Payout Scheduler and Payout Workflow: System Configuration

Back to IFS Workflow User Guide - IFS Reporting Scheduler Payout

PM Table Configuration:

Please refer to  Environment Configuration.

Mount Network Shared Drive:

To successfully export to a Network shared drive, the server that hosts IFS Workflow needs to be configured to the target Shared Drive. Below are the steps to mount a network shared drive to the linux server.

Steps to create the shared drive:

1. Create a new group: sudo groupadd -g 6000 sharewindow

2. Add users to the group: sudo usermod -G sharewindow -a centos

3. Rerun line 2 and change centos to apache and then rerun for pmaker

4. Create a new directory: sudo mkdir /mnt

5. Change owner of the new directory: sudo chown -R centos:sharewindow /mnt

6. Navigate to /mnt: cd /mnt

7. Create new dir: mkdir workflow

8. Change group owner on new folder: chgrp -R sharewindow /mnt/workflow

9. Change permission on workflow dir: chmod -R g+swrx /mnt/workflow

10. Modify the fstab: sudo vi /etc/fstab

11. Add this to fstab file: //windowshare/sharefolder /mnt/workflow cifs username=##windowsuser##,password=##windowsuserpassword##,rw,users,uid=1000,gid=6000,forceuid,forcegid,file_mode=0777,dir_mode=0777 0 0

12. Save by pressing Esc then :wq and press Enter.

13. Mount drive: sudo mount -a

More help can be found here.

Upon successful creation of the mount drive to the target Network Shared Drive, the IFS Workflow system will be able to automatically export all the uploaded document and generated Output documents.

The file directory can be customized by adjusting the trigger: Export to Shared Drive and adjusting the following trigger to properly store the documents as needed. This trigger is in the IFS Payout Workflow as needed.

Set IFS Reporting Input Controls

Within the IFS Reporting Scheduler - Payout workflow, there is a trigger that needs to be configured called Store Input Variables - Payout that the user can use to change the input controls, which looks like the following:

/* PAYOUT INPUT CONTROLS */

$date = date('Y-m-d');

@@variance = -15000; //2 decimals

@@companyId = 100;

@@occurrenceDate = $date;

@@reportDate = @@occurrenceDate;

There are two variables that need to be adjusted. 1 is the @@companyId and the @@variance. @@companyId is the organization ID used in the report while the variance can be set to any number as the threshold for finding owners.

For example, setting a value here of -10000 will find owners within $10,000 of breaching Payout status. Owners greater than $10,000 will not display during the workflow.