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Question

Workflow connection profiles for production and test repository (same server)

asked on June 25, 2017

Hello everyone.   I have a question about running workflow on a server with a production and development repository (let's call them PRepo & DRepo).  I have two workflow connection profiles created: one pointing at PRepo and the other pointing at DRepo.

I import a copy of a workflow used on PRepo and rename it to use on the DRepo.  The renamed copy of the workflow also has its connection set to the DRepo inside the workflow design.  The problem happens in its rules when I change it's connection profile to DRepo in the Rule Wizard and save it.   If I look at any of the existing rules for the PRepo, they all change their connection profile to the DRepo as well.

I cannot seem to be able to have a set of workflows using the PRepo and another set using the DRepo connection profiles.  When I change it for one workflow in its rules, all the others change.  Am I missing something?  Thank you in advance for your help.

Specifics:

Rio 10.1 || LF Server and WF running on one VM || SQL running on a separate VM || 2 separate repositories 

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Answer

SELECTED ANSWER
replied on June 26, 2017

Without the connection profile for metadata in the rule wizard, the user would have to type in the names of templates, fields and tags while configuring a rule.

There is a 30 second period between publishing a rule and the Workflow Subscriber picking it up for evaluation. You can see what events came in and how they are evaluated in the Subscriber Trace.

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Replies

replied on June 26, 2017 Show version history

Workflow definitions have connection profiles, starting rules do not. The "get metadata from" drop-down list in the rule wizard is provided for convenience and defaults to the profile specified in the Designer under Tools\Options\Default Connection Profile.

At run time, rules get evaluated against the monitored repositories.

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replied on June 26, 2017

Thanks for clarifying, Miruna--I was always curious about the distinction.

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replied on June 26, 2017

Hmm.  Okay.  Yeah the "get metadata from" part confused me.  Not sure why it is there if it doesn't affect anything.

I will test it out.  I didn't want to change it and have it mess up all other workflows.  I did try a test document on the DRepo and no workflow fired.  But I will recheck settings and maybe I missed something.

Thank you for the clarification.

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SELECTED ANSWER
replied on June 26, 2017

Without the connection profile for metadata in the rule wizard, the user would have to type in the names of templates, fields and tags while configuring a rule.

There is a 30 second period between publishing a rule and the Workflow Subscriber picking it up for evaluation. You can see what events came in and how they are evaluated in the Subscriber Trace.

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replied on June 26, 2017

Ahh.  I get it now.  Just used to specify what repo's metadata you want to reference in the rules.  Make sure that the correct fields are taken from the correct repo.

Perfect.  Thank you!  I will look again in the trace to looks for the evaluation to see if it is firing.  I may have not waited long enough to test.

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replied on June 26, 2017 Show version history

Good morning Kevin,

I've seen this behavior when setting connection profiles for starting rules (technically, the "Get metadata from:" dropdown--I don't mean to split hairs, just to point out that its purpose is ambiguous). What I've discovered is that the value in this dropdown doesn't appear to have any effect on how the workflow performs, assuming the correct connection profile is specified in the workflow's properties.

For example, if you create a "test" connection profile that refers to your DRepo, and assign it to a WF's starting rules, and then you subsequently assign a different connection profile in that WF's properties and delete the "test" connection profile, you'll notice that the "Get metadata from:" dropdown is blank for that WF's starting rules, but you'll still be able to publish the WF.

TL;DR This appears to be a bug that has no effect on the WF assuming the correct connection profile is specified in the WF's properties. I might be mistaken re: whether this is a bug, but this has been my experience.

Best,

Rob

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replied on July 28, 2017

TL;DR: "Get Metadata From" is only used when adding conditions to a starting rule. It ensures that any conditions such as Entry: Path, Entry: Field(...), etc. load the correct options for the repository defined in the Connection Profile. Once the conditions are set and the starting rule is defined, the "Get Metadata From"  purpose is complete. As others mentioned, it does not impact how workflows run. 

 

I have a similar set up on the same version. We currently have three production repositories and a fourth repository we use for development and testing, all with corresponding WF connection profiles. Yesterday, I was posting WF's to the newest production environment and noticed, as you had, that when I set the "Get Metadata From" on the starting rule, it changed on all rules for all existing workflows. 

I read a few comments on Answers and I'm pretty sure someone else explained it, but it's difficult to understand, so I hope I can help clarify its purpose.

As others have said, the setting doesn't impact the way a workflow runs, which was my initial concern. What it does do is help you access the correct folder structure, templates, fields, etc. WHEN you are adding conditions for a starting rule. That is, if you add a condition for Entry Path equals... and you use the ellipses (...) to select the folder path, you will see the folder structure for whichever repository is defined in "get metadata from." If "get metadata from" is pointed to the wrong repository, you won't be able to use the ellipses to define the path. Similarly, if you add a condition for Entry Field equals, the "get metadata from" needs to point to the correct repository in order to access the correct list of metadata fields.

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