Stellent: BPM Design, Analysis and Administration Student Guide Volume 1

Transcription

1 Stellent: BPM Design, Analysis and Administration Student Guide Volume 1 D48767GC10 Edition 1.0 April 2007 D49923

2 Copyright 2006, 2007, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

3 Table of Contents Table of Contents Stellent BPM

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5 Chapter 1: Stellent BPM Overview Process Map Sample Components of a BPM Environment Sample BPM Creation Steps Chapter 2A: Imaging Security Administration Security and Windows Client Overview NT and MS 2000 Security Groups Local Groups Global Groups Trusted Domains Trusting Domains Two Way Trusted Domains Client Installation/ System Administration Setup Registry System Administration Security Tool and Tool Bar Steps required to arrange and save tools in a layout: Group Definition Tab Gallery Assignments Sub Tab Adding Rights to Groups SEIS Maps Sub Tab Saved Searches Sub Tab Schemas Sub Tab Policies Sub Tab Capture Administrator Pre-Cache Pages SEIS Solutions Sub Tab Print/Fax Sub Tab Process Sub Tab Tool Preferences button Worklist Options Group Box Package Operations Group Box Gallery Definition Tab Gallery Information Sub Tab Group Assignments Sub Tab Tool Assignments Sub Tab Stellent Imaging Administration Labs Admin Lab 1 System Administration Gallery Creation Create New Gallery Assign Group to Gallery Assign Imaging Tool Security to Group Lab 1A - Adding Search Rights To the Group Add Tools to Gallery Verifying Security Tool Rights Adding Additional Tools Admin Lab 2 System Administration Layout Mode Admin Lab 3 Adding Printers and Fax Table of Contents 1

6 Admin Lab 4 Adding New Groups to your Gallery Process Labs: Lab System Administration Gallery Creation Create New Gallery Assign Group to Gallery Verifying Security Tool Rights Add Tools to Gallery Admin Lab 2: Allow Use of Queue in Process Set Tool Preferences Admin Lab 3 System Administration Layout Mode Admin Lab 4 Adding Printers and Fax Admin Lab5 Adding New Groups to your Gallery Chapter 2D: BPM Administration Tools BPM Admin Tool Descriptions Tools Types Primary Tools Administration Tools Companion Tools Tools covered in this section: Calendar Manager Administration Tool Refresh New Save Delete Name Calendar Workdays Default Calendar Start Time\Stop Time Calendar Legend Profile Manager Primary Process Tool What is a Named Profile? New Edit Permissions Delete Button Refresh Permissions Profile Editor Primary Process Tool Name Template Result Set Size In Process checkbox Unlocked Only Lock First Out of Process checkbox Field Criteria tab Add Field Field Criteria Edit Remove Field Table of Contents 2

7 Move Up Move Down Field column Operator Column Location Criteria Tab All Locations check box Processes Sort Criteria Tab Available Fields Right/Left arrows Selected Fields Up/Down arrows Sub Profiles tab Added Profiles list Add button Remove button Making Compound Profiles with Profile Editor Tool Sub Profile Tab Making Smart Profiles with Profile Editor Tool Package Search Admin Tool Package Search Admin Tool Package Manager Administration Process Tool Database New Package Package Search (F2) Users Inbox Add User Remove User Refresh Processes View Map Properties Queues Refresh Properties Packages/Package Commands Framework Migration Tool for Process Create Named Profiles Chapter 2E: BPM Client Tools BPM Client Tool Descriptions Tools Types Primary Tools Administration Tools Companion Tools Tools covered in this section: InBox Primary BPM Tool Locking a package Package commands Package Multi-Select Table of Contents 3

8 Inbox Right Click Commands Refresh (F5) New Package Package Search (F2) Set Inbox Auto Refresh Insert Column Remove Column Font Column Layout Package Commands View Place In Flow Unlock (Ctrl+U) Lock (Ctrl+L) Complete (Ctrl+M) Default Complete Route Ad-Hoc Route to User (Ctrl+S) Route to Event Delete (DEL) Add Attachment (Ctrl+E) Tasks (Ctrl+T) History (Ctrl+H) Add Comments (Ctrl+J) View Map (Ctrl+W) Forms Attachments Remove from Process Remove from Queue Properties (Ctrl+O) Worklist Primary BPM Tool Worklist Right Click Commands Refresh (F5) Clear New Package Package Search (F2) My Inbox Set Inbox Auto Refresh Named Profiles Ad Hoc Profiles Searching by Package ID with the Worklist Tool Find Specific Package Security for this feature Queues Queue Select Dialog Insert Column Remove Column Font Package Commands View Place In Flow Unlock (Ctrl+U) Table of Contents 4

9 Lock (Ctrl+L) Complete (Ctrl+M) Default Complete Route Ad-Hoc Route to User (Ctrl+S) Route to Event Delete (DEL) Add Attachment (Ctrl+E) Tasks (Ctrl+T) History (Ctrl+H) Add Comments (Ctrl+J) View Map (Ctrl+W) Forms Attachments Remove from Process Remove from Queue Properties (Ctrl+O) Package Bar Primary BPM Tool Package Bar Toolbar Start Processing Stop Processing Package Title Package Location Profile Selection Select Mode Complete Package Skip Package Package Attachments Package Forms Package Tasks Package History Add Comments Package Count Package Viewer Primary BPM Tool Package Viewer Toolbar Complete Package Lock Package Unlock Package Add Attachment Route To User Ad Hoc Route Place In Flow Delete Package New Package View Map Show Package Details Package Search Package Title Attachments Tab Attachment Type Remove from Package Open Table of Contents 5

10 Open With Document Annotation Save As Properties Version Document Associate Document (1) Create Association (2) Launch Lock Document Unlock Document Delete Force Unlock Document Send to Mail Recipient Print/Fax Forms Tab Tasks Tab History Tab Form Viewer Primary BPM Tool Single Tab Close On Empty NET Form Viewer Primary BPM Tool Single Tab Close On Empty Map Viewer Primary BPM Tool Process List Box Load Parent Button Working with the BPM Client Use Form Viewer from Menu Use Package Viewer Change Tool Preference Place Packages In Flow Give Security to the Named Profiles Work With Worklist/Profiles/Package Commands Chapter 3: BPM Builder Builder Overview Objective Builder s Key Features Simple to Use Independent Flexible Enterprise-Wide Re-Usability Supported Functionally Robust Map Printing Custom Forms bit Application Process Validation Process Builder Key Components Process (*.PFW) Package Templates (*.PFP) Table of Contents 6

11 Scripts (*.PFT) Stellent BPM Process Builder Window File New Open/Close Process Save/Save As Save As New Compile/Apply Process Process Login Import Edit Rename Design Properties Properties View Workspace Tree Workspace + Tree ToolBars Status Bar Options Tools Delete Process Delete Package Template Forms Wizard Tools Login Map Process Map Mode Select Connect Delete Flow Connector Style Events Window Help Standard Toolbar Process Toolbar Status Bar CAP NUM SCRL Package Templates Package Template General Tab Properties Caption Description Due Date Expiration Action Create Package Commit Attachments Due Date Expired Associated Script Table of Contents 7

12 Package Template, Fields Tab Properties Caption Type String Number Decimal Boolean Date Time Length Index Search Audit Default Pick List Values Audit System Fields Add Insert Delete Package Template Display Order Tab Properties System Fields Creator Priority Date Created Date in Queue Due Date Due Date Fired Threshold Threshold Threshold Threshold Fired Display Format Package Template Attachment Type(s) Tab Properties Type Add Modify Delete Audit Types Default Attachment Type Calendar Tab Calendar Package Template Sharing Components Share Process Events Work Event Work Event General Tab Properties Caption Description Ad hoc Routing Route From this Event Table of Contents 8

13 Online Help File Context ID Action Item Arrival Item Completed Execution Tier Associated Script Work Event Queue Settings Tab Properties Load Leveling Group Caption Description Type Work in Progress (WIP) First In/First Out (FIFO) Queue Items Maximum Minimum Action Item Selected Maximum Minimum Execution Tier Associated Script Queue Threshold Threshold Day(s) Hour(s) Minute(s) Script Work Event Tasks Tab Properties Caption Description Required Tasks Task List Add Modify Remove Action Task Selected Task Complete Execution Tier Associated Script Work Event Package Template(s) Tab Properties Form Attachment Type Package Template(s) Tab: Forms Grid Display Form Name Work Event Decisions Tab Properties Table of Contents 9

14 Event Decision Rule Event Definition Requirements Rule Event General Tab Properties Caption Description Enable Ad hoc Routing to this Event Checked Unchecked Rule Event Definition Tab Properties Rule Outcome Action Route To Invoke script Target Set As Default Route Rule Package Template First Operator Operand combo boxes Relational operator Evaluate All Add Rule Delete Rule Modify Rule Rule Parenthesis Right arrow Left arrow Shift Up Shift Down Print Rule Distribute Event Distribute Event Properties Caption Description Enable Ad hoc Routing to this Event Checked Unchecked Collect Event Collect Event Properties: Caption Description Enable Ad hoc Routing to this Event Checked Unchecked Threshold Information Hours Days Script (Optional) Table of Contents 10

15 Distribute & Collection Event Examples Example Example Example Example Example Subflow Event Subflow General Tab Properties Caption Description External Process Event External Properties Caption Description Enable Ad hoc Routing to this Event Checked Unchecked Process Start Event In-Process Route In-Process Route Properties Caption Description Enable Ad hoc Routing to this Event Checked Unchecked Target Process Map Target Event Inbox Event Inbox General Tab Properties User Name Description Enable Ad hoc Routing to this Event Checked Unchecked Add User Forms Security Tab Properties Start Event Start Event Properties Caption Description Enable Ad hoc Routing to this Event Checked Unchecked Stop Event Stop Event Properties Caption Description Enable Ad hoc Routing to this Event Checked Unchecked Table of Contents 11