Thursday, March 14, 2013

Using the ORM Data Type in Symantec Workflow

The ORM data type (better known as a “user-defined type with DB mapping”) in Symantec Workflow can be a useful way to automatically tie together your own custom data between workflow processes and Process Manager. It can also quickly become a headache if you use it in the wrong circumstances. I will briefly discuss how to identify exactly which circumstances are ill-advised to use the data type.

One issue we consistently encounter when creating a DB mapping is the translation of the ‘text’data type. It has become clear that although a full ‘text’ field is desired in Workflow, it is mapped to the database to be an nvarchar(255); namely, of finite length. This becomes an issue when requiring fields in our data type which may contain ‘description’ or ‘comments’ or ‘details’ that could easily extend beyond this character limit.

One solution we found is to manually edit the data type of the columns in the database to be nvarchar(MAX) after the database is created. However in some circumstances, usually when accessing a profile of the data type or encountering a mapping error, Workflow will automatically create a new column with type nvarchar(255) (which subsequent ORM data instances will use), and alter the old column heading to be “_old_”, still with type nvarchar(MAX). Clearly, this can cause unexpected and undesirable inconsistencies in the database structure.

It is also important to realize the context in which the ORM data type is used best: In ServiceDesk, where a single data instance (such as an incident) is related to a single task. Typically, you can simply add a new data element of the ORM type, map data to it, then follow up with a Save External Data component and Workflow will automatically write and sync changes to the database.

If you attempt to maintain and update multiple instances in a collection of an ORM data type, Workflow cannot guarantee the persistence of those entries, because Workflow can reference only a single instance to sync and update with. Consider this simple example with two instances of an ORM data type, abstractly labeled “A” and “B”. If changes are made to instance A, Workflow cannot ascertain if the intent of the user is to update the data in instance A or overwrite the data in instance B. This usually results in unstable behavior, which causes a breakdown of data integrity.

As previously mentioned, the ORM data type works best when a single instance can be tied to a single task, such as in a Dialog Workflow component. While inside of the event configuration of a dialog, all changes to the instance are saved automatically (without the need of database writes or the Save External Data component). Be aware that bad external references to the database, which can occur if some of the above practices are conducted, are cleaned up at the conclusion of the dialog component.

Finally, it is important to ascertain the purpose and function of using an ORM data type. As previously mentioned, using an ORM data type can easily tie data from your Workflow processes directly into Process Manager to be used in reports and task data, which is accomplished through a process profile. Once the profile is created, it is easy to create custom process view pages that can display this data to be readily accessible by the user. However, if the user will sparingly be using the process view page or the Process Manager web portal, it is not always practical to set up your process with an the ORM data type.

In summary, the ORM data type is a powerful tool in Workflow that can easily expose data to be accessible in Process Manager. However, be aware that trying to implement large text fields in the data type causes the database structure to become unstable. Additionally, using a single instance of your data type in a process is ideal; a collection of instances can result in errant process behavior and a breakdown of data integrity. This is why it is important to understand the context of your Workflow process and use the ORM data type if your users will be accessing process view pages. In conclusion, following these advisement's will help to ensure your Workflow processes use the ORM data type properly and to its maximum benefit.

If you have any questions please feel free to comment below, fill out our info request form, or reach out to me directly.

Thanks for reading,
Justin Searles 

justins@wevogroup.com

Thursday, January 31, 2013

Symantec ServiceDesk 7.5 Review

My History with ServiceDesk

I’ve been working on the Symantec ServiceDesk product since it’s initial release in 2009.  Like many of you who in the ServiceDesk community I was excited at the prospect of ServiceDesk when it was first released and have been a part of it’s trials and tribulations ever since.  

Review

I think that ServiceDesk 7.5 is the first version of the product that has lived up to the original promise of ServiceDesk.  It is more stable, quicker, easier to install, easier to configure then it has ever been.  Is it perfect, No, but it is good and with the power of Workflow behind it can be made to be great if a company is committed to making it so.

I installed ServiceDesk 7.5 in an afternoon in a VM environment on my laptop.  Anyone who knows ServiceDesk knows it needs tons of ram to really work well and my laptop only has 4gb and it still worked fine.  The installer is easy to use and intuitive.  The documentation for ServiceDesk was completely rewritten for 7.5 and it was exactly what I needed when configuring, I always felt that the original documentation didn’t have enough practical information. Jason Short, the product manager, also recorded videos for common configuration items and you can link to them from the Implementation Guide, the videos are also available from ServiceDesk’s Connect page.  

I did experience a couple of issues, the Report Incident process, didn’t install correctly and was throwing an error when called. I was able to clean out the deploy directory open the package and redeploy and solve the issue, this took 5 minutes.  I also was messing around with the Process Type Actions and I accidentally erased all of the Incident Actions but was able to pull up another ServiceDesk implementation and recreate them in about 15 minutes.  

All in all I had a demo environment, with the most basic configuration possible, set up and running in a couple of days.  Obviously if you were going to be using this in your corporate environment you will probably need a week or two so to get everything configured correctly and to make or recreate any customizations.  

Recommendation

As a partner I get asked one question all the time, is it worth it to upgrade to 7.5? Yes, even to those people who just installed 7.1SP2 and here is why:
  • For the first time Symantec has struck the proper balance between useful configuration and customization.  In 7.5 the most commonly requested Incident configuration items: SLA’s, Priority, and Routing can all be accomplished through the rules engine in the portal and don’t require editing of the Workflow Processes.
  • This is the last version of the product that you will have to do a rip and replace upgrade - it is worth upgrading for that point alone.
  • In the last two versions, 7.1SP2 and 7.5, Incident and Change Management have been completely rebuilt.  They are flatter, quicker, more stable, and better processes.  Since these processes are what most people use it makes sense to make sure you are using the best version of those processes.
  • The documentation has never been better and makes it much easier to administrate the program.
  • We still have a lot of customization ability and therefore if you have invested heavily in customizations in the past, it is worth it to start figuring out how those customizations can be re-imagined in the new framework.  
  • The Workflow Framework has gone through some major improvements to support ServiceDesk development and is more stable and more secure today then it has ever been.

As I said earlier this is the first version of ServiceDesk, in my opinion, that has lived up to the ServiceDesk hype of it’s initial release.  It is a very capable program for the administration of your corporate help desk.  Out of the box you have everything you need to start taking and remediating tickets but ServiceDesk’s real ace in the hole is and always has been the Workflow framework that it was built on.  With Workflow we can automate almost any business case that you have - and therefore we can create the best ServiceDesk solution for your business.

Tommy Yionoulis is a partner at WEVO Group and has been involved in 20 ServiceDesk Implementations since it’s release on 2009.  If you have any questions about ServiceDesk or Workflow please contact him at tommy@wevogroup.com.

Tuesday, October 30, 2012

Automated Password Reset Process

The Active Directory Password Reset Process allows end users to quickly and securely reset their own network password without having to contact the corporate help desk.  The Automated Password Reset Process will: 
  1. Reduce Employee downtime due to expired or forgotten passwords.
  2. Reduce help desk tickets
  3. Expedites the password reset process

To learn more about the process, please watch a quick video,


Thursday, October 18, 2012

End User Quick Incident Templates

The End User Quick Incident Templates business process solution is an add-on to the Symantec ServiceDesk product.

The process allows ServiceDesk admins to create incident templates for commonly submitted incidents and expose them out to the end users. End users now have the ability to select one of the templates with the pre-populated form and submit. The main benefits are:
  1. Less time on the end users part to submit a common incident
  2. The service desk techs are now getting the information they require and incidents that are correctly assigned to a category, priority, and impact
Here is a quick video (< 3 mins) overview on the process, http://www.youtube.com/watch?v=6z43R7rO7uA&feature=plcp.

As always we welcome comments and questions.

Thanks!
WEVO Group

Wednesday, August 15, 2012

Microsoft Critical Update - Altiris ITMS

Symantec Altiris users check out the follow article re: a Microsoft critical update released yesterday,http://www.symantec.com/business/support/index?page=content&id=TECH194869. 

This update may impact your Altiris environment. 

Friday, January 13, 2012

Symantec Workflow Managed Services

As Symantec Workflow developers we know that it's a trial and error type of solution. There are a million (maybe not a million, but you get the point) ways to accomplish the same end result. This is great in the sense that the tool allows for a lot of creativity and flexibility when developing processes, but it can also be very frustrating when you are trying to figure out how to accomplish a specific task. Documentation for the tool is somewhat scarce and/or vague so most users rely mainly on the user community such as Symantec Connect or Workflow SWAT. Both of which can be great resources, but have their disadvantages as well.

Symantec support, and rightfully so, can not support/troubleshoot custom processes or assist with custom process development. With the tool being as flexible as it is how could Symantec train their support staff to be able to troubleshoot every single scenario that could pop up in a Workflow development project? Impossible at best. This is very common with all software companies, custom changes are not supported.

Searching Symantec Connect can furnish some great information, but it is time consuming and you usually have to read through a lot of articles and posts before you get to your specific topic. Then you have to try the solution you have found in your environment. Workflow SWAT has some great video learning tools, but not specific troubleshooting information.

WEVO Group is now bringing a custom workflow support solution to all Symantec Workflow and ServiceDesk 7 clients. Through Workflow Managed Services, by WEVO, clients can now take advantage of the following:
  • On-Demand Workflow Expert to answer quick questions or to review development
  • Custom Workflow Process and ServiceDesk 7 customization support
  • Monthly Environment Health Check*
  • 24x7x365 Pro-Active Error Monitoring**

Plans are very flexible and affordable. Contact WEVO for more information or go to http://managedservices.wevogroup.com. As always questions are welcome directly through the blog as well.

* qualifying plans only.

** qualifying plans only. Additional setup engagement required.

Wednesday, March 2, 2011

WEVO Group Grows in 2011

Denver, Colorado — March 2, 2011 — WEVO Group, a premier business process/workflow-management consulting firm, announced today it has hired 3 new resources in 2011, in response to a rising demand for business process automation solutions and Altiris professional services.

WEVO Group’s aim is to solve business process challenges and offer Altiris Suite support for companies of any size, with a special focus on telecom, banking/finance services, healthcare, utilities, manufacturing, staffing, and hospitality.

“The downturn in the economy has brought process optimization and system automation into sharp focus,” said Erik Tversland, a principal and co-founder of WEVO Group. “The new hires were recruited by WEVO because of their experience with Symantec’s Altiris and Workflow products as well as their reputation within the Symantec community.”

Read the full press release here.