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Topic Title: BPA9 Workflow / Condition / Process Exclusions, when to use what?
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Created On: 08/07/2014 06:26 AM
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 08/07/2014 06:26 AM
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Edward Hulleman
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In this threat I got some of my answers but it is yet not complete:
http://forums.networkautomatio...atid=51&threadid=9691

I added a workflow Exclusion but I noticed it was applied to all workflows although in the property screen it does not say 'Inherited' like it does with the other Workflow properties.

I just want to apply it to one workflow.

Underneath the "Workflow Properties"-section there is a "Default Condition Properties " section, a "Default Task Properties" section and a "Default Process Properties" section all with an 'Exclusion' option. But the Help doesn't really explain when to use what. Can someone give a clear explanation how all these different exclusions should be used?

Thanks,

Edward

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 08/07/2014 06:54 AM
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Leonard Amabile
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Edward,

If you are configuring the Worflow Exclusions from Option > Default Properties > Default Workflow Properties > Workflow Exclusions then you are configuring a default property for ALL workflows. Any of the objects in the Options > Default Properties section will apply to all objects in BPA Server. If you want to set the exclusion at a specific object level only, then you can do so from the properties section of the specific workflow, task or condition.




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Leonard Amabile | Director, Cross Platform Support
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 08/07/2014 07:58 AM
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Edward Hulleman
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So if I have a workflow with three tasks in it and I set an exclusion on task level then this is for all three tasks ?

And what exactly is a process exclusion?



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 08/07/2014 09:42 AM
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Leonard Amabile
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Edward,

Setting the exclusion at the task level where? You need to be specific as to where you are setting the exclusion so I can provide the right explanation. Task exclusions can be set at the following locations:

Options > Default Properties > Default Task Properties > Task Exclusions
Workflows > [Workflow] > Default Task Properties > Task Exclusions
Repository > Tasks > [Task] > Task Properties > Task Exclusions



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Leonard Amabile | Director, Cross Platform Support
AutoMate | InterMapper | Skybot | Divisions of HelpSystems
T: +1.213.738.1700 | F: +1.213.738.7665
 08/08/2014 05:50 AM
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Edward Hulleman
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Thanks Leonard,

For future reference, I tried all options:

Options > Default Properties > Default Task Properties > Task Exclusions When you put an exclusion here I would expect this is for all Workflow, and it is.


Workflows > [Workflow] > Default Task Properties > Task Exclusions
This suggests you add an exclusion to just this workflow, but no: they are applied to all


Repository > Tasks > [Task] > Task Properties > Task Exclusions
Yes, this works, it is only applied to the certain task.

But say I have a workflow with three tasks, then I should put an exclusion on all three tasks? Why is it not possible to put an exclusion on just one Workflow? Or if I can, I still don't know how.




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 08/08/2014 06:39 AM
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Alex Escalante
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Hello Edward,

If you right click on the specific workflow and select properties, there is a field labeled workflow properties. In this field there is an option named workflow exclusions. This is where you would configure exclusions for only that particular workflow. I have attached a picture to this post for your reference.

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Alex Escalante | Support Analyst
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 08/08/2014 11:19 AM
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Edward Hulleman
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Apparently it work differently at our installation Alex.

When I add an Exclusion (two time ranges, one from 12:00 AM to 8:00 AM and the other from 7 PM to 11:59 PM) the way you said, then I click 'Back' and then go again to Workflow Exclusions I see them double (print screen).

When I go to another workflow, I see the exclusion there as well (2nd print screen).
They appear at all workflows although I added them exactly like you said at Workflow Properties.


I tried different kind of exclusions but they all do the same thing: they get doubled on the workflow that I enter them on and also appear on the others.


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 08/08/2014 02:50 PM
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Alex Escalante
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Please confirm your version number. You may do so by clicking on "Help" in the SMC, then selecting "about". The version number will be in the bottom left corner of the screen that pops up.

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Alex Escalante | Support Analyst
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 08/11/2014 07:04 AM
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Edward Hulleman
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Version is: 9.0.5.4
Windows: Windows Server 2012, 64 bit

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 08/11/2014 07:08 AM
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Edward Hulleman
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Oh my, I had to restart the server because it hang, now I am testing it again and the exclusions don't appear double anymore on the original workflow and it is just on the one workflow and not on all anymore.

So problem is solved by restarting the server :-(



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 08/11/2014 08:10 AM
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Ricardo Castaneda
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Hi Edward,

Please keep us updated on this issue.

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 04/29/2015 12:24 PM
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JamesLankford
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I too, am trying to understand this as the Help isn't clear.

What is the difference between Workflow, Condition, Task and Process Exclusions and when would you ideally use each one?

If I have a workflow that I want to run every two hours between 7am and 7pm, is it better to have multiple schedule triggers for the exact time, or create one schedule to run hourly at 2 hour intervals and then set an exclusion which includes 7pm to 12am, and 12:01am to 6:59am, and another exclusion for weekends?



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 05/01/2015 02:13 PM
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Ricardo Castaneda
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Hi James,

I would suggest you have one trigger (2 hour interval) with 2 workflow exclusions:

Exclusions:
1. 12:00am - 6:59am
2. 7:00pm - 11:59pm

Task Exclusions: Enables exclusions to be set within the task level. This allows you to specify on what months, days, weekdays or time intervals to disable triggering for the task. Provided ranges are separate and independent from each other (i.e. specifying both December and Fridays will lead to exclusion of all Fridays and all days of December, not merely all Fridays of December). Multiple exclusions can be applied.

Default Task Exclusions properties can be accessed from Server Management Console by selecting Options -> Default Properties -> Default Task Properties -> Task Exclusions. These properties can be accessed for an individual task via the Repository section of Server Management Console by right-clicking a given task and selecting Go to -> Task Exclusions.

Workflow Exclusions: Enables exclusions to be set within the workflow level. This allows you to specify on what months, days, weekdays or time intervals to disable triggering for the workflow. Provided ranges are separate and independent from each other (i.e. specifying both December and Fridays will lead to exclusion of all Fridays and all days of December, not merely all Fridays of December).

Workflow Exclusions properties can be accessed by navigating to Options -> Default Properties -> Default Workflow Properties -> Workflow Exclusions.

Process Exclusions: Enables exclusions to be set within the process level. This allows you to specify on what months, days, weekdays or time intervals to disable triggering for the process. Provided ranges are separate and independent from each other (i.e. specifying both December and Fridays will lead to exclusion of all Fridays and all days of December, not merely all Fridays of December). Multiple exclusions can be applied.

To access Process Exclusions, navigate to Options -> Default Properties -> Default Process Properties -> Process Exclusions.

Condition Exclusion: Prevents events or conditions from triggering workflow execution at the specified date/time. Allows you to dictate on what months, days, weekdays or time intervals to disable triggering for a task/workflow. Provided ranges are separate and independent from each other (i.e. specifying both December and Fridays will lead to exclusion of all Fridays and all days of December, not merely all Fridays of December). Multiple exclusions can be applied.

To access Condition Exclusions, navigate to Options -> Default Properties -> Default Condition Properties -> Condition Exclusions.

Let us know if that helps you.


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Ricardo Castaneda | Principal Support Analyst
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 05/01/2015 02:18 PM
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JamesLankford
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Thanks Ricardo for the detailed explanation, although I'm not sure that helps me a lot.

I suppose my confusion lies in the thinking that Workflows are the foundation of AutoMate/BPA Server, and that you don't have automated tasks that run outside of a workflow.

Any task/process/condition is going to run within a workflow anyway, right? So, with that thinking, what's the point of any exclusion type other than workflow exclusions? Can you provide some realistic examples where you'd use each type?

Thanks,

James



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 05/06/2015 08:33 AM
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Valentineo McGowan
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Hello James,

Let's say you have a workflow, it has a condition and two tasks. One task executes every time the condition is met Monday through Friday 8.00am to 5.00pm.
The second task executes every time the condition is met Monday through Friday 5.01pm to 7.59am and all day Saturday and Sunday.

There are a myriad of possibilities wherein our clients use the task and condition exclusions depending on when they want OR do not want their respective processes to execute within their environment.

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