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The Workflows Page

A workflow is a set of sequential processes you can schedule and run to create your first-party graph. The Workflows page enables you to manage your existing workflows or create a new workflow.

Procedure. To access the Workflows page:
  1. Log in to the Data Collaboration Platform. The home page appears.

  2. If you belong to multiple organizations, use the organization switcher to select your Identity Engine organization.

    Identity_Engine_Workflow__Nav-02.png
  3. From the left navigation pane, click 1st Party Data Consolidation.

    The Workflows page displays your existing workflows.

    Identity_Engine_Workflows_01.png

Actions You Can Perform on the Workflows Page

You can use the Workflows page to do the following:

Note

Some actions below might not be available to your user role. For more information, see Roles and Permissions.

Workflow_More_Options.png

Configure Advanced Settings

You can configure the following from the Advanced Settings dropdown list:

  • Resource Configuration: Edit the Identity Engine resource configuration which includes your service account details, bucket locations, cluster settings, and additional properties.

  • Cluster Management: View existing or create custom cluster profiles that you can assign to processes when you run or schedule a workflow. To create a new cluster profile, click Add Cluster Profile and fill in the parameters as defined by Dataproc in the side panel. View "Dataproc documentation" to learn more.

  • Open Process: Open existing processes in the Process Editor, or if the process is in use, the Workflow Editor. To open a process in the Process Editor, select a process and click Open.

    To open a process in the Workflow Editor, select a process that is in use and click the link to the desired workflow in the side panel.

    Identity_engine_open_process.png
  • New Blank Process: Create a new process in the Process Editor by adding Dataproc or BigQuery tasks as arguments. You can create the following types of processes:

    • Data Preparation

    • Resolution

    • Export

    • Custom