How to Build a Workflow

  • Article

Applies To: Opalis 6.2.2

This workflow watches a folder for the presence of new files and then copies those files to another location. This example can be used to provide an externally facing folder on an FTP server to receive files and then to transfer those files to a centralized and protected location.

To create a new Opalis policy

  1. On the taskbar, click Start, click All Programs, and then click Opalis Software.

  2. Click Opalis Integration Server, and then click Opalis Integration Server Client.

  3. Click the Policies folder.

  4. Click the New Policy icon. A new New Policy tab appears in the designing workspace named New policy.

  5. Right-click the New Policy tab and select Rename.

  6. Rename the Opalis policy to Monitor and Transfer Workflow and press Enter.

  7. On the menu bar, click Check Out.

  8. In the Object Palette, expand the File Management category.

  9. Click and drag the Monitor File object to the Designing Workspace.

  10. Click and drag the Copy File object to the Designing Workspace.

  11. Make a link between the two objects by clicking the Monitor object and dragging the right arrow of the Monitor object. Drop the link on the desired Action object.

You now have a defined a workflow such that when the file is detected by the Monitor File object, the Copy File object will be triggered on that file.

To configure the Opalis objects

  1. In the newly created Monitor and Transfer Workflow policy, double-click Monitor File object to edit the properties.

  2. Enter the name of the folder to be monitored, in this case C:\Drop.

  3. Click Add.

  4. On the Filter settings tab, click Name: File Name.

  5. Set relation to Matches Pattern.

  6. Set value to *.txt.

  7. Click Ok.

  8. Click the Triggers tab.

  9. Select Trigger if one of the files was created.

  10. Click Finish.

  11. In the Design window, double-click Copy File object to edit the properties.

  12. Select the Details tab.

  13. Subscribe to data from the Monitor File object by right-clicking in the File: Edit box.

  14. Select Subscribe and click Published Data.

  15. The Published Data Dialog opens. Select Name and Path of File and click OK.

  16. Enter the name of the Destination folder, in this case C:\Copy.

  17. Click Finish.

The Opalis policy is now created and configured.