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Copy file name to clipboardExpand all lines: articles/active-directory/governance/lifecycle-workflows-deployment.md
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@@ -104,21 +104,24 @@ This section introduces Lifecycle Workflow concepts you should know before you p
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## Prerequisites to deploying Lifecycle Workflows
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The following is important information about your organization and the technologies that need to be in place prior to deploying Lifecycle Workflows. Ensure that you can answer yes to each of the items before attempting to deploy Lifecycle Workflows.
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The following information is important information about your organization and the technologies that need to be in place prior to deploying Lifecycle Workflows. Ensure that you can answer yes to each of the items before attempting to deploy Lifecycle Workflows.
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|Item|Description|Documentation|
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|-----|-----|-----|
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|Inbound Provisioning|You have a process to create user accounts for employees in Azure AD such as HR inbound, SuccessFactors, or MIM.<br><br> Alternatively you have a process to create user accounts in Active Directory and those accounts are provisioned to Azure AD.|[Workday to Active Directory](../saas-apps/workday-inbound-tutorial.md)<br><br>[Workday to Azure AD](../saas-apps/workday-inbound-tutorial.md)<br><br>[SuccessFactors to Active Directory](../saas-apps/sap-successfactors-inbound-provisioning-tutorial.md)</br></br>[SuccessFactors to Azure AD](../saas-apps/sap-successfactors-inbound-provisioning-cloud-only-tutorial.md)<br><br>[Azure AD Connect](../hybrid/whatis-azure-ad-connect-v2.md)<br><br>[Azure AD Connect cloud sync](../cloud-sync/what-is-cloud-sync.md)|
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|Attribute synchronization|The accounts in Azure AD have the employeeHireDate and employeeLeaveDateTime attributes populated. The values may be populated when the accounts are created from an HR system or synchronized from AD using Azure AD Connect or cloud sync. You have additional attributes, that will be used to determine the scope, such as department, populated or the ability to populate, with data.|[How to synchronize attributes for Lifecycle Workflows](how-to-lifecycle-workflow-sync-attributes.md)
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|Attribute synchronization|The accounts in Azure AD have the employeeHireDate and employeeLeaveDateTime attributes populated. The values may be populated when the accounts are created from an HR system or synchronized from AD using Azure AD Connect or cloud sync. You have additional attributes that will be used to determine the scope such as department, populated or the ability to populate, with data.|[How to synchronize attributes for Lifecycle Workflows](how-to-lifecycle-workflow-sync-attributes.md)
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## Understanding parts of a workflow
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Before you begin planning a Lifecycle Workflow deployment, you should become familiar with the parts of workflow and the terminology around Lifecycle Workflows.
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The [Understanding Lifecycle Workflows](understanding-lifecycle-workflows.md) document, uses the portal to explain the parts of a workflow. The [Developer API reference Lifecycle Workflows](lifecycle-workflows-developer-reference.md) document, uses a GRAPH example to explain the parts of a workflow.
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You can use this document to become familiar with the parts of workflow prior to deploying them.
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## Limitations and constraints
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The following table provides information that you need to be aware of as you create and deploy Lifecycle workflows.
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|Item|Description|
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The following is additional information you should be aware of.
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- You cannot enable the schedule for the Real-Time Leaver scenario. This is by design.
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- You can't enable the schedule for the Real-Time Leaver scenario. This is by design.
Copy file name to clipboardExpand all lines: articles/active-directory/governance/tutorial-offboard-custom-workflow-portal.md
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## Before you begin
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As part of the prerequisites for completing this tutorial, you will need an account that has group and Teams memberships and that can be deleted during the tutorial. For more comprehensive instructions on how to complete these prerequisite steps, you may refer to the [Preparing user accounts for Lifecycle workflows tutorial](tutorial-prepare-azure-ad-user-accounts.md).
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As part of the prerequisites for completing this tutorial, you'll need an account that has group and Teams memberships and that can be deleted during the tutorial. For more comprehensive instructions on how to complete these prerequisite steps, you may refer to the [Preparing user accounts for Lifecycle workflows tutorial](tutorial-prepare-azure-ad-user-accounts.md).
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The leaver scenario can be broken down into the following:
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-**Prerequisite:** Create a user account that represents an employee leaving your organization
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6. From the templates, select **Select** under **Real-time employee termination**.
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:::image type="content" source="media/tutorial-lifecycle-workflows/select-template.png" alt-text="Screenshot of selecting template leaver workflow." lightbox="media/tutorial-lifecycle-workflows/select-template.png":::
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7. Next, you will configure the basic information about the workflow. Select **Next:Review tasks** when you are done with this step.
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7. Next, you'll configure the basic information about the workflow. Select **Next:Review tasks** when you're done with this step.
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:::image type="content" source="media/tutorial-lifecycle-workflows/real-time-leaver.png" alt-text="Screenshot of review template tasks." lightbox="media/tutorial-lifecycle-workflows/real-time-leaver.png":::
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8. On the following page, you may inspect the tasks if desired but no additional configuration is needed. Select **Next: Select users** when you are finished.
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8. On the following page, you may inspect the tasks if desired but no additional configuration is needed. Select **Next: Select users** when you're finished.
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:::image type="content" source="media/tutorial-lifecycle-workflows/real-time-tasks.png" alt-text="Screenshot of template tasks." lightbox="media/tutorial-lifecycle-workflows/real-time-tasks.png":::
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9. For the user selection, select **Select users**. This allows you to select users for which the workflow will be executed immediately after creation. Regardless of the selection, you can run the workflow on-demand later at any time as needed.
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10. Next, select on **+Add users** to designate the users to be executed on this workflow.
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:::image type="content" source="media/tutorial-lifecycle-workflows/real-time-add-users.png" alt-text="Screenshot of real time leaver add users." lightbox="media/tutorial-lifecycle-workflows/real-time-add-users.png":::
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11. A panel with the list of available users will pop-up on the right side of the screen. Select **Select** when you are done with your selection.
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11. A panel with the list of available users will popup on the right side of the screen. Select **Select** when you're done with your selection.
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:::image type="content" source="media/tutorial-lifecycle-workflows/real-time-user-list.png" alt-text="Screenshot of real time leaver template selected users." lightbox="media/tutorial-lifecycle-workflows/real-time-user-list.png":::
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12. Select **Next: Review and create** when you are satisfied with your selection.
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12. Select **Next: Review and create** when you're satisfied with your selection.
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:::image type="content" source="media/tutorial-lifecycle-workflows/real-time-review-users.png" alt-text="Screenshot of reviewing template users." lightbox="media/tutorial-lifecycle-workflows/real-time-review-users.png":::
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13. On the review blade, verify the information is correct and select **Create**.
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## Check tasks and workflow status
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At any time, you may monitor the status of the workflows and the tasks. As a reminder, there are three different data pivots, users runs, and tasks which are currently available in public preview. You may learn more in the how-to guide [Check the status of a workflow (preview)](check-status-workflow.md). In the course of this tutorial, we will look at the status using the user focused reports.
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At any time, you may monitor the status of the workflows and the tasks. As a reminder, there are three different data pivots, users runs, and tasks that are currently available in public preview. You may learn more in the how-to guide [Check the status of a workflow (preview)](check-status-workflow.md). In the course of this tutorial, we'll look at the status using the user focused reports.
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1. To begin, select the **Workflow history (Preview)** tab on the left to view the user summary and associated workflow tasks and statuses.
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:::image type="content" source="media/tutorial-lifecycle-workflows/workflow-history-real-time.png" alt-text="Screenshot of real time history overview." lightbox="media/tutorial-lifecycle-workflows/workflow-history-real-time.png":::
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1. Once the **Workflow history (Preview)** tab has been selected, you will land on the workflow history page as shown.
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1. Once the **Workflow history (Preview)** tab has been selected, you'll land on the workflow history page as shown.
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:::image type="content" source="media/tutorial-lifecycle-workflows/user-summary-real-time.png" alt-text="Screenshot of real time workflow history." lightbox="media/tutorial-lifecycle-workflows/user-summary-real-time.png":::
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1. Next, you may select **Total tasks** for the user Jane Smith to view the total number of tasks created and their statuses. In this example, there are three total tasks assigned to the user Jane Smith.
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