2.0 Implementation Checklist

Use the following checklist to ensure that you complete all of the tasks required to set up and use the WorkOrder driver.

Table 2-1 WorkOrder Implementation Checklist



  • Install the WorkOrder driver files

By default, the WorkOrder driver files (driver shim and configuration file) are copied to the Metadirectory server when the Metadirectory engine is installed. If the driver is not on the Metadirectory server (because a custom installation was performed, or you want to run the driver on a server other than the Metadirectory server), see Section 3.0, Installing Driver Files.

  • Create a new WorkOrder driver


    Upgrade an existing WorkOrder driver to the new version

You need to import the basic configuration file to create the driver. For instructions, see Section 4.0, Creating a New Driver.

If you have an existing driver, you can upgrade its configuration to this version. For instructions, see Section 5.0, Upgrading an Existing Driver.

  • Customize the driver

The basic configuration for the WorkOrder driver enables it to create WorkOrder objects and WorkToDo objects. This is the extent of what the WorkOrder driver does when using the base configuration. For any additional work to be done, you must customize the WorkOrder driver or other Identity Manager drivers to perform the desired work.

For instructions, see Section 6.0, Customizing the Driver.

  • Create work orders

Most work orders are likely created by other drivers as part of the work order process you establish while customizing the driver (see the previous task). However, you can also create work orders manually as well as modify existing work orders.

For instructions, see Section 7.0, Creating and Managing Work Orders.