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Custom Participant Resolvers

The custom participant resolver is a Java object that determines workflow activity participants and returns a list to Identity Manager, which then passes the list to the workflow engine. Typically, you write a custom participant resolver only if the standard participant policies cannot provide the list of participants that an activity requires.

Note: You create a custom participant resolver using the Participant Resolver API. For information, see the Programming Guide for Java.

To Configure a Custom Participant Resolver

1. Open the Identity Manager Management Console by entering the following URL in a browser:

   http://<domain_name>/idmmanage

   where <domain_name> is the fully qualified domain name of the server where Identity Manager is installed. For example, myserver.mycompany.com:port.

2. Click Environments, then select the name of the appropriate Identity Manager environment.
3. Click Advanced Settings, and then click Workflow Participant Resolver.
4. On the WorkFlow Participant Resolver screen, click New and enter:
   • Name—Custom participant resolver name. For example:

     APPROVER_CUSTOMRESOLVER_NAME

   • Description—A description of the custom participant resolver.
   • Class—The Java class name. For example:

     com.netegrity.samples.GroupFinder

5. Click Save.
6. Start WorkPoint Designer.
7. Click File, Open, Process.
8. Select a workflow process and click Open.
9. Right click the activity node in the process, and click Properties.
10. Enter the following in the User Data tab:
    • Name—The custom participant resolver name. This must match the name you entered on the Custom Type Participant Resolver screen in the Identity Manager Management Console, for example:

      APPROVER_CUSTOMRESOLVER_NAME

    • Value—A unique name for the custom resolver. For example, GroupFinder.
11. Click Add.

    Note: The default approval setting is APPROVERS_REQUIRED=NO. In this case, an activity is approved automatically if no participants are found.

    If APPROVERS_REQUIRED=YES and Identity Manager can find no participants, the activity cannot be successfully completed.

12. Click OK to save your changes.