Application Approval Workflow in System Center 2012 When and How to use it (Part II)

This is in continuation of the Part I on this same topic written by our very own Anil Malekani, if you haven’t read it already, you can read it here

First you can download the Application Approval Workflow Solution Accelerator along with Print Ready documentation, from Microsoft Downloads : http://www.microsoft.com/en-us/download/details.aspx?id=29687

At a high level, you need to install the Application Approval Workflow on Service Manager Management Server and the Orchestrator Management server. Detailed steps for installation and configuration are given under the AAW Administrator's guide so you can follow the Administrator's guide you downloaded.

Here I'm going to explain some of the steps that you'll follow to configure AAW for your organization's requirement.

On your Service Manager Management console

1. Create Application Approval Request Templates, customized to your needs. You can create a single template to use with different Selection criteria's later. The Activity template is used to document all the Application Approval requests from end users and let's you define the review activity and some common fields.

  • Go to Library > Templates > Create Template
  • On Create Template box, Select Application Request Class and create a new Management Pack for Application Approval Workflow MP when you're create your first AAW template
  • Click OK

clip_image002

  • Now you can fill details on the new template and add review activity under the template
  • Navigate under the General and Activities tabs

clip_image003

clip_image005

2. Create a new selection Criteria for Application approval. The selection criteria helps you to channel the approval request to the right approver based on the Application and the requestor .

  • Go to Administration > Selection Criteria > Create Selection Criteria Wizard

clip_image007

  • Fill title for the Selection Criteria and select one of the templates you created in Step 1

clip_image009

  • Add Applications and Users to define the criteria

clip_image011

  • Select Line Manager for approval or add another approver and complete rest of the Wizard.

clip_image013

Application Approval Workflow (AAW) - End User Experience

Now end users can request the application from the Application Catalog and fill the reason for the request.

clip_image015

The Reviewer can approve the application request from the Self Service Portal

clip_image017

Once the request has been approved, the end user can Install the application from the Application Catalog

clip_image019

You'll also start to notice Application request being tracked under the Work Items

clip_image021

Application Approval Workflow (AAW) - Configuring Workflows

You can also configure workflows to route notification emails to Approvers when there is a new Review request pending.

1. Under Workflows Configuration, select Activity Workflow Configuration and then select Review Activity and click OK

clip_image023

2. Add a new workflow and select the Application Approval Management Pack, which you created during initial configuration

clip_image025

Define a criteria like the following

clip_image027

clip_image029

Click next twice and then select people to notify along with a notification template. You'll need to define the Notification Template as well (That can be a different topic). Now you can complete the wizard.

clip_image031

Now whenever there is a new review activity pending, the reviewer will be notified by using the above workflow using the template.

Cheers!

Comments

  • Anonymous
    February 17, 2014
    Hi IftekharH, Thanks for your great article ! But i have one question : How can i send an email to the end user that request for the application thanks to the workflow configuration ? Sending notification to reviewers is working, but when i try to send email to other users (Requested by User, Affected User, Created By User). Best regards, Maxime.
  • Anonymous
    February 17, 2014
    Hi IftekharH, Thanks for your great article ! But i have one question : How can i send an email to the end user that request for the application thanks to the workflow configuration ? Sending notification to reviewers is working, but it does not work when i try to send email to other users (Requested by User, Affected User, Created By User). Best regards, Maxime. (I haven't found edit button)