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1. l Delete J Cancel Figure 4 2 Object details Rights You can edit the following attributes required fields are bold e Id Unique identifier of the right e Name Name of the right By activating the I18n link beside this field the transla tions 1f defined in application mask tab Properties of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of this application see section 6 8 e Application Application the right belongs to e Description Free text 4 2 2 Tab User In this tab you can see a list of users who have the current right If the right is limited to a certain object this object is displayed in the column Target Object 29 4 2 RIGHTS 4 2 3 System defined rights In enterprisethe following system defined rights exist create Create an object edit Edit an object delete Delete an object edit acl Edit the rights somebody has for an object view View something execute Execute the object for example a function object conf Right to configure the system admin Right to enter the system administration Necessary for some administration tasks like viewing the log file view_procinst View process history list of documents and notes and all process forms and versions proc_inst Edit Process Instances Necessary to cancel process instances or edit the
2. enter prise enterprise 9 0 System Administration December 2015 Groiss Informatics GmbH Groiss Informatics GmbH StrutzmannstraBe 10 4 9020 Klagenfurt Austria Tel 43 463 504694 0 Fax 43 463 504594 10 Email support groiss com Document Version 9 0 19684 Copyright 2001 2015 Groiss Informatics GmbH All rights reserved The information in this document is subject to change without notice If you find any problems in the documentation please report them to us in writing Groiss Informatics GmbH does not warrant that this document is error free No part of this document may be photocopied reproduced or translated to another language without the prior written consent of Groiss Informatics GmbH enterprise is a trademark of Groiss Informatics GmbH other names may be trademarks of their respective companies Introduction This manual describes the administration of the Workflow Management System enter prise It is written for readers who administrate the system define users or the organization structure or define workflows The manual is structured as follows e System architecture The architecture of enterpriseis described e The HTML interface The structure and usage of the HTML interface for adminis tration is described e Ids names and internationalization Here you can find information about which attributes of an object class are used as ids and how the conventio
3. Functions Here you can add available Functions or set Action Ids e g new cut copy myconfig myaction etc The checkbox Jn dropdown indicates that function is available in context menu of worklist entries Furthermore it is also possible to change the order of the functions Toolbar shape Definition how functions in toolbar are displayed TEXT Only name of function is displayed ICON Only icon of function is displayed BOTH Icon and name of function are displayed only in smartclient us able Parameter Define additional parameters here which are added to http requests in context of worklists Table Handler Enter your own worklist adapter here For further informa tion about worklist adapter please take a look into the Application Development Guide chapter Customizing the Worklist Default sort column This parameter allows to define a column which is sorted by default If a user is changing the order in table the new order is stored in the user properties table and read from there The element defaultSortColumn must contain the sort direction or and the column id as value see example below The sort direction defines ascending order descending order is If one attribute is missing the first or given column will be sorted by default in ascending order Filter Id The id of another worklist can be entered here All stored filers of referenced worklist can be used in current
4. Cancel Figure 7 6 Tasks Add Task The following steps are necessary 1 Select the menu item Process gt Tasks A table appears where the toolbar function New must be activated The dialog of figure 7 6 is shown 2 Task Select a task or create a new one which is added to the selection 3 Step name optional Specify the name of the node which can be localized if the value starts with and ends with GO e g myname O 4 Label optional Must be unique within the process and has the same syntactical conditions as a Oenterprise id 5 If you want to assign a form to a task then do the following a Select a form of the list Available forms b Click the Add form button Now the added form appears in the list Added Forms 6 Click the button OK Now your entries are stored in the database and the dialog is closed Delete Task The following steps are necessary 145 7 2 THE PROCESS EDITOR 1 2 Select one or more tasks of the tasks table Click the toolbar function Delete Delete an assigned Form from a Task The following steps are necessary 1 Select the menu item Process gt Tasks A table appears where an entry must be selected and the toolbar function Edit must be activated The dialog of figure 7 6 is shown Select the form you want to delete of the list Added forms Click the button Remove beside the list Added forms If you want to dele
5. Add Activating this button displays a HTML page where you can add new columns to the DMS Object Table of the current folder How you can do this and other oper ations is explained beneath Edit This function is available at Columns only and allows to edit entries of this list analog to function Add e Remove Activating this button deletes all entries which have been selected before e Up Activating this function moves up the selected column for one position Because of that the column or function is moved one position to the left of the current folder e Down Analogous to Up but one position to the right Add column This function can be activated by clicking the button Add beside the Column list in the HTML page Folder Settings see figure 6 17 The function Add column can be used to add new columns to the table design for the DMS Object Table of the current folder localhost 8000 wf serviet method com groiss htmladmin GuiConfigEditor sh Id changed Name lep changed_at 118n Last changed at Localize Icon Preview Colspan Rowspan 1 Row 0 Visible Filterable v May hide Sortable v Type Javascript Class Cancel Figure 6 18 Column Content of the HTML page Column e Id Here you can enter columns which are predetermined by the system and corre spond to properties of DMS Objects 78
6. M General Active Mime type Id Name Recipients Sender Reply To Subject body HTML Message template Description Application Attach to process L Log message in journal L URL to message Eee v HTML v notification notification 118n Notification S if Sai type 0 role_entries personal_entries S Spi subject mask messages Notification html Text Source Cancel Figure 6 33 Message template Email A valid email address can be specified here Agent of a process step Enter a label of a process step which is the id of a step within the process definition Depending on the agent user or role an email will be sent Form field Here a form field of a process form can be entered in WDL syntax The syntax is lt formid gt lt fieldid gt whereby lt formid gt is the id of the process form in process definition More information about WDL syntax can be found in section 7 Current process agents All current agents and their substitutes user or role of the active process will receive an email if this recipient type has been added to the template Document owner The owner creator of the document will receive a mes sage For example userA creates a document and userB changes the document then userA will receive an email that document has been changed 111 6 11
7. Parameter For each condition of a stored report a parameter name can be de fined For each parameter it is possible to define a value and an operator like in following example lt paramname gt _value test lt paramname gt _operator like Example configuration query report1 action email target heisenberg groiss com filename Report1 id_value 15 id_operator subj_value Error subj_operator like If needed an own implementation of ReportTimer could be created which must ex tend the class com groiss reporting ReportTimer More information can be found in enterprise API e SeenObjectCleaner Removes all see information which is not needed anymore The seen information is used to indicate if a work item is new unseen or not Keep it switched on e Suspension This timer will investigate all suspended work items if it is time to see those items again in the various worklists i e it performs a time triggered automatic see again Keep it switched on e WfXML2Task Sends WfXML messages from outgoing buffer and gets messages from passive partners This timer is only needed if WfXML is used For detailed information see section 9 6 5 170 9 1 SERVER Tab General You can edit the following attributes required fields are bold Id Short name of the entry Class name Name of the class which contains the timer action The class should implement the interface com groiss timer TimerTask Parameter A
8. e On the 15th of every month at 09 50h the timer will be executed 50 9 15 e The timer will be executed every Saturday at 00 00h 0 0 6 e The timer will be executed every 30 minutes 30 e Every day from 8h to 20h the timer will be executed every 20 min 20 8 20 For further information about cron please take a look at http en wikipedia org 9 1 9 Pending changes In the administration task list you find the entry Pending changes showing a list of objects having queued changes You can also withdraw the changes in this list 9 1 10 Event registrations In the administration you can view the list of registrations and you can add and remove registrations Processes waiting in a sync can be finished manually from the process history The following informations are displayed in the event table e Event registrant The id of the process registered for the event e Event name The name of the event for which the registration took place e Context The context object for the event e Event handler The Java class handling the event 9 1 11 BatchJobs With the help of this function it is possible to search after batch jobs As search criteria the process id the state of the batch job and or the time period where a batch job has been started can be used After activating the button Search a result table with all batch jobs are displayed depend ing on the search criterias By double clicking on an entry the detail
9. DUEDATE A form is displayed where a due date and an organizational unit must be defined before a process can be started For this purpose the Zd of the process must be defined DIRECT Process is started immediately whereby the d of the process must be defined Optionally an Organizational unit can be defined for the startable process FORM Process form of given process Id is displayed without starting an instance It is possible to enter the data fist and starting the process with button Start process Optionally an Organizational unit can be defined for the startable process This option is usable in smartclient only e Function list By adding this node global functions of one or more applications can be displayed e Function This node allows to add several functions via Zd to the navigation tree The added function does not know the context of the right frame so global functions should be used apply to no entry Optionally additional parameters for http request can be entered here e Report Here you can set a stored report via Id which will be executed by activating this link in navigation tree analog to 8 4 99 6 7 GUI CONFIGURATIONS Properties With this function it is possible to define mask specific properties Following attributes are available e enterprise Version Select here if a GUI configuration should be created which has the style like in versions before 9 0 or the modern style
10. MESSAGE TEMPLATES Sender This field allows to specify an alternative sender If field remains empty the default settings of the configuration will be taken see enterprise Configura tion Communication Mail sender Reply To One or more by comma separated email addresses could be entered here as alternative reply address if needed Attach to process If this checkbox is active and the template is used in context of a process an appropriate email object will be created in process folder Emails More information can be found in enterprise user manual section Emails If the tem plate is not used in context of a process this checkbox will be ignored Log message in journal This checkbox indicates if outgoing messages should be stored in Mail journal Such an entry will be created when message could be sent More information concerning the Mail journal is available in section 9 6 3 Subject Here you can define a subject for the message The subject can be a simple text contain place holders starts with which are replaced by entries of a resource bundle see section 6 8 for more details or be a XPATH expression e g to read values from form fields More informa tion about XPATH expressions are available in application development guide e g in chapter Office templates Alternatively take a look into our standard templates URL to message body An alternative to a message text a path to a HTML mask
11. e Access This select list allows to set roles Users who has this roles are permitted to access this user interface 1 e the user interface is visible and usable for this users only e HTML Mask Equal to attribute framepage in XML file standard xml e HTML Mask right to left Analog to HTML Mask but for attribute framepageRTL e Standard actions Define standard actions which are displayed always The button Take defaults loads the standard actions e Attributes of version lt 9 0 Use buttons for first tree level All tree elements of first level are represented by buttons default behavior of enterprise Do not use this function if external links e g link to another website are used enterprise links are possible Collapsible Representation as tree expandable cannot be used with function Use buttons for first tree level simultaneously e Attributes of version 9 0 Actions in user profile Here you can define functions for user profile The button Take defaults loads the standard functions Layout widget An own widget can be defined here which is used as main page ideally a dijit layout xx widget e g BorderContainer User profile widget An own widget for user profile can be entered here which is used instead of standard user profile Functions This function allows the definition of elements which are not visible in tree but can be also used by tree functions All defined functions are
12. groiss If email address contains string groiss action will be executed groiss com If email address contains string groiss com at the end action will be executed 192 9 6 COMMUNICATION max muster 0 If email address contains string max muster at the begin ning action will be executed max muster groiss com If email address contains exactly the string max muster groiss com action will be executed e Action One of following standard actions can be defined here which is executed if an email has been received Start a process If this action is selected the entered Process will be started in given Organizational Unit if no assignment via Subject pattern see Installation and Configuration Guide section Communication could be performed If a Receipt text is entered this text is send to the sender of the email automatically in case of an incoming email only for new started processes Customized action Specify a Java class which implements the interface com groiss mail MailHandler2 This action is performed always independent of a possible assignment to a process via Subject pattern None 9 6 2 Mail Queue Sometimes mail servers go down this used to cause an error message to be prompted to the user and the notification to be lost With mail queueing the messages remain in the queue until they are sent successfully An entry consists of following columns e Email The mail o
13. taskid The id of a task defined in the application If you specify an id which is not the id of an already defined task you can use the option Generate Tasks when loading the process The task is then generated with the id from the process definition and the same name all other fields empty formlist Comma separated list of formids Forms which have been defined either in the argument list of the process or were declared as local forms skipable If a taskstmt has the empty agent none and is marked as skipable and no agent is set at runtime the corresponding task is simply omitted The task would be instan tiated only if an agent has been set via a preprocesing method Subprocess Call A process can be called as part of the execution of another process This allows to design processes in a reusable and modular manner or to build layers of abstraction to provide a proper level of detail Syntax subproccall call subprocid formlist The Call statement instantiates one process of the definition denoted by subprocid as part of the current process execution Execution is synchronous the called process will get control and when it ends the control recommences in the calling process after the Call statement Forms can be passed along the call The formlist is a comma separated list of form ids The forms are passed by reference no data is copied The formids of the call refer to form variables in the calling proce
14. 7 2 3 Process properties On the process properties mask you have the possibility to set properties relating to the process The tabs are described here e Common Analog to 6 5 but the field Apply changes at is not available e Forms Here you can set the forms for the process With a click on the button Add a new window appears see figure 7 4 where you can select a form type and define some information about the usage of the form in the process The window Add Form contains following information ld You have to give the form a local id in the process Name Here you can enter a name for the form optional Type Select one of the listed types for the process form You can add additional forms by clicking on the button New beside the list see section 6 4 Mode Here you can specify the purpose of the adding form Local An instance of the form is created when the process is started a process instance is created This is the default InOut The form is handed over from another process This means that the currently edited process is used as subprocess Baseform for view Select here the baseform for the view The type of the form currently defined and the base form must be compatible i e the form must be a view to the baseform The buttons Ok and Cancel work in the usual manner Use the button Remove to remove a form from the process Use the button Edit to change the Mode or Id of the process form If
15. All keywords use lower case characters Keywords The WDL keywords are listed in table 7 1 A keyword enclosed in single quotes is no longer interpreted as a keyword but as an id 7 1 2 Process header Syntax processdef process id formdecl formdecl pdeclaration begin nodename statseq end nodename gt Comments are ignored when loading the WDL script therefore they are not visible in the system 119 7 1 WDL abort adhocTasks and andpar application autofinish baseform batch begin branch call choice corr correlation current_tx days description do else elsif end exception exit for forms gobackonerror goto hours if in instanceid invoke loop maxtime minutes name new_tx newthread none not null or orpar out owner parallel priority process raiseEvent receive registerForEvent repeat reply skipable start startfunction startnow subject success sync system then unregister until version wait when while Table 7 1 Keywords in WDL Description e Id id internal name of the process e Parameter list Forms which are parameters of the process These are used when the described process is called as subprocess from another process The forms are passed by reference this means the form data are not copied e pdeclaration declarations see below e statseq sequence of statements 7 1 3 Declaration part In the declaration part some general information about the process is speci
16. Create new formtype Edit formtype Replace HTML View Create view Report If the form classes of a form cannot be loaded they will be shown as inactive table entries The process for creating and editing a form is shown in figure 6 6 The object details of forms contain the following tabs General Java class Database table Rights Standard permissions History Access Preview Folder settings Referenced by 6 4 1 Create new formtype By clicking this function the form wizard for creating and editing formtypes opens Step 1 In the first step of the wizard you define the main attributes of the new form The meaning of the fields is described in chapter 6 4 7 If you want to create a view onto an existing form select a form in the select list Base form Go to the next step by activating the button Next 62 6 4 FORMS ld m m Step 1 New Formtype nm Replace HTML gt gt z Step 2 A File selected L Step 3 Edit Formtype No changes Step 4 Step 5 Figure 6 6 Process for creating and editing a form Hint View forms cannot be used in DMS For this reason in this step the checkbox Use able in DMS will be deactivated if a base form is selected and inverted way Step 2 In this step you can choose the html form which is the base of your form You can use XHTML forms or XFORMS XHTML is a reformulation of HTML in XML therefore XHTML files must be in correct XML syntax
17. If not you can enter the values manually or select a statistic from the drop downlist or let mining task generate it for you by activating the link Create The tab Result contains an overview of the step related histograms For each step and iteration there are 5 types of time histograms 1 2 Duration histogram blue Shows how long it takes to complete this step Earliest possible start green Shows when this task can be started in best case This histogram is generated if the parameter Create Start Histograms under Config uration gt Time management has been set at graph generation Earliest possible end yellow Shows when this task can be completed in best case Latest allowed start orange Contains time information about last allowed time from process completeness perspective Negative values are calculated from process deadline Latest allowed end magenta Contains time information about latest allowed end of this step from process completeness perspective Positive values are given from process start negative values from process deadline Each histogram can be presented in following variants 149 7 2 THE PROCESS EDITOR e Normal view e Accumulated view The accumulated view makes it easy for user to find out such integrated values like how long will be the duration of Y of steps or how much percent will be done at time X see figure 7 9 localhost 2000 wf servlet method co
18. If overall completion of parallelism can not be defined by completion of a fixed number of branches an arbitrary Java method can be called More about that along with exam ples of parfor constructs with subforms and with iterators can be found in the Application Development Guide Branch Statement The branch statement allows one to split the process execution into a main path and into an ancillary flow the branch Syntax branchstmt branch nodename statseq end Statements in the branch execute in parallel to the statements in the main flow Termination of either one does not terminate the other one so branches may outlive the main execution path of the process Example begin clerk enter f supervisor check f branch hold in evidence recordkeeper inform f end worker build f end Goto Statement Gotos allow to deviate from the structured flow of control and to jump to other parts of the process specification Syntax gotostmt goto labelid The flow of control resumes at the statement denoted by the labelid Example 132 7 1 WDL lt entry gt clerk enter f supervisor check f if f quality lt gt OK then denotes exceptional case goto entry end worker build f In this script the goto statement causes that the tasks enter and check to be repeated when the quality is not acceptable Note that a repeat until would usually be a better formula tion of the flo
19. Name attribute The content of this field is shown as form name for example in selec tion windows or in a DMS folder Furthermore a regular expression can be entered e g formfield display_text formfield2 The curly brackets are necessary to show values of form fields i e the previous example could generate following out put Joe firstname Russel Jose and Russel are values of the entered form fields firstname is a free defined text display_text Further possibility is the definition of a formatter e g datefield date or datefield datetime This definition allows to display the date field as date with without time More information can be found in enterprise APIDoc under com groiss ds StringExpression SQL The database statement for creating the table which is used to store the content of the new form 69 6 4 FORMS 9 localhost 8000 wt serviet method com groiss htmladmin HTMLFormBuilder showTableAndClass Table definition Form definition Form ld candi Name Candidature form Version 5 Order by oid Name attribute candidate SQL create table form_candi_5 oid BIGINT not null primary key task BIGINT transactionld BIGINT acl BIGINT avwcreatedBy BIGINT avwcreatedAt TIMESTAMP avwchangedBy BIGINT avwchangedAt TIMESTAMP xformsinvalid DECIMAL 1 candidate VARCHAR 50 __assessor BIGINT Field name Type candidate java lang String assessor com groiss org User ou
20. Organizational unit Id Function Id Access list Name Object class Name Function group Id Role Id Name Right Id Name Organizational class Id Name Organizational hierar Id Name chy Application Id Name Server Id Name Task Id Version Process Id Version AND Name Version Form Id Version AND Name Version Table 3 1 Object classes and their identifiers lright user xy com do_something f 24 3 2 INTERNATIONALIZATION OF META DATA OBJECTS AND OBJECT CLASSES 3 2 Internationalization of meta data objects and object classes In enterprise it is possible to internationalize object classes and all meta data where it makes sense Meta data which can be internationalized are e Applications e Tasks e Functions e Roles e Rights In implementing a corresponding java lang ResourceBundle and putting it into the corre sponding application directory it is possible to internationalize your own applications For further details on this topic read the programming handbook of enterprise There you find also informations on how to internationalize the meta data of the default application 25 4 1 Roles 4 Definition of the organizational structure Roles define groups of participants exhibiting a specific set of attributes qualifications and or skills Examples are Supervisor or Insurance Underwriter To assign a role to a user you must first define the role then assign it to one or more users see th
21. PKCS 7 File containing certificate A Coding of the certificate O Base64 encoded Insert your certificate including the header and footer lines here Certificate of a trusted organisation Certificate E See Serer certificate Execute Figure 9 4 Import certificate When the CA sends the requested certificate you need to import it into the keystore To do so click on the button import certificates and specify the following parameters 176 9 1 SERVER e Alias name Ensure that the alias name is the same as the alias of the key pair for which the request was generated e Private key password e Coding of the certificate According to the encoding of the received certificate there are 2 different ways to import Binary DER PKCS 7 in this case you have to specify the file which holds the certificate Base64 encoded just copy the certificate including header and footer lines in to the textarea e Certificate type The certificate to import can be either the certificate of the server or the certificate of a trusted organization also called trust anchors A trust anchor is the root of a certificate chain an is needed if the require client certificate option is selected The server accepts only client certificates which are signed by a certification authority which certificate is stored in the keystore as a trust anchor If the client can not provide a certific
22. Server Control Search and Reporting Figure 1 1 enterprise system architecture e HTML interface The HTML interface creates the HTML pages of the user interface It is triggered from the HTTP server whenever a user clicks on a link or a button On the back end it communicates with the enterprise engine via the API The HTML interface consists of the following parts Workflow client It generates the HTML pages and forms used for interaction with the user not administrator of enterprise The main page is the user worklist which contains links to the other relevant information i e the forms process descriptions history etc See the User Manual for a description of this interface Administration and monitoring tool It contains functions for creating mod ifying and deleting users roles and organizational units It also allows the inspection and modification of running processes like terminating instances re assigning steps etc Like the other components communicating with the HTTP Server the interactions with the user are done by creating and receiving HTML pages and forms Two interfaces are available for process definition Workflows defined as WDL scripts can be compiled and loaded into the system Additionally the process editor allows graphical definition of processes Both components are accessible using a Web browser Forms are created using a standard HTML editor A parser extracts all input fields from
23. The alias name is so to say the id of the specific entry in the keystore e Country a two letter country code e g US e Company name The official name of the company 175 9 1 SERVER e Organizational unit the specific department e Email Email address of the administrator e Hostname Name The hostname of the server e Company site The city where the specific department of the company is located e State Province The state of the company site e Days the key is valid The key and the assigned certificates may expire The valida tion time of the entry can be specified in days The default value is 90 days e Key length in bit Can be chosen 512 1024 or 2048 bit of length Create certification request Choose the entry of the keystore which you want to use to create a CR You can download the CR by double clicking it or by choose it and click the create Certification Request button If you have created the CR you can request a certification at a certification authority CA How to do this can be found in the documentation of your CA You can get some example certificates at www secude com trustfactory or www trustcenter de Import certificate localhost 8000 wf servlet method com groiss ssl HTMLCert showlmportCert 8 comingFrom 2Fwf 2Fservlet method 2Fcom groiss gui table TableRende Import certificate Alias name myCert Private key password Coding of the certificate 9 Binary DER
24. The application where the process is running Show as submenu If this checkbox is activated all assigned task functions are displayed in a submenu of function group If not activated only a separator is shown between the group without displaying the function group name The settings of this checkbox are used by global function list and task functions in smartclient only 6 7 GUI configurations With GUI configuration it is possible to define masks for users worklist dms etc and the appropriate rights via the tab Assignments to users or rights The elements of the mask are stored as XML files in classes directory of the current enterprise installation or in classes directory of the application directory With enterprise it is possible to 91 6 7 GUI CONFIGURATIONS e create new masks e edit and delete available masks e copy available masks Hint The description of the XML structure can be found in Application Development Guide in section The Elements of the Configuration File 6 7 1 Tab GUI configuration This tab allows to create and adapt masks for users New masks need an d and a Name Furthermore a Description can be entered Selecting an Application is mandatory and also setting an URL or selecting the radio button Tree for creating a XML tree see fig 6 27 The d is the filename of the XML which is stored in classes directory The toolbar for creating a XML tree offers following possibilities e New Add
25. The organizational unit of the current task is changed to the given OU The organiza tional unit of the overall process does not change e Agent of a previous step The agent of this task is the last agent of another task The other task is referenced via its labelid according to the syntax labelid user In this case the organizational unit of the previous step is taken Example ordertask user sek task1 e Agent from a form field The agent is taken at run time from the content of a field in a process form the content is either a role id a user id a role id together with an organizational unit id or the specification of an agent of a previous step e Empty agent Syntax none At run time the agent must be set either programmatically or manually by the agent of the previous step e Java Method Name of a Java Method which returns either a role id a user id a role id together with an organizational unit id or the specification of an agent of a previous step or a user or role object e Sequence of agents Can be formed by a comma separated list of agent definitions in the variants stated above The task is routed to the agents of the list in a sequential Manner A Preprocessing is executed once before the first agent postconditions are executed once after the last agent 123 7 1 WDL Note that the agent of the process definition can also be overwritten at run time by a pre processing method of the task
26. e Max duration Maximum running time of the process specified in days hours or minutes e Active see chapter 2 2 1 e Apply changes at see section 2 2 1 6 5 5 Tab Source In this tab the WDL Script of the selected process is shown see Fig 6 22 The button View BPMN opens a new window with the BPMN definition of the process By activating the button Download BPMN the BPMN defintion of the process can be down loaded to your local file system More information concerning this topic can be found in Application Development Guide in chapter BPMN By clicking the button View XWDL the XWDL definition of the process is shown in a new window Activating the button Download XWDL you can download the XWDL definition of the process to your local file system 84 6 5 PROCESSES localhost 8000 w serviet method com groiss storequi TabbedWindow showDialog node admin_tree procdefinition amp iforeignKey application amp app Gyr General Source Graph Components Visibility of forms Escalations Functions History Access Folder settings Referenced by process hr_vacation form_vacation vacation form vacation version 1 name proc vacation description desc _proc vacation subject form vacation employee form vacation vacfrom date form vacation vacto date application staffprocs begin New lt label_4 gt all vacation request form vacation manager vacation approve form vacation if xpath Sform form vaca
27. e Order attribute Here a free text can be entered At the implementation of own ap plication this text can be used for sorting organizational units independent of the available attributes Here you can also use the functions Apply changes later and Activate 4 4 2 Tab Super organizational units It is possible to add an organizational unit to several organizational hierarchies Therefore a organizational unit can have more than one super parent OU namely one per organiza tional hierarchic 37 4 5 ORGANIZATION HIERARCH Y 4 4 3 Tab Roles Here you can view the role assignments in the OU 4 5 Organization hierarchy After installation the system contains one hierarchy with name default The default appli cation uses this hierarchy The object details of organization hierarchies contain the following tabs e General e Organization hierarchy e History e Access e Referenced by 4 5 1 Tab General SY localhost 3000 wf servlet method com groiss storegui TabbedWindow showDialog node admin depttree amp func General Organizational hierarchy History Access Referenced by default Default Delete I Cancel Figure 4 7 Object details Organizational Hierarchies You can edit the following attributes required fields are bold e Id Unique identifier of the OU e Name Name of the OU 4 5 2 Tab Organizational hierarchies In this tab you can see the buildup of the hierarc
28. either To LDAP or To enterprise Search root LDAP Root e g dc my dc org User LDAP Account e g cn admin dc my dc org Password Password for the Account Filter LDAP Filter allows to select just specific LDAP entries e g objectClass LDAP Pagesize with this parameter the result could be read in paged way if the result of read entries are too big e g the search root is not deep enough Class name by specifying a class which implements com groiss Idap DirectorySyncer one can realize proprietary schema mappings enterprise offers an implementation for importing Active Directory users For this purpose the class name com groiss ldap BasicUserDirectorySyncer must be entered see section Active Di rectory Sync for more details Parameter Additional parameter for Active Directory Sync see same named section for more details Description free text Check with timer if checked the LDAPDirSyncTask Timer executes the synchro nization automatically Organizational units if checked Organizational Units are synchronized Organization hierarchies if checked Organization Hierarchies are synchronized Rights 1f checked Rights are synchronized 195 9 6 COMMUNICATION General Connect and list Name EP User Server 10 205 224 90 Port Direction To LDAP To enterprise Search root CN Users DC dgroiss DC local User DGROISS Adm Password Filter amp objectClass organizati
29. new smart client GUT has been entered onClick An onClick action an be defined here which is executed in work area Widget A widget which should be displayed can be defined here only for smart client GUI Detail window properties The window properties can set here by adding sev eral parameters separated by semicolon The syntax is the same as using the java script method window open Apply to Defines if function should be applied for a table entry or could be executed without selection Following modes are available NONE Function can be executed without selecting a table entry ONE Function can be executed only if one table entry is selected x MULTI Function can be executed if one ore more table entries are selected e Object selection In forms it could be helpful to store references of other enter prise objects For this purpose the object selection can be used which must be added via searchid to a form element More information is available in Application Devel opment Guide in section Usage of customized DOJO controls Following attributes are available Class name A class must be defined here which is used by object selection This class could be entered manually or it is possible to selection a form class via search dialog Attributes The display attributes of the form class can be defined here For this purpose enter a comma separated list of form field names of the appropriate class na
30. to the cockpit within the group Extras 13 0 7 Configuration The processes are shown in a hierarchy that must be defined in the document management system DMS of enterprise Create a structure of folders reflecting the organization of processes in your company for example 1 Operating processes a Manufacture b Marketing i Manage sales plans Define the path to your process structure in the configuration of enterprise see Installation and Configuration manual Chapter Process Cockpit The leaves of the tree should be process cockpit folder forms other nodes can be ordinary folders The folder form provides following types see figure 13 1 e Process with definition Here you can select one process definition only The checkox Show Instances allows to show hide instance data in tab Runtime Process without definition For processes where no unique enterprise process is available A name and a description can be entered For this kind of processes the assignment of instances is done in following way Processes with process forms exist which contain a field with name area The val uation of this field are the nodes of the Process Cockpit The used processes area defined in the configuration with parameter Common processes see Installation and Configuration manual chapter Process cockpit An example is given in the User Manual in section Details for processes Process group An intermediate node in the proces
31. 6 1 2 Tab Properties In this tab it is possible to define properties for this application You can edit following attributes e Resource Strings Enter a path to a resource bundle xls and or properties files which is used by this application e g com groiss itsm resource Strings If no resource bundle exists on file system the resource editor is able to create a new one see chap ter 6 8 Further information about resource bundles are available in Application De velopment Guide chapter Internationalization of Applications e Application parameter Here you can define parameters in grouped way which are used by this application These parameters are stored in a XML file properties xml within application classpath and are accessible by the Configuration of enterprise see section 10 If more groups are defined these groups are displayed as tree in navigation of Configuration section e User parameter In this area you can define parameters for users who use this ap plication These parameters are also stored in a XML file properties xml and are accessible by the Settings of each user see User Manual 53 6 1 APPLICATIONS This tab does not provide the creation of all HTML elements e g textfields radio buttons etc For this purpose you have to create or adapt the file properties xml of the correspond ing application see Application Development Guide Hint The functions of this tab are available only
32. 6 4 FORMS e Name The caption for the column By activating the I18n link beside this field the translations if defined in application mask tab Properties of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of the appropriate application for more information see section 6 8 This link appears only if the current user has the right admin and the checkbox Localize is activated Localize If this checkbox is activated the Name will be localized if available in resource bundle e Icon Here you can enter a path for displaying an icon instead of the name Colspan Rowspan and Row These attributes allow to define the style of the column in table e g column should be displayed in second row over two columns of first row Visible If this checkbox is activated the column is displayed at the first call other wise you can add it by using the column picker Filterable If activated the filter mechanism can be used for this column May not hide This checkbox indicates if the column can be faded out via column picker only in smartclient Sortable If activated the column can be sorted e Type Definition of following column types is possible string date dateTime num ber for numbers without comma or decimal for numbers with comma appropriate representation according to decimal formatter configuration Javascript
33. Additionally a name should be entered so that this statistic can be found in the Duration statistics table The mining gathers the duration for each task in this process and 177 9 1 SERVER localhost 2000 wf servlet method com groiss timemgmt gui MiningGui showMiningMask node admin durstat8 comingFrom 2Fw Process mining Name Problem Description Processes AdHoc 1 Business trip 1 Candidature process 1 Change Request 1 Incident Management 1 Jobproc 7 Order 1 Problem Management 1 Problem Mgmt 7 Processing of incoming invoices 1 y Implementation com groiss timemgmt ProbabilisticTimeMgmt JO Perform process mining Y Process start restriction From To Figure 9 5 Process mining determinate branching information After finishing of mining task you will get a page with status information You can get details by selecting an entry in table Duration statistics or delete some of them that are no longer needed The detail view of an entry contains some common information in tab Common shows Duration histograms for each task in a process and also Branching probabilities see figure 9 6 The tab Time graph contains a visualized representation of the collected data by activating a link mask is the same as described in section 7 2 7 For each duration statistic 1t is possible to define an own implementation class which has to extend the adapter class com groiss timemgmt
34. Archive processes This function deletes process instances in the Oenterprisedatabase If an archiving class is installed see the configuration group Classes the archive method of this class is called with each process instance This can be used to store some information about the process instance in an external storage For archiving process instances perform the following steps 1 2 Select an application or one specific process type Specify the finish date All process instances of the given type which have been finished before this date are archived If you want to delete also running process instances check the according checkbox Archive the processes with the button Archive Archive process instances Application SA Process Incident Management 1 Ly Finished before 5 Archive also running processes Y Warning No archiving interface installed process instances are deleted Archive Figure 9 9 Archive process instances 9 2 3 Install application There are 2 ways to install an application Upload If you have a zip or jar file containing an application tree see Applica tion Development Guide of enterprise the application can be installed very easily Enter the corresponding file name into the field File Name Afterwards enter the destination directory for the new application into the field Destination Directory and click the Install button This will transfer the zipped
35. Class It is possible to enter a path to a js class widget which is responsi ble for the representation of a column An example widget is ep widget smartclient dms columns N Add function This function can be activated by clicking the button Add beside the Function list in the HTML page Folder Settings see figure 6 17 The function Add function can be used to add new toolbar functions to current folder Content of the HTML page Functions e Action Id Enter an action key which is defined in enterprise e g cut insert copy link paste startProcess etc It is also possible to add a quick search function by adding the id search which generates the input field the functions Search and All entries e Function A task function can be selected here e In dropdown If this checkbox is activated the function is displayed within a drop down menu only in smartclient 79 6 5 PROCESSES localhost 8000 wf servlet method com groiss htmladmin GuiConfigEditor showAction Action Id Function In dropdown l Add Figure 6 19 Functions Add form This function can be activated by clicking the button Add beside the Forms list in the HTML page Folder Settings see figure 6 17 The function Add form can be used to add forms which are allowed or not for this folder If the radio button Allowed is activated only these forms are selectable in dropdown list for creating a DMS form
36. Folder settings Referenced by Id itsm_incident Name Incident Version 1 Application ITSM Y M8n Incident Type Process form Template type XHTML v Description Active Usable in DMS Versioning According to configuration v Order attributes oid Name attributes subj Search attributes EventHandler com groiss itsm IncidentEventHandler Base form XHTML file itsm forms itsm_incident html Width o Height Download HTML Apply Figure 6 14 Object details General e Type With the help of this attribute you can define in which context the form should be used There are three different possible usages Process form The form is attached to a process and can be used at correspond ing tasks Document form This form is used to describe the meta data of documents within the DMS Folder form This form is used to describe the meta data of folders within the DMS e Mask type Here you can define one of the following formats XHTML XFORMS e Form Description Free Text e Active see chapter 2 2 1 e Usable in DMS If this checkbox is checked the form can be used within the DMS Please note that only base forms not view forms can be used in DMS 73 6 4 FORMS e Versioning Here it is possible to define when a version of the form should be c
37. Follow document changes More information concerning this function is available in enterprise user manual e Escalation escalation Escalation emails use this template by default More infor mation can be found in section 6 5 9 109 6 11 MESSAGE TEMPLATES Notification notification By default the notification mechanism for new worklist entries uses this template For details please take a look into enterprise user manual keyword Email notification Process tracker template process Tracker This template is used by worklist func tion Follow the process More information concerning this function is available in enterprise user manual Report time template reportTimer This template is used as default template by ReportTimer for sending emails More information can be found in section 9 1 8 The API description is available in enterprise application development guide section E Mails Hint An overview of templates and the modes of sending is illustrated in section 6 11 2 6 11 1 Tab General You can edit the following attributes required fields are bold Active This checkbox indicates if template is active or inactive Active templates are selectable usable for email notification Inactive templates are not selectable in selection list and are ignored by notification mechanism Mime type This selection defines the format of the message If the value HTML is selected the tab HTML is active and allow
38. In details At item Description yop itt TE com dec avw html HTMLGui showDuedateMask Method Target window Order attribute Client action ep widget smartclient wl actions SetDueDate Mobile client action Function group Icon name Shortcut CTRL SHIFT D Cancel Figure 6 5 Object Details Task Functions One entry The function is a local one i e only one entry must be selected Multiple entries Analog to One entry but more than one entry can be selected e Show To all tasks The function is automatically assigned to all tasks of the applica tion If this function is stored in application default it is assigned to tasks of every application incl default application Worklist The function appears in the function menu of role worklist To role tasks The function is applicable also in the process form of role worklist History The function appears corresponding to its type in the process history 59 6 3 FUNCTIONS In function list The function can not be assigned to a task for example an administration or search function This task function appears in the main frame when the link Functions will be activated in the navigation tree In details If checked the function is displayed in toolbar of detail view of a worklist entry Additionally the checkbox Worklist must be a
39. Mail anh ngen an Zuweisen Zuweiser Automatische Empfangsbest tigung Automatische Status nderung PM BCC Empf nger Abbrechen Kategorie Changelog Text Change spezifischer Channa Rannact imnlamantiart Figure 6 30 Resource Editor spreadsheet 104 6 8 RESOURCE EDITOR 6 8 1 Toolbar functions This section describes the several functions for adapting the resource file If the resource could not be adapted e g if resource is within a jar file most of this functions are not allowed to execute The toolbar contains following functions New line This function adds a new row to the spread sheet If no row is activated the first available empty row on last page will be activated or if no empty row is available a new page with an empty row will be created If a row is selected and this function is activated the new row will be inserted at a position depending on the sorted column Edit line Select a row and activate this function to get an overview of the selected key and its translations in a popup window This overview allows to adapt the translation strings and to step to the next or previous row Activating the button Apply leads in refreshing the spread sheet changes are stored temporarily The changes will be persistent when the toolbar function Save will be activated changes are stored in resource files Delete line Activating this function leads in removing the selected row from table Copy l
40. Permissions o o iio dee eA io a Sw a ee 11 11 11 14 15 16 17 18 19 20 20 20 21 23 23 25 CONTENTS 436 Tab All permission o sd de 34 A A a ER Rete A GRR 34 43 8 Tab All Settings o cece ee ee a ee ea ea 34 43 9 Permission test o ooa ek ee a E A 35 43 10 Expired passwords gt 24 4 6 8 es gee dR retir kida 35 44 UOreanizational Unis lt o eces 24 24840 46 24 Ge Salea Hawa eS 35 Al Tabo Goneril a co ctore daa ee he de DE Boe e ee BS 36 4 4 2 Tab Super organizational units 4 37 WAS TAn Roles coc eck eck a A a 38 45 Organization hieratchy sc 46 coue ece awa ee ee ee 38 ASI Tabi General coes a be ee mo ee eee we e 38 4 5 2 Tab Organizational hierarchies o 38 4 5 3 Function Merge organizational hierarchies 40 4 6 Organization classes 2 2 2568 2 Gb eRe rd rada aa 41 AOL Tab General oo co ca ee A A eka ee 41 5 The enterprise right system 43 A lt sae ke ee ee ee ee Ha ee 43 Sol RIBES a Sho a Ree dob de ds 43 Sled Object Classes cob eh ee we eh ba a 43 513 Permissions gt c s iaa we e RS A ee le S 44 S14 Persson list ozono aena eee ew waka eS 45 5 2 Definition of permissions cerua erans 45 5 2 1 Perm ssions of users se ee a a ae we 45 S22 Permissions Or voles lt ooe ene es ow GA ww 45 5 2 3 Administration of permission lists 46 5 2 4 Permissions foran object o o oa ee ee es 46 5 2 5 Perm
41. R Activities Y Drawing Area Task all Request gt Subprocess El system step 2 T Batch manager Approve 3 Control structures On Q Approved y Choice O while loop Loop 2 El Parallel for Vacation employee Approved Home in Human Resources Process Vacation employee Refused AND Parallelism OR Parallelism Branch andjoin Goto O Goto end Events D Web services gt Other Function List Figure 7 2 Process editor in WD notation e Page setup The page format dialog appears and allows the setting of paper format properties e Print Print the process with the format properties defined in the Page Format menu e Properties This function opens the process properties see section 7 2 3 e Tasks With the help of the task mask you specify those task which can be assigned to a recipient of a task while you are changing the agent of a task e Escalations The reaction to process timeouts is defined here see section 7 2 5 138 7 2 THE PROCESS EDITOR localhost 3000 rvlet method com groiss htmladmin HTMLPro ld Ihr_vacation Name proc_vacation Version 1 Active v Cancel Figure 7 3 Function Save as Exit With this function you leave the process editor If you have unsaved changes a dialog appears which allows discarding the changes or sav
42. a new node for example worklist dms functions etc see section 6 7 1 e Edit Adapt an existing nodes double click on the element result in the same function e Delete Remove existing nodes and their subnodes e Up Selected node is moved one position upwards on the same level e Down Selected node is moved one position downwards on the same level e Right Selected node is moved one level downwards e Left Selected node is moved one level upwards e Properties In this window it is possible to set diverse properties for the current mask see section 6 7 1 e Functions This are allows to create functions which are not visible in navigation tree These can be actions object selections tables and additional data see section 6 7 1 e Preview Displays the adapted mask like the users would it see Node properties By choosing the function New or Edit a new window is opened where a new node can be added or an existing node can be edited see fig 6 28 Nodes always contain an d see below and a Name There are fix elements for each node e Id Unique identification of the node If no Id is entered enterprise will assign an Id automatically 92 6 7 GUI CONFIGURATIONS SH localhost 8000 wf serviet method com groiss storegui TabbedWindow showDialog node admin guiconf amp foreignKey application amp GUI configuration Assignments Id myconfig Name My configuration 118n My configuration Descript
43. about this functionality is described in Reporting manual 158 9 1 Server 9 Administration tasks 9 1 1 Server Monitor enterprise uses the tool Java Melody which measures and calculates statistics on real operation of an application depending on the usage of the application by users It is possible to display this information in the Browser or export it to a PDF The Server Monitor offers following information see figure 9 1 e Common statistics e Statistics for HTTP requests e Statistics for SQL statements e Statistics for HTTP system errors e Statistics for system error logs e Current requests e System information e Threads By default Java Melody is used but can be deactivated in section Tuning of enterprise configuration or the web xml of enterprise must be changed For this purpose remove following block lt filter gt lt filter name gt monitoring lt filter name gt lt filter class gt net bull javamelody MonitoringFilter lt filter class gt lt async supported gt true lt async supported gt lt filter gt lt filter mapping gt lt filter name gt monitoring lt filter name gt lt url pattern gt lt url pattern gt lt filter mapping gt It is also possible to define additional parameter within the filter tags in following way 159 cc 9 1 SERVER lt filter gt lt init param gt lt param name gt log lt param name gt lt param value gt true lt param value gt lt init
44. agent view process history list of documents and notes and all process forms and versions The right is resolved in the context of the organizational unit of the process If someone has this right for an OU he may cancel all process instances that have been started in this OU Furthermore there is the possibility to add this right to a process definition For this purpose the object class Processes has to be extended by the right proc_inst view_history View process history only dept_edit Used to edit organizational units set_agent Set the agent in a process instance view process history list of documents and notes and all process forms and versions stat Create statistics except user specific searchable Search in forms and list stored reports named_user qualify user as named user abort_step Abort a step in a process instance editCal Used to edit calendar entries insertCal Used to create calendar entries viewCal Right to see calendar entries of other users share Right to allow other users to use 1ts objects e g worklist filter grant_subst Allows the definition of role substituions 30 4 3 USERS 4 3 Users All persons which work with enterprise must be registered as users At the extended search the number of shown users in the user list can be influenced by different search attributes For example a search attribute is the Organizational Unit only these users will be listed who have a r
45. amp row 12 amp g 0D Node properties rana y documents Node Worklist ep documents Structured worklist Documents DMS v Localize Table Reference to Include child nodes L Start process ERS i Function list Collapsible Default Function Access Report Col E umns PESA Additional data Type Size v Take defaults Column picker Use column filter v Selection Printable Functions Take defaults Toolbar shape Forms Allowed Denied Table Handler Default sort column Figure 6 28 Node properties If a reference is entered all settings of reference node will be loaded at runtime These referenced attributes can be overwritten with the attributes defined in the current node On the right side the view icon is displayed which allows to open a dialog read only with the attributes of the referenced node e Include child nodes This attribute is part of a defined node reference see attribute above and refers to whole subtrees and not only single pruned nodes e Collapsible If this checkbox is activated the node and its sub nodes will be displayed as tree This option is used in old GUI only e Default If this option is activated the page of this node is loaded in the right frame 94 6 7 GUI CONFIGURATIONS when the frameset is initially load
46. and some similar tasks the conf right is necessary 47 5 4 FOR WHAT YOU NEED WHICH RIGHTS 5 4 For what you need which rights The tables 5 1 and 5 2 will give you an overview for what you need which rights 5 5 Example This section contains an example for using the right system Problem The user John Smith should get the permission to administrate users of the or ganizational unit Service He should be allowed to edit the user attributes and the role assignments For editing users he receives the right edit for objects of the organizational unit Service The admin right is needed to go to the administration For editing the role assignments we define the role edit roles With this role every role assignment except for the role sys can be edited Right Target object Scope Apply in organizational unit Positive Personal permissions Start Problem All objects e Permissions via role all View objects Applications Object class e View objects Folder Allgemein Object e Create objects Note Object class e Create objects Documents Object class e Figure 5 3 Example Permissions 5 6 Permissions and substitutions The behavior of the rights system in context for substitutions is worth considering The implementation follows the following two basic rules 1 Ifa user takes a substitution he should not loose rights 2 After taking a substitution the user should not have more permissions than both users togeth
47. are used to display the table rows e Last changed The row which is changed at last is colored e Inactive entries Inactive objects are displayed with grey and italic letters Addi tionally forms where the form class can not be loaded are marked as inactive entries too e Selected entries Actually selected entries are colored 2 1 1 Column picker sorting and filter You can change the number of displayed columns by using the column picker The column picker is placed rightmost of the table header Activate the functions and a popup window containing the names of all actually visible and possible columns opens Already visible columns are displayed with a small checkmark To add a new column to the table activate a column name without the checkmark The table refreshes and the selected column is displayed To remove a column from the table activate a column name with the checkmark The table refreshes without the removed column You can change the sorting column and sorting direction by activating a column header Which column and direction is actually used for sorting is marked by a small arrow left of the column name The link Filter helps you to keep an overview if your table contains a lot of entries The filter can be seen as selection criteria to mask certain entries in your table By clicking on the corresponding column header of your table a context sensitive filter menu with the following entries is shown 16 E
48. com groiss org OrgUnit cdate java util Date ddate java util Date notes java lang String employ boolean position int Finish Figure 6 12 Form Wizard Step 4 e Class The fields and types of the Java class which represents the new form in en terprise By clicking the button Finish the table and Java class are created and the new form is avail able in enterprise The Java class is always stored in forms directory of enterprise e g com dec avw appl myform_1 The form is also stored in forms directory but with an exception if the form is created in a self defined application where the application direc tory is set see chapter 6 1 the form is stored in the classes directory of the application directory Step 5 In the last step of the wizard you can see if any problems occurred while creating the form If no errors occurred the form loading process is finished 6 4 2 Edit Table By clicking the function Edit Table the form wizard opens This is the same wizard as described above but starts at step 3 70 TL E 6 4 FORMS 6 4 3 Replace HTML The function Replace HTML in the detail mask of a form allows to change the HTML text of the form The form can be already in use You just have to load the new HTML file It is not possible to change the database types of an existing field by executing this function If the new form contains no new fields or fewer field respectively the form wizard in s
49. displayed in a table Via toolbarfunctions it is possible to add adpate and delete such functions All functions which are described here are also described in Application Development Guide in section Non tree nodes lt nodes gt There are fix elements for each node e Id Unique identification of the node If no Id is entered enterprise will assign an Id automatically e Name Name which is displayed in most cases must field 100 6 7 GUI CONFIGURATIONS g Q Node properties Table Additional data Y Localize ld reassign_problem Object selection Name reassign_problem 118n Reassign Incidents Reference to Include child nodes Standard nodes Target window scrollable resize URI com groiss itsm FunctionReassignProblem start onClick Widget Detail window properties Apply to Cancel Figure 6 29 Function node properties Localize If this checkbox is activated and the entered string of the label is found in the default or a specified resource bundle the name will be translated name must not contains By activating the I18n link beside this field the translations if defined in application mask tab Properties of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of this a
50. e eventhandler a Java class implementing the interface com groiss event EventHandler 133 7 1 WDL 7 1 7 Web services The WDL provides elements to incorporate Web Services into process descriptions in a straightforward manner Web services can be called via invoke process execution can be stalled with receive until a web service is called by an external entity or a reply can be send as an answer to a webservice invocation issued earlier Web services nodes must reference the service operation to be used and provide a mapping between the message elements and the process data containers the forms Web services and operations are defined via the admin interface in enterprise manually or on the basis of a WSDL file Details can be found in the Application Development Guide Syntax Incoming Message RECEIVE receivestmt receive start process operationspec incorrparams end Reply Message REPLY replystmt reply operationspec outparams Outgoing Message INVOKE invokestmt invoke address operationspec inoutparams success statseq exception statseq end Common statement parts which are used by the webservice nodes are operationspec serviceid operationid incorrparams incorrparam incorrparam incorrparam inparam corrparam corrparam corr correlation xpath messagecomp inoutparams inoutpar
51. edit on the object to view the properties no right necessary to delete a form delete AND edit on form class delete on the folder which contains the form edit to delete a subform delete AND edit on form class delete on the parent main form edit Table 5 2 For what you need which right in the DMS 6 Workflow modelling In the following chapter we describe the object classes necessary to define processes In principle the definition of a process is the answer to the following question WHO does WHAT WHEN with WHAT WHO Who is responsible for the processing of a workflow The agents must be defined for every single activity in a workflow It is usually defined using roles WHAT What is done in the workflow The work is decomposed in activities which are done by one agent The description of the tasks answer the WHAT question WHEN If you know which activities have to be done and who performs these activ ities the order of execution must be defined Often it is a simple sequence but can have a complex structure containing loops branches and parallelism WITH WHAT For performing the activities some informations are necessary It must be defined which activity needs which information and what new information is produced in an activity We use forms to structure the information and describe the information exchange between the activities The definition of workflows contains the followin
52. enter the master data class name where additional data object should be attached to e g com groiss org User Form The form template of additional data form must be entered here Please ensure that the file is part of the classpath and form type is XForm 6 7 2 Tab Assignments When using different client configurations you can now specify which user and or role uses this configuration The scope is either a user or a role if more than one record matches the one with the higher preference is chosen Following the description of the detail mask e Agent The tree or URL is set for this agent You can select between a User or a Role with Organizational Unit e Preference It is possible to assign more than one tree or URL to an agent For this purpose you can set a preference whereas the settings with the highest preference is used at the login 6 8 Resource Editor This section describes the usage of the enterprise Resource Editor This tool allows to view the Resource Bundles of Centerprise and adapt the resource files Strings of installed applications The resource editor is active only if a resource has been entered in detail mask of the application see section 6 1 Tab Properties The application Default does not need these entries because the standard enterprise resources are always displayed in readonly mode The standard enterprise resources can be enhanced by a new language by activating the toolbar function Ne
53. events will be displayed in a table e Delete all With this function you can delete all recorded events which are displayed in the table 166 9 1 SERVER 9 1 8 Timers The timer triggers time controlled events It is used for some system tasks but also open for application timers If you click the Timer Link you see the list of timers already de fined You can add entries or change the properties of existing entries in the usual manner Furthermore the toolbar function Execute is available which allows to execute the selected timer The object details of timer contain the following tabs General Access History Overview of Standard Timers Standard timers are BatchManager Starts and finishes batch jobs Only needed when batch job steps are used in process definitions CalendarReminder Checks if there are any calendar entries which specified re minder time is reached and sends mail notifications for those entries Keep it switched on if the DMS is used CheckForUpdatesTimer This timer checks for updates periodically in application repositories If updates are available an email with affected applications is sent to administrator CleanUpDMS Deletes empty directories in the checkout area and also deletes ACLs which where DMS object specific but are now unreachable Keep it switched on if the DMS is used ClusterCheck Checks whether other nodes are running and reassigns cluster timer Thi
54. explained at example int and java lang Integer Both types are created as decimal 10 in database but int has the default value 0 and java lang Integer the value null The advantage of java lang Integer is that e g form fields of this type are not pre filled and a must field check can be performed but 0 is a valid value and in this case must field check ignores this field Ordinary date fields date and dateTime do not save the timezone information which could lead to different values in different timezones If this behavior is not desired the special 66 6 4 FORMS type UTCdate can be used which allows to store and retrieve a calendar date independent of server or client time zone This kind of date is saved with timezone UTC After defining all form fields you can change to the next step by clicking the button Next Form Wizard Tab Layout The form wizard is very comfortable for creating and editing forms see Fig 6 10 The form wizard is available only if the Template Type XFORMS is selected in Step 2 Hint Forms created in enterprise 7 0 are XHTML forms If you want to adapt them with form wizard of enterprise 8 0 you have to convert it to Template type XFORMS by selecting the form and activating the toolbar function Edit form type If you do not convert the form you will not be able to edit it with form wizard In the menu bar under the header Form Id Name Version the standard functions are pro vided for proce
55. figure 6 35 Step Select a process step which is processed by the test step Only process steps of the defined process definition and the appropriate steps of subprocesses are listed Agent A user can be selected here which is always the step agent If no user is selected the step agent is taken from the process definition Script This field can contain a GROOVY script to set form field values The values are updated automatically during the test run i e it is not necessary to take care of the database handling Form field values are set with following syntax 115 6 12 TEST CASES Test step Step Agent Script Choices Breakpoint Iteration Description Request Rudolf Berger form_form_vacation vacfrom 01 10 2015 fform_form_vacation vacto 02 10 2015 form_form_vacation days 2 Step 1 Ok Cancel Figure 6 35 Test step form_ lt formid1_in_procdef gt lt field1 gt lt value1 gt form_ lt formid1_in_procdef gt lt field2 gt lt value2 gt form_ lt formid2_in_procdef gt lt field3 gt lt value3 gt The form id is the id of the process form defined in process definition The value is either a string must be quoted or a number If the value of date field should be set use the given date format of enterprise configuration e g form_f datefield 2015 05 05 For persistent fields e g object select fields the id of the persistent can be used e g
56. if an Application Directory has been specified 6 1 3 Report This function shows an overview of all used components of the selected applications see Fig 6 2 Each component is divided in blocks which can be hidden or displayed Further more it is possible to generate a PDF of the report A report can be created for processes see section 6 5 12 or forms see section 6 4 6 only localhost 8000 wt serviet method com groiss cockpit ApplOverview show node admin procdefinition amp foreignKey application amp app Incident Management 1 Common Name Incident Management Application ITSM Id Version itsm_incident_management 1 Translations English Incident Management German Incident Management Forms Id incident Name Incident Type Incident Start Manual Supporter Y 2 WDL process itsm_incident_management version 1 name IM maxtime 3 days forms incident itsm_incident incident subject incident subj application itsm begin itsm_supporter itsm support_task incident end 3 Graphical representation O Figure 6 2 Report detail 54 6 2 TASKS 6 2 Tasks Tasks are the elementary activities in processes The can appear in different processes of the same application and on different positions in one process The object details of tasks contain the following tabs e General e Functions e History e Access e Referenced by 6 2 1 Tab General You can edit the following attr
57. inch Show page borders This function shows margins in the drawing area Model new processes in BPMN If this checkbox is active new processes will be created in BPM Notation Route new processes orthogonal If this function is active the edges of new created processes will be displayed orthogonally Hide control edges This function allows to hide light grey dotted edges in process editor e g the control edge of a GOTO node Hide goto help If this function is activated the help window will not appear when you insert a goto Printer zoom You can define the print zoom of the process here Applet look and feel Specify the Look and Feel for the process editor 1 According to configuration This schema will be used which was set under Administration gt Configuration Localization see Installation Guide Chapter 3 2 Metal 3 Windows The Help menu Help The help page of enterprise will be shown see section 2 About enterprise process editor Shows you information about the process editor and the used libraries The symbol bar You can reach the most used functions in a faster way than using the previous described menus New see section 7 2 2 Open see section 7 2 2 Save see section 7 2 2 Undo see section 7 2 2 Redo see section 7 2 2 Cut see section 7 2 2 Copy see section 7 2 2 141 7 2 THE PROCESS EDITOR e Paste see section 7 2 2 e Delete see section 7
58. list and pending items list according to the worklist cache to the contents of the corresponding lists according to the database state If no discrepancies could be detected the lists will show an icon in the form of a green tick In case of discrepancies the affected lists are marked with a red cross and the offend ing items are displayed The administrator can then fix such discrepancies by clicking the provided Update links in popup window or using the function Refresh which refreshes the whole cache for the current user The changes are reflected immediately that is the worklist cache is updated with the latest state of the step instance in the database Display refresh must be triggered explicitly by the administrator 9 1 3 Log files Depending on the defined log level all accesses are logged see Installation and Configu ration guide for more details Following tasks can be done on this mask e Table handling The current log s are displayed in bold letters and each row can be sorted e View log file After selecting a table entry this function opens the log file in view mode Double clicking on a table entry executes the same function e Length of tail and View tail of log file Depending on the value in the input field the last n rows of the selected log file are displayed when function View tail of log file is activated The default value of the input field is defined in section Logging of enterprise configuration e
59. minus sign all objects of this hierarchy will be hidden Furthermore the minus will be converted into a plus Expand all by this sign the whole objects can be expanded or the sub objects can be collapsed Blue quadrangle shows that a detail view of the object exists 20 2 2 OBJECT DETAILS General Roles Substitutions Role substitutions History Access Permissions All permissions Settings All Settings Access 2 Agent Valid only if role in dept Right Apply in organizational unit Heisenberg Walter Dr walter Edit permissions Number of entries 1 0 selected Access by permission list Permission list acllist v Assigned rights Access 2 Agent Valid only if role in dept Right Apply in organizational unit all Edit objects Berger Rudolf berger View process history Number of entries 2 0 selected Delete Cancel Figure 2 5 Tab Access 2 2 5 Further functions Some functions are used in the masks again and again The following chapters describes this functions e Select Activating this function opens a new window where you can select a object The selected value is inserted in the field beside this function For example selecting a user an organizational unit e Remove Activating this function removes the value of the field beside This function 1s always combined with the Select function Since enterprise version 8 0 DOJO drop down lists are integrated By activatin
60. of a user or role If there exists at least one object class for which hiding such permissions is specified the table for listing the permissions behaves as follows 1 The filter menu is provided for that list tab Permissions 2 A default filter is automatically applied which filters out all permission records referencing an object of such an object class By default the field Show permissions at agent of all enterprise object classes is active and no filter menu is displayed in permission tab of a user role Disable this field only if performance problems occur at showing the permission table For object class objects the functions available under 2 2 are available Furthermore it is possible to define rights and standard permissions respectively for object classes Tab Foreign keys In this tab you can see if references to another table are available If e g columns of the user table are referenced in another table these columns will be listed in this tab If a reference exists the user object cannot be deleted via enterprise administration 5 3 Standard settings The enterprisestandard rights are listed in section 4 2 The role sys has the rights edit execute edit acl create and admin for all objects The user sysadm has the role sys Additionally sysadm has the right conf All changes of master data can be performed from users with the sys role For changing the configuration viewing the logfile shut down the server
61. password change Password policy Password never expires Has to change password at next login Cannot change password Apply changes at al Delete Cancel Figure 4 3 Object details Users Active see chapter 2 2 1 Order attribute free text can be used for sorting Profile picture Upload a profile picture for this user which is displayed in user profile smartclient Password Password for login Date of the last password change Date when the password was changed Password Policy 1 Password never expires The password of this user never expires 2 Has to change password at next login The user has to change his password at the next login 3 Cannot change password The user should not able to change his password e Apply changes at see section 2 2 1 4 3 2 Roles In the role assignment mask you can specify the following attributes 32 4 3 USERS User The user you want to give a role Role The role you want to give to the user Organizational unit the organizational unit where the role should be assigned Note that this should be left blank for global roles but is mandatory for local and hierarchic roles Active see chapter 2 2 1 Define a substitute of a role of a user To make substitutions more fine grained it is possible to define one or more substitutes for each role assignment Use the following steps to
62. scopes 4 and 5 of the previous list can be refined with an OU Scope The set of OUs where the permission is valid can be modified or extended in the following ways 1 2 Local The permission is given for the specified organizational unit Hierarchic The permission is given for the specified OU and all sub OUs 3 Dependent hierarchic The permission is given for the specified OU and all 6 dependent sub OUs Independent The permission is given for the next upper independent OU Independent and dependent hierarchic The permission is given for the next upper independent OU and all dependent sub OUs Superordinate OU The permission is given for the next upper OU e Yes No The permission is given or not given To understand the different OU scopes see the following example Fig 5 1 shows an orga nizational hierarchy with independent and dependent OUs The grey circles represent the dependent OUs A permission for the organizational unit OE2 comprises the following units in the different scopes e Local OE2 e Hierarchic OE2 OE3 OE4 OE5 OE6 OE7 OE8 OE9 44 5 2 DEFINITION OF PERMISSIONS 6 0 0 Figure 5 1 Organizational hierarchy with independent and dependent OUs e Dependent hierarchic OE2 OE4 OE6 OE7 e Independent OE2 e Independent and dependent hierarchic OE2 OE4 OE6 OE7 e Superordinate OU OE1 5 1 4 Permission list Permission lists are aggregations of
63. set by this parameter There are 3 possible options Unencrypted Unencrypted communication means that the data is transmitted in plain text Encrypted In this case the data is SSL encrypted but the certificate of the mail server will not be validated Trusted with certificate To communicate secure the mail server has to au thenticate itself to enterprise This is done by checking the certificate of the mail server To add trusted server you have to import the certificate into the enterprise keystore chapter 9 1 14 If a mail should be sent via mailbox this parameter will be ignored and the configu ration parameter Type of SMTP communication under Administration Configuration Communication is used Check with timer The MailTimer reads the mail box and performs the specified action Download mails Performs the defined action on the contents of the mail box The tab View mailbox lists the contents of the mail box Tab Action This tab contains the area Common and action details with following settings Restrict to these senders This field allows to define email addresses or patterns separated by a new line If defined the mailbox action will be executed for these email senders only If nothing is defined the mailbox action will be executed always depending on defined junk filter under Configuration Communication In all other cases the email is removed from the server without action Examples
64. substitutes are reflected after the login Changes in the substitutions are accounted for immediately after the changes without the need for the substitute to log in again This is the case for manual changes of substitutions as well as for changes made by the CurrentSubstitutesTask because the period of substitu tion starts or ends Please note that the CurrentSubstitutesTask must be set to active in the Timer administration 163 ES 9 1 SERVER During a refresh of the cache structures some of the structures are instantiated twice the old and the new version So additional memory usage during cache refresh and after it should be expected until garbage collection kicks in Two methods are available to refresh cache structures e com dec avw wlcache WLCache getInstance refresh This takes into account all or ganizational changes Corresponds to the link Refresh in Administrative Tasks Cache Administration Use e g after importing a batch of users programatically e com dec avw wlcache WLCache getInstance refreshUser User u This function con siders changed roles and changed substitutions for one user It does not take into account new applications departments depttrees roles Check and refresh cache for user With the help of this function Show you can check the cache consistency for a selected user The system compares the contents of the users personal worklist role worklist suspension list role suspension
65. this node which can be localized if the value starts with and ends with e g myname If nothing is entered the default step name is used e Label Must be unique within the process and has the same syntactical conditions as a enterprise id The label is relevant for process escalations of type Sync unfinished see section 6 5 9 By clicking the button Ok your entries are stored and the current dialog will be closed By clicking the button Cancel your entries are discarded and the current dialog will be closed Event Wait A wait step can be used to halt the process execution for a time duration or until a certain point in time The wait step will be finished automatically by timer Suspension or manually via process history Perform a double click the wait step and a property window opens where you can edit the following properties of the event e Duration In this area you can enter either a time interval or an expression Time interval Enter a positive integer value for duration to wait The time units minutes hours days and working days are available Expression Enter an expression which returns a point of time date or a time interval as integer in minutes Possible expressions are methods form fields xpath and groovy expressions see section 7 1 for more details 154 7 2 THE PROCESS EDITOR e Step name The name for this node which can be localized if the value starts with and e
66. time methods and java methods of mailboxes Form tables This area checks all form tables of all applications and lists find ings where the column size of database is different to form field size With button Fixing field sizes it is possible to adapt automatically the column size of all varchar columns according to form field definition This is done only for columns with different sizes and where the column size of the database is smaller than the form field size of the form Role assignments This area lists all faulty role assignments e g if a local role without org unit is assigned to a user Threads This function allows to create multiple thread dumps by clicking multiple times on the link Server info This function offers information about the enterprise server like used license used database used JDK etc Client info This function offers information about client specific things like used cookies session variables etc Send message to current users This function allows to send a message to all logged in users The message is displayed as own dialog in smartclient after ac tivating button Send Upgrade This area shows possible updates for enterprise and the installed ap plications The timer CheckForUpdatesTimer checks for updates automatically if activated With link Check for updates a check can be triggered manually It is nec essary that under Configuration Communication Application Repository URLs one
67. to the process documents Apply to One entry Show assign to all Tasks Worklist into_clipboard Into clipboard Copy the process instance into the clipboard Apply to One entry Show assign to all Tasks Worklist make_copy Copy to Send a copy of the worklist entry to another user in read only mode Apply to One entry Show assign to all Tasks Worklist attach_note Process note Add a private or public note to the process instance Apply to One entry Show assign to all Tasks Worklist note_global Process note Same as note_all but applicable when the task is not in the worklist Apply to No entry Show Worklist in Function List set_duedate Set due date Set the due date of the process or the current activity Apply to One entry Show Worklist addRelation Add relation Add a relation between two processes Apply to One entry Show Worklist setPriority Set priority Set the priority of a process instance Apply to One entry Show assign to all Tasks Worklist Further informations belonging to this function can be found in the programming guide of enterprise Further information to this functions can be found in the enterpriseUsers Guide 61 6 4 Forms 6 4 FORMS Forms contain the local data of a process In the user interface they are represented as HTML forms Besides the functions described in chapter 2 1 2 the following functions can be found in the toolbar
68. via a role assignment Furthermore this tab contains a view of rights of the user at a specified time stamp 4 3 7 Tab Settings With the help of this function the system administrator is able to update the settings of the current user The mentioned settings are described in the user manual of enterprise The timezone setting is used for your date inputs and outputs If no time zone is selected the time zone of the client is taken time zone of operating system 4 3 8 Tab All Settings With the help of this function the system administrator is able to see and delete all settings of current user 34 4 4 ORGANIZATIONAL UNITS 4 3 9 Permission test With the help of this function you are able to detect if a certain permission has been assigned to a certain user The informations of the corresponding HTML page are described in detail in chapter 5 By clicking the button Test the system checks wheter the user has the permission or not and the result is displayed Permission test User Jones Jack jones Right Administration Apply to O Object class Object ACL D Form class D Document Test Permission test returned Allow Matching permission through Agent Right Object class Object Positive sys Administration Allow Figure 4 4 Permission test 4 3 10 Expired passwords If the password policy defines when passwords are expired the administrator can check which users have expired pa
69. web service which are not corresponding to the WS I Basic Profil e g RPC web services these services can be added activated via the function Admin tasks gt Communication Web services Local services see chapter 9 6 6 This kind of web services cannot be used automatically in processes Webservice Server Client objects can be defined in every application 6 10 1 Webservice clients With client objects it is possible to define which web service with its parameters IN OUT parameter is called OUT parameter are submitted to web service and IN parameter are received from web service Client objects are applicable for submitting data to an other server for processing The object details contain following tabs 106 6 10 WEB SERVICES e General e Callable operations e History Tab General localhost 8000 wf serviet method com groiss storegui TabbedWindow showDialog node admin webservice_client General Callable operations History Id kclient WSDL file wsdl kelag wsdl Web service sendMessageSerice Port sendMessageSOAP URL http localhost 8000 wf services axis2 kserver Required modules Application Kel Appl l Delete Cancel Figure 6 31 Tab General You can edit the following attributes required fields are bold e Id A free assignable ID of the web service client object The ID must be unique per application e WSDL file The path t
70. with an organizational unit id or an agent of a previous step See the WDL description for the syntax of the agents Organizational unit Org units can be combined with role and user At run time the organizational unit of the current task will be set to the given OU The organizational unit of the overall process will not change Method Define a JAVA method no Groovy script Return value must be an Agent or a String in WDL syntax To remove an agent select it in the list and click the x button right or the list e Skipable When the checkbox is activated the task is skipable this means when no agent is set at build time and run time the task is skipped Available forms Add and remove process forms to from the activity To add a process form select the form in the list an click on the arrow button To remove it select it in the Added form list and click the x button You can set the visibilities of a form by selecting an entry in the list of Added forms and click on the Edit icon beside this list analog to process The order of process forms can be changed by using the buttons beside the list i e the form at the top of this list is displayed as leftmost tab in worklist 7 2 7 Time management The time management allows to see Duration and Result about the time graph which was created in the chapter 9 1 16 Every interactive task activity or batch should contain as sociated time graph information TimeNode
71. worklist e Structured worklist Definition of a user folder type user or a substitution folder type user substitutes in the navigation tree which is a placeholder Attributes are analog to node type Worklist but without the possibility to set an Application The type user substitutes offers a selection of Structure with following values perFolder Only the all user folder trees of substituted persons are displayed without top level folder worklist For each person a user folder tree is dis played perUserAndFolder For each substituted user a tree with its worklist items worklist and user folder is displayed perUser Only the worklists of substituted users are displayed without user folder items for each person a worklist node is displayed 97 6 7 GUI CONFIGURATIONS e DMS This node allows to create and adapt a DMS folder You can set following attributes Columns Analog to node type Worklist Column picker Analog to node type Worklist User column filter Analog to node type Worklist Paging Analog to node type Worklist Items per page Analog to node type Worklist Selection Analog to node type Worklist Printable Analog to node type Worklist Functions Analog to node type Worklist Toolbar shape Analog to node type Worklist Forms In this list you can define which form types are allowed or denied for this dms folder If the list is empty and the radio button
72. 151 7 2 THE PROCESS EDITOR whole Parallel for structure or delete it A double click opens the same dialog as double clicking on Parallel for start node e AND parallelism With this control structure you can create parallel process execu tion paths Between the nodes par and andjoin several paths can be created To add alternatives select par and activate Additional path in the menu Edit or click with the right mouse button on par and select in the context menu Additional path See the section about parallelism in the WDL chapter of this book for an example of an andpar e OR parallelism Works like the AND Parallelism above the only difference is at run time The process execution continues after one parallel path has been finished e Branch The branch allows to add an additional path which is processed indepen dently by the main process flow For example the main process flow is finished but the branch can be processed furthermore e Goto Use the goto function to jump to an arbitrary node in the process structure For inserting a goto do the following Activate the goto function by clicking it in the function list Click on the edge where the goto should start Then take the arrowhead of the drawn through line and put it by pressed left mouse button to the destination node and leave the left mouse button The dashed line from the goto shows the orig inal way of the process If the drawn through line shows on an activity
73. 1f defined in tab Properties of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of this application see section 6 8 Organization hierarchy The hierarchy used for resolving hierarchic roles and rights Description Free text Application class A class which implements the interface com groiss wf ApplicationAdapter can be specified See the APT documentation and the Programming Guide for details Client application class Analogous to the Application class for usage on the Java Client e Application directory where the application is installed Activate the icon View Con figuration to display the content of the appropriate configuration file Version Version of the application It could be helpful in case of an upgrade to differ applications of an older version of enterprise Startup position Applications are loaded due to this position in ascending order It could be necessary if application A2 has references in application A1 and application A1 has to be loaded before A2 Button Upgrade This button is visible only if a newer version of the application has been found on the file system By activating this button all defined upgrade actions will be performed For further information about upgrading applications please take a look in the API of enterprise ApplicationAdapter getVersion and ApplicationAdapter upgrade
74. 2 2 e Mini map see section 7 2 2 e Normal viewing see section 7 2 2 e Zoom in see section 7 2 2 e Zoom out see section 7 2 2 e Show activity properties on node double click If this function is activated and you make a double click on a node the Activity properties will be displayed e Show task properties on node double click If this function is activated and you make a double click on a node the Task properties will be displayed or in case of subprocess a new process editor window with the selected process e Show time management on node double click If this function is activated and you make a double click on a node the Time management will be displayed The context menu The context menu is a fast and comfortable form of handling in the drawing area By clicking the right mouse button on an element in the drawing area the menu will be opened The context menu includes some components of the menu bar e Cut see section 7 2 2 e Copy see section 7 2 2 e Delete see section 7 2 2 e Activity properties see section 7 2 2 e Task properties see section 7 2 2 e Time management see section 7 2 2 e Annotate see section 7 2 2 e Exception handling add see section 7 2 2 e Additional edge see section 7 2 2 me gt E Hint If you want to work faster with the process editor you can use Shortcuts or Mnemon ics The particular shortcut of a function is displayed beside the function 142 7 2 THE PROCESS EDITOR
75. 3 s Execute Passivated at l Reactivate Original schedule Cancelrun New schedule Retry run Run state Ok I Cancel Apply Figure 9 2 Tab General Timer e Escalations This timer checks on each run if there are any escalations to fire For detailed information see section 6 5 9 Needed when any escalations are used in the process definitions e HeartBeat Informs the cluster that this node is alive This timer is only needed when using the enterprise cluster In field Parameter you can set a tolerance time integer value for heartbeats It is recommended to set the value to two times of the maximum heartbeat timer interval of all nodes Default value is 30 seconds For more information about enterprise cluster and related times see the Installation Guide e IndexRefresh Refresh the full text search index in ORACLE This timer is only needed if you use full text search under ORACLE e LDAPDirSyncTask Synchronizes with LDAP Directory Servers For detailed infor mation see section 9 6 4 Needed when periodic LDAP synchronization is configured 168 9 1 SERVER e Log This timer will remove all log entries excepting the current log entry the last change which are older as specified in field Parameter If the timer parameter is a positive integer D then all log entries older than D days will be removed If the timer parameter is a property string the retention period can be specified f
76. 3332 8 3 3 3 3 3 3 3 3 3 3 2 333333333332 Figure 6 24 Object details Process forms e Task The form is assigned to this task 86 6 5 PROCESSES e Process The previous mentioned tasks is assigned to this process e Take visibilities from The visibility of an other task in this process can be taken if there are differences between the tasks with reference to the visibility of forms e Form field Name of the form field whose visibility should be specified e Invisible If this radio button is activated the form field will not be shown e Read only 1 Disabled If this radio button is activated the form field can not be changed and it will dye grey 2 Text If this radio button is activated the form field can not be changed but it will not dye grey This option does not work with XForms because it is not supported e Writeable 1 Optional If this radio button is activated the form field can be changed 2 Mandatory If this radio button is activated the form field is changeable and must be filled If a subform is existing whose visibility should be set the information on the HTML page Formfield Modes looks as follows e Form type Task Process and Take visibilities from are the same e Table Name of the subform whose visibility should be set e Invisible If this radio button is activated the table of the subform will not be shown e Read only If this radio b
77. A f available problem and release management 14 13 File import Installed no patch 05 12 2013 Staff Processes 2 0 0 480 available Staff processes 15 00 Number of entries 7 0 Bb Cluster DMS 3 Reorganize E Communication Configured tasks E Dashboard 5 Configuration Figure 9 11 Application repository 9 2 6 File import The new file import component allows the specification of the structure of the import source and the target objects e Import Definition An import definition file import xml is necessary to use this function This file must be stored in classes folder of enterprise or within an application folder see Application Development Guide section Organization of files Following an example of an import definition lt xml version 1 0 encoding iso 8859 15 standalone yes gt lt importDeclarations gt lt import name resources gt lt targetClass gt com groiss calendar pers Resource lt targetClass gt lt columns gt lt column name name gt lt column name description gt lt columns gt lt keyField gt name lt keyField gt lt delimiter gt lt delimiter gt lt import gt lt importDeclarations gt 186 9 2 IMPORT EXPORT The keywords of the Import definition are described in section Keywords of Import Definition e File Choose a source to upload a file Upload If this function is selected you have the possibility t
78. Access Protocol ASAP which is in turn built on Simple Object Access Protocol SOAP enterprise contains an implementation of the standard enterprise can receive Wf XML messages to start a process get the current state of a process and change a process state and the system can also send all types of messages Detailed Information about this topic can be found in the Application Development Guide of enterprise 9 6 6 Local services The link Local services provides a table of all found web services in enterprise It is possible to add a new web service delete and un deploy it The creation of web service clients server is possible per application where the appropriate functions are available Detailed information about this topic can be found in the Application Development Guide of enterprise 198 10 Configuration This chapter describes the configuration of enterprise server Further information about e License e HTTP server e Database e Directories e Logging e Classes e Localization e Communication e Cluster e Workflow e DMS e Search e Tuning e Security e Password policy e Calendar e Time management e Other parameters e Change administrator password are available in the Installation Guide Chapter Configuration 199 11 1 New AS g 11 2 Open 11 Dashboard In the system administration of enterprise it is possible to create a dashboard which an be aligned for the nee
79. DefaultTimeManagementImpl More details can be found in the enterprise API Hint Be note that in case of an own implementation class no timegraph will be generated and the function Regenerate the graph is not active anymore The tab Duration histograms contains the probabilities for each task in the process The tab Branching probabilities contains the probability for each branch how often this branch was run through In this case the process has an IF construct which only has one activity in the TRUE branch green line in the process editor The probability of this branch is 0 because the activity was never called The ELSE branch red line in the process editor has the probability 1 Duration statistic from mining can be used at run time after generation of a time graph This task is separated from mining task because each process type is able to use only one set 178 9 2 IMPORT EXPORT localhost 2000 wt serviet method com groiss storegui TabbedWindow showDialog node admin durstat amp efunc edit amp object com gn General Duration histograms Branching probabilities Time graph Duration statistics Name Problem Description Implementation com groiss timemgmt ProbabilisticTimeMgmt Processes Inactive Active Problem Management 1 Regenerate the graph Delete Cancel Jl Apply Figure 9 6 Duration statistics of time data duration statistic Thus you can make unlimit
80. Denied is activated all available form types of enterprise are available for the users Selecting a radio button option is valid for the whole list only This node can be added to navigation tree once only like node User Folder e Table Handler Enter your own DMSTableHandler here For further information please take a look into the Application Development Guide chapter Using the DMS API e Default sort column Analog to node type Worklist e Table With this node a link to a table can be created This table can be a form class selectable via icon Following attributes can be adapted Class name A form class must be entered or selected here Activating the magnifier icon opens a list of form classes where an entry can be selected Version Selection between version 1 and 2 Version 1 is the table which was used through enterprise 8 0 version 2 is the table which is used in smartclient e g worklist table Columns Analog to node type Worklist Column picker Analog to node type Worklist User column filter Analog to node type Worklist Paging Analog to node type Worklist Items per page Analog to node type Worklist Selection Analog to node type Worklist Functions Analog to node type Worklist Toolbar shape Analog to node type Worklist Detail window properties Here you can add several parameters like width height etc by adding a semicolon and write the parameters like the Ja
81. Download This function allows to download the selected log file as ZIP or text file 164 an E h 9 1 SERVER e Initialize log file When activating this function the current log file will be closed and a new log file will be created Use this function 1f you want to record some events in a log file 9 1 4 Database connections This table shows the current open database connections used by executed statements If a statement in column Statement is displayed in italic letters the statement is already finished but the connection is open i e no commit has been done If Oracle is used as database database connections can be labeled with the ThreadUser and the busyObject in column In use e g sysadm Thread JHttp 23 5 main The label is set when a connection is attached to a thread and is reset when the transaction ends The label is available in the client_identifier field of view v session Set the parameter DB connection reservation warning interval secs in Configuration Database to a positive value to activate labeling The toolbar offers following functions Refresh This function reloads the table Cancel statement Executing this function could be necessary if a statement is al ready running und must be aborted Release transaction This function allows to release transactions The function will roll back the user transaction corresponding to the selected db connection Every db connection of the user transa
82. ERARCH Y e Expand hierarchy opens the whole hierarchy under this node Add existing organizational unit Select an OU and put it in the hierarchy as child of this OU e New organizational unit Create a new OU and put it in the hierarchy as child of this OU Detail Edit the attributes of the OU or delete the OU e Remove from hierarchy removes the OU from the hierarchy Set position in hierarchy You can edit the position of this OU in the hierarchy The first function in the toolbar is Add to hierarchy Activating this function opens a dia log Here it is possible to search for a organizational unit and to click the button Apply By doing so you add the selected OU at the top level of the hierarchy If you have been searching for a certain OU with the help of the function Search in the toolbar those OUs which have been found in the hierarchy are displayed in bold font In addition there are next and previous links which make it possible to navigate through the found OUs 4 5 3 Function Merge organizational hierarchies With the toolbar function Merge organizational hierarchies it is possible to add an organi zational hierarchy to an second one This could be possible if there are two enterprise installations where the organizational hierarchies should be merged In the first installation A the tree is managed and should be submitted to second installation B via XML export Installation B contains also additi
83. ITSM a Kel Appl Default demo Project Management v gt Processes incl all associated objects Form types Organizational units Organizational hierarchies Users D Permissions Reports choose reports in next step Timer choose timers in next step gt Figure 9 8 Export in XML Format are not exported with applications for this purpose a own exporter is available see beneath Processes Export one process plus tasks steps form types and roles used in the selected process definition process interfaces and rights e g rights on a form type Rights will be imported only if the required agents and departments already exist on the import system Formtypes Export of form types All forms which was created in enterprise can be exported Before importing forms the form templates and other references must be available on the target system i e the appropriate application with their form types must be available An important point is the export and import of forms which have references to other forms e g a customer form contains a reference to a country form To ensure the correct references on target system you have the possibility to select all participated forms and export them in one form cluster If the participated forms are exported separately i e each form will be exported in an other form cluster all referenced form types are exported automatically Organizational units Export a
84. If the radio button Denied is activated all forms which are not added to this list are selectable in dropdown list 6 5 Processes Processes describe the structure of business processes Besides the functions described in chapter 2 1 2 the following functions can be found in the toolbar e Create new process with the process editor e Edit a process with the process editor e Load WDL XWDL e Report The object details of application contain the following tabs e General e Source e Graphical representation e Components Visibility of forms e Escalation 80 e a Lr 6 5 PROCESSES Functions History e Access e Folder settings e Referenced by 6 5 1 Create new process with the process editor After activating this function the process editor starts You can create a new process De tailed information about the process editor can be found in chapter 7 2 6 5 2 Edit a process with the process editor By clicking this function the process editor is started with the selected process as argument With the help of the process editor you can edit the process graphically 6 5 3 Load WDL XWDL With this function you can load a process from a WDL or XWDL script file A window is shown where you may enter the following information see Fig 6 20 localhost 8000 w serviet method com groiss htmladmin HTMLProcessDefinition showLoadMask node admin procdefinition amp foreigi Compile script File batchproc
85. If you do not want to use a file for creating a form select the Template type XFORMS and click on the button Next and the form wizard will be opened see section 6 4 1 If a path is entered in step 2 the tem plate file on file system can be adapted with button Edit if activated see Installation and Configuration Guide i e the HTML code can be adapted If using an XHTML file for XHTML or XForm the file must be in the classpath of the server for example in the classes directory The file will be parsed too to continue the form definition but the source file is used at run time to show the form The advantage of XHTML forms is that changes in the source file immediately take effect when showing a form Hint If a HTML file should be loaded not recommended anymore hidden parameter ep use htmlforms must be set to true in avw conf 63 6 4 FORMS New form Form definition ld candi Name Candidature form Version 5 Application Default y Type 9 Process form Document form Folder form Description Usable in DMS Versioning According to configuration y EventHandler DMS TableHandler Base form Figure 6 7 Form Wizard Step 1 localhost 2000 wt servlet method com groiss htmladmin HTMLFormBuilder loadHTML Load form Form definition Form ld candi Name Candidature form Version 5 e Specify the path to a file in th
86. L Format o o O2 2 Archive processes o ca cesot oana ba A ewe eed ee A 92 3 Install application lt lt ece a 26 Sb eee ee ee ee ee 924 Application upgrade os e 5446 4 basi Abe a ea ee 925 Application repository 44 6 464458 ee aa Ooty Pleiipold ees 4 2s be Pda OR es a ES Oe RAMOS sce ok ee eee Be a A ee ee ES a ae gL Cluster Monitor oo ee i a ee a E a A II AY IS o o e A le a ee oe Hee L 44 1 Fulltextseateh o coccocos cacas BA aed de ce 942 Keywords co c ca bi cacce hey Given eb bada ed unas OS o 2 4 bebana DA LEH ES GO KEE aG REM Eee aS 9 5 1 Change role assignments 2 ee eee eee ee tes 0 5 2 Analyze process instances 2 o lt lt ee E a oe ce do ee ee a oa a A aes a ae 96 COMITICARDO s rc a eee BO ee ee OG NWabORes oo nae ae Lae ee ae we A AA 96 2 Mail Quete gt s nc Sak we ER aada Rw eS 96 3 Mail jomal s e cosa e le Se ee ee ew ee S64 TAP cada Ge ee a ed ba ae i OS WAMG es hos de aoe die a ad we a a BER ae ee ae OO L cal servits coco ee Ea a ARR RS Be ea EO Configuration 11 Dashboard Del NEW nw ck a kw eR ae WA Oh eae a ee eb a eS ENS OPER cee ae ae ate ok er Se Bo Bw ee ee WU ae eae eb Se chs ates ee eae ee ew ew ee ee a a ales es Mad Dele o os ede Gk Meck a Be A Bay OR ee a 12 Administration Shell 12 1 Architecture andinvocation 0 2 000 ee eee eee 2 2 Commands se siea sesa we wl a ee A 12 2 1 Client commands oo a 12 22 Server cominands e e
87. L sub section see section Parallel For under 7 1 e Step name The name for this node which can be localized if the value starts with and ends with e g myname If nothing is entered the default step name is used e Label Must be unique within the process and has the same syntactical conditions as a enterprise id Furthermore it is possible to define a method in end node of parfor see section Parallel For in chapter 7 1 7 2 15 Properties of Web service nodes Select a web service node and perform a double click on the node to open the appropriate property window For each node you can define a Step Name which can be localized if the 155 7 2 THE PROCESS EDITOR value starts with and ends with e g myname E If nothing is entered the default step name is used Furthermore a Label can be defined which must be unique within the process and has the same syntactical conditions as a enterprise id The label in node Incoming Message is relevant for process escalations of type Receive unfinished see section 6 5 9 Following properties can be defined for node Outgoing Message e Webservice operation Select an existing web service client operation which was created previously for this application See section 6 10 1 for more details e Address Select an address to call the web service You can choose between reading the address from WSDL file enter a XPath expression or enter an URL E
88. N 9 6 Communication 9 6 1 Mailboxes The system can handle incoming emails Several mailboxes can be defined together with an action to perform for emails Access to the mail boxes is performed with the IMAP4 protocol localhost 8000 wf serviet method com groiss storegui TabbedWindow showDialog node admin mailbox amp ft i General Action View mailbox Id itsm Application ITSM Server wm groiss com User itsmtest Password eevccece Email address itsmtest company com Folder Mail protocol IMAP Type of communication Unencrypted y Check with timer Y Description Download mails l Ok il Cancel Apply Figure 9 15 Tab General Mailbox Tab General You can edit the following attributes required fields are bold e Id An unique id e Application An application which the mailbox belongs to The mailbox is listed in the mailbox table of the appropriate application 191 9 6 COMMUNICATION Server Mail Server User user name for the mail box Password password for accessing the mail box Email address the email address of the mailbox is also used by the email tab of processes tab definition is described in section 6 5 4 Protocol This parameter specifies the protocol which is used to get your mails from your mailserver The possible options are IMAP4 and POP3 Type of communication The level of security is
89. NoAction Process with definition OProcess without definition OProcess group Process E definition Incident Management 1 Show instances Responsible Jones Jack jones Available reports Agents and number of tasks in their worklist ES Worklist of a user Average minimal and maximal duration of all finished pro Average minimal and maximal duration of all finished tas Last month Functions Work time overview Links URL Text http www extern com EXTERN z http intern 8123 INTERN Save Save and close Cancel Figure 13 1 Process cockpit form 209
90. SS EDITOR Task Process Task adHoc Step name Label adhoc_label Agent s Available forms Added forms if f Cancel Figure 7 7 Escalation If you want to add more escalations of type Task repeat steps 2 6 before executing step 7 Alternatively a process can be defined as escalation step For this purpose execute step 1 change to tab Process and select in step 2 a process instead of a task The remaining steps excepting agent selection are the same as on tab Task Delete escalation The following steps are necessary 1 Select one or more tasks of the escalations table 2 Click the toolbar function Delete 7 2 6 Properties of an activity You can edit the properties of an activity when you perform a double click on the node 1f function Show activity properties on node double click is activated only or click with 147 7 2 THE PROCESS EDITOR the right mouse button on the node an select in the context menu Activity properties the property window will appear see Fig 7 8 Y x localhost 8000 wf servlet method com groiss htmladmin HTMLProcessDefinition showEditorCc y Task Request Step name Label label_4 Icon Agent s al Skipable Available forms Added forms form_vacation Vacation Figure 7 8 Properties of an activity e Activity Specify the activity by insert
91. Sa wa non E formfield formid fieldid 126 7 1 WDL Examples e f recipient null e f ordervalue gt 100000 e com groiss Check isAvailable f amount and f class gt 3 e f recipient lt gt null or f value gt 10000 and f class 4 e groovy form_f subject Book e xpath form_f subtorm Oid 1 form status ok Java methods should have 0 to n literal string parameters and a return value of type boolean See the enterprise Programming Guide for details on writing such Java methods If system evaluated alternatives if and elsif constructs allow the conditional execution of process parts Syntax ifstmt if cond then nodename statseq elsif cond then nodename statseq else statseq end Description e cond A condition as defined above e statseq a statement or a sequence of statements Example if order amount lt 2000 then small orders clerk write_confirmation elsif order amount lt 5000 and order class 4 then medium orders manager approve elsif else end 127 7 1 WDL Choice mixed automatic and manually evaluated alternatives Choice statements allow the user to choose the process path from a predetermined but run time dependent set of available paths Syntax choice choice nodename branchname cond statseq end Description Each path has a name denoted with branchname where an arbitrary strin
92. String parameter for the run function Application An application which the timer belongs to The timer is listed in the timer table of the appropriate application First time The time of the first run Period Interval in seconds or in form of cron pattern see section 9 1 8 Essential Activate this checkbox to mark the timer as essential one Essential timers provide a means to automatically reschedule erroneous or missing timer runs A timer watcher component in the system records the planned execution dates of essential timers Periodically those schedules are checked for late or unfinished ones When such a situation is encountered e g error in timer database connection lost etc a mail is being send to the administrator and a retry run is scheduled After a successful timer run the original schedule pattern field Period is used to determine the next planned schedule The schedule of the retry run can be a delay in seconds or a cron pattern field Rerun Pattern Please take notice of following hints when using an essential timer 1 It is recommended to issue essential timers in their own thread i e enter a Thread Id 2 It is not recommended to activate checkbox Run on startup 3 In an enterprise clustered installation activate checkbox Run on each node Rerun Pattern Interval in seconds or in form of cron pattern for essential timer Active Only when checked the timer task is performed Run on startup Whe
93. Syntax batchstmt batch batchAdapterClassName paramstring startnow newthreao autofinish gobackonerror Note that you must specify the full qualified class name including the package name Example batch com groiss demo DemoBatchAdapter param Wait Step A wait step can be used to halt the process execution for a time duration or until a certain point in time The wait step will be finished automatically by timer Suspension or manually via process history The duration or point in time is specified after the keyword wait It can be given in the form of a method as a form field or as a number combined with a time unit Syntax waitstmt wait methodname string string formfield number workdays days hours minutes The methods and formfields can return either java util Date objects which are interpreted as absolute point in time or integers which are minutes to wait No real waiting occurs when the specified dates are in the past or the specified integers are not positive Additionally Groovy and XPath expressions can be used to specify the waiting period or time point For more information about Groovy and XPath see the Application Development Guide Note that you must specify the full qualified method name including the package name Example wait com groiss demo Step calcDate p1 p2 7 1 5 Control Structures The flow of control in a process
94. a a a ee To ERAS 0 a e a a a A 12 3 1 Setting a configuration parameter 1242 Restant the EBRO ia a A ee A 12 3 3 Add a role to or remove one fromauser 12 3 4 Set the interval of atimer 123 9 Worklist handle co covers dar 24 bauraes 199 200 200 200 201 201 CONTENTS 123 6 Session handling lt gt s conri a aa 206 13 Process cockpit 207 13 0 7 Configuration o c coc ee ee ee a a 207 130 Rights o o oco esos A ai a aA 208 10 I System architecture The workflow system enterpriseis build for using in the intranet and internet and based on the technologies of the World Wide Web We briefly describe these concepts before explaining the architecture of the system 1 1 The World Wide Web Three concepts make up the World Wide Web WWW uniform addressing of information in the Internet via the Uniform Resource Locator URL presentation of information in the Hypertext Markup Language HTML and transmission of data using the Hypertext Transfer Protocol HTTP The HTML format allows the integration of different media type into a document So called hyper links enable the integration and connection to other documents or media types Important for using the WWW for workflow systems is the feature of fill in forms in HTML which allows a form based interaction between the user and a program HTTP is a simple protocol for transmitting information over the net The
95. a certification authority CA Anyway the server needs a RSA key pair public and private key which can be generated by clicking the button Generate self signed certificate enterprise generates the key pair by using the keytool which automatically generates a self signed certificate to this key pair Certificates are also used to sign PDF documents Therefore users are allowed to create certificates at their own or can be done in the enterprise administration To allow users to sign as a role e g sales the administrator has to create a certificate for the appropriate role User and role certificates do not need a server keystore see settings in configuration area Security 1 e the creation of this kind of certificates is always allowed Generate self signed certificate localhost 8000 wf serviet method com groiss ss HTMLCert showGenerateSelfCert amp comingFrom 2Fwf 2Fserviet metho Generate self signed certificate Alias name mycert Country AT Company name Groiss Organizational unit IT Email office groiss com Hostname recife groiss com Company site Klagenfurt State Province Carinthia Days the key is valid default 90 90 Key password eevcee Confirmation e so Key length in bit Figure 9 3 Generate self signed certificate To generate a key pair the following parameters have to be specified e Alias name
96. a iaei aen 24 ba ea va es 76 5410 Tabo IGSS di a a ed 76 6 4 11 Tab Standard permissions o o e 76 GAAS Tabi PREVIEW ocioso a aate ae a ee G 76 64 13 Tab Poldersetimigs lt coo o cs scoa ana a ns we ee 77 PIOCESSES ooe a cd bandon a e a a ee e a A 80 6 5 1 Create new process with the process editor 81 6 5 2 Edit a process with the process editor 81 65 3 Load WDL XWDL o o e eee 81 634 Tab General a eos eoe a ge ee Hae es a era 82 Gao RSS SOURCE eh ata he ee ee a od ar A te a ged 84 630 Tab Graph se see a cea Bg ee og ie BG ear ea ee 85 05 7 Tab Components css es 4 4 04 see ee a ee 85 65 8 Tab Visibility ot toms 6 06 4 6 ct ee ee ee S 85 Hoe Tab Escalation o o saa le od Se eK ee ew ed ES 88 63 10 Tab Functions cor ad ba eae e 90 65 11 Tob Boller seus escasa wa ae doe 90 Gala Repote se r or ad EE ER SP Sede de Sa davagd HS 90 PUNCHOU PROUD o e fb ok ee BE a a ee a ak 91 GUI configurations o ee eee A A 91 6 7 1 Tab GUI configuration o s e eac awe e e 92 07 2 Tab Assignments o cco eo cmo a e e 103 Resource Editor o lt s ese soe e wec Ree a a ee A ee 103 6 8 1 Toolbar functions aaaea a 105 6 8 2 Converting csv files oo oes ee eee a a 106 Wale DIS o e ac aie BA mele Mes doe ea Sele wee dalle 106 WENOSEVICOS ca Da ba hd eM hae a aa GR OM la bees 106 6 101 Webservice clients 40 0 0g a ee ae al we a ee 106 6 10 2 Webservice serve
97. a mailbox Details for definition can be found in section 9 6 1 e Timers The process will be started by timer ProcessStartTimer Details for definition can be found in section 9 1 8 90 6 6 FUNCTION GROUPS 6 6 Function groups Function Groups allows the grouping of task functions and reports A function group can be deleted only when it is not assigned to a Function or a Report localhost 2000 wf servlet method com groiss storegui TabbedWindow showDiz General History ld my_processes Name my_processes 118n My processes Order attribute AAA Application Default Show as submenu _ Figure 6 26 Function group A function group object has following attributes tab General Id Unique identifier of the function group Name Name of the function group By activating the I18n link beside this field the translations if defined in application mask tab Properties of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of this application see section 6 8 Order attribute Define an arbitrary order attribute here which is used for sorting function groups If function group F1 has order attribute B and function group F2 has order attribute A then function group F2 is displayed as first and F1 as second item in list e g in global function list of smartclient Application
98. all objects the objectclass Application or a defined application to abort a process proc_inst on all objects or all OUs or the OU the pro cess is started in to change the agent in the history proc_inst OR set_agent on all objects or all OUs or the OU the pro cess is started in to view process history list of documents and notes and all process forms and ver sions view_procinst on one process or all to create process documents create AND A is current agent of step OR has view_procinst right and was agent of process pro cess_agent on the object to edit process documents A is current agent of step OR has view_procinst right and was agent of process process_agent on all objects the objectclass Processes view_procinst to archive processes conf on all objects to search for process in stances view AND proc_inst on all objects or all OUs or the OU the pro cess is started in to create statistics stat on all objects to execute stored reports execute on all objects the objectclass Reports or a defined report to delete master data delete on all objects the objectclass delete a standalone form delete on the form class see changes of forms in pro cess instance proc_inst OR set_agent on the OU process definition where process instance is running see changes of forms in pro cess instance view OR user A is current agent of step on t
99. am inoutparam inoutparam 134 7 1 WDL inparam outparam inparam in xpath messagecomp outparams outparam outparam out messagecomp xpath Short description of the syntactical elements e serviceid The ID of the web service e operationid The operation ID of the web service e address The URL of the web service e messagecomp The ID of the IN OUT parameter of the message e xpath XPath expression denoting the form element to map e statseq Sequence of statements Example for webservice nodes invoke mywebservice SendMessage MessageTemplate form_ticket message Template MessageType form_ticket message Type enterpriseid pi id xeoxid form_ticket xeoxld reporter form_ticket reporter subject form_ticket subject 0 SendMessageResult exception administrator inform ticket end receive kserver sendMessage corr pi id enterpriseld form_ticket message Template message Template form_ticket message Type message Type form_ticket enterpriseld enterpriseld form_ticket xeoxld xeoxld form_ticket reporter reporter Sform_ticket subject subject form_ticket text text form_ticket analyst analyst waitforincomingmessage reply kserver sendMessage out 0 135 7 2 THE PROCESS EDITOR 7 2 The process editor The enterprise process editor provides you an easy way to define workflows The pro c
100. application to the server extract it and install it Load from URL Enter here a URL to a zip or jar file and a destination directory analog to Upload This page could be accessed via Application repository by acti vating the toolbar function Install of appropriate application In this case the URL is already pre filled 9 2 4 Application upgrade On this page all installed applications incl enterprise are listed If a newer patch version is available you will see this in the Status column and the link in column Name 184 9 2 IMPORT EXPORT TE Oenterprise Administrati x localhost 2000 wf servlet method com g a c 2 Suchen vraut f 428 G Administration ep90 Logged in Jack Jones CARE enterprise 2 Download Back 2 Organization a Applications ua ITSM 4 Search Admin tasks Version 9 0 696 Installed version 9 0 ml Server Import Export XML export XML import Status Installed patch available Downloaded Patch Description The ITSM application provides a comprehensive and flexible framework for execution of core IT service management processes and functions It is designed i on the founding principles of the IT Infrastructure Library ITIL V3 http www itil oficialsite com The main emphasis it placed on processes for service Install application operation providing processes and features in the following areas Application upgrade Incident Management Applic
101. assignment should be moved copied or remain unchanged Change role assignments From old organizational unit Human Resources To new organizational unit IT Next Figure 9 13 Role assignments 1 Change role assignments User Role Role unchanged Change to new OU Copy Rudolf Berger Home Number of entries 1 0 Apply Back Figure 9 14 Role assignments 2 9 5 2 Analyze process instances A list of process instances is shown which have no valid agent This case no valid agent can happen when an organizational unit is deactivated or role assignments are deleted Example An existing process will be finished but has no valid following agent The process instance occurs in the table with problem status Finish not completed Now you can click on the process instance id to open the detail view and assign an agent who is able to finish the task For this purpose you have to activate the link of the last active agent to assign the task to a new agent The 3 question marks in the process history symbolizes that the instance has no following agent should not changed in this case otherwise a new process instance will be created 9 5 3 OU history Here you can capture the history of changes to organizational units manually This might be interesting if you want to know which organizational unit emanated from another during the process of changing your organizational structure 190 9 6 COMMUNICATIO
102. ate which is signed by one of the trustanchors in the keystore the connection will be refused If any entry of the keystore is not needed any longer you can delete the entry by clicking on the delete button Note After any modification of the keystore the server needs to be restarted 9 1 15 Query tool A simple interface for executing SQL queries has been implemented You find it in the Administration Tasks group Server Because direct database access may be an enormous security risk the functionality is only available when the following two conditions met e The configuration parameter database direct access has value 1 There is no user interface to set this parameter you must directly edit it in the configuration file e The user must have the execute right on all objects every user having the sys role has this Substitutions are not considered here 9 1 16 Duration statistics The duration statistics contains a list of all collected time data By activating the tool bar function New you can collect time data for the timemanagement see figure 9 5 The purpose of mining is to extract duration statistic information from process history This duration statistic will be used later to generate time management run time structures time graph If you want to collect time data you have to specify a process type activate the checkbox Perform process mining and optionally specify a timer interval when the process instance was started
103. ation repository Problem Management e Change Management File import Release Management HU Cluster e Asset and Configuration Management e Contracts and Service Level Agreements DMS 3 Reorganize Archive processes li Communication Configured tasks E Dashboard amp Configuration Figure 9 10 Application Detail is active Follow the link to get detail information of this patch like patch version which version is installed currently the state a description and a link to a possible changelog In toolbar the function Download allows to download the patch from entered server This file is stored in folder patches of appropriate application directory Hint This function is available only if under Configuration Communication Application Repository URLs one or more URLs were entered to application repositories More infor mation about the interface can be found in Jnstallation and configuration guide in section Application repository 9 2 5 Application repository This page shows the application repositories which are entered under Configuration Communication Application Repository URLs The link in column Name leads to a detail page of this application and shows if an application is already installed or a new version is available With the appropriate toolbar functions a new application can be installed leads directly to page Install application where URL is pre filled or an existing can be u
104. be set in Configuration of en terprise 9 4 1 Full text search The status of the full text search may be administrated in the system configuration There you can activate or deactivate the full text search and if you are activating it you may ini tialize 1t afterwards Initialization must be done if you want to use full text search for all documents and forms which were last amended while the full text search was not active The full text search will be available for all forms and documents created or changed after the specified date or for all if no date is specified Furthermore this function allows to update the stored information of changed name at tributes of formtypes table avw_formfieldvals The discrepancy arises when the name attribute or name pattern of a formtype has been changed via administration 9 4 2 Keywords By clicking this link a HTML page will be opened where you can administrate a list of keywords The entered keywords can be assigned to individual documents in the DMS see User Manual These keywords can be used in the document search 189 9 5 REORGANIZE 9 5 Reorganize 9 5 1 Change role assignments Change the role assignments of a set of users from one organizational unit to another Select in the field from old Department the organizational unit from which you want to move or copy role assignments to another organizational unit see Fig 9 13 After clicking Next you can select which role
105. bject to send e Created at The creation date of a mail queue entry which is used by the MailQueue Timer to check on the max time for attempts to send This max time can be set with parameter Max time for mail queue item in hours under Configuration Communication e Last attempt If an error occurs during processing entry the timestamp of the oc curence will be stored If no error occured the entry will be removed from mail queue e State The state message of mail queue entry is displayed If a new entry has been created the state New is set If an error occurs the appropriate error message is set as state If no error occured the entry will be removed from mail queue e Referenced object If available a referenced object is displayed which is could be an enterprise Persistent Generally a object of form type Email is displayed The link opens the DMS folder in a new popup where object is stored The entries are handled generally by the MailQueueTimer but can be processed with the toolbar function Send now Following toolbar functions are available e New By activating this function the compose window for creating a new mail is opened Details of this window can be found in the User manual in section The Compose Window One restriction for this view in this context is that the action Send without mail queue is disabled because mail queue entries should be created 193 e 9 6 COMMUNICATION e Delete The selected e
106. bstitute have got due to his substitution 33 4 3 USERS e Organizational unit Name of the organizational unit in which your substitute have got the corresponding role e User Here you find the name of the user who substitutes you in a certain role e From This column shows the point in time when your substitute start having the role substitution for you e Until This column shows the point in time until when your substitute stops having the role substitution for you The table Users whose roles I m substituting contains the following information e Active Indicates if a role is active green point or inactive red point e Role Name of the role you have got due to a substitution e Organizational unit Name of the organizational unit in which you have got the corresponding role e User Here you find the user whose role substitution you have got e From This column shows the point in time when you start having the role substitu tion for this user e Until This column shows the point in time until when you have the role substitution for this user 4 3 5 Tab Permissions You can assign rights to users either directly or via roles See chapter 5 for an introduction to the enterpriseright system Edit the personal rights of a user in this tab A HTML page is shown which enables you to update the actual right 4 3 6 Tab All permission The overview shows all rights either assigned directly to the user or
107. can be defined here The URL must be relative to classes directory of enterprise or the application This possibility allows you to define more complex masks which are added as HTML bodypart text html It is also possible to define place holders as mentioned at subject field If an URL has been entered no message text in HTML or Text Source could be created and also the value of Mime type will be ignored Message text HTML or Text Source Analog to Subject a message text can be de fined here bodypart If the Mime type value is set to Text the tab HTML is not active Ifan URL to message body is entered both message text tabs are inactive 6 11 2 Overview about events and modes of sending The following table shows an overview about the events and which templates are used 112 6 12 TEST CASES Definition of template Default plate Id tem Agents Sending mode Language Notification about new p rocess in worklist lation object in Java code ration parameter Default action for sending mails Select template per pro notification Are set at run time Depending on configu Depending on cess definition in Java code ration parameter Default user locale action for sending mails Escalation Select template per esca escalation Are set at run time Depending on configu Default locale of enterprise Notification of processes which are followed fix proc
108. ccording to the object class the following attributes are used as identifiers e id e name e both the id and the name e acombination of id and version e acombination of name and version The object classes and their corresponding identifiers are listed in table 3 1 Within enterprise the id of an object is unique and furthermore the id is also unique for all applications of enterprise Therefore it is not possible to create an object of the same class in different applications with the same ids e g user A in application X and user A in application Y Another peculiarity of enterprise is that the user and roles are sharing their scope i e it is not possible that within one enterprise server there are a user and a role which ids are identical or where the name of the user corresponds to the id of the role or vice versa For a syntactically correct id the following rules apply e Ids start with a letter or a or or Then additional characters from the described set or digits can follow e The complete length of an id must not exceed 80 characters e Ids can also contain special characters e g email addresses but whitespaces excla mation marks and commas are not allowed In a WDL definition the agent id must start with an exclamation mark if the id is no simple id Example 23 3 1 IDS AND NAMES Object class Identifier User Id
109. ce server dialog is analog to object Webservice clients e General Contains the same attributes as Webservice clients but no URL can be entered e Callable operations Analog to Webservice clients but the toolbar function Exe cute webservice operation is not available IN parameter are parameter which are received for processing and OUT parameter are parameter which should be submit ted e g status notification about processing Optionally a Message handler can be entered which has to implement the interface com groiss ws server MessageHandler If a handler is entered this operation cannot be used in a process definition e History Analog to Webservice clients 6 11 Message templates This section describes the definition of message templates which are used in several places in enterprise Following events use message templates e Process cycle system step pre processing postcondition etc e Escalation e Notification about new processes in worklist s e Notification of processes I follow function Follow the process e ReportTimer e Changes of a DMS document function Follow document changes e API program enterprise offers standard templates for most of these events which are stored in appli cation default In addition to these templates own message templates per application can be defined Following standard templates are available e Default template documentTracker This template can be used in DMS function
110. client browser requests a document from a server by opening a socket connection and sending the URL of the document to the server The server sends back the content of this document together with some status information If the URL points to an executable program the server executes this program and sends the output back to the client Moreover the HTTP protocol provides a mechanism for user authorization allowing to restrict access to a group of users or hosts 1 2 The system components Fig 1 1 shows the components of the system The components in detail e Database The database contains all data relevant for process execution process def inition organizational hierarchy roles as well as the dynamic data of the process instances e Workflow engine This component contains the interpreter for the defined processes it is called whenever a process is started or an activity is finished through the user in terface Additionally the engine comprises services like timers import export mech anisms the monitoring component etc 11 1 2 THE SYSTEM COMPONENTS Modeling component Data Repository Processes Data Organization Applications Organisational data Process Run Time component definitions Workflow Engine Document management Timer Process instances Process data D OE ZS A E Es IN Administration component Process relevant Administration functions Data
111. ction will be roll backed closed given back to the pool and set to dubious state Furthermore the afterCompletion methods of SessionSyn chronization beans will be called Histogram This function shows the db connections in a histogram You can define Unit and Columns Statement statistics If parameter Statement statistics is activated under Configura tion Tuning all database statements of the system will be displayed 9 1 5 Object history View the history of the objects in the database You can see who has changed which objects and view older versions of objects 9 1 6 User sessions With the help of the administration function User sessions it is possible to get information about the logged in users and when they was logged in When a user is logged in the number of the logged in users will be checked with the licence Concurrent User If the login is possible an user session will be generated This user session is as long as valid until the user activates the Logout button If no logout happens the user session is valid for 24 hours and will be finished automatically Only user sessions 165 9 1 SERVER which are inactive less than 4 hours will be checked with the licence You can display the user sessions as user list or in form of a histogram Further you can set the time horizon for better display User list For displaying the user list you have to take further restrictions e Logged in users All user session
112. ctivated to use this option in worklist This option is applicable in smartclient only Atitem If this checkbox is activated the function is displayed inline of a work list entry This is possible only if attribute showInlineDetailsAt is set in xml file Detailed information can be found in Application Development Guide Ad ditionally the checkbox Worklist must be activated to use this option in worklist This option is applicable in smartclient only e Description Free text e Method The signature of the Java method implementing the function Parameters can be added by adding a and the parameterlist Example com groiss DemoClass demoMethod param1 val1 amp param2 val2 Furthermore it is possible to enter a GROOVY script in this field enter groovy lt groovy script gt in this field e Target window The content of this field contains the name of the window or the frame where the output of the function will be placed If the field is empty the output is sent to the frame where the worklist resides If you enter another name the output is sent into a separate window with this name In addition to this name you can add several parameters like width height etc by adding a semicolon and write the parameters like the Javascript method window open syntax If you specify the target top the output will be shown in the current browser window e Order attribute Enter an attribute as order attribute e Client action If this fu
113. d in this tab see figure 6 17 It is possible to e Add columns edit and delete them and change the order e Add functions delete them and change the order e Add forms delete them and set their allowance allowed or denied The changes of this page are used for all folder instances of this formtype Y localhost 8000 wf serviet method com groiss storegui TabbedWindow showDialog node admin formtype amp foreignKey application amp application com dec avw core Appli General Java class Database table Rights Standard permissions History Access Preview Folder settings Referenced by Folder settings Columns Name Additional data Type Size Last changed at Locked by f KN Functions new delete space cut copy link gt x 9 Allowed Paging Items per page Restore defaults Delete Cancel yl Apply Figure 6 17 Form details Folder settings Content of the HTML page Folder Settings e Columns Columns which should appear in your folder e Functions Toolbar functions which should appear in your folder e Forms Forms which are allowed or not allowed in your folder e Paging If this checkbox is activated the paging mechanism of enterprise is used for this folder only in old gui only 77 e 6 4 FORMS Items per page This defines the maximum number of entries in this folder table when paging is enabled in old gui only
114. define such a substitution Activate the tab Substitutions of the role assignment to add role substitutes Hint The timer CurrentSubstitutes activates deactivates the substitution if a from and or to date has been entered see section 9 1 8 4 3 3 Tab Substitutions For each user you can define several substitutes each of them with an optional substitution interval In this tab you can define the personal substitutes A popup window for the administration of the substitutes will be opened Hint The timer CurrentSubstitutes activates deactivates the substitution if a from and or to date has been entered see section 9 1 8 4 3 4 Tab Role substitutions The tab Role substitutions provides information about role substitutions which concern you This HTML page is divided into two sections 1 The first section called Users who substitute my roles lists all users who substitute you in a certain role If you are substituted in a certain role and a task is forwarded to this role then this task also appears in the role worklist of your substitute 2 The second section called Users whose roles I m substituting lists all roles you got due to a substitution Tasks that are assigned to these roles will appear in your role worklist The table Users who substitute my roles contains the following information e Active Indicates if a role is active green point or inactive red point e Role Name of the role your su
115. describe the test case no user is selected the start agent is taken from the process definition 113 Process Process definition which should be tested The list is restricted to process Start agent A user can be selected which is always the start agent of the process If 6 12 TEST CASES By activating the Button Ok the main window Process Debugger will be displayed which is divided into several areas see figure 6 34 which are described in following sections By activating the button Close the main window will be closed localhost 2000 wf servlet debug com groiss proctest TestRunner showSimulatio Jow func edit amp comingFrom 2Fwf 2Fserviet method 2Fcom groiss gui table Tabk vr E Open Run lib Single step 12 Open process graph N Skip breakpoints XK Archive Edit Process instance 29 status running current step Approved next action Complete Test steps Step Agent Script Iteration Choices Description form_form_vacation vacfrom 01 10 2015 Request Rudolf Berger form_form_vacation vacto 02 10 2015 1 Step 1 form_form_vacation days 2 Approve Stefan Schmied form_form_vacation approved 1 Step 2 Approved Rudolf Berger Step 3 Process Stefan Schmied Step 4 Process history Step Agent Organizational unit Started Finished Approved Rudolf Berger Human Resources 28 09 2015 15 08 Process Home Human Resources 28 09 2015 15 08 Process details Process Vacation Id 29 Task Process Subject R
116. details of the selected form opens and the tab Pre view is active 6 4 6 Report For one or more forms a report can be created analog to an application report see section 6 1 3 71 6 4 FORMS SH localhost 2000 wf servlet method com groiss htmladmin FormtypeForm showView node admin formtype8 Creating a database view containing all form versions with the Id candi Create view form_candi create view form_candi as select oid position assessor ou ddate candidate cdate notes education employ from form_candi_5 Create view Cancel Figure 6 13 Function Create view 6 4 7 Tab General You can edit the following attributes required fields are bold e Id Unique identifier of the form e Name Name of the form By activating the I18n link beside this field the transla tions 1f defined in application mask tab Properties of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of this application see section 6 8 e Version Version number of the form a positive integer e Application The form belongs to this application 72 6 4 FORMS localhost 2000 wf servlet method com groiss storegui TabbedWindow showDialog node admin formtype amp foreignKey application amp application com dec avw core Applic General Java class Database table Rights Standard permissions History Access Preview
117. dow depending on the selected context area By selecting the same area and hitting the key Fl the same help page is opened Dashboard Shows your dashboard in the working area Worklist Switch to the worklist component of enterprise Logout Logout from enterprise Note If this symbol appears a modification at the enterprise system was made By clicking the symbol you will get nearer information if you have to restart the server or have to refresh the cache structures e Navigation The navigation frame on the left contains the following elements Organization Contains links for administration of the application independent information User Organizational units Organizational classes Organization hierarchies Servers Permission lists Interface and Keywords Applications This area contains subtrees for every application For each ap plication a link to its Processes Forms Tasks Functions Roles Rights Object classes Function group and GUI configurations is shown This area also con tains a link to the overview of all applications called Application list Search This folder contains links to the various search functions Process search Document search Report designer and Reports Admin tasks Shows a list of administration tasks for example for restarting the server exporting data etc Configuration All functions for configuring your installation are placed here e Work
118. dow showDialog node admin escalation EY General Escalation type Process due time Y Step Delay 10 Working days v Action Send an email Yi Current agents Recipient Message template Escalation O Call method Java method O Start a step Step Description Figure 6 25 Object Details Escalations This tab shows all already defined escalation objects You can edit them or add new one by activating the functions in the toolbar You can edit the following attributes required fields are bold e Escalation type Here you can select between following escalation types 1 Process due time This escalation relates to the due date of a process which was entered at the process start 88 6 5 PROCESSES 2 Activity due dates Analog to Activity due time of tasks but this escalation is used by every step in the process 3 Activity due time This escalation type will be triggered for the selected step in the Worklist Role Worklist Suspension List or Role Suspension List For each task the Maximum Duration in the tab Common can be set This escalation type will be fired if this value was transcended 4 Activity idle time This kind of escalation will be triggered when the task remains for a while Delay in the Role Worklist This type works in the Role Worklist only 5 Activity unseen This escalation type will be triggered when the current tas
119. ds have to be changed on next login e Scan for new JAR libraries This function searches for new jar files and add them to the enterprise classpath e Health Check This function checks the system status Following checks are per formed Time Checks if the times of enterprise server database server and client are synchronized Directories and files in configuration Here the configuration parameter Direc tory of form classes Directory of temporary files KeyStore file httpd jetty webxml location avw java compiler and httpd jetty favicon path are checked if the paths files are available on file system Methods and classes in configuration Here all possible methods and classes of enterprise configuration are checked Examples JDBC Drive Class Au thorization Class Settings Class Notification Provider Class Archiving Class Error Formatter Class DMS Archiving Class Holiday Class etc 161 E HE Ly 9 1 SERVER Directories and files in applications This area checks if template files of form types are available on file system Furthermore available gui configuration ob jects are checked if the appropriate xml files are available on file system Methods and classes in applications This are checks all entered methods classes of application objects Examples Process DMS table handler form event han dler methods entered in tasks methods defined in escalations methods of func tions
120. ds of the system administrator or user After activating the link Dash board under Admin Tasks initially an empty site appears with following toolbar functions By activating the button New a new dialog will be shown where you can add new windows to the dashboard Several possibilities are provided Note URL Enter an URL of a HTML site which you would like to see in a window on your dashboard and confirm your inputs with Return Reports By activating this link all stored reports will be shown in a table Select an entry and activate button Ok to add the query to dashboard Calendar By activating this link a calendar will be shown in a window on your dashboard Worklist overview By activating this link an overview about the number of worklist entries will be shown in a window on your dashboard Appointments By activating this link the appointments of the present day will be shown in a window on your dashboard News By activating this link news will be shown in a window on your dashboard Therefor a folder with the name News under Common must be created in the DMS where messages can be lodged e g a note Each window in a dashboard can be moved like in Windows to any place inside the dashboard and or be changed in its size By activating the button Open an existing dashboard profile can be loaded First the profile must be stored with the function Save There are 2 kinds of dashboards the personal and 200 11 3 Sav
121. e Apply changes later Some objects can be changed so that the changes become effective at a future date The field Apply changes at on the detail mask provides this functionality Insert in the field Apply changes at the date and time the changes should get effective After activating the button Ok Apply or changing the tab the deferred changes are saved If you view the detail mask of an object with such pending changes you will see the date when the changes get effective in the field Object changes at Activating the icon beside this field opens the detail view of the changes Here you can discard the changes by activating the button Discard changes Activating Deactivating objects Some objects have the attribute active indicating whether the object is currently usable or not In the detail mask of these objects you can manipulate this attribute with a checkbox If the checkbox is not checked the object is inactive This means for e Users the user cannot log in and cannot receive a worklist entry e Processes the process cannot be started except via the API e Roles role assignments the role cannot receive a worklist entry In the table of objects the inactive items have a grey background and italic letters Internationalization The name of application dependent objects can be translated into the available languages 19 2 2 OBJECT DETAILS The name translated into the actually used language is dis
122. e 11 3 SAVE other dashboard s The personal dashboard list contains all dashboards which are stored by the current user Other dashboards has been stored by other users which have set the share right for the current user via tab Access By activating the button Save the current dashboard will be saved A new dialog will be opened with following attributes Name The unique name of the dashboard must be entered here Save as This checkbox allows to store the current dashboard under a new name If a user changes the dashboard by activating the buttons New and Save it will be his personal dashboard and the Default Dashboard remains unchanged The user has the possibility to open an existing default dashboard profile by using the function Open The identification is made by the URL parameter id Description Free text Default Select between Dashboard admin for lt User gt Dashboard settings are stored for current user as default Dashboard admin for all users Dashboard settings are stored for all users as default If a user has no own dashboard this dashboard will be displayed Columns This attribute allows the definition of columns which means how many dashboard windows can be placed in one row The default setting is 2 rows Owner This field is read only and shows the owner of this dashboard Dashboard Id This field is also read only and shows if the dashboard is was cre ated in worklist user or i
123. e A string used as the display name for the statement and the corresponding node in the process editor Does not need to be unique e g lt ordertask gt all order form place the order In the following we describe the different statements gt The first statement should be a task statement because the agent definition of the first statement is used to determine the agents who may start the process For example if a process starts with a loop the process cannot be started with the normal user interface because it will not appear in the list of startable processes of any user However such processes can be started using the API or can be used as subprocesses 122 7 1 WDL Manual Tasks Specifications Manual tasks are denoted as Syntax taskstmt none agentlist taskid formlist skipable agentlist agent agent Description agentlist There are several possibilities to define the agents of a task e The agent can be a user specified as the id of an user Should be used only in spe cial cases because the process definition should usually stay independent of specific users e The agent can be a role the id of the role is specified Each user who has the role is a potential agent of the task The task will appear in the role worklist of these users e Additional to the role an organizational unit can be specified The notation is org_unitid roleid Example marketing sek
124. e button Cancel run is activated the plan for the next run New schedule will be canceled and a new plan according to the setting in field Period will be calculated If the button Retry run is activated a new plan New schedule will be calculated which is 1 minute in future By clicking on this symbol a popup window will be opened where you can enter the period in seconds or in form of cron pattern see section 9 1 8 If you click on this symbol a popup window will be opened where the next five invocations are shown Cron Pattern The cron pattern comes from the UNIX world and is used for tasks which should be exe cuted automatically in recurring intervals enterprise uses this pattern to start timers as desired enterprise adheres to the V7 standard of cron A row consists of five defined columns These columns contain the time data minutes hours days months weekdays whereas the columns are separated by spaces The entries for the time data are shown in the following Minutes 0 59 and for all minutes Hours 0 23 and for all hours Days 1 31 and for every day Months 1 12 and for every month Weekdays 0 7 and for every weekday 0 and 7 for sunday Furthermore cron offers following advanced functions e A comma allows more time data 172 9 1 SERVER e A hyphen specifies a period e A slash divides into a time range Examples e Every day at 9h and 15h the timer will be executed 09 15
125. e button Save The changes are stored in the resource file of this application see section 6 8 Icon Define a path to an icon which is displayed instead of the name Colspan Rowspan and Row These attributes allow to define the style of the column in table e g column should be displayed in second row over two columns of first row Visible If this checkbox is activated the column is displayed at the first call otherwise you can add it by using the column picker x Filterable If activated the filter mechanism can be used for this column x May not hide This checkbox indicates if the column can be faded out via columnpicker x Sortable If activated the column can be sorted x Type Definition of following column types is possible string date date Time number for numbers without comma or decimal for numbers with comma appropriate representation according to decimal formatter con figuration x Form fields Here you can define form fields which are used as representa tion value The definition of a form field could be done with the following syntax process definition id process version form id columnname process definition id process version form id columnname If the worklist contains an instance of a process not listed in the field spec ification the column will remain empty x Javascript Class It is possible to enter a path to a js class widget which is responsible for the r
126. e class path Optionally you can upload a file to this location Or create the form online in the next step Template type XFORMS Location on Server Edit Upload File JE Back co Cancel Figure 6 8 Form Wizard Step 2 Step 3 If a file has been entered into the field File the file gets parsed and is loaded onto the server The result is shown in this step A form field is defined by a Name Label Type and Length 64 6 4 FORMS If you have not supplied a file the form wizard will be available in tab Layout at this step see section 6 4 1 9 localhost 2000 wf servlet method com groiss htmladmin HTMLFormBuilder doLoadHtml Edit form type Form definition Form ld candi Name Candidature form Version 5 Form fields Layout Table view ld Label Description Type Length de candidate Candidate string assessor Assessor com groiss org User lou Department i com groiss org OrgUnit cdate Candidature date date ddate Discussion date dateTime notes Notes string employ Employ boolean position Position int education _ Education Cancel J Figure 6 9 Form Wizard Step 3 Hint If form fields should be removed which are used in view forms you will get a hint about this references when tryin
127. e next section The object details of roles contain the following tabs e General e Permissions e User e History e Access e Referenced by 4 1 1 Tab General You can edit the following attributes required fields are bold e Id Unique identifier of the role e Name Name of the role By activating the 118n link beside this field the translations if defined in application mask tab Properties of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of this application see section 6 8 e Application Application the role belongs to e Type enterprisedistinguishes three role types Local A local role is assigned to a user in one organizational unit Global A global role is independent of organizational units 26 4 1 ROLES localhost 8000 wf servlet method com groiss storegui TabbedWindow showDialog node admin role amp foreignKey General Permissions User History Access Referenced by Id home Name home 118n Home Application Default v Type Local v Description Reference role Active Y Apply changes at Delete l Cancel Figure 4 1 Object details Roles Hierarchic A hierarchic role is assigned to a user in an organizational unit but it is valid also for all sub OUs the organizational units which are below
128. ed after login This option should be assigned to one node in navigation tree and on nodes of first level of navigation tree only e Access The select list Access allows to set roles Users who has this roles are permitted to access this node i e the node is visible and or selectable on the mask You can select between following node types e Label Free text which is displayed in the navigation tree could be used for making groups e Node Creates a link in the navigation tree Following attributes can be set Standard nodes Activating this button opens a list of standard nodes If a node is selected the settings will be taken Target window The content of this field contains the name of the window or the frame where the output of the function will be placed If the field is empty the output is sent to the frame where the worklist resides work area If you enter another name the output is sent into a separate window with this name URI This field offers the possibility to enter an URL This URL is used if no onClick action for new smart client GUI has been entered onClick An onClick action an be defined here which is executed in work area Widget A widget for navigation area can be defined here only for smart client GUD Parameter Define additional parameters here which are added to http requests e Worklist Defines the worklist with following attributes Application D
129. ed number of mining snapshots and decide which one you will use for run time later This appropriate function is available in the detail view of duration statistic You have to transfer the Process definition from Inactive to Active After that you will be asked if you want to create a timegraph After finishing the generation the status logs of the generation process will be displayed see figure 9 7 If you want to save the result of the timegraph generation please activate the button Save For regenerating a timegraph for the selected process of the list of active processes please activate the button Regenerate the graph 9 2 Import Export 9 2 1 Import Export in XML Format The import export functions allow you to export data master data and runtime data from one enterpriseinstallation and import it to another The data are exported to a file in XML format Export You can export different types of data XML Export shows you a list of all exportable data types and lets you choose from options depending on the chosen data type Figure 9 8 shows the available export types You can export only one type of data at a time If the selected type has additional options to choose from an option section will become visible like for organizational units as you can see in the figure The first element of the export screen is the Export Description text area you can use this to optionally add a description to the export file If you import t
130. engine constructs the worklists via heavily cross linked in memory structures Database operations are hardly ever invoked The state of the worklist cache can be configured via the server configuration in section Tuning Refresh Cache A refresh of cache structures is needed in the following cases new ap plications new departments changes in the department tree new roles For this purpose following functions are available which can be executed manually e Refresh cached org structures With the help of this function you can refresh the organizational structures of the cache e Refresh activity instances This function refreshes the Workitems This would be also accomplished by switching the worklist cache off and then on again e Repair WLCache If there have been inconsistencies in the worklist cache of one Node N due to stop the world garbage collection pauses they can be repaired with this function By entering a time interval e g start and end of the GC Phase of the inconsistent node and by selecting another node M node N gets information from node M which step instances changes during the interval Nod N uses this information to update its internal state to the current data base state of those step instances For each function the timstamp of last execution is displayed within the brackets When a user logs in his current roles and substitutions are accounted for So changes in the assigned roles of the user or the users he
131. epending on selected application these processes are displayed in this worklist If not set all processes are shown Type Set the worklist type e g worklist role worklist suspension role suspension etc It is possible to select more types simultaneously for a node More information about the different types can be found in Application Devel opment Guide table Worklist types Columns The columns which are displayed in the table You can add edit and delete columns and change their order Columns contains following attributes x x x Id An own ID can be entered or a pre defined ID selected If a pre defined ID is selected the fields Name and Localize will be filled This field is a must field The d can contain the option which tab should be opened when activating the link in the worklist e g process form0 means that the column Process is displayed with a link to the first form in the tab view default is a link to process history Name Free text which is displayed in table header Localize If this checkbox is activated and the entered string of the label is found in the default or a specified resource bundle the name will be translated name must not contains By activating the I18n link beside this field the translations 1f defined in application mask tab Properties 95 6 7 GUI CONFIGURATIONS of this key are displayed and can be edited directly by changing the values and activating th
132. epresentation of a column An example for such a widget can be found in Demo application widget ep widget smartclient wl columns CombinedSubject Column picker This parameter allows the definition if a column picker should be provided in table If no value is selected the default settings will be used User column filter This parameter allows the definition if the filter mecha nism of enterprise for the current table should be provided If no value is selected the default settings will be used Paging If this checkbox is activated the paging mechanism of enterprise for the table is used only for legacy GUI Items per page Individual paging size for this table only for legacy GUD If not set the user parameter is used and as default the configuration parameter Selection Definition of a selection type for worklist table Following entries are available HIDDEN no checkboxes will be displayed in the table 96 6 7 GUI CONFIGURATIONS ONE radio buttons will be displayed instead of checkboxes x MULTI checkboxes will be displayed default if the attribute selection is not set ROWONE one row can selected only no checkboxes or radio buttons ROWMULTI multiple rows can be selected no checkboxes or radio buttons Printable If checked a print function will appear above the table which allows to print the current displayed table content This checkbox is used by smartclient only
133. er The evaluation algorithm for permissions works as follows e Step 1 Evaluate the set of permissions without consideration of substitutions e Step 2 For all substituted users Compute the set of all positive permissions not denies for the substituted user in the substituted roles Subtract all negative permissions of this user regardless whether the right belongs to a substituted role or not Add the resulting set to the result 48 5 6 PERMISSIONS AND SUBSTITUTIONS User A wants Necessary Right Id Apply to create a new object create on all objects or the objectclass to edit an object edit on the object the objectclass all objects or the OU if the object is assigned to an OE True for all objects apart from OUs to delete an object delete on the object the objectclass all objects or the OU if the object is assigned to an OE True for all objects apart from OUs to edit an OU edit on all objects the objectclass Organizational Units or a defined OU configurate conf on all objects to work in the administra admin on all objects tion to view the log file admin on all objects to enter edit or delete a per mission edit_acl AND execute on the object the objectclass or all objects edit_acl on the right execute to enter edit or delete a role assignment edit AND execute on user edit on the role execute to execute a function execute on
134. erties of a subprocess os o ea ee ee a 153 321 Properties olan evente coc bk eh Gd ee a e 154 72 14 Properties of aparallelfor c ocou a wa ca a ew ee 155 7 2 15 Properties of Web service nodes o 155 8 The Search of enterprise 158 AL PROCESS EAPO o sor scoren we hw ew oe a wh we a 158 Sa Document seah e So ee ee A Ae ee Ae a ee we a e 158 So Reporiig ooo ered ek a a ee we ee er ew 158 Of REDONS e cs ele eh ee ee ea a Ow ee ed eae Ve 158 9 Administration tasks 159 A spn ee hook om ceo Ser ected dp Sec hd wtb os AE ead Reade oh de eh we Be Se 159 LIO Server Montor socs ave a a Bh A ae we 159 Wl Sever Vento ci ae ee E 160 WLI Lag HER couch o a ee BE we we ead ee ee 164 O14 Database connections o s es oces 6 eiea ee a a a es 165 A 24 4 ce eo eae SY Odes AER BS be ea SS 165 Ol USer sessions oce cr er edoa we Gow oe OR RA Ra ew eed we 165 ACs IA Ge ee oa ARE A ee a Bae Bie we and AR oe a 166 WIS WG s o or a A Ske Be a a ee te Se ak A 167 O19 Pendmechanees e s eee bg ee Me ee eae a ee 173 9 1 10 Evetit registrations eci ee amaw aaea ee 173 I BARIODS 6 4 4 2 bade bt oh eK we a doe HS Sw 173 BLUZ Walt SPS ic oc irei oea e a ee eae BA a ed de A 174 9 1 13 Class path oo croca ee cosas ba da ny is 174 CONTENTS 10 1 14 Manage certificates ciar aa ee a a ee LA Query wol ee a ds aa 9 1 16 Duration statistics occiso we a a ee a ea O2 IMPE a cora a a e ae a ee ae e 9 2 1 Import Export in XM
135. es not existing elements will be deleted lt keyField gt Field of target class which contains the key necessary for import lt importHandler gt If no keyField was set a import handler must be entered which implements the interface com groiss fileimport ImportHandler lt constants gt Contains a set of constants lt constant name name value val gt which are added to the set of values of each row lt extensionClass gt Name of the class for additional data of master data objects users OUs lt delimiter gt Delimiter for fields e g lt escapeMode gt Exception handling if a character occurs which has to be escaped Backslash or Duplicate e g special character is quoted d rtangnon or d artangnon lt commentchar gt Rows are ignored which start with this character lt charset gt All valid Java charsets default StringUtil getCharset lt file gt Path to file lt columns gt Contains a set of rows which will be imported lt column name name startcol 1 endcol 10 length 100 format dateformat mapping mappingName gt lt dateformats gt A set of dateformats can be entered lt dateformat name name timezone timezone locale locale gt Example lt dateformats gt lt dateformat name date gt ddMMyyyy lt dateformat gt lt dateformats gt lt mappings gt Definition of mappings in format lt mappings name name
136. ess editor supports the notations BPMN Business Process Modeling Notation see figure 7 1 and WDN Worklist Definition Notation see figure 7 2 To start the process editor go to the system administration select the application where you want to define the process and click on the link Processes e Click on the toolbar icon Create to create a new process with the editor The editor is opened in BPM Notation by default can be changed in process editor settings e If you want to edit a process select it in the list and click Edit The process editor will start and show the selected process definition The representation of notation depends on the set notation during creation of the process 7 2 1 The process editor window The main window of the process editor has the following sections e Title bar In the title bar you see the name of the process you edit e Menu bar The menu bar contains the following menus Process Edit View Help Symbol bar e Drawing area In this area you see the graphical workflow definition e Function list The function list shows the function buttons for editing the process a definition E Hint To avoid problems with popup blocker we recommend to turn it off 7 2 2 The Functions of the menu bar The Process menu e New With this function you discard the current contents of the process editor and start editing a new process e Open With this function you can o
137. essTracker User who created a Depending on configu Depending on tracker object with ration parameter Default user locale function Follow the action for sending mails process ReportTimer In timer field Parameter reportTimer According to def Depending on configu Default locale inition in template ration parameter Default of enterprise or defined recipient action for sending mails in timer field Pa rameter System step In method call none According to def Mail queue entry is Default locale of DMS function Follow document changes inition in template created handled by of enterprise or defined in JAVA MailQueueTimer code Changes of a DMS document Selection of template or documentTracker According to def Mail queue entry is Default locale ad hoc template inition in template created handled by of enterprise or recipient list MailQueueTimer Table 6 2 Overview about events and modes of sending 6 12 Test cases This section describes the definition of test cases which allows to test the operational capa bility of a process definition By activating the toolbar function New a new test case with test steps can be created for a particular process definition But before test steps can be created the test case needs some information Name Free text definitions of current application where test case object is created Description Free text optionally to
138. ete l Cancel Figure 6 4 Object details Functions 6 3 Functions Task Functions or Functions are representations of interactive Java methods used for ex ecution of activities Links to the functions appear in the worklist when working on a task The object details of task functions contain the following tabs e General e History e Access e Referenced by 6 3 1 Tab General You can edit the following attributes required fields are bold e Id Unique identifier of the function e Name Name of the function By activating the 118n link beside this field the trans lations if defined in application mask tab Properties of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of this application see section 6 8 e Application Application the function belongs to e Apply to Here you can select the type if the function is a global or local function No entry The function is a global one i e no entry must be selected e g worklist entry 58 6 3 FUNCTIONS localhost 2000 wf servlet method com groiss storegui TabbedWindow showDialog node admin_tree taskfun Y General History Access Referenced by Id set_duedate Name set_duedate 118n Set due date Application Default v Apply to One entry v To all tasks Show Y Worklist Jo role tasks C History C In function list
139. f forms Escalation Functions History Access Folder settings Referenced by process hr_vacation form vacation vacation form vacation version 1 name proc_vacation description desc_proc_vacation subject form vacation employee form vacation vacfrom date form vacation vacto date application staffprocs begin New lt label_4 gt all vacation request form vacation Manager vacation approve form vacation if xpath form form vacation approved true then approved andpar New hr home vacation process form vacation I form vacation employee vacation_informapproved form vacation end else form vacation employee vacation informrefused form vacation end New end New ViewXWDL Download XWDL Cancel Figure 7 5 WDL source 7 2 4 Tasks With the help of the task mask see figure 7 6 you specify those task which can be assigned to a recipient of a task while you are changing the agent of a task This function is not activated for the worklist by default For this purpose add the action key adHoc in the GUI configuration at the node type Worklist gt Functions More details can be found in section 6 7 1 144 7 2 THE PROCESS EDITOR localhost 8000 wf servlet method com groiss htmladmin HTMLProcessDefinition showEditorCc Task Step name Label Available forms Added forms form_vacation Vacation
140. fied Syntax pdeclaration name string description string version number subject formfield expressionstring maxtime number days hours minutes forms formdecl formdecl application application instanceid string priority number adhocTasks adhoctask adhoctask Description of the declarations 120 7 1 WDL name Name of the process is displayed in the end user interface description free text version Integer declares the version of the process subject specifies the content of the subject column in the worklist Can be a sin gle formfield designation formid fieldid or an expression referencing several form fields More information can be found in section 6 5 maxtime intended maximum running time of the process specified in days hours or minutes forms declaration of forms as process local data containers The definition of a local form is formid formtype baseform baseformid formname formid is the id of the local form in this process formtype is the id of a formtype defined in the system formname is the local display name of a form in this process optional baseform if the declared form is a view form the base form must be specified here Example forms rg bill Is item_list rgsum shortbill baseform rg application id of the application the process belongs to instanceid Id which identif
141. g this symbol the content of the list is displayed where you can select the needed object or search for it In case of a multiplicity of entries the parameter Items per page under Configuration Localization is used to display entries in a paged way e Calendar After activating this function a calendar is displayed The calendar helps you selecting a date Detailed information can be found in the user manual e Class path checker With the Classpath Checker you can check URLs The existing class and also the existing method and the correct method signature will be checked In special cases will be checked if the class implements the required interface e g 21 2 2 OBJECT DETAILS localhost 2000 wf servlet method com groiss storegui TabbedWindow showDialog node ac General Permissions User History Access Referenced by Processes 1 E Change Request Z Role assignments 1 E Development Manager Gl gt Jack Jones C o C cei CO y Figure 2 6 Tab Referenced by Roles Logger Class must implement the interface com groiss log ILogger If the URL can be found in the classpath the symbol of the Classpath Checker changes its color to green In any other case the color of the Classpath Checker is red 22 3 Ids names and internationalization 3 1 Ids and names In enterpriseall master data objects are identified internally with an unique identifier id The name is normally used in the user interface A
142. g Monday at 4pm the escalation must be triggered Assump tion Only Saturday and Sunday are non working days e Action In enterprise three kinds of actions are distinguished Send an Email An email is send to the recipient entered in the field Recipient If the option Current Agents is selected an e mail to the agents of the current task will be sent if a valid e mail address is entered on user detail mask If the current agent of the task is a role all users which have the role in this organi zational unit will be informed per e mail If no Message template is selected the template with id escalation is used by default Alternatively you can define own message templates which can be used by this escalation see section 6 11 for template definition 89 6 5 PROCESSES In order to function properly a valid mail server has to be entered into the field SMTP Host in the section Communication of the server configuration see Installation Guide of enterprise As sender of the mail appears either the default value enterprise hostname whereas the host name is the host name of the enterprise server If you don t want to use the default sender enter the desired sender into the field Mail sender which can be found beneath the field SMTP Host Example enterprise lima groiss com Call method A Java method which will be started at timeout The package name has to be specified too See the example in the A
143. g can be given and an optional condition The engine first checks the conditions of all potential branches only the branches where no condition is specified or the condition evaluates to true are presented to the user for the final selection When no conditions are given the selection is done purely manual Example choice manual selection order now f sum lt 5000 sec order f check again clerk check f archive system Archive insert end While repeated execution Syntax whilestmt while cond do nodename statseq end Description The statements in the loop body between do and end are executed over and over again as long as the condition evaluates to true Since the condition is evaluated before the body of the loop the body may never be executed zero or more times Example while f proved 0 do sec correct f end 128 7 1 WDL Repeat accepting repeated execution Syntax repeatstmt repeat nodename statseq until cond Description The statement sequence in the body is executed repeatedly until the condition evaluates to true Since the condition is at the end of the statement block the statements are executed at least once Example repeat clerk insert_data order call check_data order until order data_ok 1 Loop exit when generalized repeated execution Syntax loopstmt loop nodename statseg1 exit when cond s
144. g objects Applications Applications group processes belonging together Tasks elementary activities in processes Functions are representations of interactive Java methods used for execution of ac tivities Forms contain the local data of a process Processes describe the structure of a business process 51 6 1 APPLICATIONS 6 1 Applications Applications group processes belonging together All workflow elements belong to an ap plication An overview about all elements of an application can be displayed by clicking the application link in navigation tree The object details of application contain the following tabs e General e History e Access e Properties 6 1 1 Tab General localhost 2000 wf servlet method com groiss storegui TabbedWindow showDialog node admin application8ifun 7 General History Access Properties Id itsm Name ITSM 118n ITSM Organizational hierarchy Default N Description Application Class com groiss itsm ITSMApplication Client Application Class Application directory itsm Version 9 0 Startup position Cancel Figure 6 1 Object Details Applications You can edit the following attributes required fields are bold e Id Unique identifier of the application 52 6 1 APPLICATIONS e Name Name of the application By activating the 118n link beside this field the translations
145. g to finish this step form wizard cannot be continued Information about the tab Form fields of step 3 e Id The name for the field in the database e Label Specifies the string used as header for this column when the contents are shown in a table If you do not want to show this column field in the table of a superordinate form keep this header empty e Description Free text which describes the current field e Type The database type for the field Note that the type information is used for creating a Java class and a database table The default value for this field is read from the HTML file There it can be defined with the help of the attribute dbtype of the input tag of the form field Table 6 4 9 shows to which Java type the entered dbtype will be converted at the creation time of the Java class for the form The restrictions of the database for example length of varchar fields have to be considered The datatype char is used for strings with fixed length If you store the String sw in a field with type char 3 it will contain sw a trailing space the comparison with sw will fail 65 6 4 FORMS e Length The length of the field in the database e Foreign key This checkbox can be activated to create a foreign key on field OID of another form or persistent of package com groiss org The checkbox is ac tive only if a form class e g com dec avw appl myform_1 or a persistent e g com groiss o
146. ges at a Figure 6 21 Object details General 6 5 4 Tab General You can edit the following attributes required fields are bold e Id Unique identifier of the process e Name Name of the process By activating the 118n link beside this field the trans lations if defined in application mask tab Properties of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of this application see section 6 8 e Version Version number of the process a positive integer e Application The application where the process is running e Subject A form field which content is used as subject of the process instance at runtime enterprise offers the possibility to enter a pattern regular expression e Instance Id Here you can define an Instance Id which identifies the started process in stance uniquely It is also possible to enter a pattern regular expression in following format letter p n nn ny nny y yy ou formatter y letter y Explanation 82 6 5 PROCESSES letter arbitrary character n next number nn next number for this process ny next number per year nny next number for this process for this year y year with last 2 digits only yy year ou organizational unit formatter date datetime or a Java decimal format patte
147. gt lt map ping gt lt keys gt lt key gt M lt key gt lt keys gt lt value gt I lt value gt lt mapping gt lt mappings gt Example lt mappings gt lt mapping name lang gt lt keys gt lt key gt EN lt key gt lt keys gt lt value gt en_US lt value gt lt mapping gt lt mappings gt 188 9 3 Cluster 9 3 CLUSTER 9 3 1 Cluster Monitor A cluster is a set of enterprise engines which share a common database schema and which are configured identically The aim of this configuration is to provide enhanced availability and scalability Further informations on clusters can be found in the Installation manual Informations about the cluster architecture of enterprise can be found in the installation guide The attributes of a cluster and node respectively are described there also 9 3 2 Servers This meta data object is still offered for the reason of downward compatibility to prior versions of enterprise There it has been relevant for the distribution mechanism Since version 6 1 Centerprise has a new so called cluster architecture and therefore the distribution mechanism is not used any longer However one server object is still required It represents the current installation of an enterprise server If this server is deleted acci dentally it has to be inserted again with the attributes which are defined in the configuration file of enterprise Hint The settings about HTTP Port and RMI Port must
148. guages has been configured in enter priseConfiguration gt Localization List of Locales This function can be executed always even though existing resources are read from a JAR file 105 6 9 VALUE LISTS 6 8 2 Converting csv files If csv files are used they must be encoded with character set UTF 16LE Following function is available to convert from Cp1252 to UTF 16LE http host port context root servlet method com groiss reseditor HtmlMethods convertXLS resource lt reurl gt The parameter resource must be the URL to the appropriate csv file e g for application myappl Strings http host port context root servlet method com groiss reseditor HtmlMethods convertXLS resource com dec myappl resource Strings xls 6 9 Value lists Value lists allows to combine diverse attributes with their values for a specific application Value lists are used for example in form select lists and can be defined with the form wizard see section 6 4 1 by entering the Id 6 10 Web Services This chapter describes the creation of web service server client objects which can be used for one of the web server nodes in process editor see section 7 2 15 The requirement for creating server client objects are existing WSDL files in the classpath of enterprise Please notice that WSDL files must correspond to the WS I Basci Profile 1 1 http www ws i org profiles basicprofile 1 1 html If you want to offer
149. hapter describes the configuration of enterprise server Dashboard This chapter describes how you can use the dashboard of enterprise Contents 1 System architecture 1 1 The World Wide Web 1 2 The system components o mssces a o a ee 2 The HTML interface Del TDI oa ci a A we a eg a ale 3 2 1 1 Column picker sorting and filter 2 1 2 Standard funton lt s cs saa paw a dw mo css as 2a bject details y oo a uosa e e w ee TE E ee al ee ae A 221 Tab General ce eee ce ee oe ew a aan 2 CEMIS io ai ae we Lae a a ee ee a de 22S TOD AA E 22 Tab Referenced by 0c 6 ack ce ew ee a ES 229 Purther UDCA oa s eds e ap ea Gi A ea a Gg ew A 3 Ids names and internationalization SL TASAS o o ca 3 2 Internationalization of meta data objects and object classes 4 Definition of the organizational structure AN RORE od as e aaa a At Shoe a a a a ALU Tab General ee we ew ee aa 4 1 2 Tab Permissions o aoco 6 66 6 ee ee ke ee ee so dlo TTE UST A 4 14 System defined roles aoaaa a da REMS cea aai aaa e e Ba a a we ee ee G LAL Tib Gencal oa r a miii ae eS aw a a taa taz TOUSE es oko ee a ia a 4 2 3 System definedrights o o e AN TUE oa aaa a a Ewe A BSS ew ee OS 43 1 Tab General o a a A Se AI e ye er ee eo A re ae lee 4 43 3 Tab Substitutions 46 6 6 sasaw a ee ew vds 4 3 4 Tab Role substitutions 0 0 00020084 ASS Tabs
150. he OU only where process instance is running define any substitute grant_subst on all objects the objectclass OU define substitute of a par ticular OU where substitute has role home grant_subst on objectclass OU and as object a particular OU create calendar event with insertCal on all objects OR restricted on user org participants units resources edit delete calendar event editCal on all objects OR restricted on user org with participants units resources 49 Table 5 1 For what you need which right 5 6 PERMISSIONS AND SUBSTITUTIONS User A wants Necessary right Id Apply to create an object create AND edit on the objectclass and edit on the folder to edit an object edit edit on the object the metadata or replace a document to delete an object delete delete on the object the folder and if the object is a folder with content a folder on the whole content to view an object view on the object to move an object edit on the source folder and the destination folder to copy an object edit AND view on the destination folder edit on the ob ject or the if the object is a folder on the whole content view to rename an object edit on the object to change the permis edit_acl on the object sions on the object ac cess to create a version edit on the object to view a version view on the object to delete a version
151. he export file later the description text will be displayed 179 9 2 IMPORT EXPORT x localhost 8000 wf servlet method com groiss timemgmt GraphGer 7 Eg Start generation for process Problem Management itsm_insert 1 0000 itsm_solve 1 0000 itsm_test 1 0000 if 1 0000 end 1 0000 if 1 0000 end 1 0000 end 1 0000 end node End prob 1 0 Close Figure 9 7 Status of generation process The checkbox Map referenced users to sysadm tries to set as often as possible the sysadm user as user reference This is not done e g for permission list acl entries of step agents of a process As well it is not wise to use this checkbox for every kind of export because it falsifies the exported data enterprisecan export the following data Applications Export one complete application with all process definitions and other mas ter data defined in it This includes all objects that are defined in the applications processes see processes below plus data defined in the application rights object classes task functions tasks form types and roles Furthermore rights defined for roles process interfaces and default URLs for roles are included Rights for roles will be imported only if the target object exists on the import system Test cases 180 9 2 IMPORT EXPORT XML export Export description Map referenced users to sysadm _ e Applications incl All associated objects
152. hy Every organizational unit attached to the tree is displayed with its name 38 4 5 ORGANIZATION HIERARCH Y Y localhost 8000 wf servlet method com groiss storegui TabbedWindow showDialog node admin depttree amp func e General Organizational hierarchy History Access Referenced by al a Gl Management a Finance Human Resources IT Marketing Production Expand hierarchy Add existing organizational unit New organizational unit Detail Set position in hierarchy Delete Jl Cancel Figure 4 8 Tab Organizational hierarchies Navigation through the hierarchy The buildup of the hierarchy uses three symbols e blue rectangle the actual organizational unit has no further sub units e plus sign If a plus is displayed in front of a organizational unit in the current hier archy this means that it has at least one subordinate organizational unit If you click onto the plus the organization hierarchy becomes expanded at this position and all subordinate OUs of the next level are displayed Furthermore the plus is converted into a minus e minus sign If a hierarchy is already expanded you can collapse it by clicking on the minus in front of the corresponding hierarchy By doing so the minus becomes converted into a plus Functions Functions of the hierarchy are displayed in the toolbar or in the popup window which opens after activating an entry of the hierarchy 39 4 5 ORGANIZATION HI
153. ibutes required fields are bold e Id Unique identifier of the task e Name The name of the task This name is shown in the task column in the worklist By activating the 118n link beside this field the translations if defined in application mask tab Properties of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of this application see section 6 8 Version Version number of the task a positive integer e Application Application the task belongs to Description Free text visible in the worklist via the link to the task details It can contain a short help text or instructions to the task Preprocessing Enter the name of a Java method The method is called before the task is put into the worklist of a user Furthermore it is possible to enter a GROOVY script in this field enter groovy lt groovy script gt in this field See the Programming Guide for details of such methods Postcondition The condition which is entered here is checked at run time when a user finishes the task sends it to the next agent This condition could be also a GROOVY script or XPath condition If the condition is not true finishing the task is not possible The syntax of such conditions is described in section 7 1 5 When using Xpath conditions the prefix xpath is needed analog to Groovy Postcondition message In this field you can insert the
154. ice If data are received they will be processed according to the definition Reply message REPLY If this node is selected a reply message will be send when node Incoming Message has been processed successfully The properties of each node are described in section 7 2 15 e Annotation If you have selected this function you can add a textfield at any place in the drawing area Perform a double click on the textfield to add a text and then confirm with Return 7 2 9 Conditions for Ifs Choice Loops Perform a double click on the node the property window will open See section 7 1 5 for the syntax of conditions 7 2 10 Properties for system steps Perform a double click on the node the property window will open Insert the full qualified method name including the optional parameters in the input field of this window Hint A various number of useful standard methods can be found in classcom groiss wf SystemActio 7 2 11 Properties for Batch steps Perform a double lick on the node the property window will open Insert the full qualified class name of the BatchAdapter including the optional parameter in the input field of this window The execution of the batch steps can be modified using the checkboxes Details can be found in the Applications Programming Guide and in the API documentation 7 2 12 Properties of a subprocess Perform a double click on a subprocess and a property window opens where you can select the pr
155. ice branch has a name and an optional condition At run time the engine first checks the conditions of all branches only the branches where no condition is specified or the condition evaluates to true are shown for selection Insert the choice in the usual way You see a black arrow whereas the black arrow is a possible choice branch where you can add activities If you want to add alternatives select the choice and activate Additional path in the menu Edit or click with the right mouse button on the choice and select in the context menu Additional path e While loop With this control structure you create a condition node where the green edge goes in a loop back to this node the red edge goes to the original following node Activities dropped onto the green edge are the loop body Process execution goes through the body until the condition of the while node becomes false e Loop The loop control structure consists of two nodes the loop node and the exit node The exit node is a conditional node so two edges leave this node The red one goes back to the loop node the green one goes to the original follower e Parallel for The parallel for control structure consists of two nodes in WD notation the parfor node and the end node In BMP notation this control structure is repre sented as BMPN subprocess If you click within the Parallel for border but not on an element the whole frame will be selected In this case e g you can move the
156. ich should be processed The choice node lt choice_node_label gt and each choice path lt choice_branch_label gt must contain a label which can be defined in process editor The definition of the choice path which should be processed must be done in the previous test step with following syntax lt choice_node_label gt lt choice_branch_label gt Breakpoint If this checkobx is activated a breakpoint will be defined for this test step If a breakpoint is defined the execution stops at this step see also toolbar function Run Iteration If a test case contains several test steps with the same process step the appropriate iteration number must be defined here beginning with 1 This could be possible if a loop is used in process definition and the process step should be processed several times or parfor steps are processed Description Free text to describe test step By activating the button Ok a test step will be added to table Test steps The button Cancel discards the changes and closes the dialog Test step 6 12 3 Process history and Process details The process history provides the detail view of one process instance It shows all process steps a process has passed through Process history entries are created by executing the test steps by toolbar functions Run or Single step The areas Process history and Process details correlate with each other i e by selecting a process history entry the appropriate process detai
157. ies the started process instance uniquely Itis also possi ble to enter a pattern which allows to specify a numbering scheme More information can be found in section 6 5 priority The priority of the process adhocTasks Can be used to declare additional tasks which may be instantiated programmatically during the execution of the process They provide a means to define form and field visibilities Syntactically they are task statements see below without a declared agent list since the agents will be specified at run time Each adhoctask is defined as lt labelid gt taskid formlist nodename All declarations except the name version and application are optional 121 7 1 WDL 7 1 4 Basic Statements The statement section is the central part of the process specification it is enclosed between the keywords begin and end It contains at least one statement Statements are terminated with a semicolon Syntax statseq lt labelid gt statement nodename statement batchstmt branchstmt choice exitstmt gotostmt ifstmt invokestmt loopstmt par parforstmt raiseEvent receivestmt registerForEvent repeatstmt replystmt subproccall sync systemstmt taskstmt unregister whilestmt waitstmt labelid An id of this step within the process definition Must be unique and can be used as exact reference to this step nodenam
158. ile to the server 2 The browser displays information about the XML file s content 3 The content of the XML file will be imported and you will see information about the imported elements in the browser The import will be aborted and an error message will be displayed if an error occurs Im ported objects are already stored in enterprise If export files of earlier versions of enterprise e g 7 0 should be imported the user will be informed about the older export file and has to select an application for the default objects This selection is necessary for assigning application objects e g processes to the right application This selection will be ignored in some cases e g if the email settings are imported Import Exports Dependencies If you want to copy data from one server to another server it is necessary to perform the imports in the right order The exports can be done in any order Runtime data process instances DMS content and stored reports as well as access rights usually require master data to exist on the import system If the data does not exist the objects will not be imported If you perform imports in the following order everything should work fine 1 Users without rights 2 Organizational units 3 Applications processes users incl rights ACLs 4 Process instances DMS folder stored reports timer LDAP settings mail settings dashboard elements 183 9 2 IMPORT EXPORT 9 2 2
159. in the organizational hierarchy e Description Free text e Reference role Reference roles are used for defining different roles with different rights but one reference role used in process definitions 1 Example Assume we have defined the role assi for assistant and use this role in process definitions the roles asi_no_rights oder assi_many_rights are assigned to persons with no or with many extra rights respectively Both roles have assi as refer ence roles so that an activity assigned to the role assi is also assigned to the persons with the other to assi rights 2 Example Our company has assistants and a department manger The first agent of process definition P is the role dm_assi This role is a reference role of roles dm and assi The users have the roles dm or assi but assistants and department managers are able to start process P and have the same rights in first process step 27 4 2 Rights 4 2 RIGHTS Note that it is not possible to define reference roles for reference roles Active see chapter 2 2 1 4 1 2 Tab Permissions In this tab you can add and edit the permissions assigned to the role Users who are as signed to the role have the permissions assigned to the role Use the toolbar functions for manipulating the permissions 4 1 3 Tab User This tab shows you which users are already assigned to the role You can open the details of this relationship edit it or create a new one 4 1 4 Sy
160. indow showDialog node admi General Out parameter In parameter History Referenced by Operation sendMessage Message handler XML lt sen messageRq xmins sen http enterprise01 dkelag local 8001 sendMessage gt lt Optional gt lt messageTemplate gt lt Optional gt lt messageType gt lt Optional gt lt enterpriseld gt lt Optional gt lt xeoxld gt lt Optional gt lt reporter gt lt Optional gt Delete l l Cancel Figure 6 32 The Operation Object After successful creation of an Operation object IN and OUT parameter can be defined For web service client objects OUT parameter are parameter which should be submitted for processing IN parameter are parameter which are received form web service e g status notification about processing A parameter is defined by an Id a Name and a Path XPath which are required fields Prefixes which are defined in root element of the WSDL file can used as namespace prefix in XPath expression Parameter can be created manually by activating the toolbar function New or automatically by activating the toolbar function 108 6 11 MESSAGE TEMPLATES Generate parameters It is not possible to create duplicates identified by ID 6 10 2 Webservice server With server objects it is possible to provide web services at the server Other systems are able to call these services The Webservi
161. ine The selected row is copied when this function is activated The copied row is inserted at a position depending on the sorted column Save If this function is activated all changes of the current spread sheet are saved to the appropriate csv and property files The csv and property files are stored in the same directory which has been defined on application mask see section 6 1 If the files are read from a jar file and this function is activated only new columns new languages will be stored in the classes directory of the appropriate application Hint The created csv file is encoded in UTF J6LE after activating this function Discard changes If this function is activated all not saved changes are discarded removed from session Shortsearch Enter a string into the textfield and activate this function to get a re stricted result This search works analog to the standard short search of enterprise All entries Activate this function to display all entries of the table spread sheet Sort table for resource files If the temporary sorting order of the spread sheet should be used for the csv and property files this function should be activated The changes are persistent only when activating the function Save in toolbar New column A popup window will be opened where a new column can be added by selecting a value of the dropdown list and activate the button Create The de fault languages are displayed if no further lan
162. ined for node Reply Message e Webservice operation Select an existing web service server operation which was created previously for this application See section 6 10 2 for more details 156 7 2 THE PROCESS EDITOR e Out parameter Here you can enter a list of parameter as XPath expression which should be submitted The parameters are defined in WSDL file and has been defined during the creation of the web service server By clicking the button Ok your entries are stored and the current dialog will be closed By clicking the button Cancel your entries are discarded and the current dialog will be closed For more information about the wdl syntax please take a look in section 7 1 157 8 1 8 2 8 3 8 4 8 The Search of Oenterprise Process search The process search allows you to find process instances you have been involved in as a user A detailed information about this functionality is described in User manual Document search This function can be activated by clicking on the link Document search in the navigation area A detailed information about this functionality is described in User manual Reporting This function offers extended functionality for finding process instances and is available only if right Statistic is assigned A detailed information about this functionality is de scribed in Reporting manual Reports In this table all stored reports can be adapted or executed A detailed information
163. ing a task id or using the task selection window e Step name Specify the name of the node which can be localized if the value starts with and ends with e g myname O e Label Must be unique within the process and has the same syntactical conditions as a enterprise id e Icon The icon which will represent the activity in the drawing area of the process editor If no icon is specified here the default icon of enterprise is used An icon is handled like a resource in enterprise i e the icon is part of the classpath Example Path lang default images pred nodes event_register png shows the icon for node Register Event e Agent s Add an agent by clicking the button besides the agent list The agent selection window appears You have several possibilities to define an agent the tabs on the window let you choose between them User Select a user in the list and click apply The user id appears in the agent line on the bottom of the window Role Select a role and click apply Task Select a task in the list The agent will be set at run time to the last agent of the selected task Note that you can only select a task which is performed before the current task 148 T2 THE PROCESS EDITOR Form field Select a form and then a field in the form The agent is taken at run time from the content from a field in a process form The content must be either a role id an user id a role id together
164. ing area The working area is the main part of the interface It contains dif ferent masks and tables for manipulating the master data configuration etc After opening the administration your dashboard is displayed here You can change the content of the working area by activating a link of the navigation area Master data are displayed in tables initially The table contains the different objects in its rows and the columns show different information of the respective object Detailed information and additional functions for the object are displayed in an own win dow see chapter 2 2 You can open this window by double clicking a row in the table or selecting the row first and activating the toolbar function edit secondly 15 2 1 TABLES e New Edit Delete Extended search J All entries Select all entries Copy Roles tid Name Description Type Active E itsm_assigner Assigner Local e itsm_dev_mgr Development Manager Local e itsm_external External user Global e itsm_release_mgr Release Manager Local e itsm_supporter Supporter Local e itsm_tester Tester Local e Number of entries 6 0 selected Figure 2 2 Example for table display Roles Before the table is shown the system checks the length of the table If 1t exceeds the de fined limit the system asks the user whether he will view the full table The limit can be configured in the system configuration parameter group Localization Following formats
165. ing them The Edit menu Undo With this function the last n steps can be undone in the drawing area Redo This function is analog to Undo Cut With this function it is possible to cut elements from a place in the process and paste it to an other place in the process Click on the elements first and then select this function If you cut elements you can paste it one time only All settings will be kept for the cut elements Copy With this function it is possible to copy elements from a place in the process and paste it to an other place in the process Click on the elements first and then select this function If you copy elements you can paste it more than one time but not all settings will be kept e g visibility of forms Paste This function pastes previous cut or copied elements at the selected place Select this function first and then click on the desired place to insert the element The element in the clipboard is displayed beside the mouse cursor until you have pasted the element selected another function or you have pressed the key Escape Delete This functions allows to delete individual elements If a node e g Loop contains further elements a popup windows appears and asks you if you really want to delete Click on the element first and then select this function Activity properties This function opens the detail view of this task where you can add actors and forms Task properties This function opens the task
166. ion Application ITSM v File file C Enterprise 90 ep90 itsm classes myconfig xml Our a 7 a di FAREED ADRS oi Tasks cups cl Classes Be Types crs gt lt empty gt cl Relation types Locations value lists Documents calendar E Search i lt empty gt H Process search Document search H Extended search stored queries Recent activities H Extras Delete l i Cancel Figure 6 27 Tab GUI configuration e Name Name which is displayed in most cases must field e Localize If this checkbox is activated and the entered string of the label is found in the default or a specified resource bundle the name will be translated name must not contains By activating the I18n link beside this field the translations if defined in application mask tab Properties of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of this application see section 6 8 e Reference to This attribute allows the definition of a reference to another node in cur rent or another gui configuration For this purpose enter the ID of the gui configura tion and the node id which should be referenced in following way lt xmlid gt lt nodeid gt 93 6 7 GUI CONFIGURATIONS SH localhost 8000 wf serviet method com groiss htmladmin GuiConfigEditor editNode configoid 4294972940
167. ion Free text 41 4 6 ORGANIZATION CLASSES Description OU s in IT anal Apply Figure 4 9 Object details Organizational Classes 42 5 The Oenterprise right system 5 1 Introduction The right system of enterpriseallows a very flexible assignment of rights to users The central data structure of the right system is the permission A permission describes who has which right on which object Permissions can be grouped to so called permission lists They can be used to group per missions together and use them for several objects Standard permissions are used to assign permissions to new objects You define standard permissions for an object class If a new instance of the class is created an object the defined standard permission is assigned to this object In the following section we describe these concepts in detail 5 1 1 Rights For the administration of rights see section 4 2 5 1 2 Object classes Object classes define the classes which can be used in the right system The mask details are described in section 5 2 7 For each object class you can define following things e The rights applicable for the object class For example the right execute is useful for functions but not for persons The rights specified here can then be selected when defining permissions n An additional mode can be selected either create edit view or execute If one of these m
168. ion of role assignments is also a special case because a user can change his permissions by adding roles Therefore for changing role assignments two rights are necessary First the right to edit the user second the execute right for the role 5 2 7 Administration of object classes Object classes are used to define the usability of rights to object classes Only when a right is assigned to an object class the right is usable for objects of this class Furthermore the standard permissions see above of object classes are defined here Informations of the Object Class detail window required fields are bold e Name The name of the object class Detailed information to ids and names can be found under 3 e Class name The Java class implementing the object class e Application Application the object class belongs to 46 5 3 STANDARD SETTINGS localhost 2000 wf servlet method com groiss storegui TabbedWindow showDialog node admin objclasstifo Dr General Rights Standard permissions History Access Foreign keys Name classname_application 118n Applications Class name com dec avw core Application Y Application l Default v Show permissions at agent Figure 5 2 Update object class e Show permissions at agent For object classes you can specify if permissions for objects of such a class should or should not be shown by default at the permission list
169. ions The form classes generated by the system are in the forms directory These classes are loaded from the application class loader and are reloadable To enable class reloading check the checkbox in the configuration parameter group tuning To check your classpath use the Classpath link in the administration Show shadowed classed This method lists all resources which name is found more than once in the class path or in subfolders of the class path entries resources which are found more than once are shown in the following syntax relative path of resource Number of found resource with this relative path Absolute Path of the resource used by the system Absolute Path of shadowed unused files 9 1 14 Manage certificates If SSL communication is needed a certificate must be created Certificates and the ap propriate private and public keys are stored in the server keystore which must be defined before Hint In enterprise configuration under Security and HTTP server the appropriate set tings must be done for using certificates see Installation and configuration guide The server must be restarted to use the certificate management correctly 174 9 1 SERVER To communicate in a secure manner O enterprise server needs a certificate which proofs the integrity of the server s public key You may generate a self signed certificate which covers the needs for internal communication or request an official certificate from
170. is defined using the control structures of WDL All the usual control structures like sequence alternative execution and repeated execution are provided along with the crucial ability to specify parallel execution 125 7 1 WDL Sequence Sequential execution of statements is specified by simply listing the statements one after another Example Execute first the task insert_order from role sec After this activity is finished the activity survey should be performed by a member of the role clerk After this in the organizational unit production the task manufacture should be performed by users in the role worker sec insert_order order clerk survey order production worker manufacture order Conditions Conditions are used in WDL in the following control structures e Alternatives if choice e Loops while repeat loops exit when e Postconditions in tasks Comparisons of form values and literals and boolean Java methods can be combined in the usual manner via logical operators to form complex conditions Additionally WDL conditions can be defined in Groovy and via XPath Conditions For more information about Groovy and XPath Conditions see the Application Development Guide Syntax cond expr1 or expr1 expr1 expr2 and expr2 expr2 not expr3 expr3 e cond methodcall booleanformfield formfield relop number string formfield null relop wen Nes o
171. issions for permissions e 46 5 2 6 Permissions for role assignments 46 5 2 7 Administration of object classes o o 46 39 Standard CES ci radar e a a aoa A a ee BS 47 5 4 For what you need which rights o 48 Sa ERAN a ii ok ee IAE a cee 48 5 6 Permissions and substitutions 000000004 48 6 Workflow modelling 51 Ol Applicant o cs ean Gada Bade Bw EA DE ee Sada wacsa Ha 52 OLI Wale General ae ek ak Egon ee a ew A aE eee a 52 612 Tab Prop rtes o 444 5 bak ae eS A eS ae a h 53 GLS OR sc a A ae oe ee ae ee is 54 De DOES bk oe we we ek ee Se we we ae ome ME ah ee ee oe SS 55 aL Tob General coccion a we d aae 55 O22 Tab F nctong 2k whee a dad de ed 57 6 2 3 Supplement of forms occiso a ea a ew hae 57 03 PUC N s io ee a A SR Oe la a a 58 Gol Tab General ee oso chee o ra a A 58 6 3 2 Standard functions 2 e e 61 CONTENTS 6 4 6 5 6 6 6 7 6 8 6 9 6 10 6 11 6 12 o A EIA 62 64 1 Create new Tormiype o oo 1 ek ec sas a 62 E Edi PTAs inne a a Bee es Sa et Sew al oad we a a wee a we 70 643 Replace HTML co ee ee ae 71 o o a we eS oe el a ee eh a ae 8 71 GAS E ee eo OS ha A we ead ee ee 71 GAG Repone cos ee kB kee ele A eee ew ed a 71 Ga Tab General 2 21522 240 2 Obed ee ke ba eee 72 648 Tab Java clasi orco a 24 44845 4044 ob Ga da ead a 75 64 9 Tab Database table c oc
172. istration of permission lists Click on the link Permission list in the navigation frame You can create permission lists when clicking at the add button insert the name in the General tab and administrate the permissions in the second tab The permissions for the list can be created by clicking the link in the table line of a permission list But to assign a permission to a permission list you must have right edit acl for that list See the next section for the usage of permission lists 5 2 4 Permissions for an object Objects underlying the right system have the tab Access in the detail mask If you click the button a window opens where you can see two frames e In the first frame you can edit the permissions for the object e In the second frame the permission list of the object can be viewed and changed In the mask for the permission you can select the agent user role organization who has the permission the right and the organization scope 5 2 5 Permissions for permissions To edit permissions which refer not to a specific object a agent must have the right edit acl for all objects If a permission refers to an object the agent must have the right edit acl for the object or the object class Additionally the agent needs the right execute for the right which is used in the permission This allows to restrict the permission of assigning rights to specific rights 5 2 6 Permissions for role assignments The manipulat
173. k is unseen in worklist or role worklist 6 Activity unfinished If a task has been started and it is not finished in given time delay this escalation type can be used to handle this case This esca lation type will be triggered for the selected step in the Worklist Role Worklist Suspension List or Role Suspension List 7 Batch unfinished This escalation relates to unfinished batch steps within this process The step is specified via the steplabel 8 Sync unfinished Analog to Batch unfinished but for Sync step 9 Receive unfinished This escalation type relates to unfinished Receive steps within this process The step is specified via the steplabel e Step If more steps are using the same task in process definition you can define one step which will be triggered Steps are not selectable for escalation types Process due time and Activity due dates e Delay The period of time going by after the timer Escalations has noticed a time out in hours or days This value can be negative to react early enough on a deadline but makes only sense for Process due time Activity due dates and Activity due time You can select between hours days and Working days Non working days are Sat urday and Sunday It is also possible to specify additional non working days under Configuration Calendar see chapter 10 Example If 2 working days 48h are entered today is Thursday at 4pm and the process has the due date at the followin
174. le gt Log commands to the given file If the file already exists commands are appended execute lt file gt Executes the given script file Commands not in this list are sent to the server 12 2 2 Server commands The commands on the server are interpreted as Groovy expressions Groovy is a script language based on Java Comments have the same syntax as in Java inline and block comments Server commands are terminated by a line containing only the character dot and will be logged in serverlog at loglevel 1 and higher The following variables are in the initial context varname and instance of admin com groiss server Admin 203 12 3 EXAMPLES e store com groiss store Store e engine com groiss wf WfEngine e dms com groiss dms DMS e orgdata com groiss org OrgData e config com groiss component Configuration the System Configuration e user com groiss org User the current user e session javax servlet http HTTPSession the HTTPSession They can be used as starting points for the execution of methods see API for details Every command is executed in its own transaction After executing a commit if an error occurs a rollback is performed If you want to use own variables for the script you can define them with the command set varname value Retrieve the value of the variables with get varname Own declared variables have the advantage to survive transactions because they are written in
175. line 4 Organization ITSM Strings C Applications Application list abortandarchive addchange addinc additionalinfo addtoexistproc addtonewproc Default demo ITSM Processes Forms Tasks archive_btn Functions Roles 10 assign Rights 11 assigner Object classes 12 auto receipt Function groups 13 auto state change GUI configurations 14 bec recipient 15 bug 16 cancel 17 category 18 change_req Mailboxes 19 changelogtext 20 changespecific 2 Search 2 rharanrnamn Resources Value lists Timers X Delete line Copy line ha Save 4 Undo English Abort and Archive Add Change Add Incident Additional Info Add to an existing process Add to a new process Archive archivefollowingprocs Archive the following processes 9 ask_selection_table Attach email to Assign Assigner Auto receipt Auto change of state PM BCC recipient Bug Cancel Category Change Request Changelog text Change specific Channe Damiact imnlamantad Number of entries 320 0 1 selected i Admin tasks amp Configuration ep90 Logged in Jack Jones OA S j e All entries 23 Sort table for resource files gt gt le lt 12345678 gt gt German Es Abbrechen und Archivieren a Change hinzuf gen Incident hinzuf gen Zusatzinformationen Zu einem bestehenden Prozess hinzuf gen Zu einem neuen Prozess hinzuf gen Archivieren Archiviere folgende Prozesse E
176. ll organizational units Organizational hierarchies Export of all organizational hierarchies and their organiza tional units Users Export all users Optionally you can include roles and rights defined for these users and user settings as well as the users dashboard elements 181 9 2 IMPORT EXPORT Mind user settings can contain a link to a home page This link will not be modified by the import export of enterprise thus if it contains OIDs of specific objects e g applications etc the link will most likely not work any more after importing it to another system The same restriction also applies to dashboard elements which can contain arbitrary OIDs too Permissions Export all permission lists ACLs of enterprise Reports Export stored reports you can choose one or more queries in a second step Optionally you can include access rights defined for the exported stored reports Ref erenced objects such as process definitions tasks forms etc will not be included in a stored reports export Stored reports will be imported only if these required objects already exist on the import system Timer Export one or more timers If you select to export timers you can choose the desired timers in step two LDAP settings Export all LDAP entries This exports the LDAP entries defined in Com munication gt LDAP Mail settings Export all Mailboxes defined in Communication Mailboxes Dashboard default element
177. ls are displayed In addition there a some display options which can be acti vated in the appropriate toolbar Show finished steps By activating this function the finished steps are displayed By default the process history displays active steps only Show system steps By activating this function System steps steps that were auto matically handled by the WFMS are displayed as well Refresh This function allows to refresh the process history table manually 117 7 1 WDL 7 Process Definition In this chapter we describe the definition of processes enterprise provides two ways for defining processes 1 graphical definition using the process editor 2 definition of the process as a script in the Workflow Definition Language WDL Both options have the same expressiveness you can define a process with the process editor save it as a WDL script edit the script load it again and make additional changes in the process editor In the next section we describe the script language WDL afterwards the handling of the process editor is shown In the following we describe the syntax and semantics of the language elements of WDL The language has resemblance to a structured programming language and allows the defi nition of workflow processes Each WDL script consists of a process header a declaration section and a statement section Example process jobproc name jobproc description simple process version 1 s
178. m groiss timemgmt gui Pred showStepinfo step com dec avw core Step 4294968221 Duration histograms Result Time information of activity itsm_insert Normal Iteration 0 Duration Earliest possible end 1 00 1 00 probability p a ity o S a o a probabilit E h a 3 S a o h a 8 2 b 8 o 2 8 125 130 135 120 125 130 135 time ms time ms Duration p Duration 1 000000000 Om 00s 1 000000000 Last allowed start Last allowed end 1 00 1 00 0 75 zo probability 2 2 8 a o h a o o 8 140 950 140 985 140 900 140 905 140620 190 825 140830 140895 140 940 time ms time ms Duration Duration 1 000000000 1 000000000 Figure 7 9 Result of time graph 7 2 8 The function list The function list contains the functions for the graphical modelling of processes After selection of a function you can perform the action in the drawing area of the process editor window If the orthogonal routing is activated the nodes can be moved only vertically or horizontally by pressing the Shift Key and moving with the mouse e Selection In this mode you can move and edit the objects in the drawing area e Task This function allows the insertion of new activities After selection of this function you can drop an activity on en edge in the process graph by simply clicking on this edge A new activity will appear On a double click on the activit
179. mask can be opened and subsequently edited By activating the button Abort and go back the batch job will be aborted and returned to the last interactive task of the process More details about Batch Jobs can be found in the Application Development Guide in sec tion Batch processing 173 9 1 SERVER 9 1 12 Wait steps This function allows to search for process instances where a wait step is executed at the moment see section 7 2 13 for wait step definition As search criteria the process id and or the time period where a wait step has been started or should be finished can be used Af ter activating the button Start search a result table with all process instance are displayed depending on the search criterias The button Reset deletes the values entered as search criterias By double clicking on an entry in result table the details of the process instance are displayed The toolbar function Change end time of wait step allows either to finish the wait step immediately or change the end time with optional comment 9 1 13 Class path For the convenience of application programmers we support the reloading of classes A pre condition for doing this is to distinct between system classes and application classes and resources System classes are loaded by the system class loader and can not be unloaded They reside in the lib directory of the installation The application classes are in the lib and classes directories of the applicat
180. me If no attributes are entered the name attributes of the formtype is used Search attributes Define optionally search attributes which are used by the object selection The definition is analog to Attributes Condition This attributes defines the SQL WHERE clause for the object se lection For this purpose enter the string without WHERE e g formdept in select oid from avw_dept where id myoe Parameter types In field Condition it is also possible to define placeholders which are filled dynamically Each question mark needs a data type which can be entered as comma separated list in this field Following types can be entered x Persistent Date Long Double Integer 102 6 8 RESOURCE EDITOR String More information about the usage can be found in Application Development Guide section Usage of customized DOJO controls e Table Tables which are not accessible via tree functions should be defined here e g subtables The attributes are analog to table in section 6 7 1 e Additional data In enterprise it is possible to attach forms to master data objects More information is available in Application Development Guide in section Adding tab Additional Info Class name A class must be defined here which is used as additional data object This class could be entered manually or it is possible to selection a form class via search dialog Attach to In this field you have to
181. ment can be used to split the process execution into a number of identical parallel paths where the number is determined at runtime Syntax parforstmt parallel for localformid in formid subformtableid when cond iteratorclass do nodename statseq end do parmethod 1 With the help of this control sequence it is possible to either generate a parallel branch for each row of one of the subform tables of a main table or to generate parallel branches according to an iterator Description e localformid new local variable referring to the corresponding sub form within the parallel branch e formid id of the mainform e subformtableid id of the sub form table as defined in the tablefield for the formtype of the mainform e cond Optional condition if parfor branch should be started or not true false return value e iteratorclass name of a class which implements the interface com groiss wf ParForlterator The end node of a parallel for can take an optional parmethod in order to implement specific end conditions When a fixed number of branches n of m have to be finished the method com groiss wf SystemAction parforJoin n action can be used Both parameters are strings 131 7 1 WDL e n the number branches that must be finished in order for the whole par construct to be finished e action contains the value none or cancel Active branches will be aborted by setting the value cancel
182. message area There are following information available Logins enabled If this radio button is activated there are no restrictions at the login Logins disabled If this radio button is activated only system administrators can login after server restart At server restart upgrade s of application s will be performed if defined For further information about upgrading applications please take a look in the API of enterprise ApplicationAdapter getVersion and ApplicationAdapter upgrade Message If the login is disabled you can enter a message here which will be shown when a user logs into the system 160 9 1 SERVER TE Oenterprise Administrati x tocalhost 8000 w1 sevlet method com y iminZe Q Suchen wea ut f 4a Gd o Administration ep90 Logged in Jack Jones CARE enterprise Organization E Applications Statistics of JavaMelody monitoring taken at 6 10 15 2 19 PM on wf_recife wf sal Update PDF 6 Online help Desktop Choice of period Day M Week Month S Year All 5 Customized Admin tasks Used memory 1 day CPU 1 day Http sessions 1 day 200 M 1 0 ll Server et Server Monitor o 3 o 0 0 18 00 00 00 06 00 12 00 18 00 00 00 06 00 12 00 18 00 00 00 06 00 12 00 Server Control Mhean Mean 135 M Mhean Mean 2 Mhean Mean 1 Log files W Haximum Maximum 154 M Maximum Maximum 8 W Maximum Maximum 1 Database connecti
183. n The maximum duration of the task in days hours or minutes e Cost The costs of the task This field is not used from enterprise but can be used in some statistics e Effort The effort of the task in minutes This field is not used from enterprise but can be used in some statistics 56 6 2 TASKS e Set first agent at runtime specifies whether the agent can be set at run time e Set further agents at runtime specifies whether further agents can be specified at run time non Hint The last two attributes have the value ranges none within Dept all Depts That means no agents can be set at run time only agents belonging to the same organizational unit can be set or no restrictions apply e Active Indicates whether the task is active Further information about de activation of objects can be found under 2 2 1 e Overwrite Current Version On each update of a task a new version is generated This can be suppressed when the checkbox Overwrite Current Version is checked Hint If you delete one task the assigned functions are deleted also 6 2 2 Tab Functions In this tab you can define relations of the task to functions see Fig 6 4 General informa tions about functions can be found in section 6 3 You can add all functions of the list Available functions to the task The functions of the list Selected functions are already assigned to the task To add a function select a function of the lis
184. n administration admin of enterprise With this mask dashboard with id admin can be created only It is also possible to define share rights by using the tab Access In this case other users are permitted to open this dashboard see function Open 11 3 1 Delete This button deletes the current dashboard settings dashboard profile 201 12 Administration Shell This chapter describes the administration shell which allows to administrate enterprise via a command line It can be used to e Assemble administration actions as a script and execute it on several servers e Synchronize changes between development system and production system e Send a script to a system operator e Document actions 12 1 Architecture and invocation The administration shell has a client and a server component The server component is in tegrated into the enterprise server The client component is packaged in a separate jar file adminshell jar in the bin directory of enterprise The client connects to the enter prise server via plain HTTP or secure HTTPS This can be configured on the configuration mask Communication The administration shell must be activated via the hidden parameter ep adminshell enable More details can be found in the Installation and Configuration Guide Please note that the operating user needs the right execute on all objects for the connection to the server Furthermore the user needs the corresponding rights for perform the
185. n checked this timer task is started on startup Run on each node The timer is running locally on every node of the cluster Thread Id If you specify a non empty string the string is used as thread identifier All timers with this string as thread id are executed in the same thread Default is that all timers are executed in one thread Description Free text Last run Shows when the timer had its last run start and end time and the dura tion in seconds Passivated at Time when no connection to the server existed and the timer was set temporarily inactive only for timers which are not marked as Essential 171 tie 9 1 SERVER e Original schedule Time of the next original planned schedule field Period of an essential timer e New schedule Time of the next planned schedule of an essential timer In case of an error the next schedule is determined depending on the value of field Rerun Pattern e Run state The state of an essential timer Normally the state is Scheduled which means that the timer is waiting until the next run value of New schedule If a timer is already executed but not finished the state is Started Another state is Failed which indicates an erroneous timer run Activating the button Execute executes the actual timer immediately Activating the button Reactivate releases the timer of the passive status The buttons Cancel run and Retry run are relevant for essential timers only If th
186. nction should work with new GUI a DOJO widget must be defined here which implements ep widget smartclient _Action Detailed information can be found in Application Development Guide e Mobile client action If this function should work with mobile GUI a DOJO widget especially for mobile GUI must be defined here analog to Client action e Function group Select a self defined function group here e Icon name Define a icon for the function Enter a absolute path name or a relative path name in the classpath e Shortcut An arbitrary shortcut can be defined here by entering the appropriate keys A list of keys is listed on http dojotoolkit org reference guide 1 10 dojo keys html Example CTRL SHIFT D If these keys are pressed at once in appropriate context the action will be performed The appropriate context depends on the availability visibility of the function e g if 60 6 3 FUNCTIONS Hint function is a toolbar function of the worklist the worklist must be displayed first and maybe a worklist entry must be selected before the shortcut can be used Note that a user must have the right execute to execute a function 6 3 2 Standard functions enterprisecontains the following predefined functions toggle_seen Set read unread Mark an worklist item as read unread Apply to One entry Show assign to all Tasks Worklist to Role Tasks from_clipboard Insert from clipboard Add the content of the clipboard
187. nd the language which are taken for the import More information about the definition of a user can be found in chapter 4 3 According to the entered search root all filtered LDAP objects are synchronized in following way If the user with the ID is not available in enterprise and is inactive in Active Di rectory no import will be performed If the user with the ID is not available in enterprise but exists in Active Direc tory a new user in enterprise will be created The Active Directory values are taken according to the field mapping and also the rights roles user properties and the language of the prototype user If a user in enterprise exists which has not been imported from Active Directory this user will be ignored If a user in enterprise exists which has been imported from Active Directory the values according to field mapping would be taken If discrepancies exists only the user in enterprise will be updated If an active user in enterprise exists which has been imported from Active Direc tory but not available anymore the user in enterprise will be deactivated Tab Connect and list Through choosing this tab one gets a listing of the contents of the LDAP Server 9 6 5 WfXML Wf XML is a protocol for process engines that makes it easy to link engines together for interoperability Wf XML 2 0 is an updated version of this protocol built on top of the 197 9 6 COMMUNICATION Asynchronous Service
188. nds with e g myname If nothing is entered the default step name is used e Label Must be unique within the process and has the same syntactical conditions as a enterprise id By clicking the button Ok your entries are stored and the current dialog will be closed By clicking the button Cancel your entries are discarded and the current dialog will be closed More information about wait steps is available in chapter 7 1 7 2 14 Properties of a parallel for Perform a double click on the parfor node and a property window opens where you can edit the following properties of the parfor statement e for each Subform in If this radio button is checked the parallel for statement is executed for the sub form entries of a form like it is described in the WDL sub section see case one of Parallel For under 7 1 Select the appropriate subform Mainform Subform Id from the dropdown list Form Id within the loop The id of the selected subform within the parallel for construct Form Name within the loop The name of the subform within the parallel for construct Condition A method with boolean return value or a simple expression can be defined if a parfor branch should be executed or not e g localform isopen 0 localform is the id and isopen is a field in subform e Iterator If this radio button is checked the parallel for statement is executed for the specified class like it is described in the WD
189. ng the edit function in the toolbar The object details are buildup as tabbed pane Each tab has its information and function to the actual object see Fig 2 3 localhost 8000 wf serviet method com groiss storegui TabbedWindow showDialog node admin role amp foreignKey General Permissions User History Access Referenced by Id home Name home 118n Home Application Default MM Type Local v Description Reference role Active v Apply changes at Delete J Cancel Figure 2 3 Object details Example The main functions of the object details are 18 2 2 OBJECT DETAILS e OK Activating this button saves the changes in the database and closes the window The table refreshes e Apply Activating this button saves the changes in the database and refreshes the table You can activate this button only if the actual tab contains a mask where you can edit the information directly e Cancel Close the window and discard the changes e Delete Delete this object from the database 2 2 1 Tab General In general the tab General is the first tab of the object details Here you can view or edit the general settings of the actual object After changing the attributes save them through activating the button Ok Apply or changing the tab In this tab the button delete is active too This function is the same as the function Delete in the toolbar outsid
190. nied here tab Documents of the process instance Further details can be found in section Using the DMS API of Application Development Guide e Process details handler JS Enter an own DOJO widget for loading process detail tabs This widget must implement ep widget smartclient wl ProcessDetailsHandler More details can be found in Application Development Guide e Message template This field allows to select a message template which is used for sending notification emails More information can be found in user manual under keyword Email notification If no message template is selected the template with id notification is used by default located in application default Alternatively own message templates can be defined which can be used by this process see section 6 11 for template definition e Priority The priority of the process e Route orthogonal If this Checkbox is active the edges of the process are routed orthogonally in the process editor e Model in BPMN If this Checkbox is active the process is opened in BPM Notation If a process painted in WD Notation is opened in process editor and this checkbox will be activated the user will be asked if he wants to change the notation If the user confirms the painted process will be transformed to BPM Notation In this case the buffer for functions Undo Redo and Copy Cut Paste in process editor will be cleared More details can be found in chapter 7 e Description Free text
191. ns for ids look like in enterprise Furthermore you can find information about the internationalization of master data and object classes e Definition of the Organizational Structure Modelling the objects and the structure of the organization is necessary for modelling workflows The following object classes are maintained in enterprise Server An enterpriseinstallation can consist of several servers which co operate for workflow execution Roles Roles define groups of participants exhibiting a specific set of attributes qualifications and or skills Rights Rights are used to restrict some operations to selected users Permission lists It is possible to combine several rights to permission lists This permission lists can be assigned to users or roles Users All persons which work with enterprise must be registered as users Organizational units The structure of the organization is modeled with or ganizational units and the hierarchy between them Organizational units are abbreviated by OU Organization classes Organization classes are used to classify the organiza tions Organization hierarchies OUs can form hierarchies i e one OU can be sub ordinate to another one and vice versa The hierarchy of OUs is defined by restoring the corresponding OUs into the organization hierarchy In doing so one superordinate OU can own several subordinate OUs but a subordinate OU in one o
192. ntry will be removed from mail queue with this function e Delete incl referenced object The selected entry will be removed from mail queue and the referenced object will be deleted with this function e Show mail details If an entry is selected and this function activated the details of the mail are shown e Send now By selecting an entry and activating this function the mail of the queue entry is tried to send If sending fails the user will be informed and the appropriate state message will be written e Refresh This function refreshes the table Beside the toolbar function New a various number of possibilites exist to create mail queue entries The compose window for example is also available via Mail tab of an process instance Furthermore the API MailSender is available to send mails More details can be found in the Application Development Guide 9 6 3 Mail journal The mail journal is a protocol about all outgoing emails using a message template with ac tive checkbox Log message in journal see section 6 11 1 The mail journal is divided into 2 sections the search mask and the result table The search mask allows to restrict the result All fields are AND related excepting the fields Process Id and Document name these 2 fields are OR related i e either entries with process context or entries with document context are listed If no condition is entered and the button Start search is activated all entries of the mail jou
193. o a WSDL file in Centerprise classpath e Webservice A selection of web services is offered depending on the definition in WSDL file Selection is available only if a correct path to a WSDL file has been entered e Port Depending on the select Webservice a appropriate port can be selected which was defined in the WSDL file e URL The URL of the web service which should be called If nothing is entered the URL defined in the WSDL file is used e Required modules If needed a comma separated list of AXIS2 modules can be entered e g rahas rampart scripting e Application The application where the client object should be stored 107 6 10 WEB SERVICES After storing the information on tab General an Operations object should be created in tab Callable Operations This object allows to define IN OUT parameter Tab Callable operations In this tab a table of all operations of the current client object is displayed This table con tains the default toolbar functions and the function Execute webservice operation which allows to test the selected operation object with its OUT parameter Activate the toolbar function New to create a new operation object A new dialog will be opened where you can select an Operation which has been defined in WSDL file see figure 6 32 Afterwards a XML should be created by using the function Generate XML which is stored in field XML localhost 8000 wf servlet method com groiss storegui TabbedW
194. o enter a path Local Selecting this option allows to upload files which are stored in enterprise folder root Class path This function allows to upload files which are in classpath only According to definition The file which is entered in the Import Definition im port xml is used e Mode This dropdown list offers following three upload modes Parse file only The file will be parsed only and no object are created in en terprise Skip database operations The file will be parsed and compared with existing objects without database operations Import The file will be uploaded and objects will be created in enterprise with database operations e Load Activating this function loads the selected file File import Import definition demo persons N File Class path v Mode Skip database operations Y Load Figure 9 12 File import Keywords of Import Definition e lt import gt The import description which has the format lt import name name gt Following attributes can be defined for this keyword ignoreHeader If true the first row is ignored useOrgData If true the OrgData methods of enterprise are used instead of Store methods e lt targetClass gt Symbolizes the import type target class 187 9 2 IMPORT EXPORT lt targetCondition gt Restriction of targetClass elements Only these elements are compared with the imported on
195. ocess and the forms handed over to the subprocess e Process Specify the process by inserting a process id or using the process selection window Step name Self defined name for this node which replaces the default name Can be localized if the value starts with and ends with e g SO myname Icon Path for displaying an alternative icon which is a resource in enterprise classpath Available forms Add and remove process forms to from the subprocess To add a process form select the form in the list an click on the arrow button To remove it select it in the Added form list and click the x button 153 7 2 THE PROCESS EDITOR 7 2 13 Properties of an event There are following events e Raise raise an event Synchronize Sync stop process execution and wait for an event Register register for a certain event Unregister unregister for a certain event Wait is a special case of event and is described in section 7 2 13 Perform a double click on an event and a property window opens where you can edit the following properties of the event e Event name the event name e Event handler a Java class implementing the interface com groiss event EventHandler e Context the context object either a form or a form field which serves as the context object alternatively the keyword process can be entered and so the current process instance oid is the context object e Step name The name for
196. ocess graph By activating this function a new window with the process graph s is opened Beside the main process also all subprocesses are displayed in an own tab If the function Single step is executed and the process graph window is opened the current processed step is highlighted red border Skip breakpoints If this function is activated all defined breakpoints will be skipped when toolbar function Run is executed Archive Because each test run creates a process instance in database this function allows to delete it to avoid unnecessary garbage Edit This function opens the detail dialog of a test case where Name Process De scription and Start agent can be defined The fields of this dialog are described in section 6 12 Beneath the toolbar an information area is displayed with following elements Process instance The id of the process instance used by this test run is displayed here Status The state of the process instance current step The process step which is performed at the moment next action The next action which will be performed 6 12 2 Test steps Test steps can be created adapted with the appropriate toolbar functions The toolbar func tion Toggle breakpoint allow to define remove breakpoints for from the selected test step A breakpoint is displayed as red ball If a breakpoint is defined the execution stops at this step see also toolbar function Run A test step consists of following elements see
197. odes is selected together with a right r the right r is used for the corresponding operation create edit view execute instead of the original right e The standard permissions You can select a permission list as standard permission for the object class Moreover if you select an organizational unit you can define a standard permission specific to an organizational unit This would then be used when a new object is created in the context of an OU for example a document belonging to an OU 43 5 1 INTRODUCTION 5 1 3 Permissions A permission describes WHO has which RIGHT on which TARGET Therefore it contains the following information e Who a user a role or a role together with an organizational unit If this right should not be passed on the checkbox No substitution should be activated e Right a right e Target the object on which the right will be applied or the object class when the permission is for all objects of this class e The scope of the permission 1 The permission is for all objects no target is specified 2 The permission is for all objects of a class the target class is specified 3 4 The permission is for all objects belonging to an organizational unit As target The permission is for one object which is specified as target the OU is specified The permission is for all objects belonging to the organizational unit where the agent has the role specified under Who e The
198. ole in this OU The object details of roles contain the following tabs e General e Roles e Substitutions e Role substitutions e History e Access e Permissions e All permissions e Settings 4 3 1 Tab General You can edit the following attributes required fields are bold e Id unique identifier of the user e Surname Surname of the user e First name of the user e Title Some academic title e Salutation Some salutation e g principal e Name suffix Free text which is set after the name e g Sen e Gender Selection between male and female e Description Free text e Email Email address of the user e Phone number Phone number of the user or some other text we don t use this field e Server The enterpriseserver where the worklist is accessible e Language Select the language for the user interface 31 4 3 USERS Y localhost 8000 wf servlet method com groiss storegui TabbedWindow showDialog node admin user8ifunc edit8ltcomingFrom 2Fwf 2Fservlet method 2Fcom groiss General Roles Substitutions Role substitutions History Access Permissions All permissions Settings All Settings Id jones Surname Jones First name Jack Title Salutation Name suffix Gender male Y Description Email Phone number Server ep90 v Language English United States v Active Y Order attribute Password Date of the last
199. on current form In area Foreign keys the foreign keys on other forms or persistents of package Com groiss org of current form are displayed Y localhost 8000 wf serviet method com groiss storegui TabbedWindow showDialog node admin formtype amp foreignKey application amp application com dec avw core Appli General Java class Database table Rights Standard permissions History Access Preview Folder settings Referenced by Table definition create table form hr form 1 oid BIGINT not null primary key task BIGINT transactionId BIGINT acl BIGINT avwcreatedBy BIGINT avwereatedAt TIMESTAMP avwchangedBy BIGINT avwchangedAt TIMESTAMP xformsinvalid DECIMAL 1 id VARCHAR 30 description VARCHAR 4000 candi BIGINT candi_class varchar 100 de create index form hr form 1 id on form hr form 1 id alter table form hr form 1 add constraint form hr form 1 candi foreign key candi references form candi_5 Foreign keys Constraint Referencing Column Referenced Table Referenced Column FORM_HR_FORM_1_CANDI CANDI FORM_CANDI_5 OID Referenced by Delete Cancel Figure 6 16 Object details Database table 6 4 10 Tab Rights see chapter 5 6 4 11 Tab Standard permissions see chapter 5 6 4 12 Tab Preview This tab displays the HTML view of the form 76 6 4 FORMS 6 4 13 Tab Folder settings If the form is a folder you can modify the design how the folder content is displaye
200. onal OUs with hierarchies which should be kept In installation B an own organizational hierarchy is created for the available OUs and re lations After synchronizing the organizational hierarchy with installation A via XML import the relations of installation B will be merged into the organizational hierarchy with this merge function Example Organizational hierarchy default on A Dept A Dept A1 Dept A2 A1 and A2 are Sub OUs of A In installation B the tree should look like this Dept A Dept A1 Dept A2 Dept X 40 4 6 ORGANIZATION CLASSES Dept Y Dept Z That means that X is under A2 and Z is under Y in an own tree For the usage of function Merge organizational hierarchies the private structure of B must be defined in an own organizational hierarchy Dept A2 Dept X Dept Y Dept Z A merge of this structure in the default organizational hierarchy results in the desired structure 4 6 Organization classes Organization classes are used to classify the organizational units This information is not used from enterprise but can be useful when modeling the structure of big organizations The object details of organization classes contain the following tabs e General e History e Access e Referenced by 4 6 1 Tab General You can edit the following attributes required fields are bold e Id Unique identifier of the organization class e Name Name of organization class e Descript
201. onalPerson samAccountName epuser LDAP Pagesize po Class name com groiss ldap BasicUserDirectorySyncer 9 sn surname givenName firstName description description mail email telephoneNumber telNr userAccountControl active Description Check with timer Organizational units Organizational hierarchies Rights Roles Users Synchronize now Ok Cancel Apply Figure 9 16 Tab LDAP e Roles if checked Roles are synchronized e Users if checked users are synchronized The synchronization can also be carried out by clicking the Synchronize Now button 196 9 6 COMMUNICATION Active Directory Sync As mentioned at field Class name enterprise offers an implementation for Active Direc tory synchronization only import of users For this purpose the class com groiss ldap BasicUserDirectorySyncer must be entered and the definition of a field mapping LDAP attribute name Java field name is necessary in field Parameter e g sn surname givenNames firstName samAccountName id title title description description mail email telephoneNumber telNr userAccountControl active Before a synchronization can be performed by timer or manual a prototype user must be defined in enterprise This user is inactive and the ID is the name of the LDAP object and the string _prototype e g ADUSER_prototype This prototype user contains rights role user properties a
202. ons Active threads 1 day Active jdbc connections 1 day Used jdbc connections 1 day 1 0 1 0 Object history 1 0 User sessions 0 0 3 0 0 0 0 Events 18 00 00 00 06 00 12 00 18 00 00 00 06 00 12 00 18 00 00 00 06 00 12 00 Mhean Mean 222 m Mhean Mean 0 Bean Mean 0 Timers Maximum Maximum 1167 m W haximum Maximum o Maximum Maximum o Pending changes 5 x Http hits per minute 1 day Http mean times ms 1 day of http errors 1 day 100 100 m Event registrations 10 BatchJobs o E o E 2 E Wait steps 18 00 00 00 06 00 12 00 16 00 00 00 06 00 12 00 18 00 00 00 06 00 12 00 Class path Mean Mean 41 Mean Mean 12 Mean Mean 288 m Mhtacimun Maximum 95 Wivaxcimum Maximum 25 Mhtacimun Maximum 309 m Manage certificates Sql hits per minute 1 day Sql mean times ms 1 day of sql errors 1 day Query tool 1 0 1 0 1 0 Duration statistics 1 Import Export 0 0 0 0 0 0 18 00 00 00 06 00 12 00 18 00 00 00 06 00 12 00 18 00 00 00 06 00 12 00 gi Cluster Mean Mean o Mttean Mean NaN Mhean Mean NaN W hacim Maximum o Mhaim Maximum NaN Mhaximun Maximum NaN amp Configuration E Other charts v Figure 9 1 Server Monitor e Reload database connections All database connections of the current node will be marked as old Before assigning a connection to a transaction the age will be checked first then old connections will be closed and new ones opened e All passwor
203. or more URLs are entered If updates are available the link above indicates if enter prise and or applications are affected Activating this link leads to page Application upgrade see section 9 2 4 Reload Configuration This function allows to search for changes in configuration files e g avw conf and appl prop of each application not configuration parameter definition in XML file which has not been changed via GUI and load the changed values into the Configuration object After loading the method reconfigure is called for each service and each application where application class implements the inter face com groiss component Service More information can be found in the Application Development Guide chapter The configuration file Underneath a list of applications with links to their configuration files is available Java System Properties This function opens a window with a list of all set java system properties 162 9 1 SERVER e Show patch files Checks the local system if a patch is needed and displays all possible changes Further information regarding the patch mechanism can be found in the installation manual e Execute database upgrade Use this link to check whether your software installation is consistent with the database the version numbers are compared e Show Reporting schema Displays the reporting schema XML file in a separate window e Reparse Reporting schema Worklist Cache The
204. or indi vidual classes The property string consists of elements of the form classname Dn separated by line break If zero is used as Dn then the classes log entries will not be removed If is given as a classname the corresponding Dn parameter applies to log entries for all classes not explicitly mentioned in the property all other classes e g 30 com groiss org User 0 com groiss org OrgUnit 1000 com groiss org Role 1000 com groiss org UserRole 365 e MailGetter Download mails and perform the configured actions For detailed infor mation see section 9 6 1 Only needed if any mailbox contents should be processed automatically e MailQueueTimer This timer iterates in a predefined time default 10 min over the mail queue and tries to send the appropriate mail If an error occurs a status message will be stored at the mail queue entry If sending is successful the entry will be removed from mail queue More details about the mail queue could be found in section 9 6 2 e ProcessStartTimer This timer starts the given process in given organizational unit For this purpose the text field Parameter has to contain the attributes process and ou Optionally the parameter startNote can be added value could be an 118n key e g lt app id gt lt resourcestring gt to attach a process note with entered subject process lt procdef_id gt ou lt ou_id gt startNote lt note_subject gt Example process jobproc ou gi startN
205. ote Started by timer e ReportTimer This timer executes stored reports in defined periods Following pa rameters are needed in field Parameter query A list of comma separated list of id s of stored reports are needed e g query q1 q2 The stored reports need to be define an exporter which is an instance of FileReportingExporter e g PDF Excel Chart CSV or XML Exporter etc 169 9 1 SERVER action Define one of following action how reports should be created email Report is sent to defined email address target x dms Report is created in DMS in defined folder target file Report is stored on filesystem depending on parameter target none Report is executed but without additional action e g necessary for reports with Escalation Exporter target Depending on defined action an email address a path to a DMS folder e g Common Reports or a filesystem path absolute or relative to server root path must be entered filename This parameter allows the definition of the filename without exten sion for the exported file s If more than one query was defined the ex tension _1 _2 etc is attached to the filename The default file name is lt QueryId gt _yyy MM dd HH mm ss templateid This optional parameter can contain an id to a message template see section 6 11 By default the message template with id reportTimer of applica tion default is used if not templateid is entered
206. param gt lt filter gt Some parameters are worthy of mention Hint storage directory Storage directory path must be absolute of Java Melody default is lt ep tmp director gt javamelody The default Java Melody directory location is usu ally specified by the system property java 1o tmpdir This value can be found e g via the corresponding link in the Server Control of the ep administration warning threshold millis und severe threshold millis Thresholds in in ms These threshold parameters can serve as a basis for a SLA service level of an application system actions enabled This parameter true by default enables or disables the system actions garbage collector http sessions heap dump memory histogram pro cess list jndi tree opened jdbc connections database near the bottom of reports These actions have confirmations when necessary More information of Java Melody can be found in the Online help which is acces sible via a link in Server Monitor or on https code google com p javamelody 9 1 2 Server Control Here you can control the server with the following functions Started The date when server was started Shutdown Shut down the enterpriseServer Restart Restarts the enterpriseServer Disable Enable login This function disables enables the login to the server only the users which have the right Configuration may login in this mode Other users receive the message you provide in the
207. pdated Hint This function is available only if under Configuration Communication Application Repository URLs one or more URLs were entered to application repositories More infor mation about the interface can be found in Jnstallation and configuration guide in section Application repository 185 9 2 IMPORT EXPORT T Oenterprise Administrati x localhost 8000 wf servlet method com groiss smartclient Main showAdmin comeFrom htt Cc cn Administration ep90 Logged in Jack Jones enterprise Organization 3 i p Application repository ES Applications Version Version repository Local Last changed at 16 10 2012 16 34 eh Supplier Relationship Supplier Relationsship management contains order 11 10 2012 Import Export tid Management EAL reer workflow and check of incoming invoice 20 52 XML export crm Customer Relationship 1 0 0 863 Not installed cRM 18 12 2013 Management 21 34 02 01 2014 10 57 4 Search Name 84 Admin tasks Status Description s Permissions 1 0 805 Not installed book example gil Server XML import Archive processes Application Repository 1 0 Not installed Provide application installation and upgrade files Install application Fis Project Management 1 0 1 66 Installed patch Project Management 05 12 2013 available 14 48 Application upgrade ATT A ITSM 9 0 696 Installed patch This application contains processes for incident 20 02 2014 Application repository ua
208. pen existing processes for modification 136 7 2 THE PROCESS EDITOR Process Edit View Help 5 JR or Activities 2 Task all Request Drawing Area E Subprocess System step manager X Batch Approve Control structures OK O Choice Approved 2 Vacation em While loop ployee Refused Loop I Parallel for z Vacation em a Home in ployee Human AND Parallelism Approved Resources Process OR Parallelism Branch Goto Oo Goto end Events D Web services D Other Function List Figure 7 1 Process Editor in BPM notation e Save You save the changes This means the process is stored in the server s database The system informs you whether the operation was successful If steps are not speci fied sufficiently e g no task is assigned to an activity the process will be saved and set on inactive Then the process has to be enabled manually if you want to use it see chapter 6 5 Note Saving a process is possible when at least the name and the id has been set see function Properties e Save as Save the current process under a new name A dialog window for speci fying name and id will appear Fig 7 3 137 7 2 THE PROCESS EDITOR a 2 localhost 8000 wf servlet method com groiss htmladmin HTMLProcessDefinition showEditorConsole node admin procdefinitio Process Edit View Help 56 e
209. permissions They can be attached to several objects to define identical access rights to this objects For each object one permission list can be defined The permissions relevant to an object are therefore the permissions where the target is the object plus the permission where the target is a permission list and this permission list is used for this object 5 2 Definition of permissions In the enterprisesystem administration permissions can be defined from two sides The permissions of an agent user or role can be defined in the respective detail masks The permissions applied to an object can be edited from the detail mask of the object Access button The permission lists can be administrated from the link in the navigation frame of the administration main window The standard permissions can be edited via links in the tables of the object classes 5 2 1 Permissions of users In the table of users there is a link to the permissions of the selected user If you click on the link a window opens with a list of the permissions of the user Note that you only see the permissions directly assigned to a user the permissions assigned to the user via the role assignments can be edited in the role administration You can insert edit and delete table entries in the usual manner 5 2 2 Permissions of roles The permissions of roles are edited in the same way as the permissions of users 45 5 2 DEFINITION OF PERMISSIONS 5 2 3 Admin
210. played beside the field Name as link After activating this link the internationalization for all available languages is dis played Clicking the button Close closes the window How you can change the internation alization is described in chapter 3 2 2 2 Tab History This tab shows the history of changes on this object see Fig 2 4 You can even view the older versions of the object by activating the function view in the toolbar History D Change mode Agent Change time r insert sysadm sysadm 09 04 2014 15 03 update sysadm sysadm 09 04 2014 15 03 update sysadm sysadm 09 04 2014 15 03 Z update Jones Jack jones 09 04 2014 16 20 Number of entries 4 0 selected Figure 2 4 Tab History 2 2 3 Tab Access This tab shows you who has which access to the object directly or indirectly via permission lists see Fig 2 5 You can edit the access rights to this object here see chapter 5 2 2 4 Tab Referenced by If you select the tab Referenced by an overview about all objects will be shown which reference on the current object see Fig 2 6 The objects are displayed in a hierarchical structure The symbols will be described as follows e Plus sign this object has one or more sub objects which are not shown yet If you click on the plus sign the sub objects will be shown Furthermore the plus will be converted into a minus Minus sign this sign shows that a hierarchy is already expanded If you click on the
211. pplication see section 6 8 Reference to This attribute allows the definition of a reference to another node in cur rent or another gui configuration For this purpose enter the ID of the gui configura tion and the node id which should be referenced in following way lt xmlid gt lt nodeid gt If a reference is entered all settings of reference node will be loaded at runtime These referenced attributes can be overwritten with the attributes defined in the current node On the right side the view icon is displayed which allows to open a dialog read only with the attributes of the referenced node Include child nodes This attribute is part of a defined node reference see attribute above and refers to whole subtrees and not only single pruned nodes You can select between following function node types Action In some cases an own function is necessary which is included via an Action Id e g at a worklist node The syntax for such an Action Id is lt xmlid gt lt nodeid gt An action has following attributes Standard nodes Activating this button opens a list of standard nodes If a node is selected the settings will be taken 101 6 7 GUI CONFIGURATIONS Target window The target of the link can be defined right is the default With value ajax a AJAX servlet method can be called which could be necessary e g for subform tables URI Defines the link to a function This URL is used if no onClick action for
212. pplication Development Guide There are two standard functions which are mentionable SystemAc tion increasePriority String offset which allows to increase the process priority by using an offset and SystemAction untake which allows to move a task from worklist to role worklist Example com groiss wf SystemAction increasePriority 2 Start a step Starts the selected step Escalation steps can be defined in process editor under Process Escalations see section 7 2 5 e Description Free text 6 5 10 Tab Functions This mask is quiet similar to 6 2 2 But functions which are assigned on this mask are visible in History of a process only i e the function is not assigned to all tasks of this process even not if checkbox To all tasks of the function is activated 6 5 11 Tab Folder settings This tab offers the possibility to adapt the DMS folder settings for this process This func tion is equal to the folder form settings in section 6 4 13 It is possible to e Add columns edit and delete them and change the order e Add functions delete them and change the order e Add forms delete them and set their allowance allowed or denied 6 5 12 Report For one or more processes a report can be created analog to an application report see section 6 1 3 For processes following starting possibilities are displayed e Manual Process start is done as known via function Start process e Mailbox The process will be started via
213. properties for this activity see chapter 6 2 or in case of subprocess a new process editor window with the selected process Time management If you have activated this function for a step or batch you can select a previous created duration statistic or you have the possibility to enter values Furthermore an overview of the step related histograms can be displayed see section RT 139 7 2 THE PROCESS EDITOR Annotate This function allows to annotate each node in process editor node must be selected first The annotation will be linked with the selected node Perform a double click on the textfield to add a text and then confirm with Return Exception handling This function is available for node Outgoing Message IN VOKE only It allows to add and remove an exception flow to this node which will be executed if the invoke function fails e g server does not reply Additional edge With this function additional edges can be added to Choice AND Parallelism and OR Parallelism Select one of this object first and the choose this menu point Select all All elements in the drawing area are selected by this function Invert selections This function selects all elements in the drawing area which are not selected before The View menu Mini map By activating this function a popup window will be opened where an overview about the drawing area will be shown So it is possible to keep a better overview By moving the red sq
214. r ooo ou eera o a ee ae 109 Miessage Templates osa we ee ee RR a 109 odil Tab Genetal os e a a ea di a aT 110 6 11 2 Overview about events and modes of sending 112 USIMGS cose hah dl li oad we et ew dede 113 ld Toba oes ore ra aw Ee oe ES ae alee aw doe 114 0122 TOTSES ooa bP Soe dae SESE Ea we wa ES 115 6 12 3 Process history and Process details 117 CONTENTS 7 Process Definition 118 Wel A beach ew a ear Ge ees Gk Saar Bee eee 118 PA Lexical Comins sa ero meni es ead a wr ae wa 119 Solid Process header ce be ee a Bh a ae we 119 ce A a PAE e e ee ee Aw he a 120 7 14 Basic Statements o 26 a ee we ee ee 122 21 35 Control Structures cos we ee ee a eS 125 74 6 Event Mechanism cocos be RRS Re be ee eS 133 Polak Webservices oo c es ee Ok ae a a os OR MS Ra Red 134 Te Te PCS MOT occiso ae ea ES 136 7 2 1 The process editor window 2 2 2 2 ee 136 7 2 2 The Functions ofthe menu bar 136 Taa Process properties cocos eee ee ee eS 143 q ARES ea ns bk e a ad Ge Saeed 144 Tas RG OS 6 ok ee a oa dS ES 146 7 2 6 Properties of an activity occiso ed a a 147 7 2 7 Time managemen coco nacie pasia dada eed eanace 149 728 Thefuncton list o eres esni ee ee eG Re Re kaw 150 7 2 9 Conditions for Ifs Choice Loops 04 153 7 2 10 Properties for system steps o o 153 7 2 11 Properties for Batch steps o oem sa 153 7 2 12 Prop
215. re displayed which match all the criteria specified by the filter 2 1 2 Standard functions Following functions are displayed for manipulating most of the tables in the administration New opens object details for creating a new object Edit opens object details for updating deleting viewing the history etc the infor mation Depending on the class of the object further functions may be available on this page Delete deletes selected objects View opens object details in read only mode excepting forms and processes Search If you insert a search string and click to Search button the result list will contain all objects matching the search string Normally the string is matched against the id and name of the objects the text left of the input field names the search at tributes 17 2 2 OBJECT DETAILS Extended search With the button Extended search you can search in all attributes Pe of the object Ri i e All entries views the complete list of objects of the class Select all entries mark all entries as selected by activation this function Y e Refresh Refresh the content of the working area a e Copy This function allows to copy the selected object incl its settings made in the 41 tabs e g the selected ACL with its entered rights is copied 2 2 Object details The detail view of an object can be opened by double clicking the entry in the table or selecting the table row and activati
216. reated This setting is only relevant for forms which can be used within the DMS Further more this setting takes effect only if the form is not used as a process form because in this case a new version is created automatically every time when the function finish is carried out There are four possibilities to configure the versioning according to configuration the versioning happens as defined in the system configuration under section DMS see the installation guide of Centerprise Not automatically in this case the user has to create a version manually with the function Make Version On agent change the versioning happens every time when the agent of the form has changed On every change the versioning happens every time when the form has been changed Order attributes This attribute is used to define the order of the entries in the table which represents a subform of a form A list of column ids separated by comma can be entered each column id may have the prefix for ascending search the default or for descending search Syntax colid colid Sorting the tables by clicking on the table header is still restricted to one column Name attributes The content of this field is shown as form name for example in selection windows or in a DMS folder Furthermore a regular expression can be en tered e g formfield display_text formfield2 The curly brackets are neces
217. rg User is entered as type e Index Activate this checkbox to create an index on the selected field dbtype DB Java Type VARCHAR VARCHAR String CHAR CHAR String LONG LONG Oracle lt 8 1 String CLOB Oracle gt 8 1 Text SQL Server DECIMAL DECIMAL long double DATE DATE Oracle date DATETIME SQL Server DATETIME DATETIME date NONE Class Name DECIMAL 20 oid Class Name VARCHAR 200 Class Name If an integer has been entered for the attribute Length e g 3 PIf a real number has been entered for the attribute Length e g 3 4 Only the date is shown The date and the time are shown The field does neither appear in the Java class nor in the database It is used to store extensions in forms This class has to implement the interface com groiss store Persistent or it has to be a subclass of a class which implements this interface The oid is kept in the form The result of the method toString of the corresponding object is shown optional if a class has been specified which implements an interface an abstract class or the interface com groiss store HasSubclasses Table 6 1 dbtype of a HTML form field and its representation in the database and in the corresponding Java class respectively Hint XForms allow to define fields of type binary This field should be filled via API only A special case are the java lang types
218. rganization hierarchy can only belong to one superordinate OU AOU can be arranged in several organization hierarchies in this way it is possible to map OUs belonging to several divisions e The enterprise right system This chapter describes the right system of enter prise which enables you to assign the required rights to users e Workflow modelling Using the organizational structure we can define processes workflows The following object classes are described in the respective chapters Applications Applications group processes Tasks are the elementary activities of processes Functions are representations of interactive Java methods used for execution of activities Forms are the data containers for local data of processes Processes describe the structure of a business process Process definition In this chapter the definition of processes is described It con tains two sections the definition with the script language WDL and the definition us ing the graphical process designer It is also possible to define processes with XWDL an extension of WDL which is described in the XWDL Handbook of enterprise Searching in enterprise Here you can find cross references to those documents which are describing the possibilities to find certain information within enterprise Administration Tasks The search facility and a set of common administration func tions is described Configuration This c
219. rn optionally Hint If the Instance Id contains spaces and the parameter webdav show subject is set to 1 in configuration file avw conf attached dms documents of the process instance cannot be opened and following error occurs Error 1002 The document could not be found Detail tabs A comma separated list of tab id s can be defined here which tabs should be displayed in process instance view If nothing is entered the standard tabs Form Documents Notes History and Process are displayed Default ID s are see also class ApplicationAdapter in APIDoc forms Process form s documents Documents notes Notes history Process history process Process picture mails Mail tab for reading writing emails info Info area which contains information about current task and process is displayed in every tab Detail tabs mobile GUI A comma separated list of tab id s can be defined here which tabs should be displayed in mobile version of process instance view If noth ing is entered the standard tabs Form Documents Notes History and Process are displayed Default ID s are see also class ApplicationAdapter in APIDoc forms Process form s mblDocuments Documents mblNotes Notes mblHistory Process history mblProcess Process picture mblMails Mail view for reading emails 83 6 5 PROCESSES e DMS TableHandler The representation for DMS table of the process can be defi
220. rnal will be listed in result table The result table contains following columns e Subject The subject of the message which has been sent e Sender The sender of the message generally the standard enterprise mail sender or a alternative sender defined in the message template e Recipients CC and BCC A comma separated list of recipients which received a message e Sent The time when message has been sent e Context The column contains the referenced object of sent message In case of processes a link to the process detail is displayed in case of a DMS object the name of the affected object with a link to the appropriate DMS folder is displayed The toolbar function Delete items in journal allows to delete all entries created until the selected entered date 194 9 6 COMMUNICATION 9 6 4 LDAP Here you can define LDAP Lightweigth Directory Access Protocol server entries They can be used to synchronize enterprise organizational data with existing directory ser vices We provide a predefined LDAP schema and a corresponding mapping mechanism Customer specific synchronization semantics can be implemented as well Details for such mappings can be found in the programming manual Tab General You can edit the following attributes required fields are bold Name Name of the Server Server Hostname of the LDAP Server Port Port of the LDAP Server port 389 is used as default Direction Direction of synchronization
221. rpar When calculating the route for a business trip two route planners are consulted However the result of one of them is sufficient for going on in the process clerk insert_tripdates flyform orpar clerk check_routeplanner1 flyform clerk check_routeplanner2 driveform end The paramethod can be specified at the end of an andpar and is used to implement gen eralized forms of parallelism When a fixed number of branches n of m have to be finished the method com groiss wf SystemAction join n action can be used Both parameters are strings e n the number branches that must be finished in order for the whole par construct to be finished e action contains the value none or cancel Active branches will be aborted by setting the value cancel Example for an andpar with n of m finished branches For the handling of a simpler business case the consultation of two assessments out of three are necessary 130 7 1 WDL andpar assessori make_assessment s_form1 assessor2 make_assessment s_form2 assessor3 make_assessment s_form3 end do com groiss wf SystemAction join 2 cancel If overall completion of parallelism can not be defined by completion of a fixed number of branches but is rather computed at run time an arbitrary Java method can be called More about that can be found in the Application Development Guide Parallel For runtime determined number of parallel branches The parallel for state
222. rvlet method com groiss storegui TabbedWindow showDialog node admin procdefinition amp iforeignKey application amp application com dec avw coreApplicatio General Source Forms Processes Web service operations Imported files Graphical representation Components Visibility of forms Escalations Functions History Access Folder settings Referenced by Id Name Version Description hr_vacation Vacation 1 Form for vacations ld Name Version Description vacation_approve Approve 1 desc_task_approve_vacation vacation_informapproved Approved 1 desc_task_informapproved_vacation vacation_informrefused Refused 1 desc_task_informrefused_vacation vacation_process Process 1 desc_task_process_vacation vacation_request Request 1 desc_task_request_vacation Id Name Description all all home Home manager manager Id Name Version Description Web service operation Type Path Cancel Figure 6 23 Object details Components localhost 8000 w serviet method com groiss storegui TabbedWindow showDialog node admin procdefinition amp foreignKey applicationtapplication com dec avw coreApplicatio General Source Graphical representation Components Visibility of forms Escalations Functions History Access Folder settings Referenced by approveblock approved ou employee vacfrom vacto days comments substitute approvedby notapprovedreason type vacation form_vacation AAA Tasks Refused 33333333
223. s Export the default dashboard elements User dashboard elements will not be included in this export they can be exported directly with the users Default dashboard elements are the elements that an administrator saved as default Process instances Export process instances runtime data of one or more process defini tions This includes all step instances form instances adhoc steps and so on Rights on exported objects can optionally be included You can restrict the exported process instances by defining a start restriction only export process instances that have been started between two definable dates The target process definitions can be selected in a second step Master data like process definitions users roles etc are not included in a process instance export Process instances are only imported on a target system if the required master data already exists Thus on the target system you should first ensure that the required master data exists and afterwards import process instances DMS folder Export a folder of the DMS with its content runtime data This includes documents forms notes web links and subfolders recursive Links to other DMS objects cannot be exported and will be ignored Access rights defined on the exported objects can be included optionally Agents users or roles and departments that occur in such right definitions will not be exported The rights will be imported only if the required agents and depar
224. s smartclient Main showAdmin comeFrom htt 7 Q Suchen Administration ep90 Logged in Jack Jones DARE enterprise gt New process Editor Edit in editor Load WDL XWDL Edit Delete 4 e Extended search e All entries gt Organization E Processes C Applications tid Name Version Description Subject itsm_change_request Change Request 1 change_req subj itsm_incident_management Incident Management Application list Default incident subj demo 1 itsm_problem_management Problem Management 1 problem subj 1 ITSM itsm_release_management Release Management Processes Number of entries 4 0 selected release subj Forms Tasks Functions Roles Rights Object classes Function groups GUI configurations Resources Value lists Timers Search im Admin tasks localhost 8000 wf monitoring part graph Lgraph usedMemory Figure 2 1 System administration The interface is split up in the following parts 14 PAR 2 1 Tables 2 1 TABLES e Information The top frame contains information about the logged in user and actual running server e Toolbar Directly positioned under the information frame is the toolbar which con tains different functions for manipulating the informations displayed in the working area Four functions are always visible on the right end of the toolbar Help Opens a help page in a new win
225. s the field has been created in this step see 6 4 1 Each form field has further specific properties which will be explained in the following 67 6 4 FORMS localhost 3000 wf servlet method com groiss htmladmin HTMLFormBuilder doLoadHtml Edit form type Form definition Form ld candi Name Candidature form Version 5 Form fields Layout Table view tA RTH GS Candidature form Candidate Assessor Department Candidature date sd Discussion date Notes Employ Position Software Engineer Administration Cleaning staff Education General Apprenticeship University y Figure 6 10 Form Wizard Step 3 Output Only output field where no data can be entered Text field and Password Field Input field where data can be entered The field Columns is for the size of the textfield Text area The fields Columns and Rows are for the height and width of the text area Select list You can select between Radio Buttons Dropdown List and Select List You have to add several values to the list Values which are shown as selectable op tions or you enter the ID of a value list A value list can be created with the corre spondent administration function of an application see section 6 9 or in the DMS form value list which exists of an ID application and the values If no integer value is entered in the field rows a dropdown list will be shown as default other
226. s timer is only needed when using the enterprise cluster Default value for tolerance time is 60 seconds but can be changed by entering an integer value in field Parameter For more information about enterprise cluster and related times see the Installation Guide CurrentSubstitutes Checks if some substitution specifications have to be enabled or disabled due to the time periods specified at those substitution Needed when user or role substitutions are used DeferredUpdate On each run this timer takes a look if there are any deferred up dates of master data for which the time to execute has been reached And if so those updates will be performed by this timer Keep it switched on DeleteUserSessions This timer deletes user sessions which are expired With the field Parameter the duration in days can be defined how long a user session should be active 167 9 1 SERVER localhost 2000 wf servlet method com groiss storegui TabbedWindow showDialog node admin_tree ti EY z General Access History ld BatchManager Class name com groiss wf batch BatchManager Parameter Application Default v First time 09 04 2014 15 00 Period 600 Essential Rerun pattern Active Run on startup Run on each node _ Thread Id BatchManager Description start batch jobs Last run 2015 03 23 15 00 14 2015 03 23 15 00 14 0 06
227. s to enter a HTML formatted text If the value Text is selected tab Text Source is active only where a plain text can be entered When email will be sent in case of ATML a HTML bodypart text html and in case of Text a PLAIN bodypart text plain will be created Id Each message template defined in enterprise administration must contain an id Name The name of the message template By activating the I18n link beside this field the translations if defined in tab Properties of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of this application see section 6 8 Description Free text which describes the template Application The application which this template belongs to Recipients The recipient list can contain plenty of To CC and BCC recipients Following recipient types can be defined User enterprise user can be selected here If user has an email address entered a message will be sent otherwise this recipient will be ignored Role enterprise role and or organizational unit can be selected here All users of this role in this organizational unit will receive an email if email address has been entered for this user 110 6 11 MESSAGE TEMPLATES localhost 3 2000 wf servlet method com groiss storegui TabbedWindow showDialog node admin _tree message templateSiforeignKey applicationgrapplicati E Ev
228. s trees which needs a name and a description In this case you can add documents to the folder which are displayed as links in table Documents on process detail page 207 Following fields are visible in cockpit form depending on the selected type e Responsible The person who is responsible for the process or process group e Available reports A list of reports suitable for this process is displayed at the process detail page e g in tab Runtime e Directly executed reports A list of reports which are executed when the runtime process detail page is shown e g in tab Runtime e Functions A list of functions which are shown on the process detail page e g in tab Runtime e Links A list of links consists of a URL and a text which are shown on the process detail page e g in tab Runtime A link to the folder forms is displayed in the toolbar of the detail view of the Process Cockpit where details of the shown process or process group can be configured 13 0 8 Rights Everyone who has the edit right on folders of the Process Cockpit can manipulate it Ev eryone who has the view right on a folder gets a link and the associated detail page within the cockpit The instance reports Running Finished This week This month Deadline Violations can be executed without right check For all other reports the right execute is needed 208 localhost 8000 wf servlet method com groiss storegui FormWrapper update
229. s which are active e All users All user sessions also inactive sessions e User All user sessions of the selected user With option Last access minutes you can define depending on selected User list option which users should be displayed where last access was done x minutes before You will find following information in the result table e User Contains the first and last name of the user e Client IP The IP adress of the user e Date of initialization The initialization date of the user session login date of the user e Last access The date when the user was active in the system By activating the link only visible when a thread is running a new window opens where you can see details about this activity inter alias HTTP sessions e Date of logout You can see the date of logout or the link Logout when a thread is running This link kills the session and the user will be logged out can be killed clusterwide Histogram e Hour The time interval starts with 0 minutes e Day The time interval starts at 12pm e Week The week starts with the start day of the time horizon at 12pm 9 1 7 Events In the section Events you can search for all recorded system events of enterprise e From and To Here you can set time restrictions e Type The event type startup or shutdown can be selected e Search This function searches all recored system events depending on the search options If no option was set all recorded
230. sary to show values of formfields i e the previous example could generate following out put Joe firstname Russel Jose and Russel are values of the entered formfields firstname is a free defined text display_text Further possibility is the definition of a formatter e g datefield date or datefield datetime This definition allows to display the date field as date with without time More information can be found in enterprise APIDoc under com groiss ds StringExpression Search attributes Here you can define the attributes which are used for quick search It is possible to define the quick search function for each DMS folder see section 6 4 13 If no search attributes are entered the name of the DMS object is used by default EventHandler A Java class implementing the interface com groiss dms FormEventHandler or com groiss dms XHTMLFormEventHandler So the application programmer has the possibility to react on several events on Delete onInsert onShow and onUpdate which are triggered during the manipulation of the form Base form The current form can be derived from a base form whereas this field contains the name of the base form 74 6 4 FORMS e XHTML file A reference to the XHTML Page in the Classpath e Width and Height Specifies the size of the page By clicking the button Download HTML you can store the HTML form of the current form to your local file system There you can edit it and afterwards
231. server commands The admin shell client can be invoked with the following call java jar adminshell jar url user password log logfile append logfile passwafile file execute scriptfile Parameters e url The URL of the server e g http localhost 8380 wf If no context root is entered wf will be used by default e user The username of the operating user e password The password of the user if existing If you do not specify a password you must use the option passwdfile or you will be asked for the password at the login 202 12 2 COMMANDS Options 12 2 Commands log logfile The logfile defines a file where the admin shell logs the interactions on the client append logfile Same as og except that the logfile is appended to passwdfile file The file contains the plain password for the given user in the first line without any preceding and trailing characters execute scriptfile Executes the script in scriptfile Two groups of commands can be executed 1 2 Client commands are executed on the client and define some behavior of the script client Server commands are executed on the server and contain the functions of the admin istration 12 2 1 Client commands Following client commands are available exit Exits the client help or Print a command summary log lt file gt Log commands to the given file log off Commands are not logged anymore append lt fi
232. ss actual parameters and must match the forms declared in the parameter list of the called process System Step A system step is used to execute a Java method without any manual intervention The name of the method is specified after the keyword system and followed by a comma separated list of string literals which is enclosed in parentheses Since such methods are executed synchronous they should be rather short in terms of execution time Syntax systemstmt system methodname string string Note that you must specify the full qualified method name including the package name Example system com groiss demo Step exec p1 p2 Hint A various number of useful standard methods can be found in classcom groiss wf SystemActio At run time the icons for those forms will appear in the worklist for instances of this task The form content is visible and editable in this task See section 6 2 for a description how to restrict the rights to view and edit forms in a task 124 7 1 WDL Batch Steps Like system steps batch steps are also executed automatically by the engine The main difference is that batch steps are called asynchronously and can have an arbitrary long ex ecution time A handler class must be specified to be able to react to events during this asynchronous execution Detailed information concerning batch jobs can be found in the Application Programming Guide and in the API documentation
233. ssing the form fields Furthermore you can change the order of a field by clicking on the arrow buttons An other mentionable menu point is Properties where you can assign titles to the form The toolbar function Create new layout generates a standard layout with the existing form fields For the creation of forms the form wizard offers following elements e Text Simple text without an input option e Line Horizontal Line e Form fields Contains all form fields which will be described in the following e Table It is possible to embedding subforms by entering a Class name and an Id If you have already created a subform you can select it by clicking on the symbol beside Class name You can label the table by entering a text in the input field Label The Form fields consist of several elements whereas the same following properties are available in all form fields e Label Free selectable identifier By activating the I18n link beside this field the translations of this key are displayed and can be edited directly by changing the values and activating the button Save The changes are stored in the resource file of this application see section 6 8 The link is visible only when the checkbox Localize is activated and a resource has been entered in application mask tab Properties e Localize Activate this checkbox to localize the field label e CSS Class CSS class for style sheets e Database field Unique identifier which identifie
234. sswords 6 users with expired passwords found Id Name arb Andreas Reichenberger bush Bush danet Danet Admin mobi Mobi user_with_all_rights Benutzer mit allen Rechten user_without_rights Benutzer ohne Rechte Figure 4 5 Users with expired passwords 4 4 Organizational units The structure of an organization can be modeled under the links Organizational units and Organizational hierarchy The first allows the creation and administration of the units of 35 4 4 ORGANIZATIONAL UNITS your organization the second is used to define the hierarchy between them Note that it is possible to define more than one organizational hierarchy Each application uses exactly one of these hierarchies but one hierarchy can be used in several applications The object details of organizational units contain the following tabs General Super organizational units Roles History Access Referenced by 4 4 1 Tab General You can edit the following attributes required fields are bold Id Unique identifier of the OU Name Name of the OU Description Free text Email Email address of the OU Phone number Phone number of the OU or some other text we don t use this field Address Address of the OU External OU When checked the OU is external which means that during processing a process no task can be assigned to this organizational unit or a role user of this OU Dependent This attribute is used in
235. stem defined roles In enterprisefour system defined roles exist all A useful role you can assign to all users If you define then rights for this role everybody has this right Processes with all as agent of the first task can be started by all workflow participants or more exactly by everybody who has the role all assigned sys This role is used for system administration it allows you to perform all system administration activities home The home role connects a user to a home organizational unit A user can have at most one home OU dept The role dept is used as Inbox of an organizational unit If you want to send a process instance to a OU without knowing the specific user you can send it to the role dept Note that you must assign this role to a user before you can use it as agent of a task Rights are used to restrict some operations to selected users The assignment of rights to users is directly or using roles See chapter 5 for a detailed descriptions of the enterprise right system The object details of rights contain the following tabs General User History Access Referenced by 28 4 2 RIGHTS 4 2 1 Tab General localhost 3000 wf servlet method com groiss storegui TabbedWindow showDialog node admin right amp foreignKey General User History Access Referenced by ld proc_inst Name edit_procinst 118n Edit process instances Application Default v Description
236. t Available Functions and activate the button gt To remove a function select a function of the list Selected Functions and click the button lt Your changes are saved after activating the button OK Apply or when changing the tab 6 2 3 Supplement of forms Forms are typically editable by the current users of a process step corresponding to the form visibilities The most simplest corrections e g setting another value in a read only field needs to go back to the appropriate agent step With the aid of the predefined Supplement Task the handling can be simplified This task will be assigned to the process definition Process editor Process Tasks Now forms can be assigned to this task and also form field visibilities can be defined Users with right proc_inst or set_agent are able to edit forms via the process history The process history contains an icon Supplement which allows to start a supplement task for the current process instance This task will displayed in the worklist of the current user who is able to change the form and finish the task The changes are displayed in the process history If the user ist not the current agent of the process instance but contains one of the rights above then the creation of supplement task and also finishing can be triggered by chang ing and saving the form directly via the process history 57 6 3 FUNCTIONS Selected functions Add process relation Del
237. tatseg2 end Description The statements in statseq are executed The condition of the exit when is evaluated If this result of the evaluation is false the statements of statseq2 are executed and the loop is executed again If the evaluation result is true the loop terminates without further execution of statseg2 Andpar and Orpar parallel execution Parallel execution of process paths can significantly reduce the overall processing time The two control structures andpar and orpar allow the definition of a predetermined number of parallel execution paths Syntax par andpar orpar nodename statseq statseq end do parmethod 129 7 1 WDL Description The parallel branches are separated by the bar I When the par is reached all parallel branches are instantiated simultaneously Continuation depends on the kind of parallelism e andpar Process is continued when all parallel branches are finished e Orpar Process is continued when one parallel branch is finished The parmethod is described down below Example for andpar For the handling of a complicated business case the consultation of three assessors is nec essary After they make their assessment a final judgment can be performed andpar assessori make_assessment s_form1 assessor2 make_assessment s_form2 assessor3 make_assessment s_form3 end s oulmanager judge s_form1 s _form2 s_form3 Example for o
238. te more than one form repeat the steps 2 to 3 as often as required Click the button OK 72 5 Escalations This function allows the definition of escalation steps which are executed when escalation is fired An escalation step can be a task which should be executed or a process which should be started In both cases an escalation step object must be created which can be selected in select list Start step at definition of an escalation see section 6 5 9 Add escalation The following steps are necessary 1 Select the menu item Process gt Escalations A table appears where the toolbar function New must be activated The dialog of figure 7 7 is shown Task Select a task or create a new one which is added to the selection Step name optional Specify the name of the node which can be localized if the value starts with and ends with e g myname O Label Must be unique within the process and has the same syntactical conditions as a enterprise id Agent s Define a list of agents of role users tasks form fields or methods see section 7 2 6 for more details If you want to assign a form to a task then do the following a Select a form of the list Available forms b Click the Add form button Now the added form appears in the list Added Forms Click the button OK Now your entries are stored in the database and the dialog is closed 146 7 2 THE PROCE
239. tep 3 is shown By clicking the button Next the replacement of the HTML form is finished The Java class and the database table will not be changed If the new form contains some new fields the form wizard in step 3 is shown By clicking the button Finish the replacement of the HTML form is finished The Java class and the database table are also adapted If your form points to a XHTML file you have to use this function only if you want to add fields to the form 6 4 4 Create view In enterpriseit is possible via the extended search to search for form field contents in dependent of the form versions Therefore it is necessary to create a database view over all version of the form This database view contains all form field which exist in all form versions By clicking this function a HIML page is shown which contains the following informations required fields are bold 1 Create view formid The SQL statement which will be used to create the database view By clicking the button Create View the view is created 2 Replace existing view formid The SQL statement which will be used to replace the current database view by a new one By clicking the button Replace existing view the old view is replaced by the new one Hint Depending upon whether there exists already a database view or not you can either use the function Create View or the function Replace existing View 6 4 5 View After activating this function the object
240. text of an error message which will be shown when the postcondition evaluates to false e Compensation This method or GROOVY script is executed when the activity is passed when going back to an earlier step in the process It can be used to reestablish a consistent state 55 6 2 TASKS localhost 2000 wf servlet method com groiss storegui TabbedWindow showDialog node admin task8iforeignKey ap ES z General Functions History Access Referenced by Id businesstrip_approve Name approve 118n Approve Version 1 Application Staff processes v D iption escription p 7 y Br Ar desc_task_approve_businesstrip Methods Preprocessing Postcondition Postcondition message com groiss hrproc BusinessTrip compansateApproval Compensation as com groiss wf SystemAction setFieldToAgent form_businesstrip approvedby ake Untake Active V Overwrite current version Max duration 0 Days N Set first agent at runtime AllOUs v Set further agents at runtime AllOUs v Delete Jl Cancel Figure 6 3 Object Details Tasks e Take This method or GROOVY script is called when the task is taken from the role worklist to the personal worklist e Untake This method or GROOVY script is called when the task is given back to the role worklist e Max duratio
241. the form and presents the user with a suggestion for the definition of the corresponding database table The user can alter the data types and creates the form table The HTML form is stored in the database e HTTP server The HTTP server is the interface between the Web and the workflow system It translates the requests from the users to calls of the corresponding proce dures of the workflow system 12 1 2 THE SYSTEM COMPONENTS e Browser Every interaction with the system is done by a Web browser This allows wide availability and platform independence and made system implementation easier 13 2 The HTML interface For using the enterpriseadministration component you must have a web browser installed on your machine Internet Explorer Netscape Mozilla etc Login to the system either as sysadm or as another user In the latter case you will be redirected to the worklist component Click the enterprise menu and Administration to enter the system administration you will see this link only if you have the right admin Depending on the server settings a casual user with admin rights has to log in again to get an admin session if admin host and port are the same The necessary information about admin host port can be found in Installation and Configuration Guide section HTTP server Fig 2 1 shows the structure of the main window TE Oenterprise Administrati x localhost 2000 wf servlet method com grois
242. the label of this activity is shown in the detail view of the goto In the detail view of a goto you can set the Target Label If the drawn through line shows on an element in the process editor and you change the label in the goto the changes will be accepted in the target node A special kind is Goto end to jump to the end of the process automatically Inside a parfor this element is not allowed Hint In BPM Notation the drawn through line cannot cross the borders of a Paral lel for Be careful when using gotos Jumping out of and parallelism can cause strange ef fects e Events This event control structures consists of a single node which stands for a special action in the context of events The event control structures are Raise Event Sync Event Register Event Unregister Event and Wait which is a special case of event See the section about Events in the WDL chapter of this book for an example of an event e Web services In this area following nodes can be selected Outgoing message INVOKE If this node is selected the defined web service is called during run time and the appropriate data will be submitted If this action fails and an Exception Handling has been defined the exception flow will be performed see definition of exception handling in section 7 2 2 152 7 2 THE PROCESS EDITOR Incoming message RECEIVE If this node is selected it will be waited for data of the previous called web serv
243. the right system see chapter 5 to restrict the OU scope of permissions and is used for marking organizational units which are part of an other organizational unit but not subdivided e g administrative department of an organization etc enterprise installed Specifies whether the OU has enterprise installed Exter nal OUs and OUs where enterprise is not installed can not be used in process instances Organization Class The organization class the OU belongs to Active see chapter 2 2 1 36 4 4 ORGANIZATIONAL UNITS localhost 8000 wt serviet method com groiss storegui abbedWindow showDialog node admin dept amp func edit amp comingFrom 2 General Superordinate organizational unit Roles History Access Referenced by Id marketing Name Marketing Description Marketing department part of demo organization structure Email Phone number Address External OU Dependent enterprise installed Organizational class Active Follow OU Order attribute Apply changes at Cancel Figure 4 6 Objectdetails Organizational Units e Follow OU It is possible that some organizational units are replaced by other or ganizational units due to some reorganization of your company Through this field it is possible to adhere by which OU the current OU has been replaced during the reorganization
244. tion approved true then approved andpar New form_vacation employee vacation_informapproved form vacation l hr home vacation process form vacation end New else form_vacation employee vacation_informrefused form_vacation 2 end New end New ViewBPMN Download BPMN ViewXWDL Download XWDL Delete Figure 6 22 Object details WDL view 6 5 6 Tab Graph This tab shows the graphical representation of the process like in the process editor 6 5 7 Tab Components This tab lists the version of the tasks and forms used in the process see Fig 6 23 Further more roles subprocesses webservice operations and imported files by the web service are shown By activating a link e g task within the tab a new detail window of the object is opened 6 5 8 Tab Visibility of forms The tab Forms gives you an overview about all forms which are assigned to the process For each form a further tab is displayed where the visibilities are listed of the individual tasks In this overview a task appears only if a form was assigned at the process definition If you want to change the visibility of a form field in a task activate the link of the appro priate task The HTML page Form field modes will be shown Information of the HTML page Form field modes e Form Type The listed form fields under Form field refer to this form 85 6 5 PROCESSES localhost 2000 wf se
245. tments exist on the target import system You can export the Common folder or a specific user s folder or one of their subfold ers If you want to export a user s folder first select the user and then the folder Forms Export of form instances All forms instances which was created in enterprise can be exported Before importing form instances the form classes and other refer enced objects e g process definition where form instance is process form must be 182 9 2 IMPORT EXPORT available on the target system i e the appropriate application with their form types must be available Duration statistics Export of a duration statistic entry All duration statistics which was created in enterprise can be exported Before importing duration statistics the referenced objects must be available on the target system i e the appropriate process definition must be available On the target system the time graph must be regenerated 1f needed see section 9 1 16 Test cases Export of all test cases of selected application see section 6 12 The referenced objects of a test case process definition tasks agents etc are not exported here and must be available on target system The server writes the XML file to its temporary directory After an export file has been completely written the browser will ask you if you want to download the file Import Importing a XML file is done in three steps 1 First you upload the XML f
246. to the session 12 3 Examples 12 3 1 Setting a configuration parameter config setProperty database connections 5 config store Alternative formulation with a variable set connections 5 config setProperty database connections get connections config store 12 3 2 Restart the server admin restartServer restarts the server no login necessary for current user 204 12 3 EXAMPLES 12 3 3 Add a role to or remove one from a user u orgdata getByld com groiss org User class my_user replace by existing user role orgdata getByld com groiss org Role class sys get SYS role checkuserrole store get com groiss org UserRole class role AND userid role getOid u getOid with prepared statements new Object args f User has no sys role add it if checkuserrole null userrole orgdata createUserRole userrole setRole role userrole setUser u userrole setActive true orgdata insert userrole f User has sys role remove it else orgdata delete checkuserrole 12 3 4 Set the interval of a timer t orgdata getByld com groiss timer TimerEntry class Suspension t setPattern 360 store update t 12 3 5 Worklist handling Check worklist of application default and finish expired tasks appl orgdata getByld com groiss org Application class default worklist engine getWorklist appl true for com groiss wf Acti
247. uare the position in the drawing area will be changed If you want to zoom in or out in the mini map you have to use the following explained zoom function changes are also shown in the drawing area Zoom This function contains following 3 subfunctions 1 Normal viewing The drawing area is shown in the size which is given at the start of the process editor 2 Zoom in The shown area will be enlarged 3 Zoom out The shown area will be reduced Align With this function the elements of the drawing area can be aligned Show end node This function marks the end node of the selected element Route automatically You have the possibility to remove edges when the function Route Orthogonal is activated Select the edge and move it in the desired direction For automatically routing of the edge select the edge and then this function Settings With this function you can set following properties Snap to grid The elements and edges will be aligned by the grid Grid Style You have the choice between 4 possible grid styles 1 Invisible Switch grid off 2 Dot grid Display of dots 3 Cross grid Display of crosses 4 Line grid Display of lines 140 7 2 THE PROCESS EDITOR Rulers At the top and left margin of the drawing area a ruler can be displayed You can select between 1 None No rulers are shown 2 In centimeter The measurement of the rulers is centimeter 3 In inch The measurement of the rulers is
248. ubject f subj forms f Jobform begin lt label_order gt all order f loop f recipient a_task f exit when f finished 1 end label_order user inform f end Graphical layout and annotations are not preserved across notations 118 7 1 WDL The process definition starts with the keyword process followed by the process id and a list of arguments The declaration section contains a set of keyword value pairs for example version 1 The statement section begins with the keyword begin and ends with end In between the structure of the workflow containing task calls subprocesses system steps and control structures is described Hint Defined process escalations are not available in WDL 7 1 1 Lexical Conventions In WDL the following lexical rules apply Ids Ids are identifiers for tasks roles users and similar entities The following conven tions apply Ids start with a letter or or or After the first character more of these characters plus digits can follow The length of an id must not exceed 80 characters Strings Strings are character sequences enclosed in double quotes A double quote within a string is denoted as two consecutive double quotes Example This is a string This is a string with two double quotes Comments All characters between and are ignored Comments can span lines Case Sensitivity WDL is case sensitive this means If is not equal to if
249. udolf Berger 01 10 2015 02 10 2015 Task Started 28 09 2015 15 08 Description L3 Vacation E Documents Notes History E Process Process the given vacation Vacation form 7 Process Started 28 09 2015 15 08 OU y Human Resources Started by Rudolf Berger Employee Rudolf Berger Priority 0 Vacation from 01 10 2015 To 02 10 2015 Days 2 Calculate Type holiday y Comment Substitute Check absences Figure 6 34 Process Debugger Test case Hint Test cases use GROOVY scripts For this purpose the execution of GROOVY scripts must be activated in configuration file avw conf by setting parameter ep scripts enable true 6 12 1 Toolbar The toolbar contains several functions for executing and adapting a test case e Open By activating the function a new dialog will be opened where an existing process instance can be loaded into process debugger for further treatment 114 iib Pa E 6 12 TEST CASES Run This function allows to start a new process instance or continue one and the defined test steps are processed automatically If a breakpoint has been defined for a test step the execution stops at this step By hitting the toolbar function Run again the subsequent steps are processed until the end next breakpoint Single step Alternatively to function Run you can process each test step separately from beginning or from a particular breakpoint Open pr
250. user id or lt classname gt lt oid gt both values must be quoted If the persis tent is a enterprise form either store get must be used to get the persistent and assigned as value or lt classname gt lt oid gt can be used For manipulating subforms following possibilities are available Add subform Use the method addSubform for this purpose The parameter lt subformid gt is the numeric subform id which has been defined in form tem plate XTHML XForm of main form Syntax form_ lt formid_in_procdef gt addSubform lt subformid gt Set field values of subform Use following syntax to set field values whereby lt subformid gt is the numeric id of the subform defined in form template and 116 6 12 TEST CASES lt subformpos gt is the position of the subform entry in subform table beginning with 0 Syntax form_ lt formid_in_procdef gt lt subformid gt lt subformpos gt lt field gt lt value gt Remove subform Use the method deleteSubform for this purpose The pa rameter lt subformid gt is the numeric subform id which has been defined in form template XTHML XForm of main form The parameter lt subformpos gt is the position of the subform entry in subform table beginning with 0 Syntax form_ lt formid_in_procdef gt deleteSubform lt subformid gt lt subformpos gt Choices If choices are used in process definition this field allows the definition of the choice path wh
251. utton is activated the table of the subform will be shown but cannot be changed e Optional If this radio button is activated the table of the subform will be shown and can be changed by the button New Table Entry e No Insert Delete If this radio button is activated no further entries can be added or deleted Additional you have the possibility to set the visibility of a form field for all tasks You have to click on the link of the adequate form field and the HTML page Form field modes will be shown This site is analogue to the HTML page for form fields but the visibilities will be set for tasks and not for form fields By clicking the button Preview a new window will be opened where the form with the made settings will be shown By clicking the button Ok your changes which belong to the visibilities of the form fields are saved By clicking the button Close your changes are not saved and the current HTML page will be closed 87 6 5 PROCESSES 6 5 9 Tab Escalation With the help of escalations it is possible to react on timeouts during the execution of pro cesses It is possible to define four different types of actions which determine what should happen in the case of a timeout The system timer Escalations of enterprise is respon sible for checking the timeouts If this timer is not running the system does not check if timeouts occur or not localhost 2000 wf servlet method com groiss storegui TabbedWin
252. vascript method window open syntax 98 6 7 GUI CONFIGURATIONS Table Handler Enter an own implemented table handler class which extends com groiss storegui ObjectTableAdapter Default sort column Analog to node type Worklist Form handler Enter an own implemented form handler which extends com groiss storegui ObjectFormAdapter An example can be found in Applica tion Development Guide Detail Define here if detail view should be displayed in tabbed view In this case enter com groiss storegui TabbedWindow showDialog Table model class Enter an own implemented table model class Standard class is com groiss storegui FormTable e Start process With this node you add a link to the list of all startable enterprise processes or only to a defined one Further properties like at node Node Furthermore a Worklist Id can be entered e g standard wl which is the worklistld in XML If such an Id is set the worklist with the corresponding Id is shown after process start The setting of Worklist Id is available for old GUI only With attribute Mode the start mode can be defined ALL A list of all startable processes are displayed default With attribute Applications you can define which processes of which applications should be offered Please note that in smartclient the node Start process with this option cannot be used on any level of GUI tree the link will be displayed but is not executable
253. vityInstance ai worklist duedate ai getDuedate if ais duedate is expired finish task if duedate null amp amp duedate getTime lt new java util Date getTime try engine finish ai catch ex Do nothing but continue with finishing other ai s 205 12 3 EXAMPLES 12 3 6 Session handling Check session and invalidate it if lastAccessed is not in tolerance time Log session infor mation in server log on level 2 attronames session getAttributeNames invalidate false log n log log Session Parameter n for String attrname attronames attrvalue session getAttribute attrname if attrname equalslgnoreCase lastAccessed if attrvalue instanceof java util Date onehour 60 60 1000 tolerance time invalid if not in tolerance time if attrvalue getTime onehour gt new java util Date getTime attrvalue getTime onehour lt new java util Date getTime invalidate true log log Attribute Name attrname Attribute Value attrvalue n log log com groiss util Settings log log 2 write all session parameter to Server Log on Level 2 if invalidate true session invalidate 206 13 Process cockpit The Process Cockpit gives an overview of the processes within the organization It provides information about the definition and the instances of a process The standard GUI has a link
254. w but the designer might have chosen the goto explicitly to distinguish the exceptional flow from the usual execution sequence When used excessively or with poor judgment gotos can severely harm the readability of a process description and make it almost unmaintainable If at all use them with care and only in well founded cases 7 1 6 Event Mechanism The event mechanism allows to signal process progress to other process instances which expressed interest in such an event On arrival of such an event a handler can be called or the execution of a stalled process can be continued Detailed information about events can be found in the Application Development Guide Syntax An event can be raised with raiseEvent raiseEvent eventname current_tx form Events can be waited for with sync sync eventname eventhandler form Registration of a handler for an event is done via registerForEvent registerForEvent eventname eventhandler form Handlers can be unregistered with unregister unregister eventname Description e eventname the name of the event e current_tx the event handler should be carried out in the same transaction no other value possible e form either a form or a form field which serves as the context object alternatively the keyword process can be entered and so the current process instance oid is the context object
255. w column see section 6 8 1 103 6 8 RESOURCE EDITOR Hint The resource editor creates adapts a csv file Strings xls and property files when storing the changes depending on the entered path on detail mask of the application Re sources can be adapted only if a csv file and or property files exist on the file system For further information about resource files please refer to enterprise Application Develop ment Guide Activate the link Resources to get a spread sheet of the application resource data Strings If this link is activated in application Default a new page will be displayed where you can select between Strings and Errors which are the standard enterprise resources The toolbar functions are explained in section 6 8 1 Following columns are available in the spread sheet see figure 6 30 e LN Symbolizes the row number e Key This column contains all keys of the resource file which should be translated Existing keys cannot be changed in this view e Language columns A set of columns is displayed whereas each column represents a language Select the appropriate cell to edit the value The fist language column is the default language Strings properties The behaviour of the table sorting column picker etc is equal to the standard enter prise behaviour described in section 2 1 TE Oenterprise Administrati x localhost 2000 wf servlet method com enterprise gt Newline 4 Edit
256. wdl Options Y Generate tasks Y Generate roles Compile Jl Cancel Figure 6 20 Load script e Select the file containing the process specification e The checkboxes Generate tasks and Generate roles allow you to specify whether tasks and or roles unknown to the system should be generated automatically e Click Compile to load the script file and save the process in the database After the compilation the system informs you whether the operation has been successfully or whether errors have occurred 81 6 5 PROCESSES localhost 2000 wt serviet method com groiss storegui TabbedWindow showDialog node admin_tree procdefinition amp foreignKey application amp application com dec avw core General Source Graph Components Visibility of forms Escalations Functions History Access Folder settings Referenced by dd hr_vacation__ Name proc_ 1M8n Vacation Version 1 Application Staff processes Y Subject form_vacation employee form_vacation vacfrom date fform_vacation vacto date Instance Id Detail tabs Detail tabs mobile GUI DMS TableHandler Process details handler JS Message template Notification lz Priority 0 Route orthogonal v Model in BPMN Y Description BI u Ez Pr Ar desc_proc_vacation Max duration Days O Hours Minutes Active Apply chan
257. wise a select list e Multiple selection Analog to Select list but you can choose between Checkboxes and Select List only Information about the tab Table View of step 3 This tab allows to set the columns which are visible in subtable if the form is embedded as subform The list Available Columns contains all available form fields By selecting an entry and activating the Add button the field will be added to the list Table Columns All fields of this list are shown as subtable columns in the superior form By activating the 68 6 4 FORMS localhost 8000 wf servlet method com groiss htmladmin HTMLFormBuilder editField row 8 Field properties Text Label Education Line Z Form fields Localize Output CSS Class label100 Textfield Password fold Database field education v Textarea Appearance Radio buttons Select list Dropdown list Select list Multiple selecti Rows 3 Table Values General Apprenticeship University Value list Cancel Figure 6 11 Form Wizard Field properties Sort buttons beside the list Table Columns the order of the columns can be changed After defining all settings you can change to the next step by clicking the button Next Step 4 This step shows you the following information e Ordered by This attribute is used to define the order of the entries in the table which represents a subform of a form
258. x Mig 2 1 TABLES Order ascending The entries of the table are ordered in ascending order by the current column Order descending The entries of the table are ordered in descending order by the current column All entries The use of the column filter of the current column becomes nullified User defined By selecting this menu item a HTML page is shown where you can enter a certain value If you confirm your entries in this page by clicking the button Ok the table is filtered by the corresponding value The first 20 different column entries if you select one of these entries the column becomes sorted by this entry If you want to save the current combination of filters you have to click the link Filter in the heading of the table The filter menu is shown Save filter By selecting this menu item you save the current combination of column filters under a name defined by you You can also enter a description for the filter Delete filter By selecting this menu item you delete the filter which is currently active There is no undo function for deleting a filter All entries The use of the saved filter is nullified A list of all saved filters If you select one of these entries the table is filtered by this filter The list can also contain filter which have been defined by the system administrator These filters can only be used but not deleted by you When a filter is selected only those entries of the table a
259. xample for XPath expression Read from configuration parameter of application myappl string configuration_myappl property Oname webservice address e Out parameter Here you can enter a list of parameter as XPath expression which should be submitted The parameters are defined in WSDL file and has been defined during the creation of the web service client e In parameter Analog to Out parameter but for data which should be read from web service Following properties can be defined for node Incoming Message e Webservice operation Select an existing web service server operation which was created previously for this application See section 6 10 2 for more details e Start process If this checkbox is activated and this node is the first step in the process flow a new process instance will be started If this checkbox is no activated in this case no instance can be created If this node is not the first step in process this checkbox must not be enabled e In parameter Here you can enter a list of parameter as XPath expression which should be read The parameters are defined in WSDL file and has been defined during the creation of the web service server e Correlation parameter Here you can enter a list of parameter as XPath expression which has been defined during creation of the web service server A mapping can be defined to assign automatically an Incoming Message to a process instance Following properties can be def
260. y a property window for setting the activity properties appears e Subprocess Subprocesses can be inserted in the same way as above e System step System steps can be created and the method to be called can be speci fied Enter the fully qualified name of a Java method which should be executed in the step 150 7 2 THE PROCESS EDITOR e Batch step Batch steps can be inserted the name of a Java class the batch adapter can be specified The class provides a callback interface for events during the life cycle of a batch step For details please consult the Application Programming Guide and the API documentation e If The if control structure consists of two nodes an if node and a corresponding end node These two nodes are connected with two edges a green and a red one The green edge is the path followed when the condition of the if node evaluates to true the red edge is the path followed when the condition evaluates to false A double click on the if node opens a window where you can edit the condition If you click in the if mode on the red edge you add an additional if node without a corresponding end node This control structure corresponds to the if elsif control structure if condition 1 then action 1 elsif condition 2 then action 2 elsif condition 3 then action 3 else action 4 end Note Use the WDL Script window to see how the graphical definition corresponds to the WDL script e Choice Every cho
261. you can upload it to the system via the function Replace HTML see 6 4 3 6 4 8 Tab Java class This tab shows the fields types length foreign key and Index of the Java class which represents the new form in enterprise The icons for Foreign key and Index are defined in following way e Red Icon No Index foreign key has been created for this field e Green Icon Index foreign key has been created for this field e Grey Icon No foreign key can be created for this field The button Re generate Java classes creates regenerates a new Java class of this form re generating is also possible without existing java class and stores it in the forms directory of your enterpriseinstallation General Java class Database table Rights Standard permissions History Access Preview Folder settings Referenced by com dec avw appl hr_form_1 Type Foreign key id java lang String description java lang String candi com dec avw appl candi_5 e Number of entries 3 0 Re generate Java classes Jl Cancel Figure 6 15 Object details Java class 75 6 4 FORMS 6 4 9 Tab Database table This tab shows the database statement which has been used to create the table of the form Furthermore information about created foreign keys and Create Index statements are dis played see step 3 of form wizard The are Referenced by contains information about foreign keys defined in other forms which references
262. you change an existing form id the id s will be replaced automatically in objects like activity In structures like If where a condition field exists the id must be changed manually otherwise you will be informed when saving the process If you use the button Remove or Edit a form must be selected first Hint If view forms are used as process forms assign these forms to tasks only setting form visibilities For all other cases e g process control via form fields the appropriate base form should be used e Source Analog to 6 5 e Components Analog to 6 5 e Visibility of forms Analog to 6 5 e Escalation Analog to 6 5 e History Analog to 6 5 e Access Analog to 6 5 e Referenced by Analog to 6 5 143 7 2 THE PROCESS EDITOR x 9 localhost 8000 wt servlet method com groiss htmladmin HTMLProcessDefinition sho ES Id form vacation Name Type mI_evaluation Evaluation 1 hr_expense Expense 1 hr_form Human resource 1 hr_recruiting Recruiting 1 hr_sickness Sickness 1 hr_timeitem Time Item 1 hr_vacation Vacation 1 hr_worktime Work time 1 AN Mode Local InOut Base p form l Ok Figure 7 4 Add form to process 9 localhost8000 wf servlet method com groiss htmladmin HTMLProcessDefinition showEditorConsole node admin procdefinition amp foreignKey application amp application cor Common Forms Source Components Visibility o

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