties of the Service Action:
    1. Type the Action name in the Name field.
    2. Optional: Enter a description of this Service Action in the Description field.

      NOTE: Keep the Enabled check box selected. Otherwise, this Action will be unavailable to SSP customers.

    Alloy Navigator uses internal services to import data from external sources. Service mapping defines how attributes from the source data correspond to object fields in Alloy Navigator database.

    Click the Field Mapping tab and review the default mapping for the service which you are creating the Action for. The default mapping is usually sufficient, but you can modify or delete default mapping rules, or create new rules as follows:

    • To add a new mapping rule:
      1. Click New. The Field Mapping dialog box opens.
      2. Depending on the field type, proceed as follows:
        1. If you want the service to modify an object field directly:
          1. Click Object Field.
          2. Select a physical object field from the Name list.
          3. Choose a Replacement Mode for the object field. This specifies the condition when the service attribute should replace the Alloy Navigator object field value. You have the following options:
            • Always — the service attribute always replaces the object field regardless of its value;
            • When Target is empty — the service attribute populates the object field only when the object field is blank;
            • When Source has value — the service attribute populates the object field only when the service attribute is not empty. This mode preserves the content of data fields in Alloy Navigator when the source attribute is empty.
        2. If you want to map a source attribute to a virtual field for passing its value to other workflow components:
          1. Click Virtual Field.
          2. Type a field name.
          3. Choose the data type from the Type list.
      3. Under Service Attribute, choose the source data attribute from the Name list. The list contains attributes that are specific for each particular service:
        • Active Directory Import Tool — You can choose any Active Directory attribute such as givenName or telephoneNumber. Active Directory attributes available in the Name list items depend on the Action’s target object class (Person, Organization, or Location) and match the data type of the specified object field.

          INFO: For details on Active Directory attributes, see the “Attributes” section in the “Active Directory Lightweight Directory Services Schema” article in the MSDN Library (http://msdn.microsoft.com/en-us/library/cc221082%28PROT.10%29.aspx).

          NOTE: In addition to Active Directory attributes, the list also contains some pseudo attributes, such as: Manager (Link to Person) this pseudo attribute relates a Person with its Manager via direct relationship. It is used for mapping the Manager field. memberOf (raw)this pseudo attribute allows you to import unmodified content of multivalued memberOf Active Directory attribute. If you want to get comma-separated list of group names, use the memberOf service attribute for the field mapping.

          NOTE: If you want to import person pictures from the thumnailPhoto attribute, note that the Active Directory Synchronization supports only JPEG, PNG, and BMP image formats.

        • Mail Connector — Depending on the data type of the specified object field, you can choose the message Content or any common e-mail header field such as From or Subject. You can use a calculated Priority field, which is a text string containing one of these values: Low, Normal, or High. You can also use a logical Auto-Replied field ( True or False) .

          In addition, Mail Connector service attributes includes the ObjectRef e-mail parser and other virtual fields from your parsing rules.

          INFO: For details, see Configuring Parsing Rules.

        • Alloy Discovery Connector — You can select any Alloy Discovery field, which matches the data type of the specified Alloy Navigator object field.

          NOTE: To retrieve the list of Alloy Discovery Connector service attributes, you will be prompted to login into Alloy Discovery after clicking the Name list. For details on Alloy Discovery fields, see Alloy Discovery documentation shipped with Alloy Discovery 8: Alloy Discovery 8 Administration Guide and the Alloy Discovery 8 Database Reference Guide, which is available at the Alloy Support Portal.

      4. Click OK.
    • To modify an existing mapping rule:
      1. Double-click a rule. The Field Mapping dialog box opens.
      2. Make your changes, then click OK.
    • To delete a mapping rule, select it and click Delete.
    • To restore the default mapping and therefore undo all of your customizations, click Default.
  4. Click the Programming tab and specify the operations to execute directly within the Action or select one of the existing Functions.
    1. Under Operations, click New > [Operation] and specify the operation details.

      INFO: For details, see Adding Operations.

      Repeat this step to add other operations as needed.

    2. By default, all operations are executed unconditionally. If needed, you can enclose your operation in conditional blocks.

      INFO: For details, see Building Conditional Statements.

      IMPORTANT: Any workflow operation within a Function, Action, or Trigger can be enabled or disabled. Only enabled operations will be executed. For details, see Disabling and Enabling Operations.

  5. If you want to categorize the Service Action by assigning it to one or more Processes, click the Processes tab and follow the instructions on assigning Actions to Processes.

    INFO: For details, see Assigning Workflow Items to Processes.

  6. When done, click OK.