COMPLETE REFERENCE

[BPM ]

INTRODUCTION: To achieve business objectives, Organi ation Nee!s Coor!ination an! Manage"ent o# #o$$o%ing &e' co"(onents: Peo($e )'ste"s Processes

Coor!ination an! "anage"ent o# these co"(onents is beco"ing "ore*an!*"ore cha$$enging !ue to: +usiness c$i"ate "an!ate to ,gi$it' an! #$e-ibi$it' in the changing business environ"ent. )i"u$ate changes be#ore i"($e"entation. O(ti"i e (rocesses scienti#ica$$'. /igher re$iabi$it' an! assurance on the (rocesses. Faster c'c$e ti"es an! better custo"er services. E-ecutes business ru$es 0+e'on! auto"ation1. I"(rove! observabi$it' an! rea$ ti"e in#or"ation. 2etting boar!roo" strategies in ,ction Regu$ator' co"($iances Increasing co"($e-it' o# in#or"ation s'ste"s

TO O3ERCOME T/E)E

C/,LLEN2E), FOR4,RD*LOO5IN2 COMP,NIE) ,RE U)IN2 BPM TEC/NOLO26

BPM INTRODUCTION +PM stan!s #or +usiness Process Manage"ent.

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Business Process Management (BPM) Mainly transfers t e !o"ers of IT manager to Business users By using BPM tec nology "e can com!elte t e !ro#ect in $mont s% Managers can generate t e re!orts automatically at any time

+PM is the genera$ ter" #or the services an! too$s that su((ort e-($icit (rocess "anage"ent 0such as (rocess ana$'sis, !e#inition, e-ecution, "onitoring an! a!"inistration1, inc$u!ing su((ort #or hu"an an! a(($ication* $eve$ interaction. +usiness Process Manage"ent 0+PM1 is the abi$it' to harness ca(abi$ities o# "u$ti*ste( (rocesses invo$ving "u$ti($e a(($ications s(anning "u$ti($e organi ations through i"(rove! abi$it' to observe an! contro$ to achieve a business objective. , business (rocess is an aggregation o# o(erations (er#or"e! b' (eo($e an! so#t%are s'ste"s containing the in#or"ation use! in the (rocess, a$ong %ith the a(($icab$e business ru$es to "eet a business objective. , se9uence o# activities that use (articu$ar in(uts to (ro!uce an out(ut o# business va$ue. , (rocess * "a' re9uire severa$ (artici(ants, "a' be (art$' unstructure! or un!ocu"ente!, an! "a' be (art$' or #u$$' auto"ate!. +usiness (rocess "anage"ent 0+PM1 is a ho$istic "anage"ent a((roach #ocuse! on a$igning a$$ as(ects o# an organi ation %ith the %ants an! nee!s o# c$ients. It (ro"otes business e##ectiveness an! e##icienc' %hi$e striving #or innovation, #$e-ibi$it', an! integration %ith techno$og'. +PM atte"(ts to i"(rove (rocesses continuous$'. It can there#ore be !escribe! as a :(rocess o(ti"i ation (rocess.: It is argue! that +PM enab$es organi ations to be "ore e##icient, "ore e##ective an! "ore ca(ab$e o# change than a #unctiona$$' #ocuse!, tra!itiona$ hierarchica$ "anage"ent a((roach. ,n e"(irica$ stu!' b' &o l'ac er 08;;<1 in!icates that +PM he$(s organi ations to gain higher custo"er satis#action, (ro!uct 9ua$it', !e$iver' s(ee! an! ti"e*to*"ar&et s(ee!. ,n e"(irica$ stu!' b' (era ) &unt* 08;;=1 con!ucte! in the 2er"an hos(ita$ sector in!icates that +PM has a (ositive i"(act on organi ationa$ e##icienc'. , business (rocess co"(rises a :)eries or net%or& o# va$ue*a!!e! activities, (er#or"e! b' their re$evant ro$es or co$$aborators, to (ur(ose#u$$' achieve the co""on business goa$>. These (rocesses are critica$ to an' organi ation, as the' can generate revenue an! o#ten re(resent a signi#icant (ro(ortion o# costs. ,s a "anageria$ a((roach, +PM consi!ers (rocesses to be strategic assets o# an organi ation that "ust be un!erstoo!, "anage!, an! i"(rove! to !e$iver va$ue a!!e! (ro!ucts an! services to c$ients. This #oun!ation is ver' si"i$ar to other Tota$ ?ua$it' Manage"ent or Continuous I"(rove"ent Process "etho!o$ogies or a((roaches. +PM goes a ste( #urther b' stating that this a((roach can be su((orte!, or enab$e!, through techno$og' to ensure the viabi$it' o# the "anageria$ a((roach in ti"es o# stress an! change. In #act, +PM is an a((roach to integrate an organi ationa$ :change ca(abi$it': that is both hu"an an! techno$ogica$. ,s such, "an' +PM artic$es an! (un!its o#ten !iscuss +PM #ro" one o# t%o vie%(oints: (eo($e an!@or techno$og'.

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+PM or +usiness Process Manage"ent is o#ten re#erre! to as BManage"ent b' +usiness ProcessesB. The ter" business can be con#using as it is o#ten $in&e! %ith a hierarchica$ vie% 0b' #unction1 o# the co"(an'. It is there#ore (re#erab$e to !e#ine +PM as BCor(orate Manage"ent through Processes B. +' a!!ing +PM the secon! "eaning o# B+usiness Per#or"ance Manage"entB use! b' Pr +c eer in his artic$e ,!vance! +PM assess"ent, +PM can there#ore be !e#ine! as BCo"(an' Per#or"ance Manage"ent through ProcessesB. ,n! itBs this reso$ute$' (er#or"ance oriente! !e#inition %hich is chosen here. Domini,ue T iault, in Managing Per#or"ance through +usiness Processes !e#ines +PM as a "anage"ent through (rocesses "etho! %hich he$(s to i"(rove the co"(an'Bs (er#or"ance in a "ore an! "ore co"($e- an! ever*changing environ"ent. Manage"ent through (rocesses is a "anage"ent "etho! base! on t%o $ogica$ $eve$s: (rocess governance an! (rocess "anage"ent: Process go-ernance is a$$ o# the co"(an'Bs governance activities %hich, b' %a' o# a$$ocating on the (rocesses, %or& to%ar!s reaching its objectives, %hich are both o(erationa$ an! (rogress re$ate!. Process management is a$$ the "anage"ent activities o# a given (rocess %hich %or& to%ar!s reaching the objectives a$$ocate! #or this (rocess. Rough$' s(ea&ing, the i!ea o# business (rocess is as tra!itiona$ as conce(ts o# tas&s, !e(art"ent, (ro!uction, out(uts. CCitation nee!e!D The current "anage"ent an! i"(rove"ent a((roach, %ith #or"a$ !e#initions an! technica$ "o!e$ing, has been aroun! since the ear$' E<<;s 0see business (rocess "o!e$ing1. Note that in the IT co""unit', the ter" Bbusiness (rocessB is o#ten use! as s'non'"ous o# "anage"ent o# "i!!$e%are (rocessesF or integrating a(($ication so#t%are tas&s. This vie%(oint "a' be over$' restrictive * a $i"itation to &ee( in "in! %hen rea!ing so#t%are engineering (a(ers that re#ers to :business (rocesses: or to :business (rocess "o!e$ing:. ,$though the initia$ #ocus o# +PM %as on the auto"ation o# business (rocesses %ith the use o# in#or"ation techno$og', it has since been e-ten!e! Cb' %ho"GD to integrate hu"an*!riven (rocesses in %hich hu"an interaction ta&es ($ace in series or (ara$$e$ %ith the use o# techno$og'. For e-a"($e 0in %or&#$o% s'ste"s1, %hen in!ivi!ua$ ste(s in the business (rocess re9uire hu"an intuition or ju!g"ent to be (er#or"e!, these ste(s are assigne! to a((ro(riate "e"bers %ithin the organi ation. More a!vance! #or"s such as hu"an interaction "anage"ent are in the co"($e- interaction bet%een hu"an %or&ers in (er#or"ing a %or&grou( tas&. In this case, "an' (eo($e an! s'ste"s interact in structure!, a!*hoc, an! so"eti"es co"($ete$' !'na"ic %a's to co"($ete one too "an' transactions. +PM can be use! to un!erstan! organi ations through e-(an!e! vie%s that %ou$! not other%ise be avai$ab$e to organi e an! (resent, such as re$ationshi(s bet%een (rocesses. 4hen inc$u!e! in a (rocess "o!e$, these re$ationshi(s (rovi!e #or a!vance! re(orting an! ana$'sis. +PM is regar!e! b' so"e C%ho"GD as the bac&bone o# enter(rise content "anage"ent. +ecause +PM a$$o%s organi ations to abstract business (rocess #ro" techno$og' in#rastructure, it goes #ar be'on! auto"ating business (rocesses 0so#t%are1 or so$ving business (rob$e"s 0suite1. +PM enab$es business to res(on! to changing consu"er, "ar&et, an! regu$ator' !e"an!s #aster than co"(etitors Ccitation nee!e!D * creating co"(etitive a!vantage.

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,s o# 8;E; techno$og' has a$$o%e! the cou($ing o# +PM to other "etho!o$ogies, such as )i- )ig"a. +PM too$s a$$o% users to: (ision * strategi e #unctions an! (rocesses Define * base$ine the (rocess or the (rocess i"(rove"ent Mo.el * si"u$ate the change to the (rocess. /naly*e * co"(are the various si"u$ations to !eter"ine an o(ti"a$ i"(rove"ent Im!ro-e * se$ect an! i"($e"ent the i"(rove"ent Control * !e($o' this i"($e"entation an! b' use o# User !e#ine! !ashboar!s "onitor the i"(rove"ent in rea$ ti"e an! #ee! the (er#or"ance in#or"ation bac& into the si"u$ation "o!e$ in (re(aration #or the ne-t i"(rove"ent iteration. Re0engineer * reva"( the (rocesses #ro" scratch #or better resu$ts This brings %ith it the bene#it o# being ab$e to si"u$ate changes to business (rocesses base! on rea$* $i#e !ata 0not assu"e! &no%$e!ge1. ,$so, the cou($ing o# +PM to in!ustr' "etho!o$ogies a$$o%s users to continua$$' strea"$ine an! o(ti"i e the (rocess to ensure that it is tune! to its "ar&et nee!. BPM 1I230C4C135 +usiness (rocess "anage"ent activities can be grou(e! into si-ision6 .esign6 mo.eling6 e7ecution6 monitoring6 an. Functions are !esigne! aroun! the strategic vision an! goa$s o# organi ation. Each #unction is attache! %ith a $ist o# (rocesses. #unctiona$ hea! in an organi ation is res(onsib$e #or certain sets o# "a!e u( o# tas&s %hich are to be e-ecute! an! re(orte! as Mu$ti($e (rocesses are aggregate! to #unctions acco"($ish"ents an! are aggregate! to achieve organi ationa$ goa$s. Design5 Process Design enco"(asses both the i!enti#ication o# e-isting (rocesses an! the !esign o# :to*be: (rocesses. ,reas o# #ocus inc$u!e re(resentation o# the (rocess #$o%, the actors %ithin it, a$erts I noti#ications, esca$ations, )tan!ar! O(erating Proce!ures, )ervice Leve$ ,gree"ents, an! tas& han!*over "echanis"s. 2oo! !esign re!uces the nu"ber o# (rob$e"s over the $i#eti"e o# the (rocess. 4hether or not e-isting (rocesses are consi!ere!, the ai" o# this ste( is to ensure that a correct an! e##icient theoretica$ !esign is (re(are!. The (ro(ose! i"(rove"ent cou$! be in hu"an*to*hu"an, hu"an*to*s'ste", an! s'ste"*to*s'ste" %or&#$o%s, an! "ight target regu$ator', "ar&et, or co"(etitive cha$$enges #ace! b' the businesses. categories: o!timi*ation. an Each (rocesses ($anne!. "u$ti($e #unctions

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Mo.eling5

Mo!e$ing ta&es the theoretica$ !esign an! intro!uces co"binations o# variab$es 0e.g.,

changes in rent or "ateria$s costs, %hich !eter"ine ho% the (rocess "ight o(erate un!er !i##erent circu"stances1. It a$so invo$ves running :%hat*i# ana$'sis: on the (rocesses: :4hat i# I have =JK o# resources to !o the sa"e tas&G: :4hat i# I %ant to !o the sa"e job #or L;K o# the current costG> 37ecution5 One o# the %a's to auto"ate (rocesses is to !eve$o( or (urchase an a(($ication that e-ecutes the re9uire! ste(s o# the (rocessF ho%ever, in (ractice, these a(($ications rare$' e-ecute a$$ the ste(s o# the (rocess accurate$' or co"($ete$'. ,nother a((roach is to use a co"bination o# so#t%are an! hu"an interventionF ho%ever this a((roach is "ore co"($e-, "a&ing the !ocu"entation (rocess !i##icu$t. ,s a res(onse to these (rob$e"s, so#t%are has been !eve$o(e! that enab$es the #u$$ business (rocess 0as !eve$o(e! in the (rocess !esign activit'1 to be !e#ine! in a co"(uter $anguage %hich can be !irect$' e-ecute! b' the co"(uter. The s'ste" %i$$ either use services in connecte! a(($ications to (er#or" business o(erations 0e.g. ca$cu$ating a re(a'"ent ($an #or a $oan1 or, %hen a ste( is too co"($e- to auto"ate, %i$$ as& #or hu"an in(ut. Co"(are! to either o# the (revious a((roaches, !irect$' e-ecuting a (rocess !e#inition can be "ore straight#or%ar! an! there#ore easier to i"(rove. /o%ever, auto"ating a (rocess !e#inition re9uires #$e-ib$e an! co"(rehensive in#rastructure, %hich t'(ica$$' ru$es out i"($e"enting these s'ste"s in a $egac' IT environ"ent. +usiness ru$es have been use! b' s'ste"s to (rovi!e !e#initions #or governing behavior, an! a business ru$e engine can be use! to !rive (rocess e-ecution an! reso$ution. Monitoring5 Monitoring enco"(asses the trac&ing o# in!ivi!ua$ (rocesses, so that in#or"ation on their state can be easi$' seen, an! statistics on the (er#or"ance o# one or "ore (rocesses can be (rovi!e!. ,n e-a"($e o# the trac&ing is being ab$e to !eter"ine the state o# a custo"er or!er 0e.g. or!er arrive!, a%aiting !e$iver', invoice (ai!1 so that (rob$e"s in its o(eration can be i!enti#ie! an! correcte!. In a!!ition, this in#or"ation can be use! to %or& %ith custo"ers an! su(($iers to i"(rove their connecte! (rocesses. E-a"($es o# the statistics are the generation o# "easures on ho% 9uic&$' a custo"er or!er is (rocesse! or ho% "an' or!ers %ere (rocesse! in the $ast "onth. These "easures ten! to #it into three categories: c'c$e ti"e, !e#ect rate an! (ro!uctivit'. The !egree o# "onitoring !e(en!s on %hat in#or"ation the business %ants to eva$uate an! ana$' e an! ho% business %ants it to be "onitore!, in rea$*ti"e, near rea$*ti"e or a!*hoc. /ere, business activit' "onitoring 0+,M1 e-ten!s an! e-(an!s the "onitoring too$s genera$$' (rovi!e! b' +PM). Process "ining is a co$$ection o# "etho!s an! too$s re$ate! to (rocess "onitoring. The ai" o# (rocess "ining is to ana$' e event $ogs e-tracte! through (rocess "onitoring an! to co"(are the" %ith an a (riori (rocess "o!e$. Process "ining a$$o%s (rocess ana$'sts to !etect !iscre(ancies bet%een the actua$ (rocess e-ecution an! the a (riori "o!e$ as %e$$ as to ana$' e bott$enec&s.

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O!timi*ation5 Process o(ti"i ation inc$u!es retrieving (rocess (er#or"ance in#or"ation #ro" "o!e$ing or "onitoring (haseF i!enti#'ing the (otentia$ or actua$ bott$enec&s an! the (otentia$ o((ortunities #or cost savings or other i"(rove"entsF an! then, a(($'ing those enhance"ents in the !esign o# the (rocess. Overa$$, this creates greater business va$ue. BPM Im!lementation Dri-ers +usiness Drivers I"(rove un!erstan!ing o# current (rocesses I"(rove visibi$it' an! contro$ o# (rocesses ,uto"ate "anua$ (rocesses I"(rove 9ua$it' o# (rocesses )trea"$ine business (rocesses an! hence their o(erationa$ e##icienc' I"(rove resource a$$ocation an! "anage"ent ,!!ress co"($iance re9uire"ents +usiness Process Outsourcing

/..itional IT Dri-ers Re!uce !eve$o("ent an! "aintenance costs Ra(i! a(($ication !e($o'"ent 0R,D1

BPM Com!onents5 Business Process Mo.eler To "o!e$ the business (rocess, %hich consists

o# various (eo($e an! s'ste"G , Process Mo!e$er is a co"(onent an! it !esigner to !esign )u((orts re(resent a(($ication interactions. co"($ean! routing (atterns to he$(s the

(erson*to*(erson,

(erson*to*

a(($ication*to*a(($ication

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/ere the !esigners %i$$ !esign Business Process /nalysis To a$$o% the ana$'sis o# N%hat i#O scenarios. Too$s have si"u$ation ca(abi$ities to ana$' e the (er#or"ance o# business (rocesses an! hence (rovi!e #ee!bac& to o(ti"i e the". E-a"($e: , variet' o# (ro(erties, such as cost, nu"ber o# assets avai$ab$e, etc., can be assigne! to each (rocess (artici(ant an! activit'. These (ro(erties are use! in si"u$ation a$ong %ith %or& !istribution a$gorith"s to i!enti#' bott$enec&s, (rocess costs, un!er*uti$i e! resources an! "ore. Rule 3ngine Re(ositor' o# business (o$icies an! a(($ication $ogic e"be!!e! in the a(($ication E-tracting an! stan!ar!i ing the e-ecution o# +usiness (o$icies is the (ri"e !river o# +PM. Ru$e engine %i$$ #aci$itate abi$it' to change (rocesses 9uic&$' in res(onse to a change o# cor(orate vision, a ne% regu$ation, or a co"(etitorBs ne% (ro!ucts, a!!e! #eatures or enhance! ter"s an! con!itions. )o"e Ru$es are return here,,ccor!ing to the ru$es %e have to #o$$o% the (rocess 37ecution engine To e-ecute the business (rocess at run*ti"e. 3arious (ro!uct suites (rovi!es (rocess "o!e$ers, in %hich (rocess ana$'st can con#igure business (rocess, %hich can be easi$' converte! into the co!e su((orte! b' a (o%er#u$ e-ecution engine User Portal Re(resents the "ain entr' (oint #or business users aroun! the enter(rise to initiate, "anage, "onitor, an! co$$aborate %ith business (rocesses an! other users. In Porta$ user can (er#or" severa$ actions, such as initiating a business (rocess, (artici(ating in (rocess #$o%, revie%ing the histor' o# !i##erent (rocesses, an! "uch "ore. Business /cti-ity Monitoring (B/M) Enab$es the rea$*ti"e ana$'sis o# (rocesses Can be use! to s(ot bott$enec&s an! #ai$ures

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It (rovi!es the renaissance o# business (rocess re*engineering, it a$$o%s (rocesses to be t%ea&e! or change! in res(onse to the har! !ata (rovi!e! b' +,M

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&34 +T/&3 8O1D3R+ IN BPM PRO93CT+5 Role +usiness consu$tants +PM ana$'sts Res!onsi'ilities Co$$ect in(ut #ro" a$$ (rocess (artici(ants to ($an (rocess "o!e$s Create initia$ (rocess "o!e$s Re#ine initia$ (rocess "o!e$s in Lo"bar!i ,uthoring Environ"ent De#ine a !ata "o!e$ #or each (rocess to i!enti#' the !ata that is (asse! #ro" one ste( to the ne-t Coor!inate %ith !eve$o(ers to ($an (rogra""ing o# en!*user inter#aces, integrations %ith e-terna$ s'ste"s, an! variab$es re9uire! #or !e#ine! !ata "o!e$ De"onstrate (rocess !esign i!eas an! (rogress in iterative ($a'bac& sessions %ith "anage"ent an! (rocess (artici(ants Run si"u$ations to i!enti#' (otentia$ issues an! re#ine (rocess "o!e$s Coor!inate %ith (roject "anagers to i!enti#' business variab$es to trac& #or re(orting (ur(oses Coor!inate %ith +PM ana$'sts to un!erstan! ste(s in (rocess "o!e$s an! research o(tions #or i"($e"enting those ste(s in Lo"bar!i Create en!*user inter#aces an! i"($e"ent integrations %ith e-terna$ s'ste"s Create variab$e t'(es an! variab$es to su((ort !ata "o!e$s #or (rocesses Partici(ate in iterative ($a'bac& sessions %ith "anage"ent an! (rocess (artici(ants to co$$ect #ee!bac& to he$( i"(rove inter#aces an! integrations Co$$ect in#or"ation #ro" IT a!"inistrators to #aci$itate integration %ith s'ste"s e-terna$ to Lo"bar!i Coor!inate %ith +PM ana$'sts to i!enti#' business variab$es to trac& #or re(orting (ur(oses Run ana$'ses an! %rite custo" re(orts to use trac&e! !ata to "easure (rocess (er#or"ance Train (rocess (artici(ants to !esign an! create re(orts #or the (rocesses in %hich the' (artici(ate Using !ata #ro" ana$'ses an! re(orts, %or& %ith +PM ana$'sts to i"(rove (rocess "o!e$s

Deve$o(ers Project "anagers

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Role Process (artici(ants ,!"inistrators Res!onsi'ilities Provi!e in(ut to +PM ana$'sts an! business consu$tants so that the' can #irst !iagra" an! then ($an the i"($e"entation o# business (rocesses ,tten! iterative ($a'bac& sessions to !eter"ine i# (rocess "o!e$s un!er !eve$o("ent "eet the re9uire"ents an! goa$s o# 'our tea" 4or& %ith (roject "anagers to $earn ho% to %rite Lo"bar!i re(orts that (rovi!e insight into vita$ areas o# 'our business P$an Lo"bar!i insta$$ation an! insta$$ necessar' Lo"bar!i servers 0t'(ica$$' staging, test, an! (ro!uction servers1 Coor!inate %ith !eve$o(ers to #aci$itate Lo"bar!i integration %ith e-terna$ s'ste"s 0such as !atabases, LD,P servers, inventor' trac&ing s'ste"s, etc.1 Coor!inate %ith !eve$o(ers to create a versioning strateg' #or (rocess a(($ications !eve$o(e! in Lo"bar!i Coor!inate %ith !eve$o(ers to bui$! a Lo"bar!i insta$$ation service to han!$e !e($o'"ent %hen (rocess a(($ications are rea!' to "ove #ro" the Lo"bar!i !eve$o("ent environ"ent to test or (ro!uction servers

:84 ON14 BPM; :84 NOT 9/(/; , $ot o# Pava !eve$o(ers hate having to use +PM too$s instea! o# the object oriente! too$s that the' are co"#ortab$e %ith. Pava !eve$o(ers 0in genera$1 %ou$! rather use #ra"e%or&s $i&e )truts an! s(ring than be sa!!$e! %ith the constraints o# a +PM suite. Pava #ra"e%or&s $i&e )truts an! s(ring are in the bac&groun!... the' (rovi!e just enough su((ort to :set 'our creativit' #ree: so that 'ou can be a rea$ (rogra""er. 6ou can bui$! a$"ost an'thing %ith s(ring or )truts 0i# 'ouBve a$rea!' "astere! the intricacies o# Pava1. The' are $ight*%eightF the'Bre agi$e %hi$e +PM suites are in* 'our*#ace. The' rob 'ou o# 'our creativit'. The' !ictate to 'ou ho% 'ou %i$$ !eve$o( 'our a(($ication.

INTRODUCTION TO 1OMB/RDI /PP1IC/TION T e Name 1om'ar.i came from famous foot'all coac . I+M 4eb)(here Lo"bar!i E!ition (rovi!es a co"($ete ($at#or" #or !esigning, !eve$o(ing, an! !e$ivering a(($ications to strea"$ine 'our business (rocesses. 4ith Lo"bar!i, 'ou can bui$! ever'thing 'ou nee! in one ($ace, inc$u!ing (rocess "o!e$s, #or"s, ru$es, an! services. Lo"bar!i su((orts the +PMN stan!ar!, %hich enab$es 'ou to $everage (rocess !iagra"s create! in other +PMN*co"($iant a(($ications Lo"bar!i is co"($iant %ith +PEL Lo"bar!i #u$$' su((orts both inboun! an! outboun! integration %ith e-terna$ s'ste"s.

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Lo"bar!i gives 'ou the abi$it' to !eve$o( a #u$$' #unctiona$ (rocess a(($ication, (rovi!ing eas'*to*use too$s #or each ro$e invo$ve! Lo"bar!i enab$es 'ou to !esign an! auto"ate the be$o% t'(es o# (rocesses 8istory5 Foun!e! in 8;;;, Lo"bar!i )o#t%are Inc. (rovi!es +PM so#t%are an! services to its custo"ers an! (artners aroun! the %or$!. In a!!ition to so#t%are, the co"(an' (rovi!es i"($e"entation best (ractices to (rocess*centric organi ations in sectors such as ban&ing an! #inance, "anu#acturing, retai$, te$eco""unications, govern"ent, an! e!ucation. Lo"bar!i is hea!9uartere! in ,ustin, Te-as 0U)1, %ith regiona$ o##ices in )an Pose, Ca$i#ornia 0U)1, +ever$', Massachusetts 0U)1, an! Reston, 3irginia 0U)1, an! a$so has Euro(ean hea!9uarters in Lon!on 0U51, Paris 0France1, an! Fran&#urt 02er"an'1. In Panuar' 8;E;, I+M ac9uire! Lo"bar!i. Lo"bar!i an! its +PM (ro!ucts %i$$ beco"e (art o# the I+M 4eb )(here a(($ication integration so#t%are (ort#o$io. Lo"bar!i a!!s a ne% !i"ension to I+MBs enter(rise* %i!e +PM ca(abi$ities b' giving organi ations the abi$it' to 9uic&$' !e#ine an! a!just their business (rocesses to su((ort su!!en an! changing nee!s, es(ecia$$' those that re$' heavi$' on co$$aboration to co"($ete a tas& or (roject. Lo"bar!i strengthens I+MBs ca(abi$ities in (rovi!ing a ($at#or" #or business*$e! (rocess i"(rove"ent (rogra"s, re!ucing the nee! #or co"($icate! an! ti"e*consu"ing technica$ intervention. Lo"bar!i Tea"%or&Os (rovi!es ca(abi$ities nee!e! #or !esigning, e-ecuting, an! i"(roving business (rocesses. The (ro!uct is bui$t on o(en stan!ar!s, an! (rovi!es ongoing (rocess visibi$it' an! contro$, increasing the s(ee! an! #$e-ibi$it' %ith %hich organi ations can "anage (rocess activit' an! !ecision "a&ing. LOM+,RDIs inc$u!e a rich, cohesive Ec$i(se*base! "o!e$ing environ"ent #or bui$!ing a$$ as(ects o# a business (rocessF a high$' co$$aborative 4eb*base! %or& (orta$ #or (rocess (artici(antsF an! o(ti"i ation techno$ogies #or ana$' ing an! i"(roving business (rocesses. Lo"bar!i Tea"%or&Os has been a!o(te! b' over 8=J co"(anies. Inc$u!ing its +$ue(rint so#t%are*as* a*service 0)aa)1 o##ering, the co"(an' no% serves over H,J;; g$oba$ custo"ers in tota$. Over the (ast #ive 'ears, Lo"bar!i has recor!e! <;; (ercent revenue gro%thF the co"(an' continues its revenue gro%th in s(ite o# current econo"ic con!itions. /istorica$$', Lo"bar!i has !e$ivere! one "ajor (ro!uct version o# LOM+,RDIs (er ca$en!ar 'ear, t'(ica$$' %ith #our 9uarter$' u(!ates 0usua$$' characteri e! as :"aintenance: u(!ates1. The co"(an' #o$$o%s a !e#ine! (ro!uct roa!"a(, %hich is (rovi!e! to c$ients u(on e-ecution o# a "utua$ non*!isc$osure agree"ent 0ND,1. )'ste" to s'ste" )'ste" to hu"an /u"an to hu"an

+PM P a g e 7 E8
Lo"bar!i $icenses LOM+,RDIs using an :instance*base!: "o!e$. This "eans that the co"(an' charges #or the nu"ber o# (ro!uction instances o# LOM+,RDIs an! the users that connect to those instances to !o %or&. Lo"bar!i be$ieves that this "o!e$ gives (ros(ective custo"ers t%o i"(ortant bene#its: cost trans(arenc', an! (re!ictabi$it' %ith res(ect to startu( an! #uture costs. For custo"ers that are unsure o# their i""e!iate or #uture ca(acit' nee!s, Lo"bar!i a$so o##ers ter" agree"ents that a$$o% un$i"ite! usage o# LOM+,RDIs #or a s(eci#ic ter" 0e.g., EL "onths1 at a s(eci#ie! (rice. LOM+,RDIs (rovi!e ver' strong $anguage su((ort to users, inc$u!ing 8J o# the 8= "ost*use! $anguages $iste! in TECBs +PM RFI 0/ebre% an! Ur!u being the on$' e-ce(tions1. 8o" are !rocesses create. in 1om'ar.i an. " o is in-ol-e.;

23/TUR3+ O2 1OMB/RDI /PP1IC/TION

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Lo"bar!i suite (rovi!es +usiness Process Manage"ent )'ste" 0+PM)1 co"(onents as a neat$' (ac&age! o##ering. The suite has a sing$e insta$$er %hich insta$$s the #o$$o%ing (ro!ucts #or +PM) rea$i ation Process Center ,uthoring Environ"ent )ervers 0Process an! Per#or"ance Data 4arehouse1 ,!"inistration conso$es 0Process ,!"in, Process Center an! Per#or"ance ,!"in1 Process Porta$

Process Center5 The Process Center serves as a centra$ re(ositor' #or a$$ (roject assets create! in LOM+,RDIs ,uthoring Environ"ent. ,$$ the !esigns an! %or& that are !one in ,uthoring environ"ent are save! In Process center. 4hen "u$ti($e ,uthoring Environ"ent c$ients connect to the Process Center, users can share ite"s 0$i&e (rocesses an! services1 an! can a$so see changes "a!e b' other users as the' ha((en. Process Center re(ositor' inc$u!es the #o$$o%ing: Process ,(($ications 4or&s(aces )na(shots an! 3ersioning LOM+,RDIs ite"s Re*using ite"s in LOM+,RDIs b' creating Too$&its P$anning #or (rocess !e($o'"ent an! insta$$ation

/ut oring 3n-ironment The ,uthoring Environ"ent is ($a's the c$ient ro$e. It is res(onsib$e #or i"(orting@e-(orting (rocess "a(s #ro"@to +$ue(rint an! a$$ !esign ti"e activities inc$u!ing: +usiness (rocess !esign )ervices !esign User Inter#ace !esign Ru$es !esign

+PM P a g e 7 EH
Per#or"ance "etrics !esign Process va$i!ation an! si"u$ation

,$$ the !esigns are !one in ,uthoring Environ"ent There are A (ers(ectives avai$ab$e in ,uthoring Environ"ent as : Designer Pers(ective In Designer Pers(etive !eve$o("ent %i$$ be !one b' the !eve$o(er Ins(ector Pers(ective In Ins(ector Pers(ective Testing is !one O(ti"i er Pers(ective

+er-ers The Process )erver an! Per#or"ance Data 4arehouse #or" the run*ti"e environ"ent ($a'ing the server ro$e #or the (rocess an! (er#or"ance co"(onents res(ective$'. Process server is the engine #or (rocess e-ecution "anaging the various (rocess co"(onents 0"o!e$s, ru$es etc.1 Per#or"ance Data 4arehouse ear$ier ca$$e! as Per#or"ance )erver is the engine #or the (er#or"ance trac&ing services such as "onitoring, re(ort generation etc. Per#or"ance Data%arehouse )tores the critica$ Data +oth the servers %or& %ith a !atabase to give rise to a share! "o!e$ o# co"(onents %hich can be accesse! an! %or&e! on co$$aborative$'. The tab$e s(aces $i&e the "anage"ent conso$es are se(arate #or both the servers. /ministration Consoles There are A !i##erent t'(es o# conso$es avai$ab$e as Process Center Conso$e, Process ,!"in Conso$e 0ear$ier ca$$e! as Process )erver Conso$e1 an! Per#or"ance ,!"in Conso$e 0ear$ier ca$$e! as Per#or"ance )erver Conso$e1. Process Center Console enab$es Manage"ent #or LOM+,RDIs Re(ositor' Process ,(($ications, 4or&s(aces an! )na(shots

+PM P a g e 7 EJ
Too$&its0Co""on Co"(onents are ca$$e! as too$&its,Reusing is !one here1 Insta$$ation o# Process ,(($ications

Process /.min Console (rovi!es "anage"ent #or User Manage"ent User Manage"ent: In User Manage"ent %e can create e"($o'ee users 2rou( Manage"ent: There %i$$ be a !e#au$t H 2rou(s in 2rou( Manage"ent +$oc& User ,ttribute ,ssign"ent: It b$oc&s the assign"ents %hen the user starts the b$oc&ing assign"ent. User )'nchroni ation: It %or&ing in organi ation )ecurit' Events: Event Manager Res(onsib$e #or the a$$ the in I out ca$$s Logs, Caches, E-(ose! environ"ent variab$es Uti$ities 0Ca$en!ars, Favorites1 )tores the in#or"ation o# a$$ the (articu$ar users %ho are

Performance /.min Console (rovi!es troub$eshooting an! "anage"ent o# Per#or"ance Data 4arehouse tas&s 3ie% $oa! re$ate! !ata 3ie% error re$ate! !ata 3ie% statistics:It sho%s the status o# the tab$es that are in !atabase. 3ie% instru"entation:It sho%s the current status. Default :or<s!ace is calle. as Main /n. Default sna!s ot is calle. as Ti!

Process Portal The Process Porta$ hosts the user vie% o# the %or&#$o% tas&s 0inbo-1 an! the !ashboar!s @ ana$'tics #or (rocess instances. It consists o#: Inbo- environ"ent #or user tas&s

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/istor' o# (rocess instances Contro$ (ane$ #or in*#$ight (rocesses 0!ue !ate etc.1 ,$erts "anage"ent )coreboar!s vie%

1IT3R/TUR3 +UR(34 INTRODUCTION Lo"bar!i Tea"%or&Os (rovi!es a (o%er#u$ ne% %a' to co$$ect, (ub$ish, an! consu"e (rocess (er#or"ance in#or"ation. )(eci#ica$$', Tea"%or&Os "a&es it eas' to: De#ine the !ata that %i$$ he$( 'ou ana$' e (rocess (er#or"ance Con#igure the (ro!uct co"(onents to co$$ect this !ata Create the re(orts that consu"e the co$$ecte! (rocess (er#or"ance !ata

4ith other (ro!ucts, $o%*$eve$ !atabase setu(, inc$u!ing e-($icit tab$e creation an! )?L inserts an! u(!ates, is re9uire! to !e#ine an! trac& (rocess (er#or"ance !ata. Moreover, i# 'our (rocess changes, other (ro!ucts re9uire re%or& o# 'our )?L state"ents an! so"eti"es the tab$e structure the"se$ves. 4ith Tea"%or&Os, 'ou !onBt have to %orr' about such $o%*$eve$ tas&s #or initia$ setu( or %hen 'ou "a&e (rocess changes, so 'ou can #ocus on creating the re(orts that 'ou nee!, $etting Tea"%or&Os "anage the !ata #or 'ou. 4ith Tea"%or&Os, co$$ecting the (er#or"ance !ata that 'ou nee! is a si"($e t%o*ste( (rocess: De#ine the !ata, or variab$es, to trac& in 'our +usiness Process De#inition 0+PD1. )en! the trac&ing !e#inition to the Per#or"ance )erver.

+4+T3M O(3R(I3: The #o$$o%ing !iagra" i$$ustrates a t'(ica$ I+M 4eb)(here Lo"bar!i E!ition con#iguration. Fro" Lo"bar!i ,uthoring Environ"ent, "u$ti($e users connect to the Process Center. In Lo"bar!i ,uthoring Environ"ent, users create (rocess "o!e$s an! su((orting i"($e"entations 0(rocess a(($ications1 an! store those a(($ications an! associate! ite"s in the Process Center re(ositor'. ,uthoring Environ"ent users connecte! to the Process Center can share ite"s.

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The Process Center inc$u!es a Process Center )erver an! Per#or"ance Data 4arehouse, a$$o%ing users %or&ing in Lo"bar!i ,uthoring Environ"ent to run their (rocess a(($ications an! store (er#or"ance !ata #or testing an! ($a'bac& (ur(oses !uring !eve$o("ent e##orts. Fro" the Process Center Conso$e, a!"inistrators insta$$ (rocess a(($ications that are rea!' #or staging, testing, or (ro!uction on the Process )ervers in those environ"ents. Fro" the Process Center Conso$e, a!"inistrators "anage running instances o# (rocess a(($ications in a$$ con#igure! environ"ents. Fro" the Process Porta$, en! users (er#or" assigne! tas&s. The Process Center )erver an! Process )ervers in con#igure! runti"e environ"ents can run the (rocess a(($ications that create the assigne! tas&s. Using the Process Porta$, (rocess (artici(ants can connect to the Process Center )erver or a Process )erver in an' con#igure! runti"e environ"ent, !e(en!ing on %hether a (rocess is being !eve$o(e!, teste!, or has been re$ease! to a (ro!uction environ"ent. Lo"bar!i Per#or"ance Data 4arehouse retrieves trac&e! !ata #ro" the Process )erver or Process Center )erver at regu$ar interva$s. Users can create an! vie% re(orts that $everage this !ata in Lo"bar!i ,uthoring Environ"ent an! Process Porta$.

UND3RT/NDIN= PROC3++ C3NT3R5

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The Process Center serves as a centra$ re(ositor' #or a$$ (roject assets create! in Lo"bar!i ,uthoring Environ"ent. Users can share ite"s 0$i&e (rocesses an! services1 an! can a$so see changes "a!e b' other users as the' ha((en. Lo"bar!i enab$es (rocess !eve$o(ers to re*use e-isting ite"s both %ithin an! across (rocess a(($ications %ith the he$( o# TOOL 5IT) To version ite"s store! in the Process Center re(ositor', 'ou can save an! na"e sna(shots. Doing so enab$es 'ou to co"(are one sna(shot to another to #in! !i##erences.

&34 T3RM+ ) CONC3PT+: Term or conce!t Definition

+usiness Process De#inition 4hen 'ou "o!e$ a (rocess in Lo"bar!i ,uthoring Environ"ent, 'ou are creating a 0+PD1 +usiness Process De#inition 0+PD1. , +PD is a reusab$e "o!e$ o# a (rocess, !e#ining %hat is co""on to a$$ run*ti"e instances o# that (rocess "o!e$. Poo$s an! Lanes Each (rocess that 'ou "o!e$ in Lo"bar!i ,uthoring Environ"ent inc$u!es the !e#au$t Lo"bar!i (oo$, %hich consists o# $anes that 'ou !esignate. Lanes t'(ica$$' re(resent !e(art"ents %ithin a business organi ation. P$us, the $anes in a (rocess "o!e$ are containers #or the activities an! events that ta&e ($ace !uring (rocess e-ecution. For e-a"($e, a Ca$$ Center $ane %ou$! inc$u!e a$$ activities to be han!$e! b' Ca$$ Center (ersonne$ !uring (rocess e-ecution. ,n activit' re(resents a $ogica$ unit o# %or& that can be co"($ete! b' a hu"an or a s'ste" !uring (rocess e-ecution. )e9uence $ines contro$ the se9uence o# activities an! events !uring (rocess e-ecution. )ervices are si"i$ar to (rogra"s, %hich 'ou create in Lo"bar!i ,uthoring Environ"ent to i"($e"ent activities or to (er#or" one*ti"e or recurring s'ste" tas&s. 2ate%a's contro$ the !ivergence an! convergence o# se9uence $ines, !eter"ining branching, #or&ing, "erging, an! joining o# (aths that a (rocess can ta&e !uring e-ecution. 4hen "o!e$ing (rocesses, 'ou can use events to trigger an action base! on a ti"er, a "essage arriving #ro" an e-terna$ s'ste", or so"e other occurrence such as a run* ti"e e-ce(tion. Events enab$e 'ou to contro$ or a$ter (rocess #$o% !uring e-ecution. 3ariab$es re(resent the !ata that (asses #ro" one ste( to another in a (rocess. For e-a"($e, i# 'ou create a (rocess to auto"ate esca$ation o# custo"er issues, 'ou nee! to create variab$es to ho$! in#or"ation such as the custo"erBs na"e an! the issue ID. 4ith these variab$es, each (erson invo$ve! in the (rocess receives in#or"ation necessar' #or co"($eting her %or&. Coaches are user inter#aces that 'ou create in Lo"bar!i to co$$ect user in(ut re9uire! #or an un!er$'ing service. Inter#ace to the Process Center re(ositor' %here a!"inistrators can create an! "anage (rocess a(($ications, "anage user access to $ibrar' ite"s, insta$$ sna(shots on test or (ro!uction servers, an! (er#or" other tas&s. ,uthoring Environ"ent inter#ace %here 'ou can create (rocess "o!e$s an! su((orting

,ctivities )e9uence $ines )ervices 2ate%a's

Events

3ariab$es

Coaches Process Center Conso$e

Designer

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Term or conce!t Definition i"($e"entations. Ins(ector ,uthoring Environ"ent inter#ace that enab$es 'ou to ste( through (rocesses !uring ($a'bac&s an! "a&es it eas' to ins(ect, troub$eshoot, an! !ebug running (rocesses an! services. ,uthoring Environ"ent inter#ace that enab$es 'ou to si"u$ate (rocess (er#or"ance !uring !eve$o("ent an! then ana$' e (rocess (er#or"ance a#ter (rocesses are u( an! running. Containers in the Process Center re(ositor' #or the (rocess "o!e$s an! su((orting i"($e"entations. Or!inari$', a (rocess a(($ication inc$u!es (rocess "o!e$s, a$so ca$$e! the +usiness Process De#initions 0+PDs1, the services to han!$e i"($e"entation o# activities an! integration %ith other s'ste"s, an! an' other ite"s re9uire! to run the (rocesses. Each (rocess a(($ication can inc$u!e one or "ore %or&s(aces. , co$$ection o# $ibrar' ite"s that can be use! across nu"erous (rocess a(($ications in Lo"bar!i ,uthoring Environ"ent. O(tiona$ sub!ivisions in a (rocess a(($ication base! on tea" tas&s an!@or (rocess a(($ication versions. 4hen enab$e!, %or&s(aces a$$o% (ara$$e$ !eve$o("ent to occur %ith iso$ation #ro" changes in other %or&s(aces. For e-a"($e, %or&s(aces enab$e one tea" to #i- the current version o# a (rocess %hi$e another tea" bui$!s a co"($ete$' ne% version base! on ne% e-terna$ s'ste"s an! a ne% cor(orate i!entit'. 6ou can ca(ture an! save the ite"s in a (rocess a(($ication at a s(eci#ic (oint in ti"e. Usua$$' sna(shots re(resent a "i$estone or are use! #or ($a'bac&s or #or insta$$ation. These assets are in!ivi!ua$ $ibrar' ite"s that are avai$ab$e to the entire (rocess a(($ication in %hich the' resi!e. For e-a"($e, i# 'ou set environ"ent variab$es #or a (rocess a(($ication, those variab$es are g$oba$ assets an! the' can be ca$$e! #ro" an' i"($e"entation. The insta$$ation service #or a (rocess a(($ication is a$so a g$oba$ asset. Librar' ite"s create! outsi!e o# Lo"bar!i ,uthoring Environ"ent that are (art o# a (rocess a(($ication. For e-a"($e, 'ou "ight nee! an i"age or Casca!ing )t'$e )heet 0C))1 #or a Lo"bar!i coach. 6ou can create such assets using other too$s an! store the necessar' #i$es in the Process Center re(ositor'. Doing so ensures that a$$ re9uire! #i$es are avai$ab$e an! insta$$e! %hen a (roject is rea!' #or testing or (ro!uction. Lo"bar!i service that 'ou can bui$! to han!$e s(eci#ic re9uire"ents #or the insta$$ation o# a (rocess a(($ication on the Process )ervers in 'our test an! (ro!uction environ"ents. ,n insta$$ation service is create! b' !e#au$t %hen a (rocess a(($ication is create!. The insta$$ation service #or a (rocess a(($ication is a g$oba$ asset. 6ou can "ar& $ibrar' ite"s in Lo"bar!i ,uthoring Environ"ent %ith custo" tags #or eas' access. For e-a"($e, 'ou can tag ite"s %ith 'our initia$s so that 'ou can search #or an! retrieve each ite" that 'ou %or&e! on. 6ou can "ar& $ibrar' ite"s in Lo"bar!i ,uthoring Environ"ent as #avorites #or eas' access. For e-a"($e, i# 'ou are %or&ing on a (articu$ar set o# services that s(an severa$ (rocesses, 'ou can "ar& the" as #avorites so that 'ou can 9uic&$' access the" each ti"e 'ou start Lo"bar!i ,uthoring Environ"ent. Environ"ent*s(eci#ic variab$es that 'ou can set #or each (rocess a(($ication. These variab$es are necessar' to (rovi!e va$ues #or each t'(e o# environ"ent in %hich a (rocess %i$$ run 0!eve$o("ent, test, an! (ro!uction1. For e-a"($e, the Process )erver host %i$$ $i&e$' be !i##erent #or each environ"ent. ,s g$oba$ assets, 'ou can ca$$ these variab$es #ro" PavaQ )cri(ts an! other i"($e"entations in +PDs.

O(ti"i er

Process a(($ications

Too$&its 4or&s(aces

)na(shots 2$oba$ assets

Manage! #i$es

Insta$$ation service

Tags

Favorites

Environ"ent variab$es

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1om'ar.i /.minstrating Tas<s5 Intro.uction Most a!"inistrative tas&s in I+M 4ebs(here Lo"bar!i E!ition are (er#or"e! using the #o$$o%ing inter#aces: Process ,!"in Conso$e Provi!es "anage"ent too$s #or Process )ervers in 'our environ"ent. The Process ,!"in Conso$e enab$es 'ou to "anage Lo"bar!i users as %e$$ as the (rocess a(($ications insta$$e! on Process )ervers. In a!!ition, the Process ,!"in Conso$e (rovi!es too$s to he$( 'ou "anage Lo"bar!i 9ueues an! caches. )ee Managing Lo"bar!i Process )ervers #or "ore in#or"ation.

+PM P a g e 7 8E
Per#or"ance ,!"in Conso$e Provi!es "anage"ent too$s #or the Per#or"ance Data 4arehouses in 'our environ"ent. The Per#or"ance ,!"in Conso$e enab$es 'ou to "anage server 9ueues as %e$$ as "onitor server (er#or"ance. )ee Managing Lo"bar!i Per#or"ance Data 4arehouses #or "ore in#or"ation.

6ou can a!"inister the Process Center re(ositor' in 'our Lo"bar!i environ"ent using the Process Center Conso$e. To $earn "ore, seeManaging the Process Center repository in the Authoring Environment User Guide or on$ine he$(. Managing 1om'ar.i Process +er-ers The Process )ervers in 'our I+M 4ebs(here Lo"bar!i E!ition con#iguration run instances o# the +usiness Process De#initions 0+PDs1 create! in the Designer in Lo"bar!i ,uthoring Environ"ent. In 'our !eve$o("ent environ"ent, the Process Center )erver enab$es 'ou to run (rocesses as 'ou bui$! the". 4hen 'ouBre rea!', 'ou can insta$$ an! run those sa"e (rocesses on the Process )ervers in 'our test an! (ro!uction environ"ents. )ince Process )ervers ($a' such a vita$ ro$e in Lo"bar!i, 'ou shou$! "onitor their (er#or"ance an! ensure that a$$ necessar' set u( an! con#iguration is co"($ete %hen 'ou insta$$ an! run test or (ro!uction versions o# 'our (rocesses. The #o$$o%ing sections e-($ain ho% to access the Process ,!"in Conso$e to (er#or" a!"inistrative tas&s an! a$so (rovi!e a $ist o# the t'(es o# tas&s that 'ou can (er#or" %ith $in&s to !etai$e! in#or"ation an! (roce!ures. The Process ,!"in Conso$e enab$es 'ou to "anage the Process )ervers in 'our runti"e environ"ents 0e.g., staging, test, (ro!uction1 as %e$$ as the Process Center )erver that is (art o# the Process Center as sho%n in Lo"bar!i architecture. Note: Pathna"es to con#iguration #i$es an! other resources in the #o$$o%ing to(ics are s(eci#ic to Process )ervers insta$$e! in staging, test, an! (ro!uction environ"ents. These (athna"es are !i##erent %hen 'ou are a!"inistering the Process Center )erver. For e-a"($e, the (athna"e to the Process Center )erverBs E;;Custo".-"$ #i$e is CLo"bar!iRho"eD@(rocess*center@con#ig@E;;Custo".-"$. )o, 'ou can si"($' re($ace (rocess*server %ith (rocess*center to #in! the sa"e #i$es an! resources #or the Process Center )erver. Accessing the Process Admin console To access the Process ,!"in conso$e, (er#or" one o# the #o$$o%ing actions:

Point 'our 4eb bro%ser to: htt(:@@ChostRna"eD:C(ortD@Process,!"in, (rovi!ing the na"e o# the host on %hich the server is insta$$e! an! the (ort !esignate! #or the Process )erver !uring Lo"bar!i insta$$ation. In the Process Center Conso$e, go to the )ervers area, se$ect the server that 'ou %ant to a!"inister, an! c$ic& the Con#igure $in&. I# 'ou are %or&ing on a 4in!o%sS host %here the Process )erver is insta$$e!, choose I+M 4eb)(here Lo"bar!i E!ition T Process ,!"in Conso$e #ro" 'our )tart "enu.

To $og in to the Process ,!"in conso$e, use the !e#au$t account #or Lo"bar!i a!"inistrators:

+PM P a g e 7 88
Default a.ministrati-e account t%Ra!"in Default !ass"or. t%Ra!"in

The #o$$o%ing i"age an! corres(on!ing tab$e sho% ho% to access the #eatures o# the Process ,!"in conso$e:

4hen the Process ,!"in conso$e starts, it !is($a's the )erver ,!"in ca(abi$ities. I# 'ou %ant to "anage 'our insta$$e! a(($ications, c$ic& the Insta$$e! ,((s o(tion. The Process ,!"in conso$e !is($a's the na"e o# the Process )erver instance 'ou are current$' accessing. C$ic& an in!icator ne-t to a categor' to see the avai$ab$e o(tions. For e-a"($e, i# 'ou c$ic& the in!icator ne-t to User Manage"ent, Process ,!"in conso$e !is($a's the User Manage"ent an! 2rou( Manage"ent o(tions. 6ou can (er#or" actions, such as creating users, in the (age !is($a'e! #or each o(tion chosen.

+PM P a g e 7 8A
Understanding administrative tasks The #o$$o%ing tab$e !escribes the t'(es o# tas&s that 'ou can (er#or" in the Process ,!"in conso$e, %ith $in&s to ste(*b'*ste( (roce!ures. Tas< Managing user accounts Descri!tion ,$though Lo"bar!i inc$u!es severa$ !e#au$t accounts, it is $i&e$' that 'ou %i$$ %ant to create a!!itiona$ accounts. 6ou "a' a$so nee! to "aintain the (ass%or!s an! other as(ects o# 'our Lo"bar!i accounts. 4hen 'ou insta$$ Lo"bar!i (rocesses on test an! (ro!uction servers, 'ou "a' nee! to co"($ete severa$ a!"inistrative tas&s to ensure that those (rocesses run (ro(er$'. For instance, 'ou "a' nee! to a!! users to the (artici(ant grou(s that have been !e#ine! #or a (rocess. ,s (art o# Lo"bar!i "aintenance, 'ou "a' nee! to ana$' e Process )erver (er#or"ance an! vie% avai$ab$e $ogs to !eter"ine the source o# (er#or"ance or other (rob$e"s. The Event Manager is the (art o# he Process )erver that han!$es un!ercover agents an! ti"er events in 'our +PDs. 6ou can use the Process ,!"in Conso$e to troub$eshoot issues %ith un!ercover agents an! ti"er eventsU#or e-a"($e, to !eter"ine %h' a (rocess that %as su((ose! to start auto"atica$$' through an un!ercover agent is not starting. 6ou can a$so con#igure b$ac&out (erio!s an! "anage Event Manager 9ueues. ,s (art o# Process )erver "aintenance, 'ou "a' %ant to reset server caches or !e$ete (rocesses #ro" the serverBs !atabases. ,!just s(eci#ic variab$e va$ues as constants, thereb' a##ecting the #$o% o# a$$ running (rocess instances, tas& +ee%%% The securit' overvie% an! !etai$e! (roce!ures in the Managing Lo"bar!i userssection.

Managing insta$$e! a(($ications

The tas&s !escribe! in Managing insta$$e! a(($ications to !eter"ine %hich tas&s a(($' to 'our servers an! (rocesses.

Monitoring Lo"bar!i

The $ist o# tas&s !escribe! in the Monitoring Lo"bar!i servers section to !eter"ine ho% to best troub$eshoot issues %ith Process )ervers. The overvie% o# Event Manager an! !etai$e! (roce!ures in the Maintaining an! "onitoring Lo"bar!i Event Manager section.

Maintaining Lo"bar!i Event Manager

Managing Process )erver caches an! !atabases

The !etai$e! (roce!ures in the Managing Process )erver caches an! !atabases section.

Managing e-(ose! (rocess va$ues 0EP3s1

The (roce!ure in the Managing e-(ose! (rocess va$ues

+PM P a g e 7 8H
Tas< Descri!tion assign"ents, an! so on #or (articu$ar (rocesses. 0EP3s1 section. +ee%%%

/ssigning user attri'utes In the Designer in Lo"bar!i ,uthoring Environ"ent, 'ou can create user attribute !e#initions to associate uni9ue ca(abi$ities or 9ua$ities %ith one or "ore users. For "ore in#or"ation, see Creating a user attribute definition in Lombardi Authoring Environment User Guide or on$ine he$(. The Process ,!"in Conso$e enab$es 'ou to assign e-isting user attributes to "u$ti($e users si"u$taneous$' as instructe! in the #o$$o%ing (roce!ures. 6ou can assign user attributes as !escribe! in the #o$$o%ing (roce!ures.

E. In the )erver ,!"in area o# the Process ,!"in Conso$e, c$ic& the in!icator ne-t to User
Manage"ent to $ist the avai$ab$e "anage"ent o(tions.

8. C$ic& the +u$& User ,ttribute ,ssign"ent o(tion.

A. C$ic& either the 3ie% b' ,ttribute or 3ie% b' User o(tion.

If you select View by Attribute

E. 8.

In the )e$ect an ,ttribute $ist, c$ic& the ,ttribute that 'ou %ant. The Process ,!"in Conso$e !is($a's a$$ user attribute !e#initions that e-ist in the Process Center re(ositor', inc$u!ing the !e#au$t !e#initions #ro" the )'ste" Data too$&it. Un!er )e$ect Users, !o one o# the #o$$o%ing: In the User #ie$! T'(e the #irst #e% $etters o# the user na"es that 'ou %ant an! c$ic& the )earch button. T'(e the #irst #e% $etters o# the (artici(ant grou( that contains the users that 'ou %ant an! c$ic& the )earch button.

In the Partici(ant 2rou( #ie$!

A.

In the User co$u"n, c$ic& the chec&bo- ne-t to each user to %ho" 'ou %ant to assign a User ,ttribute va$ue. Fro" the 3a$ue !ro(*!o%n $ist, se$ect the User ,ttribute va$ue that 'ou %ant to assign an! c$ic& the ,ssign button. I# the User ,ttribute has no assigne! va$ues, 'ou can t'(e an a((ro(riate va$ue in the 3a$ue #ie$! an! c$ic& the ,ssign button. 4hen 'ou assign an ,ttribute va$ue to a user, that va$ue is !is($a'e! un!er Current ,ttribute 3a$ue as sho%n in the #o$$o%ing i"age.

4.

+PM P a g e 7 8J

If you select View by User

E. 8.

Un!er )e$ect a User in the User Fi$ter #ie$!, t'(e the #irst #e% $etters o# the user na"e that 'ou %ant an! c$ic& the Retrieve button. Fro" the $ist o# retrieve! users, c$ic& the user to %ho" 'ou %ant to assign an ,ttribute va$ue. Un!er ,ssign ,ttribute 3a$ues, the conso$e !is($a's the User ID, User Na"e, an! Fu$$ Na"e as sho%n in the #o$$o%ing i"age.

+PM P a g e 7 8M

3.

Un!er Custo" ,ttributes, the conso$e !is($a's each User ,ttribute #or %hich 'ou can assign a va$ue to the se$ecte! user. 6ou can change a current va$ue b' t'(ing the ne% va$ue in the #ie$! an! (ressing the Enter &e' or b' using a !ro(*!o%n $ist to se$ect a ne% va$ue. )u(($' a ne% va$ue #or a Custo" ,ttribute b' t'(ing in the va$ue an! (ressing the Enter &e'.

onfiguring installe. sna!s ots For each insta$$e! (rocess a(($ication sna(shot, 'ou can either con#igure the entire sna(shot 0#or e-a"($e, se$ect a sna(shot to be the !e#au$t version on the current server1 or 'ou can con#igure run*ti"e settings 0such as ro$e bin!ings an! environ"ent variab$es1 as !escribe! in the #o$$o%ing tab$es. Note: To con#igure insta$$e! sna(shots, 'ou "ust have a!"inistrative access to the Process )erver on %hich the sna(shots are insta$$e!. The o(tions !is($a'e! in the right "argin o# the Process ,!"in Conso$e enab$e 'ou to con#igure the se$ecte! sna(shot on the current server as #o$$o%s: O!tion Deactivate ,(($ication Descri!tion )e$ecte! sna(shot re"ains insta$$e! on the current server, but users cannot start ne% instances o# the e-(ose! (rocesses or services. ,n' current$' running instances run unti$ co"($ete. Migrates current$' running instances to the version o# the se$ecte! sna(shot. 4herever the running instances are in the #$o% o# the (rocess or service, the ne% version is

Migrate In*#$ight Data

+PM P a g e 7 8=
O!tion i"($e"ente! #or the ne-t ite" or ste(. )'nc )ettings Co(ies settings #ro" the se$ecte! sna(shot. 6ou can choose the settings that 'ou %ant to co(' such as environ"ent variab$es, ro$e bin!ings, e-(ose! (rocess va$ues 0EP3s1, an! so on. Ma&es the se$ecte! sna(shot the !e#au$t version on the current server. I# a sna(shot is the !e#au$t, the ite"s %ithin it shou$! run b' !e#au$t %hen an event or other trigger that a(($ies to "ore than one version o# a (rocess or service is receive!. The #irst sna(shot that 'ou insta$$ on a server is the !e#au$t version o# the (rocess a(($ication. 4hen 'ou insta$$ subse9uent sna(shots, 'ou can use this o(tion to ensure that the version that 'ou %ant to run is actua$$' the !e#au$t. )en! Trac&ing De#initions I# a (rob$e" occurs !uring sna(shot insta$$ation so that trac&ing !e#initions are not sent to the Per#or"ance Data 4arehouse, 'ou can use this o(tion to sen! the !e#initions #or the se$ecte! sna(shot. +ecause trac&ing !e#initions are auto"atica$$' sent to the Per#or"ance Data 4arehouse !uring sna(shot insta$$ation, 'ou shou$! on$' use this o(tion %hen a (rob$e" occurs. For "ore in#or"ation, see Troub$eshooting insta$$ations.For "ore in#or"ation, see Troubleshooting installations in Lombardi Authoring Environment User Guide or on$ine he$(. Descri!tion

Ma&e De#au$t 3ersion

Run*ti"e con#iguration o(tions inc$u!e the #o$$o%ing: O!tion E-(osing Descri!tion During !eve$o("ent in Lo"bar!i ,uthoring Environ"ent, (rocess authors !eter"ine %hich (rocesses, services, re(orts, an! other ite"s are avai$ab$e an! to %hich (artici(ant grou(s. ,#ter a (rocess a(($ication is insta$$e! on a Process )erver in a !i##erent environ"ent 0test or (ro!uction1, 'ou "a' nee! to !isab$e a (articu$ar e-(ose! ite" %ithin that a(($ication. Note: Ite"s that are e-(ose! are accessib$e to the !esignate! grou( o# users. For e-a"($e, users in the !esignate! grou( can start an e-(ose! (rocess in Lo"bar!i Process Porta$. Ro$e +in!ings During !eve$o("ent in Lo"bar!i ,uthoring Environ"ent, (rocess authors create the (artici(ant grou(s #or each (rocess a(($ication. ,#ter a (rocess a(($ication is insta$$e! on a Process )erver in a !i##erent environ"ent 0test or (ro!uction1, 'ou "a' Con#iguring runti"e (artici(ant grou(s +ee%%% Con#iguring e-(ose! (rocesses an! services

+PM P a g e 7 8L
O!tion Descri!tion nee! to a!! or re"ove users in those grou(s. For e-a"($e, users that e-ist in the test environ"ent "a' not have been avai$ab$e in the !eve$o("ent environ"ent. )o, 'ou %ou$! nee! to a!! those users once insta$$ation in 'our test environ"ent is co"($ete so that the' can access an! (er#or" the tas&s generate! b' the (rocess. Environ"ent 3ariab$es During !eve$o("ent in Lo"bar!i ,uthoring Environ"ent, (rocess authors can set environ"ent variab$es #or each (rocess a(($ication. In so"e cases, the correct va$ue #or a (articu$ar environ"ent 0test or (ro!uction1 "a' not be &no%n !uring (rocess !esign. In those cases, 'ou nee! to (rovi!e the va$ue a#ter insta$$ing the (rocess a(($ication in the ne% environ"ent. Con#iguring runti"e environ"ent variab$es +ee%%%

Configuring exposed processes and services ,#ter se$ecting a sna(shot to con#igure, 'ou can "anage e-(ose! ite"s b' #o$$o%ing these ste(s: E. 8. I# not a$rea!' se$ecte!, c$ic& the E-(osing o(tion. C$ic& the chec& bo- ne-t to the ite" that 'ou %ant to !isab$e. C$ic&ing the chec& bo- causes the ite" to no $onger be e-(ose! to the se$ecte! grou(. 4hen the e-(osure setting is !isab$e!, the users %ithin the grou( can no $onger start or other%ise "ani(u$ate the (rocess or service on the current server. Note: 4hen 'ou !isab$e ite"s that are not e-(ose! to a (articu$ar (artici(ant grou(, such as 4eb services an! Un!ercover ,gents 0UC,s1, those ite"s can no $onger be e-ecute! on the current server. Configuring runtime participant groups ,#ter se$ecting a sna(shot to con#igure, 'ou can a!just the "e"bers o# necessar' (artici(ant grou(s. Fo$$o% these ste(s:

1.

C$ic& the Ro$e +in!ings o(tion. Lo"bar!i $ists each (artici(ant grou( an! the "e"bers o# each grou(. The (artici(ant grou(s $iste! are those that %ere create! #or the (rocess a(($ication !uring (rocess !eve$o("ent in the Designer in Lo"bar!i ,uthoring Environ"ent.

8.

For each (artici(ant grou( $iste!, 'ou can (er#or" the #o$$o%ing actions:

+PM P a g e 7 8<
/ction C$ic& ,!! Users an! 2rou(s o(tion Descri!tion Lo"bar!i !is($a's the ,!! Users !ia$og %here 'ou can enter a (artia$ or co"($ete user na"e in the Retrieve te-t bo- to !is($a' the users an! grou(s that are avai$ab$e on the current server. )e$ect the chec& bo- #or each user an! grou( that 'ou %ant an! c$ic& the ,!! button.

C$ic& the re"ove icon ne-t to an e-isting user Lo"bar!i re"oves the user or grou( #ro" the (artici(ant grou(. or grou(

Configuring runtime environment variables ,#ter se$ecting a sna(shot to con#igure, 'ou can set environ"ent variab$es to the a((ro(riate va$ues #or the current server. Fo$$o% these ste(s: E. 8. C$ic& the Environ"ent 3ars o(tion. For the variab$es $iste!, (rovi!e a va$ue or ensure that the va$ue sho%n is accurate #or the current server. Note: I# no variab$es are $iste!, that "eans that none %ere estab$ishe! !uring (rocess !eve$o("ent in Lo"bar!i ,uthoring Environ"ent. Monitoring 1om'ar.i ser-ers The Process ,!"in conso$e enab$es 'ou to "onitor the (er#or"ance o# the Process )ervers in 'our environ"ent. ,n!, %hen necessar', 'ou can vie% Lo"bar!i $ogs #ro" the Process ,!"in conso$e to he$( reso$ve issues. Rea! the #o$$o%ing sections to $earn "ore:

Monitoring Process )erver (er#or"ance Monitoring (rocesses an! services 3ie%ing Process )erver $ogs

+e#ore (er#or"ing an' o# the tas&s in the #o$$o%ing sections, go to the Process ,!"in conso$e an! $og in as !escribe! in ,ccessing the Process ,!"in conso$e. Monitoring Process erver performance The Process ,!"in conso$e inc$u!es an Instru"entation "onitor to he$( i!enti#' (er#or"ance bott$enec&s in Process )erver an! to ca(ture instru"entation !ata that 'ou can use to #urther ana$' e an' (er#or"ance issues. To access the Instru"entation "onitor an! !is($a' the "ost recent !ata:

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Monitoring to $ist
8. the avai$ab$e "onitoring o(tions. C$ic& the Instru"entation o(tion. C$ic& the Re#resh button.

3.

+PM P a g e 7 A;
To auto"atica$$' re#resh the !is($a'e! !ata, se$ect the ti"e interva$ that 'ou %ant #ro" the !ro(*!o%n "enu. Note: To reset a$$ va$ues to ;, c$ic& the Reset button. This enab$es 'ou to "onitor (er#or"ance as !ata is co$$ecte!. To $og instru"entation !ata to an e-terna$ .!at #i$e:

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Monitoring to $ist
8. the avai$ab$e "onitoring o(tions. C$ic& the Instru"entation o(tion. C$ic& the )tart Logging button. The Instru"entation "onitor !is($a's the (ath an! #i$e to %hich the !ata is save!. The #i$e is create! an! store! on the host o# the Lo"bar!i server that 'ou are current$' "onitoring. H. C$ic& the )to( Logging button to en! !ata ca(ture to the $og #i$e.

3.

Monitoring processes and services The Process ,!"in conso$e inc$u!es a Process Monitor that enab$es a!"inistrators to vie% the (rocesses an! services that are running on Process )erver, an! a$so to sto( an' (rob$e"atic (rocesses or services. For e-a"($e, 'ou "a' nee! to sto( a service that causes an e-ce(tion or a service that is stuc& in a re(eating $oo(. The Process Monitor inc$u!es the #o$$o%ing tabs

)u""ar' )ho%s 'ou ho% "an' active services an! (rocesses are current$' consu"ing CPU resources. ,$so sho%s %hich services an! (rocesses are "ost e-(ensive in ter"s o# the tota$ ti"e, tota$ nu"ber o# instances, an! the tota$ nu"ber o# ste(s nee!e! to e-ecute the". Data .is!laye. ,ctive Processes Current$' E-ecuting ,ctive )ervices Current$' E-ecuting Most E-(ensive )ervices Most E-(ensive Processes Descri!tion Tota$ nu"ber o# (rocess instances current$' e-ecuting on this server that are (otentia$$' (rob$e"atic. Tota$ nu"ber o# services current$' e-ecuting on this server that are (otentia$$' (rob$e"atic. Na"e, tota$ running ti"e, an! the nu"ber o# ste(s re9uire! #or each e-ecute! service !ee"e! "ost cost$' on this server. Na"e, tota$ running ti"e, an! the nu"ber o# ste(s re9uire! #or each e-ecute! (rocess !ee"e! "ost cost$' on this server.

+PM P a g e 7 AE
Data .is!laye. Descri!tion

Most E-(ensive )ervice )ervice na"e, ste( na"e, tota$ running ti"e, an! tota$ nu"ber o# instances )te(s re9uire! to run each e-ecute! ste( !ee"e! "ost cost$' on this server. 0I# an' sub* services are associate! %ith the ste(, the Process Monitor !is($a's those sub* service na"es as %e$$.1 Most E-(ensive Process )te(s Process na"e, ste( na"e, tota$ running ti"e, an! tota$ nu"ber o# instances re9uire! to run each e-ecute! ste( !ee"e! "ost cost$' on this server. 0I# an' sub* (rocesses are associate! %ith the ste(, the Process Monitor !is($a's those sub* (rocess na"es as %e$$.1

Processes )ho%s the #o$$o%ing !ata #or a$$ (rocesses on this server: Data .is!laye. ,ctive Processes Current$' E-ecuting Descri!tion Na"e, enter ti"e 0start ti"e1, !uration 0running ti"e1, an! tota$ nu"ber o# ste(s #or each (rocess instance current$' running on this server that is (otentia$$' (rob$e"atic. For e-a"($e, i# a (rocess instance is stuc& in a re(eating $oo(, it is sho%n in this $ist. Na"e, $ast enter ti"e 0"ost recent start ti"e1, $ast !uration 0running ti"e #ro" "ost recent e-ecution1, tota$ !uration 0cu"u$ative running ti"e1, an! tota$ nu"ber o# ste(s #or (rocesses (revious$' starte!, but not current$' active, on this server. This categor' inc$u!es (rocess instances that are active but not running at this "o"ent. For e-a"($e, i# a (rocess instance is %aiting #or an event, it is inc$u!e! in this categor'. Na"e, $ast enter ti"e 0"ost recent start ti"e1, $ast !uration 0running ti"e #ro" "ost recent e-ecution1, tota$ !uration 0cu"u$ative running ti"e1, an! tota$ nu"ber o# ste(s #or (rocesses that e-ecute! success#u$$' on this server.

,ctive Processes Not Current$' E-ecuting

Co"($ete! Processes

)ervices )ho%s the #o$$o%ing !ata #or a$$ services on this server: Data .is!laye. ,ctive )ervices Current$' E-ecuting Na"e, enter ti"e 0start ti"e1, !uration 0running ti"e1, an! tota$ nu"ber o# ste(s #or each service current$' running on this server that is (otentia$$' (rob$e"atic. For e-a"($e, i# a service is stuc& in a re(eating $oo(, it is sho%n

+PM P a g e 7 A8
Data .is!laye. in this $ist. ,ctive )ervices Not Current$' Na"e, $ast enter ti"e 0"ost recent start ti"e1, $ast !uration 0running ti"e E-ecuting@Co"($ete! #ro" "ost recent e-ecution1, tota$ !uration 0cu"u$ative running ti"e1, an! )ervices tota$ nu"ber o# ste(s #or services (revious$' starte!, but not current$' active, on this server an! #or services that e-ecute! success#u$$' on this server. This categor' inc$u!es t%o t'(es o# services: 0E1 services that co"($ete! success#u$$' an! 081 services that %ere (revious$' starte! but are not current$' e-ecuting. For e-a"($e, i# a service is %aiting #or an event, it is inc$u!e! in this categor'. To access the Process Monitor:

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Monitoring to $ist
the avai$ab$e "onitoring o(tions.

8. C$ic& the Process Monitor o(tion.

A. C$ic& the o(tion that 'ou %ant: )u""ar', Processes, or )ervices.

To sto( an active (rocess: E. ,ccess the Process Monitor as !escribe! in the (rece!ing tas&.

8. C$ic& the Processes o(tion.

A. H. Un!er ,ctive Processes Current$' E-ecuting, c$ic& the na"e o# the (rocess that 'ou %ant to sto(. C$ic& the /a$t Process button.

The ha$te! (rocess no% a((ears in the ,ctive Processes Not Current$' E-ecuting $ist.

+PM P a g e 7 AA
To sto( an active service: E. ,ccess the Process Monitor as !escribe! in the (rece!ing tas&.

8. C$ic& the )ervices o(tion.

A. H. Un!er ,ctive )ervices Current$' E-ecuting, c$ic& the na"e o# the service that 'ou %ant to sto(. C$ic& the /a$t )ervice button.

The ha$te! service no% a((ears in the ,ctive )ervices Not Current$' E-ecuting@Co"($ete! )ervices $ist. Viewing Process erver logs Lo"bar!i $ogs !ata about its (er#or"ance an! actions in severa$ !i##erent t'(es o# $og #i$es. The (h'sica$ $og #i$es are store! on Process )erver, but 'ou can vie% these $ogs #ro" the Process ,!"in conso$e. The #o$$o%ing tab$e !escribes the $ogs avai$ab$e %ith Lo"bar!i an! the !ata that each (rovi!es. +' !e#au$t, 'ou can access a$$ o# the #o$$o%ing $ogs #ro" the Process ,!"in Conso$e. Note: )ee Con#iguring avai$ab$e $og #i$es to $earn ho% to custo"i e the $ist o# $og #i$es that is avai$ab$e #ro" the Process ,!"in Conso$e. 1og file T4 +PD Engine T4 Conso$e T4 Debug T4 Error T4 Event Descri!tion Recor!s errors generate! as a resu$t o# (rocess instance e-ecution on the current server. Recor!s actions that have occurre! in the Process ,!"in conso$e. Recor!s %arnings #ro" the Process )erver. Recor!s Lo"bar!i PavaQ e-ce(tions. Recor!s historica$ in#or"ation about Event Manager (rocessing.

+PM P a g e 7 AH
1og file Manager T4 E-(@I"( T4 Li"it Recor!s the (rocess e-(ort an! i"(ort transactions in Lo"bar!i ,uthoring Environ"ent. Recor!s Process )erver $i"it overruns. 6ou can con#igure Process )erver $i"its in the <<Loca$.-"$ #i$e in CLo"bar!iRho"eD@(rocess*server@con#ig@s'ste". Recor!s an' $ogging associate! %ith Pava)cri(t $og #unctions $i&e $og.in#o01 or $og.!ebug01. +asica$$', this $og recor!s an'thing 'ou %rite out to the $og in a )erver )cri(t co"(onent. Recor!s errors generate! as a resu$t o# Un!ercover ,gent 0UC,1 e-ecution. Descri!tion

T4 Pava)cri(t

4) UC, E-ecution 4) Inboun! 4) Outboun!

Recor!s ca$$s to (ub$ishe! Lo"bar!i 4eb services. Recor!s !ata about 4eb services that a Lo"bar!i (rocess consu"es.

To vie% Lo"bar!i $ogs:

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Monitoring to $ist
the avai$ab$e "onitoring o(tions.

8. C$ic& the 3ie% Logs o(tion. A. Fro" the Log Na"e !ro(*!o%n $ist, se$ect the $og that 'ou %ant to vie%. 0The (rece!ing tab$e
!escribes each avai$ab$e $og.1

H. Fro" the V o# Lines !ro(*!o%n $ist, se$ect the nu"ber o# $ines that 'ouB! $i&e to vie%. J. I# 'ou %ant to vie% o$!est $og entries #irst, c$ic& the ,scen!ing chec& bo-. 0+' !e#au$t, the chec& bo- is
!isab$e! an! the ne%est $og entries are sho%n #irst.1 M. =. To #in! a (articu$ar %or! or (hrase in the $og #i$e, enter the string to search #or in the Fi$ter te-t bo-. C$ic& the Re#resh button to ensure 'ou are vie%ing the "ost recent !ata avai$ab$e #ro" Process )erver. Note: )ee to $earn ho% to con#igure the $ist o# $og #i$es that is avai$ab$e Configuring available log files +' e!iting the 50AppServer.xml #i$e, %hich 'ou can #in! in [Lombardi_home]/processserver/config/system, 'ou can estab$ish:

4hich $og #i$es can be vie%e! #ro" the Process ,!"in Conso$e The !e#au$t $ocation #or $og #i$es generate! b' Lo"bar!i co"(onents

+PM P a g e 7 AJ E. O(en the J;,(()erver.-"$ #i$e in a te-t e!itor 0#or e-a"($e, Note(a!1. 8. Fin! the W$og*%atcherT section.
A. H. Ma&e the a((ro(riate e!its to the (ath #or each $og #i$e %hose !e#au$t $ocation 'ou %ant to change. I# 'ou %ant a (articu$ar $og #i$e to be inaccessib$e #ro" the 3ie% Logs (age, co""ent out or re"ove the $og na"e e$e"ent #or that $og.

Maintaining an. monitoring 1om'ar.i 3-ent Manager The Event Manager "onitor, inc$u!e! in the Process ,!"in conso$e, is use#u$ #or troub$eshooting (rocesses that are su((ose! to run auto"atica$$' 0through an Un!ercover ,gent, #or e-a"($e1, but #ai$ to start. Using the Event Manager "onitor, 'ou shou$! be ab$e to i!enti#' an' un!er$'ing (rob$e"s, as %e$$ as contro$ various as(ects o# Event Manager (rocessing. +e#ore (er#or"ing an' o# the tas&s in the #o$$o%ing sections, go to the Process ,!"in conso$e an! $og in as !escribe! in ,ccessing the Process ,!"in conso$e. About the !vent Manager The Event Manager is the (art o# the Process )erver that han!$es event sche!u$ing an! 9ueuing. For e-a"($e, %hen an event is receive! b' Process )erver, that event beco"es a job in the Event Manager. Each job in the Event Manager is route! through a )che!u$er, %hich sche!u$es an! trac&s the e-ecution o# its assigne! jobs. For inboun! integrations, %here an e-terna$ s'ste" or a(($ication ca$$s into Lo"bar!i to &ic& o## a service, !eve$o(ers in Lo"bar!i ,uthoring Environ"ent can create an Un!ercover ,gent an! a 4eb )ervice to start the necessar' Lo"bar!i service. 0For "ore in#or"ation, seeCreating inbound integrations in Lombardi Authoring Environment User Guide or on$ine he$(.1 The Event Manager (rocesses a$$ inco"ing re9uests as !escribe! in the #o$$o%ing tab$e: 2or%%% Inco"ing "essage events #ro" e-terna$ a(($ications 3-ent Manager%%% ?ueues inco"ing "essages an! then &ic&s o## the a((ro(riate UC, Loo&s to #in! the ne-t UC, to run, ca$cu$ates the ti"e unti$ the ne-t UC, is !ue to run, an! is !or"ant #or the ti"e bet%een

)che!u$es set in UC,s

The #o$$o%ing !iagra" sho%s ho% the Event Manager receives an! (rocesses inco"ing re9uests:

+PM P a g e 7 AM

Monitoring the !vent Manager The Event Manager "onitor in the Process ,!"in conso$e !is($a's in#or"ation about the )che!u$er #or the Event Manager on 'our Process Center )erver or Process )erver, an! the various jobs being trac&e! b' that )che!u$er. 4hen 'ou access the Event Manager "onitor, 'ou can see the status #or each sche!u$e! job. Note: In a c$ustere! environ"ent, the "onitor !is($a's a$$ )che!u$ers in the c$uster an! the jobs #or a$$ )che!u$ers in the c$uster. To use the Event Manager "onitor:

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Event Manager to
8. A. $ist the avai$ab$e "anage"ent o(tions. C$ic& the Monitor o(tion. The "onitor !is($a's the ID an! status #or each )che!u$er an! a$so !is($a's a$$ current$' sche!u$e! jobs as sho%n in the #o$$o%ing i"age:

+PM P a g e 7 A=
H. J. 6ou can (ause a se$ecte! or a$$ )che!u$ers b' using the Pause or Pause ,$$ buttons. I# 'ou (ause a )che!u$er, an' e-ecuting jobs are co"($ete! be#ore (rocessing is ha$te!. 0Use the Resu"e or Resu"e ,$$ buttons to resu"e (rocessing.1 E-a"ine the $ist o# jobs to !eter"ine %hich events are sche!u$e! an! %hen the' shou$! e-ecute. This $ist can he$( 'ou troub$eshoot issues %ith 'our (rocesses. For e-a"($e, i# an un!ercover agent 0UC,1 is su((ose! to start a (rocess auto"atica$$' at a certain ti"e an! 'ou notice that the (rocess is not running, 'ou can e-a"ine the $ist o# jobs to !eter"ine i# the UC, %as sche!u$e!. I# not, 'ou &no% there cou$! be an issue %ith the Process )erver receiving the event. I# the UC, is sche!u$e!, but never runs, 'ou can chec& the i"($e"entation o# the UC, in the Designer to un!erstan! %h' it #ai$s to run. M. C$ic& the Re#resh button to ensure 'ou are vie%ing the "ost recent !ata avai$ab$e.

The Event Manager "onitor !oes not sho% historica$ in#or"ation about Un!ercover ,gents 0UC,s1 that %ere success#u$$' run, but 'ou can ca(ture this t'(e o# in#or"ation to the [Lombardi_home]/processserver/logs/t -!caexec!tion.log #i$e. To !o so, 'ou nee! to con#igure the "#$caAppender (ro(ert' in the [Lombardi_home]/process-server/config/log%&.xml #i$e so that the va$ue e$e"ent #or the Thresho$! (ara"eter is set to In#o as sho%n in the #o$$o%ing e-a"($e: W(ara" na"eX:Thresho$!: va$ueX:INFO:@T ,#ter changing the va$ue #or the Thresho$! (ara"eter, restart the Process )erver to begin ca(turing in#or"ation to the t%*ucae-ecution.$og#i$e. Creating and maintaining blackout periods ,!"inistrators shou$! estab$ish b$ac&out (erio!s to s(eci#' ti"es %hen events cannot be sche!u$e!, #or e-a"($e, !ue to a ho$i!a' or %hen regu$ar s'ste" "aintenance is sche!u$e!. The Event Manager ta&es b$ac&out (erio!s into account %hen sche!u$ing an! 9ueuing events an! un!ercover agents 0UC,s1. To create a b$ac&out (erio!:

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Event Manager to
8. A. $ist the avai$ab$e "anage"ent o(tions. C$ic& the +$ac&out Perio!s o(tion. )et a Date@Ti"e Range or a 4ee&!a'@Ti"e Range. For e-a"($e, #or a ho$i!a', 'ouB! set a Date@Ti"e Range #or a s(eci#ic !ate in the #uture. For %ee&$' s'ste" "aintenance, 'ouB! set a 4ee&!a'@Ti"e Range.

4.

C$ic& the ,!! button. The ne% b$ac&out (erio! is a!!e! to the +$ac&out Perio!s $ist.

To u(!ate a b$ac&out (erio!:

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Event Manager to
$ist the avai$ab$e "anage"ent o(tions.

8. C$ic& the +$ac&out Perio!s o(tion.

A. )e$ect the b$ac&out (erio! that 'ou %ant to u(!ate #ro" the $ist.

+PM P a g e 7 AL
H. J. Change the !etai$s o# the (erio! as re9uire!. C$ic& the U(!ate button.

To !e$ete a b$ac&out (erio!:

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Event Manager to 8.
A. H. $ist the avai$ab$e "anage"ent o(tions. C$ic& the +$ac&out Perio!s o(tion. )e$ect the b$ac&out (erio! that 'ou %ant to !e$ete #ro" the $ist. C$ic& the De$ete button.

Creating and maintaining execution "ueues Event Manager jobs are sche!u$e! to be (rocesse! b' an e-ecution 9ueue. 0I# 'ou $oo& at the job $isting in the Event Manager "onitor, 'ou can see that each job is assigne! to a job 9ueue.1 The Event Manager inc$u!es t%o t'(es o# e-ecution 9ueues: ,s'nchronous 9ueue )'nchronous 9ueue ,$$o%s jobs to run at the sa"e ti"e.

Forces one job to #inish be#ore the ne-t job can start.

,!"inistrators can create "u$ti($e s'nchronous e-ecution 9ueues to han!$e Event Manager jobs. 4hen "u$ti($e 9ueues are avai$ab$e, !eve$o(ers %ho create events an! corres(on!ing un!ercover agents 0UC,s1 can s(eci#' the 9ueue in %hich the' %ant their event to run. 6ou "a' %ant to create se(arate s'nchronous 9ueues so that certain t'(es o# events can a$$ be route! to a se(arate 9ueue an! (rocesse! se9uentia$$'. Note: 6ou can overri!e the !e#au$t va$ues set in the CLo"bar!iRho"eD@(rocess* server@con#ig@s'ste"@L;EventManager.-"$ #i$e to contro$ the nu"ber o# events that are $oa!e! at one ti"e on 'our s'nchronous 9ueues an! to contro$ the nu"ber o# si"u$taneous events that can e-ecute on 'our as'nchronous 9ueues. To overri!e the !e#au$t va$ues, co(' the Ws'nc*9ueue*ca(acit'T an! Was'nc*9ueue* ca(acit'Te$e"ents to the CLo"bar!iRho"eD@(rocess*server@con#ig@E;;Custo".-"$ #i$e an! change the !e#au$t va$ues to the ne% va$ues that 'ou %ant. To create a s'nchronous 9ueue:

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Event Manager to
$ist the avai$ab$e "anage"ent o(tions.

8. C$ic& the )'nchronous ?ueues o(tion.

A. Enter a na"e #or the ne% 9ueue in the Descri(tion te-t bo-. C$ic& the ,!! button. The ne% 9ueue is no% inc$u!e! in the )'nchronous ?ueues $ist.

4.

+PM P a g e 7 A<
To change the na"e o# a s'nchronous 9ueue:

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Event Manager to
$ist the avai$ab$e "anage"ent o(tions.

8. C$ic& the )'nchronous ?ueues o(tion.

A. H. )e$ect the 9ueue that 'ou %ant to change #ro" the )'nchronous ?ueues $ist. Change the na"e in the Descri(tion te-t bo-. C$ic& the U(!ate button. The 9ueue is inc$u!e! %ith the ne% na"e in the )'nchronous ?ueues $ist. Note: 4hen 'ou change the na"e o# a s'nchronous 9ueue, be sure to in#or" !eve$o(ers an! other "e"bers o# 'our tea" %ho "a' be s(eci#'ing that 9ueue to (rocess their events. To !e$ete a s'nchronous 9ueue:

5.

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Event Manager to 8.
A. $ist the avai$ab$e "anage"ent o(tions. C$ic& the )'nchronous ?ueues o(tion. )e$ect the 9ueue that 'ou %ant to !e$ete #ro" the )'nchronous ?ueues $ist. C$ic& the De$ete button. The 9ueue is no $onger inc$u!e! in the )'nchronous ?ueues $ist. Note: 4hen 'ou !e$ete a s'nchronous 9ueue, be sure to in#or" !eve$o(ers an! other "e"bers o# 'our tea" %ho "a' be s(eci#'ing that 9ueue to (rocess their events. Viewing the #M !rror $ueue The Event Manager PM) Error ?ueue sho%s recor!s that have not been (rocesse! b' the Event Manager because o# errors that have occurre! or !ue to the Event Manager being in a b$ac&out state. To access the PM) Error ?ueue:

4.

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Event Manager to
8. $ist the avai$ab$e "anage"ent o(tions. C$ic& the EM PM) Error ?ueue o(tion.

Managing Process +er-er cac es an. .ata'ases The Process )erver caches an! !atabases nor"a$$' run e##icient$' an! %ithout issues. /o%ever, there "a' be cases %here (articu$ar (rob$e"s co"e u( that re9uire 'ou to use the uti$ities !iscusse! in this section.

+PM P a g e 7 H;
Note: +e#ore (er#or"ing an' o# the tas&s in the #o$$o%ing sections, go to the Process ,!"in conso$e an! $og in as instructe! in ,ccessing the Process ,!"in conso$e. %esetting Process erver caches For (er#or"ance reasons, Lo"bar!i caches so"e in#or"ation on the Process )erver. The caches #or Lo"bar!i re#resh auto"atica$$' an! so resetting these caches shou$! on$' be re9uire! %hen an issue e-ists that a reset "ight recti#'. Note: To contro$ the #re9uenc' o# cache re#resh, use the cache*re#resh*interva$ setting in the CLo"bar!iRho"eDY(rocess*serverYcon#igYs'ste"Y;;)tatic.-"$ (ro(erties #i$e. 6ou can use the Manage Caches (age in the Process ,!"in conso$e to vie% a$$ caches an! their status, as %e$$ as reset each cache. In a!!ition to the na"e o# the cache an! a brie# !escri(tion, the Manage Caches (age !is($a's the #o$$o%ing in#or"ation #or each cache on the Process )erver: C, UC, Cache ,ccess Unre#reshe! Cache ,ccess )ho%s the nu"ber o# ti"es the cache %as re#reshe! an! accesse!. )ho%s the nu"ber o# ti"es the cache %as accesse! but not re#reshe!. )ho%s the (ercentage o# uncache! access versus cache! access #or this cache. )ho%s the "ost recent access. )ho%s %hether the cache is on or o##. ,$$o%s 'ou to sho% or reset the cache.

UCP

Unre#reshe! Cache Percentage

Last ,. )tatus ,ctions

Last ,ccesse! )tatus ,ctions

To use the Manage Caches (age E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Lo"bar!i ,!"in to $ist the avai$ab$e a!"inistrative o(tions. C$ic& the Manage Caches o(tion. The Manage Caches (age !is($a's the in#or"ation !escribe! in the (rece!ing tab$e #or each cache on the Process )erver. A. In the ,ctions co$u"n, c$ic& one o# the #o$$o%ing o(tions: )ho% To vie% a cache in a se(arate bro%ser %in!o%. To reset a cache.

2.

Reset H.

,t an' ti"e, 'ou can c$ic& the Re#resh button to ensure 'ou are vie%ing the "ost recent !ata avai$ab$e.

+PM P a g e 7 HE
&eleting tasks from the Process erver database To re!uce the a"ount o# s(ace Lo"bar!i uses, a!"inistrators can use the Tas& C$eanu( uti$it' in the Process ,!"in conso$e to !e$ete tas&s #ro" the Lo"bar!i tas& !atabase. The C$eanu( Tas& uti$it' enab$es a!"inistrators to easi$' re"ove:

Tas&s that en! users have !e$ete! #ro" their tas& $ist Tas&s that resi!e in usersB )ENT or CLO)ED #o$!ers ,ttach"ents #or !e$ete! or or(hane! tas&s

To use the Tas& C$eanu( uti$it':

E. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to Lo"bar!i ,!"in to
8. A. $ist the avai$ab$e a!"inistrative o(tions. C$ic& the Tas& C$eanu( o(tion. )e$ect the o(tion that 'ou %ant: C$ean u( attach"ents that are associate! %ith !e$ete! tas&s or that have been or(hane! C$ean u( tas&s an! attach"ents %here ever' user in the histor' tree has !e$ete! the tas& #ro" their tas& $ist C$ean u( tas&s an! attach"ents %here ever' user in the histor' tree has !e$ete! the tas& #ro" their tas& $ist or the tas& resi!es in the userBs )ENT #o$!er C$ean u( tas&s an! attach"ents %here ever' user in the histor' tree has !e$ete! the tas& #ro" their tas& $ist or the tas& resi!es in either the usersB )ENT or CLO)ED #o$!ers This o(tion re"oves on$' attach"ents an! not tas&s. This o(tion re"oves tas&s an! attach"ents. This o(tion re"oves tas&s an! attach"ents.

This o(tion re"oves tas&s an! attach"ents.

H. Un!er Current Counts, note ho% "an' tas&s an! attach"ents current$' e-ist in the !atabase (er the
o(tion 'ou choose.

J. C$ic& the C$eanu( button.

M. Un!er ,#ter C$eanu( Counts, 'ou can see ho% "an' tas&s an! attach"ents %ere !e$ete!.

(ose! (rocess va$ues 0EP3s1 are variab$es that certain users can change %hen (rocesses are running on the Process Center )erver or a Process )erver in 'our test, (ro!uction, or other runti"e environ"ent. For e-a"($e, su((ose a (rocess author is creating an E-(ense Rei"burse"ent (rocess an! he %ants his (rocess to be #$e-ib$e so that it can %or& in an' "ajor organi ation in his business. To su((ort this #$e-ibi$it', he creates EP3s to enab$e so"e en! users to a!just s(eci#ic variab$e va$ues as constants, thereb' a##ecting the #$o% o# the (rocess, tas& assign"ents, an! so on. The (rocess author can, #or e-a"($e, enab$e su(ervisors in his organi ation to change the a$$o%e! a"ounts #or !ai$' e-(en!itures, or the !o$$ar a"ount that coinci!es %ith the various $eve$s o# a((rovers.

+PM P a g e 7 H8
The users %ho can "anage EP3s is !eter"ine! !uring (rocess !esign in Lo"bar!i ,uthoring Environ"ent. 4hen a (rocess author creates an EP3, he uses the e-(osure setting to choose the users %ho can a$ter the EP3. I# 'ou are inc$u!e! in the e-(osure setting, 'ou can "anage EP3s as !escribe! in the #o$$o%ing (roce!ure. To "anage EP3s, #o$$o% these ste(s: E. 8. A. In the )erver ,!"in area o# the Process ,!"in conso$e, c$ic& the in!icator ne-t to ,!"in Too$s to $ist the avai$ab$e o(tions. C$ic& the Manage EP3s o(tion. Using the !ro(*!o%n "enu, se$ect the (rocess a(($ication sna(shot that contains the EP3 that 'ou %ant to "o!i#'. Each (rocess a(($ication sna(shot $iste! a$so inc$u!es the %or&s(ace na"e. Current %or&ing versions o# (rocess a(($ications are $iste! as Ti(, enab$ing 'ou to test EP3s on the Process Center )erver %ithout creating a sna(shot. H. Using the !ro(*!o%n "enu, se$ect the EP3 that 'ou %ant to e!it. The Process ,!"in Conso$e !is($a's the variab$e va$ues in the EP3 that 'ou can "o!i#' as sho%n in the #o$$o%ing i"age:

J. M. =.

C$ic& the ro% o# the variab$e that 'ou %ant to change an! then c$ic& the Ne% button. In the E-(ose! Process 3a$ue (o(*u( %in!o%, enter a ne% va$ue, set the !ate an! ti"e at %hich 'ou %ant the ne% va$ue to ta&e e##ect, an! c$ic& the O5 button. Re(eat ste(s J an! M #or each variab$e that 'ou %ant to "o!i#'. 6ou can enter "u$ti($e va$ues #or the sa"e variab$e, each ta&ing e##ect at a !i##erent ti"e. The Process ,!"in Conso$e !is($a's a$$ "o!i#ications #or each variab$e in a se(arate tab$e as sho%n in the #o$$o%ing i"age:

+PM P a g e 7 HA

L.

C$ic& a ro% an! then use the E!it an! De$ete buttons to change or re"ove 'our "o!i#ications, i# necessar'.

Configuring access to a secure :e'+! ere a!!lication ser-er I# an ILO2 PRu$es Ru$e E-ecution )erver or a 4eb)(here )ervice Registr' an! Re(ositor' 04)RR1 registr' is running on a re"ote 4eb)(here a(($ication server that has securit' enab$e!, 'ou nee! to con#igure Lo"bar!i Process )erver as !escribe! in the #o$$o%ing ste(s to enab$e users in Lo"bar!i ,uthoring Environ"ent to vie% avai$ab$e ru$e a(($ications, ru$e sets, an! 4)RR services. Ac"uiring signer certificate Fo$$o% these ste(s to ac9uire the signer certi#icate #ro" the re"ote 4eb)(here a(($ication server: E. Log in to 4eb)(here ,!"inistration Conso$e #or the re"ote 4eb)(here a(($ication server as an a!"inistrator. 2o to: )ecurit' T ))L certi#icate an! &e' "anage"ent T 5e' stores an! certi#icates

8.

A. )e$ect: No!eDe#au$tTrust)tore H. )e$ect: )igner certi#icates J. Enab$e the root o(tion an! then se$ect: E-tract M. Enter the (ath an! #i$e na"e to %hich 'ou %ant to save the certi#icate an! set the Data t'(e to +inar'
DER !ata. =. )e$ect: O5

+PM P a g e 7 HH
Installing signer certificate in 'ombardi Process erver trust store Fo$$o% these ste(s to insta$$ the signer certi#icate to the Lo"bar!i Process )erverBs trust store E. 8. )to( Lo"bar!i Process )erver i# a$rea!' running. Trans#er the DER #i$e #ro" the (rece!ing (roce!ure to a #i$e s'ste" $ocation that is accessib$e to the Lo"bar!i Process )erver. 0For e-a"($e, 'ou can use a share! !rive.1

A. On the Lo"bar!i Process )erver host, go to CLo"bar!iRho"eD@,(()erver@java@bin an!

invo&e: i&e'"an

H. )e$ect: 5e' Database Fi$e T O(en J. )et the 5e' !atabase t'(e to: P5) M. )et the Location to: CLo"bar!iRho"eD@,(()erver@java@jre@$ib@securit' =. )et the Fi$e Na"e to: cacerts L. )e$ect: O5 <. Provi!e a (ass%or! 0the !e#au$t (ass%or! is: changeit1. E;. )e$ect )igner Certi#icates #ro" the !ro(*!o%n $ist. EE. )e$ect: ,!! E8. )(eci#' the $ocation o# the DER #i$e an! se$ect: O5 EA. Enter a $abe$ #or the certi#icate an! se$ect: O5
EH. )tart Lo"bar!i Process )erver. Customi*ing t e Process /.min Console ,!"inistrators can custo"i e Process ,!"in conso$e #or I+M 4ebs(here Lo"bar!i E!ition b' a!!ing ne% (ages %ith ne% #unctiona$it' or b' re"oving the (ages an! #unctions inc$u!e! b' !e#au$t. 6ou can a$so restrict access to both the (ages that 'ou a!! an! the !e#au$t (ages. Rea! the #o$$o%ing sections to $earn "ore. Adding functions to the Process Admin Console using services To a!! (ages to the Process ,!"in conso$e: E. Create a service in the Designer in Lo"bar!i ,uthoring Environ"ent that inc$u!es the #unctiona$it' 'ou %ant to a!!. C$ic& the Overvie% tab #or the service. Fro" the E-(ose! ,s !ro(*!o%n $ist, se$ect ,!"inistration )ervice. Use the )e$ect button 0ne-t to E-(ose To1 to choose the (artici(ant grou(s to %ho" 'ou %ant to "a&e the a!"inistration service avai$ab$e. This setting !eter"ines %hich Lo"bar!i users %i$$ be ab$e to access the ne% (age in the ,!"in conso$e.

8.
A.

4.

+PM P a g e 7 HJ
Note: 4hen 'ou create or e!it (artici(ant grou(s in the Designer, 'ou can !e#ine %hich users are (art o# those grou(s. %emoving functions from the Process Admin Console To re"ove !e#au$t (ages #ro" the Process ,!"in conso$e:

E. O(en the CLo"bar!iRho"eDY(rocess*serverYcon#igYconso$e.-"$ #i$e.

8. A. I# the Process ,!"in conso$e is o(en in a bro%ser %in!o% or tab, c$ose the %in!o% or tab. Fin! the ite" that corres(on!s to the (age that 'ou %ant to re"ove. For e-a"($e, 'ou "a' %ant on$' 'our !atabase a!"inistrators to (er#or" c$eanu( o# !ata generate! b' Lo"bar!i Process )erver in the tas& tab$e an! so 'ou !eci!e to re"ove the Tas& C$eanu( #unctiona$it' #ro" the Process ,!"in conso$e. In this case, 'ou nee! to #in! the #o$$o%ing ite": Wite" na"eX:Tas& C$eanu(: $in&X:csRc$eanu(.$s%: co!eT'(eX:P)P:TWconstraint t'(eX:ro$e: va$ueX:t%Ra!"ins:@TW@ite"T H. Co""ent out the ite" so that the corres(on!ing (age is not !is($a'e! in the Process ,!"in conso$e. Use the #o$$o%ing s'nta- #or co""ents: '(--)--* J. )ave the conso$e.-"$ #i$e. O(en the Process ,!"in conso$e an! $og in as !escribe! in ,ccessing the Process ,!"in conso$e. The Tas& C$eanu( (age is no $onger avai$ab$e. %estricting access to the Process Admin Console 6ou can restrict access to both !e#au$t (ages an! (ages that 'ou a!! to the Process ,!"in conso$e. Note: To restrict access to (ages that 'ou a!!, be sure to se$ect on$' those Partici(ant 2rou(s that contain the a((ro(riate users %hen 'ou e-(ose the service as !escribe! in ,!!ing #unctions to the Process ,!"in Conso$e using services. +' !e#au$t, on$' the interna$ t%Ra!"ins grou( has access to a$$ (ages o# the Process ,!"in conso$e. For each (age in the Process ,!"in conso$e, 'ou can change the access restriction or grant access to a!!itiona$ users as !escribe! in the #o$$o%ing (roce!ure. To grant access to a!!itiona$ users:

6.

E. O(en the CLo"bar!iRho"eDY(rocess*serverYcon#igYconso$e.-"$ #i$e.

8. A. I# the Process ,!"in conso$e is o(en in a bro%ser %in!o% or tab, c$ose the %in!o% or tab. Fin! the ite" that corres(on!s to the (age #or %hich 'ou %ant to change access restriction. For e-a"($e, 'ou "a' %ant to grant users in the interna$ t%Rauthors grou( access to the Process Monitor (age. I# so, 'ou nee! to #in! the #o$$o%ing ite": Wite" na"eX:Process Monitor: $in&X:csR(rocess"onitor@su""ar'.$s%: co!eT'(eX:P)P:TWconstraint t'(eX:ro$e: va$ueX:t%Ra!"ins:@TW@ite"T

+PM P a g e 7 HM
H. ,!! an a!!itiona$ constraint to the ite". For this e-a"($e, 'our constraint %ou$! be: Wconstraint t'(eX:ro$e: va$ueX:t%Rauthors:@T )o the ite" no% has t%o constraints as #o$$o%s: Wite" na"eX:Process Monitor: $in&X:csR(rocess"onitor@su""ar'.$s%: co!eT'(eX:P)P:TWconstraint t'(eX:ro$e: va$ueX:t%Ra!"ins:@TWconstraint t'(eX:ro$e: va$ueX:t%Rauthors:@TW@ite"T J. )to( an! restart the Process )erver. ,n' user inc$u!e! in the interna$ t%Rauthors grou( shou$! no% be ab$e to $og in to the Process ,!"in conso$e an! access the Process Monitor. To change access restrictions #or a (articu$ar (age, 'ou can re"ove one o# the constraints i# "u$ti($e constraints e-ist. 6ou can a$so change the va$ue o# a constraint i# 'ou %ant to change the grou( o# users %ho can access a (age. For e-a"($e, i# 'ou %ant "e"bers o# the interna$ t%Rauthors grou( to have e-c$usive access to the Tas& C$eanu( (age, 'ou can change: Wite" na"eX:Tas& C$eanu(: $in&X:csRc$eanu(.$s%: co!eT'(eX:P)P:TWconstraint t'(eX:ro$e: va$ueX:t%Ra!"ins:@TW@ite"T To: Wite" na"eX:Tas& C$eanu(: $in&X:csRc$eanu(.$s%: co!eT'(eX:P)P:TWconstraint t'(eX:ro$e: va$ueX:t%Rauthors:@TW@ite"T C anging !references To s(eci#' the (re#erre! $anguage #or Lo"bar!i Process ,!"in Conso$e: E. C$ic& the Pre#erences $in& at the to( right o# the conso$e. Fro" the Loca$e (re#erences $ist bo-, se$ect the $anguage that 'ou %ant. The $anguage (ac&s se$ecte! !uring 4eb)(here Lo"bar!i E!ition insta$$ation estab$ish the $anguages that are avai$ab$e in this $ist. The $oca$e (re#erence se$ecte! a(($ies to the user %ho is current$' $ogge! in. Each Lo"bar!i inter#ace starte! b' the sa"e user in the sa"e environ"ent uses this (re#erence setting. A. C$ic& the )ave Changes button. 6ou can $og out an! then $og bac& in #or the change to ta&e e##ect.

2.

Managing 1om'ar.i Performance Data :are ouses The Per#or"ance Data 4arehouses in 'our I+M 4ebs(here Lo"bar!i E!ition con#iguration retrieve an! store trac&e! (er#or"ance !ata, %hich enab$es users in Lo"bar!i ,uthoring Environ"ent to create re(orts an! a$so ana$' e (rocesses using the O(ti"i er. To $earn "ore about trac&e! !ata an! ho% Lo"bar!i enab$es 'ou to ana$' e 'our (rocesses an! (er#or"ance using this !ata, see:

+PM P a g e 7 H=
+ection Creating re(orts Pu'lication Lombardi Authoring Environment User Guide or on$ine he$( Lombardi Authoring Environment User Guide or on$ine he$(

)i"u$ating an! o(ti"i ing (rocesses

The #o$$o%ing sections e-($ain ho% to access the Per#or"ance ,!"in Conso$e to (er#or" a!"inistrative tas&s an! a$so (rovi!e a $ist o# the t'(es o# tas&s that 'ou can (er#or" in the conso$e %ith $in&s to !etai$e! in#or"ation an! (roce!ures. Accessing the Performance Admin Console To access the Per#or"ance ,!"in Conso$e, use one o# the #o$$o%ing o(tions:

Point 'our 4eb bro%ser to htt(:@@ChostRna"eD:C(ortD@Per#or"ance,!"in, (rovi!ing the na"e o# the host %here the Per#or"ance Data 4arehouse is insta$$e! an! the (ort !esignate! #or the Per#or"ance Data 4arehouse !uring Lo"bar!i insta$$ation. I# 'ou are %or&ing on a 4in!o%s host %here the Per#or"ance Data 4arehouse is insta$$e!, choose I+M 4eb)(here Lo"bar!i E!itionT Per#or"ance ,!"in Conso$e #ro" 'our )tart "enu.

To $og in to the Per#or"ance ,!"in Conso$e, use the !e#au$t account #or Lo"bar!i a!"inistrators: Default account t%Ra!"in Default !ass"or. t%Ra!"in

Understanding administrative tasks The #o$$o%ing tab$e !escribes the t'(es o# tas&s that 'ou can co"($ete in the Per#or"ance ,!"in Conso$e, %ith $in&s to ste(*b'*ste( (roce!ures. Tas< Managing 9ueues Descri!tion +ee%%%

,s (art o# Lo"bar!i "aintenance, 'ou "a' 3ie%ing an! "anaging Per#or"ance nee! to vie% the Per#or"ance Data Data 4arehouse 9ueues 4arehouse $oa! 9ueue to !eter"ine %hat recor!s have 'et to be $oa!e! to the !atabase. 6ou "a' a$so nee! to vie% the error 9ueue to !eter"ine i# an' errors have occurre! %hi$e !ata is being $oa!e! #ro" the Process )erver to the Per#or"ance Data 4arehouse.

+PM P a g e 7 HL
Tas< Managing !ata trans#er errors Descri!tion To ana$' e issues %ith the Per#or"ance Data 4arehouse, 'ou can vie% a$$ errors generate! !ue to #ai$e! !ata trans#er #ro" the Process )erver. 6ou can chec& the si e o# the (h'sica$ tab$es in the Per#or"ance Data 4arehouse. +ee%%% 3ie%ing an! "anaging !ata trans#er errors

3ie%ing Per#or"ance Data 4arehouse !atabase statistics

3ie%ing Per#or"ance Data 4arehouse statistics

Monitoring the Per#or"ance Data 4arehouse

To assess overa$$ (er#or"ance, 'ou can Monitoring the Per#or"ance Data vie% statistics 0such as !uration1 #or !ata 4arehouse trans#er an! other #unctions e-ecute! in the Per#or"ance Data 4arehouse. To ensure that (er#or"ance !atabases are Using the Per#or"ance Data (er#or"ing o(ti"a$$', 'ou can use the 4arehouse co""an!*$ine too$ co""an!*$ine too$ to reso$ve recor!s that are (en!ing.

Using the Per#or"ance Data 4arehouse co""an!*$ine too$

e"ing an. managing Performance Data :are ouse ,ueues The Per#or"ance ,!"in Conso$e (rovi!es access to both the Loa! ?ueue an! the Error ?ueue as !escribe! in the #o$$o%ing sections. +e#ore (er#or"ing an' o# the tas&s in the #o$$o%ing sections, go to the Per#or"ance ,!"in Conso$e an! $og in as !escribe! in ,ccessing the Per#or"ance ,!"in Conso$e. Viewing performance records waiting to be loaded The Per#or"ance Data 4arehouseBs Loa! ?ueue ho$!s !atabase recor!s that are %aiting to be $oa!e!. The 3ie% Loa! ?ueue (age in the Per#or"ance ,!"in Conso$e enab$es 'ou to vie% the (en!ing recor!s in this 9ueue. 6ou can a$so see i# an error is (reventing the recor!s #ro" $oa!ing. I# no recor!s are (en!ing, the Loa! ?ueue is e"(t'. The Loa! ?ueue (rovi!es the #o$$o%ing in#or"ation about each (en!ing recor!: T'(e The t'(e o# recor!. For e-a"($e, Trac&ing Data is a recor! t'(e an! in!icates that !ata #or a trac&ing grou( is %aiting to be $oa!e!. To $earn "ore about trac&ing grou(s, see Creating Reports in Lombardi Authoring Environment User Guide or on$ine he$(. The !ate that the recor! starte! to $oa!.

Date

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Pro(erties Fai$ure Reason The (ro(erties o# the recor!. I# a(($icab$e, a !escri(tion o# %h' the $oa! is in error.

To access an! use the 3ie% Loa! ?ueue (age:

E. In the Per#or"ance ,!"in Conso$e, c$ic& the 3ie% Loa! ?ueue o(tion.
8. Use the Previous an! Ne-t $in&s to navigate through the (ages o# recor!s i# "ore than one recor! is %aiting to be $oa!e!.

Viewing and managing error records The Per#or"ance Data 4arehouseBs Error ?ueue $ists a$$ !atabase recor!s that #ai$e! to $oa! because o# an error. The Error ?ueue is si"i$ar to the Loa! ?ueue, e-ce(t that it sho%s only those recor!s that #ai$e! to $oa!. P$us, the 3ie% Error ?ueue (age enab$es 'ou to re"ove se$ecte! recor!s or 'ou can atte"(t to re(rocess the". 6ou "ight be ab$e to re(rocess a recor! i# 'ou ha! a con#iguration (rob$e" on the Per#or"ance Data 4arehouse that, #or e-a"($e, $e! to a !isconnect bet%een the server an! its !atabase. To re(rocess recor!s using the 3ie% Error ?ueue (age: E. In the Per#or"ance ,!"in Conso$e, c$ic& the 3ie% Error ?ueue o(tion. Note: Use the Previous an! Ne-t $in&s to navigate through the (ages o# recor!s. 8. Do one o# the #o$$o%ing: To re(rocess se$ecte! recor!s To re(rocess a$$ recor!s Enab$e the chec& bo- ne-t to each recor! that 'ou %ant to re(rocess an! c$ic& the Re(rocess Chec&e!button. C$ic& the Re(rocess ,$$ button.

Consi!er !e$eting recor!s %hen 'ou have investigate! an! re(aire! the cause o# a #ai$ure an! the re(air 'ou i"($e"ente! !oes not a$$o% 'ou to re(rocess the recor!. To !e$ete recor!s using the 3ie% Error ?ueue (age:

E.

In the Per#or"ance ,!"in Conso$e, c$ic& the 3ie% Error ?ueue o(tion. Note: Use the Previous an! Ne-t $in&s to navigate through the (ages o# recor!s.

8.

Do one o# the #o$$o%ing: To !e$ete se$ecte! Enab$e the chec& bo- ne-t to each recor! that 'ou %ant to re"ove an! c$ic&

+PM P a g e 7 J;
recor!s To !e$ete a$$ recor!s the De$ete Chec&e!button. C$ic& the De$ete ,$$ button.

(ie"ing an. managing .ata transfer errors The 3ie% Errors (age in the Per#or"ance ,!"in Conso$e sho%s a$$ errors resu$ting #ro" !ata trans#er bet%een the Process )erver an! Per#or"ance Data 4arehouse. For each error, 'ou can see the #o$$o%ing in#or"ation: )e$ect Use this chec& bo- to se$ect an error "essage #or re"ova$ or re(rocessing as !escribe! in the #o$$o%ing section. I# so"eone has c$ai"e! this error to investigate, this chec& bo- is enab$e!. I# not, 'ou can c$ai" the error #or investigation b' enab$ing the chec& bo-.

C$ai"e!

Date C$ai"e! I# the error has been c$ai"e!, this co$u"n sho%s the !ate o# the c$ai". Re(rocess Error Date Error Reason I# a re(rocess has been atte"(te! #or this error, the chec& bo- is enab$e!. )ho%s the !ate on %hich the error occurre!. )ho%s the reason #or the error.

+e#ore (er#or"ing an' o# #o$$o%ing tas&s, go to the Lo"bar!i Per#or"ance ,!"in Conso$e an! $og in as !escribe! in ,ccessing the Per#or"ance ,!"in Conso$e. To re(rocess errors using the 3ie% Errors (age: E. In the Per#or"ance ,!"in Conso$e, c$ic& the 3ie% Errors o(tion. Note: Use the Prev an! Ne-t $in&s to navigate through the (ages o# errors. 8. Do one o# the #o$$o%ing: To re(rocess se$ecte! errors To re(rocess a$$ errors Enab$e the )e$ect chec& bo- ne-t to each error that 'ou %ant to re(rocess an! c$ic& the Re(rocess Chec&e! button. C$ic& the Re(rocess ,$$ button.

To !e$ete errors using the 3ie% Errors (age: E. In the Per#or"ance ,!"in Conso$e, c$ic& the 3ie% Errors o(tion.

+PM P a g e 7 JE
Note: Use the Prev an! Ne-t $in&s to navigate through the (ages o# errors. 8. Do one o# the #o$$o%ing: To !e$ete se$ecte! errors To !e$ete a$$ errors Enab$e the )e$ect chec& bo- ne-t to each error that 'ou %ant to re(rocess an! c$ic& the De$ete Chec&e!button. C$ic& the De$ete ,$$ button.

e"ing Performance Data :are ouse statistics The Per#or"ance ,!"in conso$e inc$u!es a 3ie% )tatistics (age that enab$es 'ou to see the nu"ber o# ro%s in the tab$es an! vie%s in the Per#or"ance Data 4arehouse. Note: To $earn "ore about the tab$es an! vie%s in the Per#or"ance Data 4arehouse, see Performance atabase Architecture in Lombardi Authoring Environment User Guide or on$ine he$(. +e#ore (er#or"ing the #o$$o%ing tas&, go to the Per#or"ance ,!"in conso$e an! $og in as !escribe! in ,ccessing the Per#or"ance ,!"in Conso$e. To access an! use the 3ie% )tatistics (age: Monitoring t e Performance Data :are ouse The Per#or"ance ,!"in Conso$e inc$u!es a 3ie% Instru"entation (age to he$( i!enti#' (er#or"ance bott$enec&s in 'our Per#or"ance Data 4arehouse an! to ca(ture instru"entation !ata that 'ou can use to #urther ana$' e an' (er#or"ance issues. +e#ore (er#or"ing an' o# #o$$o%ing tas&s, go to the Lo"bar!i Per#or"ance ,!"in Conso$e an! $og in as !escribe! in ,ccessing the Per#or"ance ,!"in Conso$e. To access the 3ie% Instru"entation (age an! !is($a' the "ost recent !ata: E. In the Per#or"ance ,!"in Conso$e, c$ic& the 3ie% Instru"entation o(tion. C$ic& the Re#resh button. To auto"atica$$' re#resh the !is($a'e! !ata, se$ect the ti"e interva$ that 'ou %ant #ro" the !ro(*!o%n "enu. To $og instru"entation !ata to an e-terna$ .!at #i$e: E. In the Per#or"ance ,!"in Conso$e, c$ic& the 3ie% Instru"entation o(tion. C$ic& the )tart Logging button. The 3ie% Instru"entation (age !is($a's the (ath an! #i$e to %hich the !ata is save!. A. C$ic& the )to( Logging button to en! !ata ca(ture to the $og #i$e.

2.

2.

+PM P a g e 7 J8
Using t e Performance Data :are ouse comman.0line tool The Per#or"ance Data 4arehouse co""an!*$ine too$ enab$es 'ou to (er#or" "aintenance tas&s on 'our !atabase to ensure o(ti"a$ run*ti"e (er#or"ance. 4hen 'ou run the co""an! avai$ab$e %ith the too$, it generates a )?L scri(t that, %hen e-ecute!, "a&es the a((ro(riate !atabase changes. 6ou can e-ecute resu$ting )?L scri(ts using the !atabase a(($ication a((ro(riate #or 'our environ"ent or 'ou can use thee-ecute argu"ent inc$u!e! %ith the co""an!*$ine too$. To use the co""an!*$ine too$, go to the #o$$o%ing !irector': CLo"bar!iRho"eDY(er#or"ance*!ata* %arehouseYtoo$sY(er#svrtoo$ The s'nta- #or invo&ing the co""an!*$ine too$ is: (er#svrtoo$C.c"! or .shD co""an!*na"e *Cco""an!*argD C*grou(s trac&ing*grou(*na"e*E trac&ing*grou(*na"e* 8 ...D The too$ inc$u!es the #o$$o%ing co""an!s: archive ,rchives the sna(shots that 'ou s(eci#' an! "ar&s a$$ the "eta!ata in those sna(shots %ith an ,RC/I3ED ti"esta"(. Lo"bar!i !oes not use archive! "eta!ata %hen generating Per#or"ance Data 4arehouse sche"a an! vie%s. To s(eci#' sna(shots, use the ID #or each sna(shot #ro" the )N,P)/OT) vie% in the (er#or"ance !atabase. 0)ee Performance ata !arehouse database architecture in Lombardi Authoring Environment User Guide or on$ine he$( #or "ore in#or"ation.1 Restores the sna(shots that 'ou s(eci#' b' nu$$ing out the ,RC/I3ED ti"esta"( an! a$$o%ing the sna(shotsB "eta!ata to contribute to the Per#or"ance Data 4arehouse (h'sica$ sche"a an! vie%s. To s(eci#' sna(shots, use the ID #or each sna(shot #ro" the )N,P)/OT) vie% in the (er#or"ance !atabase. 0)ee Performance ata !arehouse database architecture in Lombardi Authoring Environment User Guide or on$ine he$( #or "ore in#or"ation.1 I!enti#ies #ai$e! !e#inition recor!s an! reso$ves their (en!ing state. ,$so enab$es 'ou to revie% an! then co""it (en!ing sche"a changes #ro" the archive an! restore co""an!s.

restore

(en!ing

The #o$$o%ing argu"ents are avai$ab$e #or use %ith the (en!ing co""an!: Note: The archive an! restore co""an!s $eave the s'ste" %ith (en!ing re(resentation actions, so 'ou "ust use the (en!ing co""an! to either (revie% or e-ecute the sche"a changes. *(revie% 2enerates a (revie% o# the )?L scri(t generate! as a resu$t o# the invo&e! co""an!. No changes are "a!e to the !atabase. 2enerates a (revie% o# the )?L scri(t an! (re(ares the !atabase #or the (en!ing actions. Invo&es the co""an! %ithout (rovi!ing a (revie% )?L scri(t.

*(re(are *e-ecute

+PM P a g e 7 JA
Note: Use the *e-ecute argu"ent %ith e-tre"e caution. It is e-ecute! %hen the Per#or"ance Data 4arehouse is running 0on$ine1, %ithout the abi$it' to revie% the )?L scri(t (rior to its e-ecution. I# the sco(e o# changes is co"($e- there is a chance o# !ata $oss because !uring the e-ecution o# the co""an!, !ata "ight beco"e out o# s'nc, an! this "ight cause a #ai$ure #ro" %hich the s'ste" is not be ab$e to recover.

Use the o(tiona$ *grou(s attribute to s(eci#' in!ivi!ua$ trac&ing grou(s. This attribute is use#u$ %hen the sco(e o# changes to 'our trac&e! (er#or"ance !ata is $i"ite! to &no%n trac&ing grou(s. I# 'ou !o not s(eci#' trac&ing grou(s, a$$ grou(s in the !atabase are (rocesse! %hen the co""an! is e-ecute!. (efore running a command +e#ore running a co""an!, co"($ete the #o$$o%ing:

Ensure that 'ou have insta$$e! or u(gra!e! 'our Per#or"ance Data 4arehouses to the $atest version o# Lo"bar!i. )tart the Per#or"ance Data 4arehouse. I# 'ou are running in a c$ustere! environ"ent, ensure that a$$ servers in the c$uster are running. Create a bac&u( o# the (er#or"ance !atabase. 2o to the #o$$o%ing !irector': CLo"bar!iRho"eDY(er#or"ance*!ata*%arehouseYtoo$sY(er#svrtoo$

Using the archive command )ou can invoke the archive command as shown in the following example* (er#svrtoo$.c"! archive Csna(shot*i!*E sna(shot*i!*8 ...D 4here Csna(shot*i!D is the )N,P)/OTRID #or each sna(shot #ro" the )N,P)/OT) vie% in the Per#or"ance Data 4arehouse !atabase. )ee Performance ata !arehouse database architecture in Lombardi Authoring Environment User Guide or on$ine he$( #or "ore in#or"ation. Use the (en!ing co""an! to co"($ete the archive. 6ou can use the (en!ing co""an! %ith the * (revie% argu"ent to revie% the changes be#ore e-ecuting the". Or 'ou can si"($' e-ecute the archive using the (en!ing co""an! %ith the *e-ecute argu"ent. +oth o(tions are !escribe! in Using the (en!ing co""an!. Using the restore command 6ou can invo&e the restore co""an! as sho%n in the #o$$o%ing e-a"($e: (er#svrtoo$.c"! restoe Csna(shot*i!*E sna(shot*i!*8 ...D 4here Csna(shot*i!D is the )N,P)/OTRID #or each sna(shot #ro" the )N,P)/OT) vie% in the Per#or"ance Data 4arehouse !atabase. )ee Performance ata !arehouse database architecture in Lombardi Authoring Environment User Guide or on$ine he$( #or "ore in#or"ation. Use the (en!ing co""an! to co"($ete the restore. 6ou can use the (en!ing co""an! %ith the * (revie% argu"ent to revie% the changes be#ore e-ecuting the". Or 'ou can si"($' e-ecute the restore using the (en!ing co""an! %ith the *e-ecute argu"ent. +oth o(tions are !escribe! in Using the (en!ing co""an!.

+PM P a g e 7 JH
Using the pending command To invo&e the (en!ing co""an! %ith the *(revie% argu"ent: E. Run the pending)-previe co""an! against the (er#or"ance !atabase as sho%n in the #o$$o%ing e-a"($e: (er#svrtoo$.c"! (en!ing *(revie% c:Yte"(YP)R(en!ingRscri(t.s9$ 8. Revie% the )?L scri(t that %as save! to the s(eci#ie! out(ut #i$e 0c:Yte"(YP)R(en!ingRscri(t.s9$1.

To invo&e the (en!ing co""an! %ith the *(re(are argu"ent: E. Run the pending)-prepare co""an! against the (er#or"ance !atabase as sho%n in the #o$$o%ing e-a"($e: (er#svrtoo$.c"! (en!ing *(re(are c:Yte"(YP)R(en!ingRscri(t.s9$ The co""an!*$ine too$ creates the )?L scri(t an! (re(ares to "ove the (en!ing recor!s to the !atabase. During this ti"e, !ata $oa!ing is !isab$e! unti$ the (en!ing actions are co"($ete. 8. A. H. )to( a$$ Per#or"ance Data 4arehouses. Revie% the )?L scri(t that %as save! to the s(eci#ie! out(ut #i$e 0c:Yte"(YP)R(en!ingRscri(t.s9$1. E-ecute the )?L scri(t against the (er#or"ance !atabase using the !atabase "aintenance too$ o# 'our choice. The (en!ing recor!s are a!!e! to the !atabase. J. Restart a$$ Per#or"ance Data 4arehouses.

Note: Use the (en!ing *e-ecute co""an! on$' in a !eve$o("ent environ"ent %here (otentia$ !ata $oss is not a concern. To invo&e the (en!ing co""an! %ith the -exec!te argu"ent:

Run the pending)-exec!te co""an! against the (er#or"ance !atabase as sho%n in the #o$$o%ing e-a"($e: (er#svrtoo$.c"! (en!ing *e-ecute The co""an!*$ine too$ e-ecutes the )?L scri(t against the (er#or"ance !atabase so that trac&e! !ata recor!s that %ere in a (en!ing state are success#u$$' trans#erre! to the !atabase.

Managing 1om'ar.i configuration settings In so"e cases, a!"inistrators "a' nee! to "a&e changes to the I+M 4ebs(here Lo"bar!i E!ition con#iguration that re9uire a!!itions or e!its to various con#iguration #i$es. The to(ics in this section e-($ain ho%

+PM P a g e 7 JJ
to "a&e such changes. Revie% the #o$$o%ing tab$e to !eter"ine i# these con#iguration o(tions a(($' to 'our environ"ent: Tas< Descri!tion +ee%%% )ettings #or Critica$ Path Manage"ent

)etting u( user I# users in 'our environ"ent %ant to ta&e a!vantage o# critica$ access to critica$ (ath (ath "anage"ent #eatures in Lo"bar!i Process Porta$, 'ou nee! "anage"ent #eatures to ensure those users have access. 6ou can a$so change the !e#au$t !uration #or critica$ (ath ana$'sis. Con#iguring (ro-' settings I# 'ou use a (ro-' server #or internet connections, 'ou can con#igure Lo"bar!i so that it uses the a((ro(riate server an! (rotoco$ #or internet connections, such as %hen connecting to +$ue(rint.

Con#iguring (ro-' settings

Enco!ing cre!entia$s in URLs

6ou can contro$ %hether the cre!entia$s (asse! in a Lo"bar!i Enco!ing cre!entia$s in URL that i"($e"entsre!irect*$ogin.js( are enco!e!. For e-a"($e, URLs 'ou can enco!e cre!entia$s in a URL that is use! to start a service !irect$' #ro" Lo"bar!i ,uthoring Environ"ent. E-ten!ing the "a-i"u" nu"ber o# characters in trac&e! (er#or"ance !ata Restricting access to !ebugging #or services

Changing the +' !e#au$t, the "a-i"u" nu"ber o# characters a$$o%e! #or "a-i"u" string trac&e! (er#or"ance !ata is MH. 6ou "a' nee! to e-ten! this $ength #or trac&e! !ata "a-i"u" to "eet the nee!s o# the users in 'our environ"ent. Contro$$ing %ho can !ebug Lo"bar!i services 6ou "a' nee! to $i"it access to !ebugging #unctiona$it' #or services in the Ins(ector in Lo"bar!i ,uthoring Environ"ent.

Note: Pathna"es to con#iguration #i$es an! other resources in the #o$$o%ing to(ics are s(eci#ic to Process )ervers insta$$e! in staging, test, an! (ro!uction environ"ents. These (athna"es are !i##erent %hen 'ou are a!"inistering the Process Center )erver. For e-a"($e, the (athna"e to the Process Center )erverBs E;;Custo".-"$ #i$e is CLo"bar!iRho"eD@(rocess*center@con#ig@E;;Custo".-"$. )o, 'ou can si"($' re($ace (rocess*server %ith (rocess*center to #in! the sa"e #i$es an! resources #or the Process Center )erver. Configuring !ro7y settings I# 'ou use a (ro-' server #or internet connections, 'ou can con#igure Lo"bar!i so that it uses the a((ro(riate server an! (rotoco$ #or internet connections, such as %hen connecting to +$ue(rint. The connection section o# the [Lombardi_home]+process-server+config+system+,,Local.xml contains the (ro-' settings #or Lo"bar!i. Note: To e!it the (ro-' settings in the <<Loca$.-"$ #i$e, co(' the connection section to the E;;Custo".-"$ #i$e, unco""ent the section or sections that 'ou %ant to use, an! then "a&e necessar' changes. 06ou can #in! the E;;Custo".-"$ #i$e in the CLo"bar!iRho"eDY(rocess*serverYcon#ig !irector'.1 This %a', a$$ settings that 'ou have custo"i e! are $ocate! in a sing$e con#iguration #i$e, enab$ing 'ou to "ore easi$' u(gra!e to ne% versions o# Lo"bar!i (ro!uct co"(onents.

+PM P a g e 7 JM
I# 'ou %ant (ro-' settings to be a(($ie! #or a$$ &no%n (rotoco$s, use the 'proxy-settings* section. I# 'ou %ant to estab$ish settings #or s(eci#ic (rotoco$s, use the 'proxy-settings) protocol-.http.* an! 'proxy-settings)protocol-.https.* sections. Note: I# 'ou use the W(ro-'*settingsT section, an' (rotoco$*s(eci#ic settings estab$ishe! in other sections are ignore!. +etting WhostTW@hostT W(ortTW@(ortT Descri!tion IP a!!ress o# the (ro-' server. This setting is re9uire!. Port nu"ber that is use! b' the (ro-' server #or c$ient connections. This setting is re9uire!. 0O(tiona$1 User na"e use! b' the (ro-' server #or c$ient connections. 0O(tiona$1 Pass%or! use! b' the (ro-' server #or c$ient connections. 0O(tiona$1 IP a!!resses o# an' hosts #or %hich (ro-' settings shou$! not be a(($ie!. $oca$host, E8=.;.;.E, an! ;:;:;:;:;:;:;:E are e-c$u!e! b' !e#au$t. Use a co""a* se(arate! string o# IP a!!resses to e-c$u!e a!!itiona$ hosts.

Wuser*na"eTW@user*na"eT

W(ass%or!TW@(ass%or!T

We-c$u!e!*hostsTW@e-c$u!e!*hostsT

Pa +ettings for Critical Pat Management The #o$$o%ing sections !escribe a!"inistrative settings #or the Critica$ Path Manage"ent too$s avai$ab$e in Tea"%or&s Process Porta$. etting up user access to Critical Path Management tools The #o$$o%ing entr' in the CLo"bar!iRho"eDYC(rocess*center7(rocess* serverDYcon#igYs'ste"Y<<Loca$.-"$ con#iguration #i$e !e#ines the Lo"bar!i user grou( that is a$$o%e! to access the Critica$ Path Manage"ent #eatures in Lo"bar!i Process Porta$. +' !e#au$t, this grou( is t%R(rocessRo%ners: Waction t'(eX:,CTIONRC/,N2ERCRITIC,LRP,T/:T Wro$eTt%R(rocessRo%nersW@ro$eT W@actionT The t _process_o ners grou( inc$u!es the t _admin user b' !e#au$t. I# 'ou %ant to change the !e#au$t grou( #or Critica$ Path Manage"ent access, 'ou shou$! "a&e the change in the CLo"bar!iRho"eDYC(rocess*center7(rocess*serverDYcon#igYE;;Custo".-"$ con#iguration #i$e as #o$$o%s 0!o not e!it the <<Loca$.-"$ #i$e1: E. )to( Lo"bar!i Process Center )erver or Process )erver i# a$rea!' running.

+PM P a g e 7 J= 8. O(en the E;;Custo".-"$ #i$e in a te-t e!itor.

A. Co(' an! (aste the e-a"($e co!e insi!e the W(ro(ertiesT e$e"ent, an! then set the va$ue o# the Wro$eT e$e"ent to the a((ro(riate grou( na"e. The #ina$ resu$t shou$! rese"b$e the #o$$o%ing e-a"($e:

H. WserverT J. W(orta$T M. W!e#au$t*action*(o$ic'T =. Waction "ergeX:"ergeChi$!ren: t'(eX:,CTIONRC/,N2ERCRITIC,LRP,T/:T L. Wro$e "ergeX:re($ace:T"'Rro$eRna"eW@ro$eT <. W@actionT E;. W@!e#au$t*action*(o$ic'T EE. W@(orta$T W@serverT E8. )ave 'our changes. EA. )tart Lo"bar!i Process Center )erver or Process )erver. EH. )tart Lo"bar!i Process ,!"in Conso$e in 'our 4eb bro%ser an! then $og on. EJ. Navigate to the =rou! Management (age an! a!! users to the grou( that 'ou s(eci#ie! #or Critica$ Path Manage"ent access. Note: For "ore in#or"ation about setting u( Lo"bar!i users an! grou(s, see Managing Lo"bar!i users. etting the default duration for critical path analysis The #o$$o%ing co!e b$oc& in the CLo"bar!iRho"eDYC(rocess*center7(rocess* serverDYcon#igYs'ste"Y<<Loca$.-"$ con#iguration #i$e !e#ines the !e#au$t !uration #or the critica$ (ath. +' !e#au$t, it is t%o !a's. Wcritica$*(athT W!e#au$t*!ue!ate*incre"ent*a"ountT8W@!e#au$t*!ue!ate*incre"ent*a"ountT WZ** Must be either E, 8, A or H 0EXMonths, 8XDa's, AX/ours, HXMinutes1 **T W!e#au$t*!ue!ate*incre"ent*t'(eT8W@!e#au$t*!ue!ate*incre"ent*t'(eT W@critica$*(athT I# 'ou %ant to change the !e#au$t !uration, 'ou shou$! "a&e the change in the CLo"bar!iRho"eDYC(rocess* center7(rocess*serverDYcon#igYE;;Custo".-"$ con#iguration #i$e as #o$$o%s 0!o not e!it the <<Loca$.-"$ #i$e1: E. )to( Lo"bar!i Process Center )erver or Process )erver i# a$rea!' running.

8. O(en the E;;Custo".-"$ #i$e in a te-t e!itor.

A. Co(' an! (aste the e-a"($e co!e insi!e the W(ro(ertiesT e$e"ent, an! then change the va$ue insi!e the W!e#au$t*!ue!ate*incre"ent*a"ountT e$e"ent to the a((ro(riate nu"ber o# "onths, !a's, hours, or "inutes. Change the va$ue insi!e the W!e#au$t*!ue!ate*incre"ent*t'(eT e$e"ent to E, 8, A, or H #or "onths, !a's, hours, or "inutes, res(ective$'.

H. J. M. =. L. <.

Wco""onT Wcritica$*(ath "ergeX:"ergeChi$!ren:T W!e#au$t*!ue!ate*incre"ent*a"ount "ergeX:re($ace:TAW@!e#au$t*!ue!ate*incre"ent*a"ountT WZ** Must be either E, 8, A or H 0EXMonths, 8XDa's, AX/ours, HXMinutes1 **T W!e#au$t*!ue!ate*incre"ent*t'(e "ergeX:re($ace:TEW@!e#au$t*!ue!ate*incre"ent*t'(eT W@critica$*(athT W@co""onT E;. )ave 'our changes. EE. )tart Lo"bar!i Process Center )erver or Process )erver.

+PM P a g e 7 JL
E8. u can contro$ %hether the cre!entia$s (asse! in a Lo"bar!i URL that i"($e"ents redirectlogin.&sp are enco!e!. For e-a"($e, 'ou can enco!e cre!entia$s in a URL that is use! to start a service !irect$' #ro" Lo"bar!i ,uthoring Environ"ent. To contro$ enco!ing, use the 'encoderedirect-!rl-credentials* (ro(ert' in the 00Static.xml #i$e, %hich 'ou can #in! in the #o$$o%ing !irector':

13. CLo"bar!iRho"eDY(rocess*serverYcon#igYs'ste" 14. +' !e#au$t, this (ro(ert' is set to true so that cre!entia$s (asse! in a Lo"bar!i URL are enco!e!. I#
'ou change the setting to #a$se, the URL is co"(ose! %ith cre!entia$s in ($ain te-t.

15. To e!it the (ro(erties in the ;;)tatic.-"$ #i$e, co(' each (ro(ert' to the E;;Custo".-"$ #i$e an! then
"a&e the changes. 06ou can #in! theE;;Custo".-"$ #i$e in the CLo"bar!iRho"eDY(rocess* serverYcon#ig !irector'.1 This %a', a$$ (ro(erties that 'ou have custo"i e! are $ocate! in a sing$e con#iguration #i$e, enab$ing 'ou to "ore easi$' u(gra!e to ne% versions o# Lo"bar!i. 37ten.ing t e ma7imum num'er of c aracters in trac<e. !erformance .ata +' !e#au$t, the "a-i"u" nu"ber o# characters that is a$$o%e! in (er#or"ance !ata 0variab$e #ie$!s that are trac&e! to the Per#or"ance Data 4arehouse #or re(orting (ur(oses1 is MH. 6ou can e-ten! this $i"it b' "a&ing the #o$$o%ing changes to the (ro(ert' #i$e #or 'our Lo"bar!i Per#or"ance Data 4arehouse. The changes that 'ou "a&e to this (ro(ert' a##ect the co$u"n si es in the trac&ing grou( tab$es. Note: For "ore in#or"ation about ho% (er#or"ance !ata is trac&e!, see Lombardi Authoring Environment User Guide or on$ine he$(.

E.

Fro" the [Lombardi_home]+performance-data- areho!se+config+system !irector', o(en the 00Static.xml (ro(ert' #i$e in a te-t e!itor. Co(' an! (aste the #o$$o%ing (ro(ert' into the /000!stom.xml (ro(ert' #i$e 0$ocate! in[Lombardi_home]+performance-dataareho!se+config 1: W"a-*$ength*o#*string*co$u"nsTMHW@"a-*$ength*o#*string*co$u"nsT To change the va$ue, use the merge-.replace. co""an! as sho%n in the #o$$o%ing e-a"($e. In this e-a"($e, the "a-i"u" !esire! $ength o# a string is 8;;. W"a-*$ength*o#*string*co$u"ns merge>?re!lace?*@AA'/max-length-of-string-col!mns* Note: 6ou nee! to "a&e this change g$oba$$' in the Per#or"ance Data 4arehouse because the server !oes not have #ie$!* or grou(*$eve$ s(eci#icit' #or the "a-i"u" string $ength setting. ,$though 'ou can use a $arger string $ength #or a #ie$!, 'ou shou$! be so"e%hat conservative an! a(($' this setting across the boar!.

2.

In the (er#or"ance !atabase, change the co$u"n %i!th o# a$$ trac&ing grou( #ie$!s in the T2R[ tab$es that are 3,RC/,R (ara"eters. 6ou "ust a$so change the co$u"n %i!th o# the )TRIN2R3,LUE co$u"n in the L)4ROPTIMI\ERRD,T, tab$e. +oth o# these va$ues shou$! be the sa"e si e as the va$ue o# the "a-*$ength*o#*string*co$u"ns (ro(ert' that 'ou s(eci#ie! in (rece!ing ste(. For e-a"($e, i# 'ou have a trac&ing grou( ca$$e! Test an! a trac&e! string in Test ca$$e! $ong)tring that shou$! be ab$e to sen! 8;; characters to the Per#or"ance Data

+PM P a g e 7 J<
4arehouse, 'ou shou$! a$ter the T2RTest tab$e to e-ten! T2RTest.$ong)tring to be 8;; characters $ong. For e-a"($e: ,LTER T,+LE T2RTest MODIF6 $ong)tring 3,RC/,R808;;1 Note: Consu$t 'our !atabase a!"inistrator #or the s(eci#ic co""an! that %i$$ nee! to be run on 'our (er#or"ance !atabase. I# 'ou a(($' the a$ter tab$e co""an! to 'our trac&ing grou( #ie$!s, 'ou sti$$ nee! to a(($' the change #or the "a-i"u" string $ength to the Per#or"ance Data 4arehouse con#iguration in or!er #or Lo"bar!i to %rite !ata $arger than the !e#au$t "a-i"u" string $ength. ,n'thing $arger than the !e#au$t "a-i"u" string $ength va$ue %i$$ go into the errors $ist in the Per#or"ance ,!"in Conso$e. I# 'ou increase the "a-i"u" string $ength va$ue but !o not increase the si e o# the other string #ie$!s, the a"ount o# !ata %ritten cou$! e-cee! the ca(acit' o# these #ie$!s.

A.

H. ,#ter a$tering the T2R[ tab$es, sen! !e#initions to the Per#or"ance Data 4arehouse to recreate the
J. corres(on!ing vie%0s1. Restart the Per#or"ance Data 4arehouse.

6ou %i$$ see errors in 'our t%*(er#.$og #i$e i# 'ou atte"(t to sen! !ata to the Per#or"ance Data 4arehouse that is greater than the "a-i"u" a$$o%e! nu"ber o# characters. For e-a"($e: 8;;=*;L*;L EL:;J:8M,EJM CDataTrans#er Threa! V8D ERROR co".$o"bar!iso#t%are.server.ejb.trac&ing.,PI)ervices+ean * E-ce(tion in EP+ ca$$ co".$o"bar!iso#t%are.core.Tea"4or&sE-ce(tion: 0PF)*;;M81 The trac&e! #ie$! %ith e-terna$ ID tE<Ab<HAb=HHEE has a va$ue that is <M characters $ong. The "a-i"u" is MH. ... 6ou %i$$ on$' see these errors in the (er#or"ance $ogs an! Per#or"ance ,!"in conso$e %hen this occurs. No in!ication o# an error is !is($a'e! in the Process )erver. These errors are store! in the error 9ueue %here 'ou can re(rocess the" using the Per#or"ance ,!"in Conso$e. )ee3ie%ing an! "anaging !ata trans#er errors #or a!!itiona$ in#or"ation about re(rocessing "essages in the error 9ueue. estricting access to .e'ugging for ser-ices 6ou can use the Lo"bar!i con#iguration #i$e, CLo"bar!iRho"eDY(rocess*serverYcon#igYs'ste"Y<<Loca$.-"$, to contro$ %hich Lo"bar!i users have the abi$it' to !ebug services. The #o$$o%ing e$e"ents in the !ebug section o# the ,,Local.xml #i$e enab$e 'ou to con#igure !ebugging #unctiona$it' #or services. Note: To e!it the settings in the <<Loca$.-"$ #i$e, co(' the !ebug section to the E;;Custo".-"$ #i$e an! then "a&e the changes. 06ou can #in! the E;;Custo".-"$ #i$e in the CLo"bar!iRho"eDY(rocess* serverYcon#ig !irector'.1 This %a', a$$ (ro(erties that 'ou have custo"i e! are $ocate! in a sing$e con#iguration #i$e, enab$ing 'ou to "ore easi$' u(gra!e to ne% versions o# Lo"bar!i. 3lement Default setting true Descri!tion

Wenab$e!TtrueW@enab$e!T

Estab$ishes %hether !ebugging o# services is enab$e!. I# set to #a$se, %hen 'ou atte"(t to !ebug a service in the Ins(ector in Lo"bar!i ,uthoring Environ"ent, Lo"bar!i si"($' runs the

+PM P a g e 7 M;
3lement Default setting Descri!tion

service %ithout (rovi!ing an' !ebugging #ee!bac&. Wen#orce*!ebug*ro$eT#a$seW@en#orce*!ebug*ro$eT #a$se Estab$ishes %hether Lo"bar!i users %ho !o not be$ong to the Debug grou( 0!e#ine! in the #o$$o%ing setting1 can access !ebugging #unctiona$it'. +' !e#au$t, this e$e"ent is set to#a$se, %hich a$$o%s users %ho !o not be$ong to the Debug grou( to access !ebugging #unctiona$it'. )o, b' !e#au$t, a$$ users have access to !ebugging #or services. I# 'ou %ant to $i"it access to users %ho are "e"bers o# the Debug grou(, set this e$e"ent to true. )(eci#ies the ro$e "e"bershi( that users "ust have in or!er to access !ebugging #unctiona$it'. On$' one !ebug ro$e can be !e#ine!. I# one or both o# the (rece!ing settings is #a$se 0enab$e! an!en#orce*!ebug*ro$e1, then this setting has no e##ect. I# both o# the (rece!ing settings are true, then:

W!ebug*ro$eTDebugW@!ebug*ro$eT

Debug

, user %ho be$ongs to this ro$e %i$$ have access to !ebugging #unctiona$it'. , user %ho !oes not be$ong to this ro$e %i$$ not have access to !ebugging #unctiona$it'. I# 'ou !o not s(eci#' an' va$ue #or !ebug*ro$e, !ebugging #unctiona$it' is !isab$e!.

+tarting 1om'ar.i Process Portal Rea! the #o$$o%ing sections to $earn ho% to get starte! %ith Process Porta$ #or I+M 4ebs(here Lo"bar!i E!ition. etting up users 6ou can $og in to Lo"bar!i Process Porta$ using the t%Ruser account as e-($aine! in "etting up user accounts in Lombardi Administration Guide.

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Configuring processes The #o$$o%ing tab$e !escribes ho% (rocesses "ust be con#igure! to (rovi!e access to en! users in Lo"bar!i Process Porta$: Process Portal action )tarting a (rocess Configuration re,uirements 6ou "ust be a "e"ber o# a (artici(ant grou( that has been given E-(ose to start access to one or "ore business (rocess !e#initions 0+PDs1. For "ore in#or"ation, see E#posing $P s in Lombardi Authoring Environment User Guide. 6ou "ust be a "e"ber o# a (artici(ant grou( assigne! to the activit' in a +PD. Partici(ant grou( "e"bers are estab$ishe! !uring (rocess !eve$o("ent an! can be a!juste! %hen a (rocess is insta$$e!. For "ore in#or"ation, seeAssigning participant groups to lanes in Lombardi Authoring Environment User Guide an! Configuring runtime participant groups in Lombardi Administration Guide.

Running tas&s

'ogging in )tart Lo"bar!i Process Porta$ one o# the #o$$o%ing %a's:

O(en 'our 4eb bro%ser to the #o$$o%ing $ocation: htt(:@@ChostRna"eD:C(ortD@(orta$, (rovi!ing the na"e o# the host on %hich Lo"bar!i Process Center )erver or Process )erver is insta$$e! an! the (ort !esignate! #or the server !uring Lo"bar!i insta$$ation. I# 'ou are %or&ing on a 4in!o%sS host %here Lo"bar!i Process Center )erver or Process )erver is insta$$e!, choose I+M 4eb)(here Lo"bar!i E!ition T Lo"bar!i Process Porta$ #ro" 'our )tart "enu.

Log in using 'our Lo"bar!i user na"e an! (ass%or!. Note: )ee )etting u( users i# 'ou !o not a$rea!' have a user account. +avigating initial views The #irst ti"e 'ou start Lo"bar!i Process Porta$, it o(ens to 'our Inbo-:

+PM P a g e 7 M8
The #o$$o%ing tab$e !escribes each nu"bere! area in the (rece!ing i"age o# the Process Porta$ inter#ace: E Use the $in&s to navigate to tas&s, scoreboar!s, an! (rojects:

M' Tas&s * Receive an! co"($ete tas&s that are assigne! to 'ou, as !escribe! in Running tas&s. Fro" 'our Inbo-, 'ou can a$so vie% tas& e-ecution histor', re9uests #or he$( #ro" other (rocess (artici(ants, an! (rocess*re$ate! a$erts. M' )core+oar!s * Monitor in!ivi!ua$ an! tea" (rocess (er#or"ance, vie% custo" re(orts, an! create a!*hoc re(orts, as !escribe! in 4or&ing %ith re(orts. M' Projects * ,ccess custo" Process Porta$ (ages as !escribe! in Creating custo" Process Porta$ (ages.

This area !is($a's the na"e o# the current Process Porta$ user. C$ic& Pre#erences to s(eci#' 'our e* "ai$ an! $anguage settings. C$ic& /e$( to o(en the on$ine user assistance #or Process Porta$. Use the too$bar icons to "anage (rocess instances an! tas&s. For e-a"($e, 'ou can start, sus(en!, resu"e, or ter"inate current$' active (rocess instances, assign tas&s to users or grou(s, change the !ue !ate o# a (rocess instance or a tas&, an! search #or (rocess instances an! tas&s. For "ore in#or"ation, see )tarting an! "anaging (rocesses an! Managing tas&s. This is the "ain area that !is($a's the ite"s 'ou are current$' %or&ing %ith. For e-a"($e, the (rece!ing i"age sho%s the tas&s in the current userBs Inbo-. The tas&s are !is($a'e! accor!ing to the (rocess instance that generate! each tas&. 6ou can c$ic& an Instance Na"e or Tas& )ubject to see "ore !etai$e! in#or"ation about each tas&. In this area, 'ou can a$so vie% an! sort search resu$ts, vie% re(orts an! scoreboar!s, an! e!it (re#erences

rocess Portal tas<s The #o$$o%ing tab$e $ists the t'(es o# tas&s that 'ou can (er#or" in Process Porta$ #or I+M 4ebs(here Lo"bar!i E!ition an! (rovi!es $in&s to to(ics that (rovi!e !etai$e! instructions. Tas< )tart (rocesses an! "onitor the (rogress o# each (rocess instance to ensure that it is co"($ete! on ti"e. ,$$ocate tas&s a"ong (rocess (artici(ants an! a!just the !ue !ate or (riorit' o# each tas& as nee!e!. Co"($ete assigne! tas&s b' #i$$ing out a #or" or co$$aborating %ith other (rocess (artici(ants. ,ttach !ocu"ents to a tas& or rea! !ocu"ents attache! b' other (rocess (artici(ants. Docu"ents enab$e 'ou to (rovi!e +ee%%% )tarting an! "anaging (rocesses

Managing tas&s

Running tas&s

4or&ing %ith !ocu"ents

+PM P a g e 7 MA
Tas< i"(ortant in#or"ation about the tas&s 'ou are co"($eting. ,na$' e in!ivi!ua$ an! tea" (er#or"ance #or each (rocess instance. Create an! share custo" business !ata searches #or both active an! inactive (rocess instances an! tas&s. E!it s'ste" settings, au!it (rocess !ata, an! custo"i e the $oo& an! #ee$ o# Lo"bar!i Process Porta$. 4or&ing %ith re(orts +ee%%%

Per#or"ing e##ective searches

Custo"i ing an! "aintaining Lo"bar!i Process Porta$

+tarting an. sto!!ing !rocesses Rea! the #o$$o%ing sections to $earn ho% to start, sus(en!, resu"e, or ter"inate (rocess instances in Lo"bar!i Process Porta$:

)tarting a ne% (rocess 3ie%ing an! "anaging (rocess instances #ro" the Inbo3ie%ing an! "anaging (rocess instances #ro" the instance !etai$s (age )us(en!ing a (rocess instance Resu"ing a sus(en!e! (rocess instance Ter"inating a (rocess instance )tarting a!*hoc (rocesses

tarting a new process )tarting a (rocess generates an instance o# the (rocess in %hich (rocess (artici(ants can (er#or" a$$ the tas&s that "ust be co"($ete! to achieve the goa$ o# the (rocess. 6ou can run !i##erent (rocesses at the sa"e ti"e, an! 'ou can run "u$ti($e concurrent instances o# the sa"e (rocess. Note: +e#ore (er#or"ing the #o$$o%ing (roce!ure, the business (rocess !e#initions 0+PDs1 o# (rocesses that 'ou %ant to start #ro" Lo"bar!i Process Porta$ "ust be e-(ose! to 'ou as !escribe! in Con#iguring (rocesses.

E. 8.

On the too$bar, c$ic& the Ne% icon as sho%n in the #o$$o%ing i"age. Fro" the !ro(*!o%n $ist o# (rocesses, se$ect the na"e o# the (rocess that 'ou %ant to start.

+PM P a g e 7 MH
In the #o$$o%ing e-a"($e, the current user is starting a (rocess na"e! 8R O!en Ne" Position.

A.

Lo"bar!i Process Porta$ starts the (rocess an! sen!s tas&s to the inbo-es o# (rocess (artici(ants %ho can co"($ete the #irst activit' 0ste(1 in the (rocess, as sho%n in the #o$$o%ing i"age.

I# 'ou start a (rocess an! 'ou are a$so a "e"ber o# the (artici(ant grou( assigne! to co"($ete the #irst activit' in the (rocess, 'ou receive a notice that the (rocess has been starte! an! the Process Porta$ generates a tas& in 'our Inbo-. I# 'ou !o not run the tas&, the tas& re"ains in 'our Inbo- an! the Run icon 0green triang$e1 in!icates that the tas& has not been starte! b' an' o# the assigne! users. I# 'ou start a (rocess an! 'ou are not a "e"ber o# the (artici(ant grou( assigne! to co"($ete the #irst tas&, 'ou receive a notice that the (rocess has been starte!. P$us, the #irst tas& a((ears in the Inbo- o# each (rocess (artici(ant %ho can co"($ete the tas&. For "ore in#or"ation about "anaging (rocess instances, see 3ie%ing an! "anaging (rocess instances #ro" the Inbo- an! 3ie%ing an! "anaging (rocess instances #ro" the instance !etai$s (age. For "ore in#or"ation about "anaging tas&s #ro" the (rocess instance !etai$s (age, see Managing tas&s. Viewing and managing process instances from the Inbox Fro" 'our Inbo- in Lo"bar!i Process Porta$, 'ou can vie% an! run tas&s that are assigne! to 'ou or a (artici(ant grou( o# %hich 'ou are a "e"ber. To vie% 'our Inbo-, se$ect M' Tas&s T Inbo- . The #o$$o%ing e-a"($e sho%s a $ist o# severa$ tas&s in the Inbo-. Tas&s are !is($a'e! accor!ing to the (rocess instance that generate! each tas&. 6ou can c$ic& the na"e o# a co$u"n to sort the !ata in the co$u"n. To start a tas& #or a (rocess instance, c$ic& the Run icon 0green triang$e1. Note: To vie% tas&s that are assigne! to other users an! grou(s, use the M' Tea" Per#or"ance scoreboar! as !escribe! in 3ie%ing scoreboar!s. I# 'ou have (er"ission to use (rocess "anage"ent #unctions 0see Restricting access to Process Porta$ #unctions1, 'ou can "anage the (rocess instances that generate! the tas&s in 'our Inbo-. To "anage a (rocess instance #ro" this vie%, 'ou nee! to se$ect the chec& bo- ne-t to the (rocess instance an! choose the too$bar icon #or the #unction that 'ou %ant to (er#or". For e-a"($e, 'ou can sus(en! the (rocess instance or re9uest he$( #ro" other (rocess (artici(ants. For so"e #unctions, 'ou can se$ect "u$ti($e (rocess instances

+PM P a g e 7 MJ
an! si"u$taneous$' a(($' the s(eci#ic #unction to a$$ se$ecte! (rocess instances. For e-a"($e, 'ou can si"u$taneous$' change the !ue !ate o# "u$ti($e (rocess instances.

Viewing and managing process instances from the instance details page To vie% !etai$e! in#or"ation about a (rocess instance, #ro" M' Tas&s T Inbo- c$ic& on the na"e o# the (rocess instance in 'our Inbo- to !is($a' its !etai$s (age. Fro" the (rocess instance !etai$s (age, 'ou can (er#or" a$$ the #unctions that are avai$ab$e #ro" the Inbo-, such as sus(en!ing the (rocess instance or re9uesting he$( #ro" other (rocess (artici(ants. The (rocess instance !etai$s (age enab$es 'ou to (er#or" a!!itiona$ #unctions that 'ou cannot (er#or" #ro" the Inbo-, such as assigning tas&s to (rocess (artici(ants, changing the !ue !ate o# a tas&, an! changing the (riorit' o# a tas&. The #o$$o%ing i"age sho%s the too$bar icons #or the a!!itiona$ #unctions that 'ou can (er#or" #ro" the (rocess instance !etai$s (age.

The (rocess instance !etai$s (age contains the #o$$o%ing sections: Instance Detai$s Inc$u!es the na"e o# the business (rocess !e#inition 0+PD1, the (rocess instance na"e, the instance ID, the current status 0#or e-a"($e, active or sus(en!e!1, an! the !ue !ate b' %hich the (rocess instance "ust be co"($ete!. Lists the tas&s that are associate! %ith the (rocess instance. 6ou can choose to sho% a$$ tas&s or on$' o(en 0(en!ing1 tas&s. For each o(en tas&, 'ou can c$ic& the Run icon 0green triang$e1 to start the tas&. 6ou can see the na"e o# the activit' in the +PD that is associate! %ith each tas&, the tas& status 0#or e-a"($e, receive! or co"($ete!1, the user or grou( to %ho" the tas& is assigne!, the tas& (riorit' 0#or e-a"($e, $o%, nor"a$, or high1, an! the !ue !ate b' %hich the assigne! user or grou( "ust co"($ete the tas&. C$ic& on the activit' na"e to vie% the tas&

Tas&s

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!etai$s. For "ore in#or"ation, see Managing tas&s. Co$$aboration 3ie% he$( re9uests an! co""ents (oste! b' (rocess (artici(ants. For "ore in#or"ation see Co$$aborating on tas&s. U($oa! !ocu"ents that are re$ate! to the (rocess instance. For "ore in#or"ation, see 4or&ing %ith !ocu"ents.

Docu"ents

uspending a process instance 6ou can sus(en! a (rocess instance to te"(orari$' !eactivate the (rocess instance. 4hen sus(en!e!, the (rocess instance an! its re$ate! tas&s cannot be co"($ete!. For e-a"($e, 'ou "ight nee! to ha$t %or& on a (rocess instance #or a short (erio! o# ti"e to a!just the !ue !ates o# the (rocess instance an! tas&s. The sus(en!e! (rocess instance re"ains inactive unti$ 'ou resu"e the (rocess instance. Note: To sus(en! a (rocess instance, 'ou "ust have (er"ission as !escribe! in Restricting access to Process Porta$ #unctions.

E. Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the (rocess instance that 'ou %ant to sus(en!.
8. Fro" the (rocess instance !etai$s (age, c$ic& )us(en! on the too$bar as sho%n in the #o$$o%ing i"age.

A.

The (rocess instance is !eactivate!, an! the status changes to sus(en!e!. The Run icon 0green triang$e1 #or the current tas& is !isab$e!. The current tas& re"ains in the Inbo- o# the (rocess (artici(ants to %ho" the tas& is assigne!. Note: Fro" 'our Inbo-, 'ou can se$ect an! sus(en! "u$ti($e (rocess instances si"u$taneous$', as !escribe! in 3ie%ing an! "anaging (rocess instances #ro" the Inbo-.

%esuming a suspended process instance 6ou can resu"e a sus(en!e! (rocess instance to restore the (rocess instance to an active state. 4hen resu"e!, the (rocess instance an! its re$ate! tas&s can be co"($ete!. Note: To resu"e a (rocess instance, 'ou "ust have (er"ission as !escribe! in Restricting access to Process Porta$ #unctions.

E.

2.

Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the sus(en!e! (rocess instance that 'ou %ant to resu"e. Fro" the (rocess instance !etai$s (age, c$ic& the Resu"e icon on the too$bar as sho%n in the #o$$o%ing i"age.

+PM P a g e 7 M=

A.

The (rocess instance status changes to active an! the Run icon 0green triang$e1 #or the current tas& is enab$e! in the inbo-es o# (rocess (artici(ants to %ho" the tas& is assigne!. Note: Fro" 'our Inbo-, 'ou can se$ect an! resu"e "u$ti($e sus(en!e! (rocess instances si"u$taneous$', as !escribe! in 3ie%ing an! "anaging (rocess instances #ro" the Inbo-.

,erminating a process instance 6ou can (er"anent$' ter"inate a (rocess instance so that (rocess (artici(ants can no $onger access the associate! tas&s an! the (rocess instance cannot be co"($ete!. For e-a"($e, 'ou "ight nee! to ter"inate the (rocess i# there is a (rob$e" %ith the i"($e"entation o# the business (rocess !e#inition 0+PD1 or the e-ecution o# its un!er$'ing services. Note: To ter"inate a (rocess instance, 'ou "ust have (er"ission as !escribe! in Restricting access to Process Porta$ #unctions.

E.

2.

Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the (rocess instance that 'ou %ant to ter"inate. Fro" the (rocess instance !etai$s (age, c$ic& the Ter"inate icon on the too$bar as sho%n in the #o$$o%ing i"age.

A.

The (rocess instance "oves #ro" 'our Inbo- to 'our /istor' an! the status changes to ter"inate!. The Run icon 0green triang$e1 #or the current tas& is (er"anent$' !isab$e!, an! the (rocess instance is re"ove! #ro" the inbo-es o# a$$ (rocess (artici(ants to %ho" the current tas& is assigne!.

Note: Fro" 'our Inbo-, 'ou can se$ect an! ter"inate "u$ti($e (rocess instances si"u$taneous$', as !escribe! in 3ie%ing an! "anaging (rocess instances #ro" the Inbo-. tarting ad-hoc processes 6ou can start an a!*hoc (rocess at an' (oint !uring the e-ecution o# a (rocess instance. ,n a!*hoc (rocess has access to a$$ the !ata o# the e-ecuting (rocess instance an! can a$so "ani(u$ate its (rocess #$o%.

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Note: The business (rocess !e#inition 0+PD1 "ust inc$u!e a )tart ,!*hoc Event to enab$e the e-ecution o# an a!*hoc (rocess. For "ore in#or"ation, see Modeling events in Lombardi Authoring Environment User Guide. Co""on a!*hoc (rocess (atterns inc$u!e:

E-ecute an a!!itiona$ a((rova$ ste(. Re(ort on the status o# an or!er re9uest. Cance$ a custo"erOs or!er at an' ti"e.

To start an a!*hoc (rocess %ithin a (rocess instance: Note: To start a!*hoc (rocesses in Lo"bar!i Process Porta$, 'ou "ust have (er"ission as !escribe! in Restricting access to Process Porta$ #unctions.

E. Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the (rocess instance.
8. Fro" the (rocess instance !etai$s (age, c$ic& the )ho% Process Instance Diagra" icon on the too$bar as sho%n in the #o$$o%ing i"age. Note: For "ore in#or"ation about vie%ing (rocess instance !iagra"s, see 3ie%ing (rocess (rogress.

A. H.

C$ic& 3ie% as F$ash at the to( o# the %in!o%. Right*c$ic& insi!e the !iagra" an! se$ect Initiate F$o% to start one or "ore avai$ab$e a!*hoc (rocesses. Note: The Initiate F$o% o(tion is not avai$ab$e i# the +PD 'ou are vie%ing !oes not inc$u!e a )tart ,!* hoc Event.

+PM P a g e 7 M<

5.

, "enu o(ens %ith a $ist o# a!*hoc (rocesses. )e$ect the a!*hoc (rocess that 'ou %ant to start. In the #o$$o%ing e-a"($e, the a!*hoc (rocess na"e! +tatus U!.ate is se$ecte! #ro" the "enu.

+PM P a g e 7 =;

6.

This starts an instance o# the a!*hoc (rocess. In the #o$$o%ing e-a"($e, the activit' na"e! +en. +tatus U!.ate 0high$ighte! in 'e$$o%1 generates a tas& that contains the status o# the regu$ar (rocess instance. 6ou can hover the "ouse (ointer over the activit' to vie% the tas& !etai$s.

C anging t e .ue .ate of a !rocess instance ,s the current (rocess instance (rogresses an! (rocess (artici(ants co"($ete their tas&s, 'ou can "o!i#' the (rocess instance !ue !ate as issues e"erge or as the avai$abi$it' o# (rocess (artici(ants changes. For e-a"($e, i# (rocess (artici(ants are co"($eting their tas&s ahea! o# sche!u$e, 'ou can "ove the (rocess instance !ue !ate u(. Converse$', i# (rocess (artici(ants are not co"($eting their tas&s on ti"e, 'ou can (ush the (rocess instance !ue !ate bac&. 4hen a !ue !ate is change!, a$$ users %ho have tas&s #ro" the a##ecte! (rocess instance can see the ne% !ate in their Inbo-. Note: To change the !ue !ate o# a (rocess instance, 'ou "ust have (er"ission as !escribe! in Restricting access to Process Porta$ #unctions.

E. Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the (rocess instance %hose !ue !ate 'ou %ant to
change.

+PM P a g e 7 =E 8. Fro" the (rocess instance !etai$s (age, c$ic& the Change Due Date icon on the too$bar as sho%n in
the #o$$o%ing i"age.

A.

In the Choose a Ne% Due Date an! Ti"e !ia$og bo-, s(eci#' a ne% !ue !ate an! ti"e an! then c$ic& O5. Note: )e$ect the /llo" c anges e-en if t ey conflict "it t e assigne. users :or< +c e.ules o(tion i# 'ou %ant to a$$o% !ate an! ti"e changes even i# the' con#$ict %ith the %or& sche!u$es estab$ishe! #or the +PD an! its activities in Lo"bar!i ,uthoring Environ"ent. 0)ee "etting the %or& schedule for a $P in Lombardi Authoring Environment User Guide #or "ore in#or"ation.1

H.

The ne% !ate an! ti"e are !is($a'e! in the Instance Detai$s section o# the (rocess instance !etai$s (age. Note: Changing the !ue !ate o# a (rocess instance !oes not a##ect the !ue !ates o# tas&s that have not 'et been co"($ete!. I# 'ou change the !ue !ate o# a (rocess instance, 'ou "ight a$so nee! to change !ue !ates o# the re"aining tas&s. For "ore in#or"ation, see Changing the !ue !ate o# a tas&.

/..ing a !rocess instance to an Outloo< calen.ar I# 'ou are running Lo"bar!i Process Porta$ on 4in!o%s %ith Microso#t Out$oo&, 'ou can a!! a (rocess instance to 'our Out$oo& ca$en!ar so that the (rocess instance beco"es an a((oint"ent in 'our ca$en!ar. This enab$es 'ou to "onitor (rocess instance !ue !ates in 'our Out$oo& c$ient. For e-a"($e, i# 'ou nee! to a((rove e-(ense re(orts an! each o# the inco"ing re(orts is re(resente! b' a (rocess instance, 'ou can create an a((oint"ent #or each inco"ing re(ort so that 'ou receive a re"in!er %hen each instance is nearing its !ue !ate.

E. Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the (rocess instance that 'ou %ant to a!! to 'our
8. Out$oo& ca$en!ar. Fro" the (rocess instance !etai$s (age, c$ic& the ,!! to Ca$en!ar icon on the too$bar as sho%n in the #o$$o%ing i"age.

3.
H.

Do%n$oa! the ca$en!ar #i$e 0getCa$en!ar.!o1 %hen (ro"(te! b' 'our 4eb bro%ser. , ne% a((oint"ent is create! in the Microso#t Out$oo& c$ient. The a((oint"ent na"e an! subject na"e are the sa"e as the na"e o# the (rocess instance. 6ou can s(eci#' a start ti"e an! en! ti"e #or the Out$oo& re"in!er. The a((oint"ent "essage #ie$! inc$u!es a h'(er$in& that ta&es 'ou !irect$' to the (rocess instance in Lo"bar!i Process Porta$ %hen the instance is nearing its !ue !ate. )ave an! c$ose the re"in!er %hen 'ou are #inishe!.

+PM P a g e 7 =8
(ie"ing !rocess !rogress For each (rocess instance in 'our Inbo-, 'ou can vie% a (rocess !iagra" an! see the current$' e-ecuting ste(. ,s (rocess (artici(ants co"($ete their assigne! tas&s, the (rocess instance (rogresses #ro" ste( to ste( a$ong the (rocess !iagra". Lo"bar!i Process Porta$ uses ,!obe F$ash P$a'er to ren!er an interactive vie% o# the (rocess !iagra", enab$ing 'ou to easi$' access current !ata at each ste( o# the (rocess. Note: To vie% (rocess !iagra"s, 'ou "ust have (er"ission as !escribe! in Restricting access to Process Porta$ #unctions. To vie% the (rocess !iagra" #or a (rocess instance:

E.

2.

Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the (rocess instance that 'ou %ant to vie%. Fro" the (rocess instance !etai$s (age, c$ic& the )ho% Process Instance Diagra" icon on the too$bar as sho%n in the #o$$o%ing i"age.

The (rocess !iagra" o(ens in a ne% %in!o%. A. H. C$ic& 3ie% as F$ash at the to( o# the %in!o%. The current activit' in the (rocess !iagra" is high$ighte! in 'e$$o%. /over the "ouse (ointer over the activit' %ithin the !iagra" to vie% its status. , too$ti( sho%s in#or"ation such as the activit'Bs !ue !ate, the (rocess (artici(ant assigne! to (er#or" the tas&0s1 associate! %ith the activit', an! the ti"e re"aining #or the activit' to be co"($ete!.

J.

C$ic& 3ie% as PN2 at the to( o# the %in!o% to vie% an i"age #i$e that 'ou can save to 'our #i$e s'ste".

+PM P a g e 7 =A
Note: 6ou can c$ic& ,u!it at the to( o# the %in!o% to !is($a' business variab$e !ata #or the (rocess instance. For "ore in#or"ation, see ,u!iting (rocess !ata. Managing tas<s Rea! the #o$$o%ing sections to $earn ho% to "anage tas&s generate! b' a running (rocess instance in Process Porta$ #or I+M 4ebs(here Lo"bar!i E!ition. +e#ore (er#or"ing an' o# the #o$$o%ing tas&s:

6ou nee! to be a "e"ber o# a (artici(ant grou( assigne! to the activities in a business (rocess !e#inition 0+PD1 as !escribe! in Con#iguring (rocesses. 6ou "ust have (er"ission to use tas& "anage"ent #unctions in Lo"bar!i Process Porta$ as !escribe! in Restricting access to Process Porta$ #unctions. Log in to Lo"bar!i Process Porta$ as e-($aine! in )tarting Lo"bar!i Process Porta$. ,t $east one instance o# a +PD in %hich 'ou are a (artici(ant "ust be running as !escribe! in )tarting an! "anaging (rocesses.

)ee the #o$$o%ing to(ics to $earn "ore about "anaging tas&s: To learn o" to%%% 3ie% an! "anage tas&s #ro" the (rocess instance !etai$s (age. +ee%%% 3ie%ing an! "anaging tas&s ,ssigning tas&s Changing the !ue !ate o# a tas& Changing the (riorit' o# a tas& 3ie%ing tas& e-ecution histor'

,ssign tas&s to 'ourse$# or assign tas&s to other Lo"bar!i users an! grou(s. Change tas& !ue !ates to ensure that a$$ tas&s re9uire! to co"($ete a (rocess instance are (er#or"e! %ithin the s(eci#ie! ti"e #ra"e. Change the (riorit' o# a tas& as nee!e! to esca$ate or !e*esca$ate the tas&.

3ie% the histor' o# tas&s that (revious$' resi!e! in 'our Inbo- but are no $onger active.

(ie"ing an. managing tas<s 4hen a (rocess instance starts, Lo"bar!i Process Porta$ sen!s tas&s to the inbo-es o# (rocess (artici(ants %ho can co"($ete the #irst activit' 0ste(1 in the (rocess, as sho%n in the #o$$o%ing i"age. Fro" M' Tas&s T Inbo- , 'ou can vie% an! run tas&s that are assigne! to 'ou or a (artici(ant grou( o# %hich 'ou are a "e"ber. Tas&s are !is($a'e! accor!ing to the (rocess instance that generate! each tas&. To start a tas& #or a (rocess instance, c$ic& the Run icon 0green triang$e1.

+PM P a g e 7 =H

I# 'ou have (er"ission to use tas& "anage"ent #unctions 0see Restricting access to Process Porta$ #unctions1, 'ou can "anage the tas&s in 'our Inbo-. C$ic& on the na"e o# a tas& in 'our Inbo- to o(en the (rocess instance !etai$s (age. In the Tas&s section o# the (rocess instance !etai$s (age, 'ou can see the na"e o# the activit' in the +PD that is associate! %ith each tas&, the tas& status 0#or e-a"($e, receive! or co"($ete!1, the user or grou( to %ho" the tas& is assigne!, the tas& (riorit' 0#or e-a"($e, $o%, nor"a$, or high1, an! the !ue !ate b' %hich the assigne! user or grou( "ust co"($ete the tas&. For each o(en tas&, 'ou can c$ic& the Run icon 0green triang$e1 to start the tas&. Each co"($ete! tas& sho%s the !ate an! ti"e that the tas& %as c$ose!. To "anage a tas& #ro" this vie%, 'ou nee! to se$ect the chec& bo- ne-t to the tas& an! choose the too$bar icon #or the #unction that 'ou %ant to (er#or". For e-a"($e, 'ou can assign a tas& to a !i##erent Lo"bar!i user or grou(. For so"e #unctions, 'ou can se$ect "u$ti($e tas&s an! si"u$taneous$' a(($' the s(eci#ic #unction to a$$ se$ecte! tas&s. For e-a"($e, 'ou can si"u$taneous$' change the !ue !ate o# "u$ti($e tas&s. The #o$$o%ing sections (rovi!e !etai$e! instructions #or co"($eting these #unctions #or Lo"bar!i tas&s.

E. 8. In the Choose a Ne% User or 2rou( !ia$og bo-, s(eci#' the na"e o# the Lo"bar!i user or grou( to %hich the (rocess instance %i$$ be assigne! an! then c$ic& O5. The na"e o# the ne% assignee is !is($a'e! in the Partici(ant #ie$! in the Tas&s section o# the (rocess instance !etai$s (age.

+PM P a g e 7 =J
Note: 6ou can a$so assign tas&s to a user or a grou( %hen vie%ing the (rocess instance !iagra", as !escribe! in ,ssigning tas&s #ro" a (rocess instance !iagra". Assigning a task to yourself I# a tas& is current$' assigne! to a grou( an! 'ou are a "e"ber o# the grou(, 'ou can assign the tas& to 'ourse$# so that on$' 'ou can run the tas&.

E. Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the tas&.

8. In the Tas&s section o# the (rocess instance !etai$s (age, se$ect the chec& bo- ne-t to the tas& that 'ou %ant to assign. C$ic& the ,ssign to Me icon on the too$bar as sho%n in the #o$$o%ing i"age.

3.

The na"e o# the ne% assignee is !is($a'e! in the Partici(ant #ie$! in the Tas&s section o# the (rocess instance !etai$s (age. Note: 4hen 'ou run a tas& that is current$' assigne! to a grou( an! 'ou are a "e"ber o# the grou(, the tas& is auto"atica$$' assigne! to 'ou. %eassigning a task to a previously assigned group I# a tas& is current$' assigne! to 'ou, 'ou can assign the tas& to the grou( to %hich the tas& %as (revious$' assigne!.

E. Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the tas&.

8. In the Tas&s section o# the (rocess instance !etai$s (age, se$ect the chec& bo- ne-t to the tas& that is assigne! to 'ou. C$ic& the Reassign Tas& +ac& to 2rou( icon on the too$bar as sho%n in the #o$$o%ing i"age.

3.

The na"e o# the ne% assignee is !is($a'e! in the Partici(ant #ie$! in the Tas&s section o# the (rocess instance !etai$s (age. Note: 6ou can a$so assign a tas& to a grou( %hen vie%ing the (rocess instance !iagra", as !escribe! in ,ssigning tas&s #ro" a (rocess instance !iagra". Assigning tasks from a process instance diagram Lo"bar!i Process Porta$ a$so enab$es 'ou to assign tas&s to users an! grou(s #ro" the F$ash vie% o# a (rocess instance !iagra" as !escribe! in the #o$$o%ing (roce!ure.

E. Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the tas&.

+PM P a g e 7 =M
8. Fro" the (rocess instance !etai$s (age, c$ic& the )ho% Process Instance Diagra" icon on the too$bar as sho%n in the #o$$o%ing i"age.

The (rocess !iagra" o(ens in a ne% %in!o%.

A. C$ic& 3ie% as F$ash at the to( o# the %in!o%.

H. Right*c$ic& the current activit' 0high$ighte! in 'e$$o%1 in the (rocess !iagra" an! then se$ect Reassign Tas&, as sho%n in the #o$$o%ing i"age.

J.

Fro" the (o(*u( "enu, se$ect one o# the #o$$o%ing o(tions: Reassign Tas& +ac& to 2rou( Reassign Tas& to a User or 2rou( ,ssigns the tas& to the grou( to %hich the tas& %as (revious$' assigne!.

)(eci#' the na"e o# the user or grou( to %hich 'ou %ant to assign the tas& an! then c$ic& )ub"it.

+PM P a g e 7 == M. Note: For "ore in#or"ation about vie%ing (rocess instance !iagra"s, see 3ie%ing (rocess (rogress.
C anging t e .ue .ate of a tas< The !ue !ate o# a tas& s(eci#ies the !ate an! ti"e b' %hich the user or grou( to %ho" the tas& is assigne! "ust co"($ete the tas&. The initia$ !ue !ate o# each tas& is !eter"ine! b' the business (rocess !e#inition 0+PD1. 6ou can change tas& !ue !ates as nee!e! to ensure that a$$ tas&s re9uire! to co"($ete a (rocess instance are (er#or"e! %ithin the s(eci#ie! ti"e #ra"e. Note: To change the !ue !ate o# a tas&, 'ou "ust have (er"ission as !escribe! in Restricting access to Process Porta$ #unctions. Changing the !ue !ate o# a tas& in a (rocess instance !oes not a##ect the !ue !ate o# the overa$$ (rocess instance or the !ue !ates o# other tas&s. I# 'ou change the !ue !ate o# a tas&, 'ou "ight a$so nee! to change the !ue !ate o# other re"aining tas&s or the !ue !ate o# the (rocess instance as !escribe! in Changing the !ue !ate o# a (rocess instance.

E. Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the tas&.

8. In the Tas&s section o# the (rocess instance !etai$s (age, se$ect the chec& bo- ne-t to the tas& %hose !ue !ate 'ou %ant to change. C$ic& the Change Tas& Due Date icon on the too$bar as sho%n in the #o$$o%ing i"age.

3.

H.

Fro" the Choose a Ne% Due Date an! Ti"e !ia$og bo-, se$ect the a ne% !ue !ate an! ti"e an! c$ic& O5. )e$ect the /llo" c anges e-en if t ey conflict "it t e assigne. users :or< +c e.ules o(tion i# 'ou %ant to a$$o% !ate an! ti"e changes even i# the' con#$ict %ith the %or& sche!u$es estab$ishe! #or the +PD an! its activities in Lo"bar!i ,uthoring Environ"ent. 0)ee "etting the %or& schedule for a $P in Lombardi Authoring Environment User Guide #or "ore in#or"ation.1 The ne% !ue !ate an! ti"e are !is($a'e! in the Due Date #ie$! in the Tas&s section o# the (rocess instance !etai$s (age

(ie"ing tas< e7ecution istory To vie% the histor' o# 'our tas&s, se$ect M'Tas&s T /istor' . The Process Porta$ !is($a's the $ist o# tas&s that (revious$' resi!e! in 'our Inbo- but are no $onger active. Tas&s are !is($a'e! accor!ing to the (rocess instance that generate! each tas&. 6ou can c$ic& on the na"e o# a (rocess instance to vie% the (rocess instance !etai$s (age. The tas&s $iste! in 'our /istor' !o not re9uire 'our action, an! the Run icon 0green

+PM P a g e 7 =L
triang$e1 is !isab$e! #or each tas&, as sho%n in the #o$$o%ing i"age.

The #o$$o%ing tab$e !escribes !i##erent &in!s o# (rocess status 'ou "ight see in 'our /istor': Process instance status Co"($ete! Descri!tion

,$$ tas&s re$ate! to the (rocess instance are co"($ete, an! no #urther action is re9uire! #ro" an' (rocess (artici(ants. The (rocess instance is current$' in (rogress an! contains o(en tas&s. On$' tas&s that are inactive are visib$e in 'our /istor'. +e sure to chec& both 'our Inbo- an! 'our /istor' to ensure that 'ou are a%are o# a$$ tas&s associate! %ith active (rocess instances. I# 'ou have a$rea!' co"($ete! tas&s associate! %ith an active (rocess instance but sti$$ nee! to co"($ete a!!itiona$ tas&s that are assigne! to 'ou, the (en!ing tas&s are !is($a'e! in 'our Inbo- an! the co"($ete! tas&s are !is($a'e! in 'our /istor'. The (rocess instance an! its associate! tas&s have been (er"anent$' ter"inate!. For "ore in#or"ation, seeTer"inating a (rocess instance. , (rocess instance "a' #ai$ i# there is a (rob$e" %ith the i"($e"entation o# the business (rocess !e#inition 0+PD1 or its un!er$'ing services, an! so the re$ate! tas&s are no $onger active.

,ctive

Ter"inate!

Fai$e!

Running tas<s Rea! the #o$$o%ing sections to $earn ho% to run tas&s in Process Porta$ #or I+M 4ebs(here Lo"bar!i E!ition. +e#ore 'ou can run tas&s #ro" Lo"bar!i Process Porta$:

6ou nee! to be a "e"ber o# a (artici(ant grou( assigne! to the activities in a business (rocess !e#inition 0+PD1 as !escribe! in Con#iguring (rocesses. Log in to Lo"bar!i Process Porta$ as e-($aine! in )tarting Lo"bar!i Process Porta$. ,t $east one tas& "ust be assigne! to 'ou in a running (rocess instance as !escribe! in ,ssigning tas&s.

+PM P a g e 7 =<
)ee the #o$$o%ing to(ics to $earn "ore about running tas&s. To learn o" to%%% )tart a tas& #or a (rocess instance #ro" 'our Process Porta$ Inbo-. +ee%%% Running a tas& #ro" the Inbo-

)tart a tas& #or a (rocess instance %hen vie%ing the tas& Running a tas& #ro" the (rocess instance !etai$s (age #ro" the (rocess instance !etai$s (age. )u(($' the re9uire! in#or"ation in a Coach or a series o# Coaches to co"($ete a tas&. E-change in#or"ation %ith other (rocess (artici(ants to co"($ete assigne! tas&s. 4or&ing %ith Coaches

Co$$aborating on tas&s

Running a tas< from t e In'o7 Fro" 'our Inbo-, 'ou can run tas&s that are assigne! to 'ou or to a (artici(ant grou( o# %hich 'ou are a "e"ber.

E. )e$ect M' Tas&s T Inbo- . In 'our Inbo-, tas&s are !is($a'e! accor!ing to the (rocess instance that
8. generate! each tas&. C$ic& the Run icon 0green triang$e1 #or the tas& that 'ou %ant to start. The tas& generates a Coach that 'ou can #i$$ out to co"($ete the tas&, as !escribe! in 4or&ing %ith Coaches.

Note: I# 'ou run a tas& but !o not co"($ete the tas&, the tas& re"ains in 'our Inbo- an! the Run icon 0green triang$e1 in!icates that the tas& has not been co"($ete!. 4hen 'ou run a tas& that is current$' assigne! to a grou( an! 'ou are a "e"ber o# the grou(, the tas& is auto"atica$$' assigne! to 'ou. Parent to!ic5 Running tas&s Running a tas< from t e !rocess instance .etails !age +e#ore running a tas&, 'ou "ight %ant to vie% a!!itiona$ !etai$s about the tas&. 6ou can start a tas& #or a (rocess instance %hen vie%ing the tas& #ro" the (rocess instance !etai$s (age.

E. )e$ect M' Tas&s T Inbo- . In 'our Inbo-, tas&s are !is($a'e! accor!ing to the (rocess instance that
8. A. generate! each tas&. C$ic& on the na"e o# the tas& that 'ou %ant to start. In the Tas&s section o# the (rocess instance !etai$s (age, c$ic& the activit' na"e to see a!!itiona$ !etai$s about the tas&. 4hen rea!', c$ic& the Run icon 0green triang$e1 icon to start the tas&. The tas& generates a Coach that 'ou can #i$$ out to co"($ete the tas&, as !escribe! in 4or&ing %ith Coaches.

+PM P a g e 7 L;

Note: I# 'ou run a tas& but !o not co"($ete the tas&, the tas& re"ains in the Tas&s section o# the (rocess instance !etai$s (age an! the Run icon 0green triang$e1 in!icates that the tas& has not been co"($ete!. 4hen 'ou run a tas& that is current$' assigne! to a grou( an! 'ou are a "e"ber o# the grou(, the tas& is auto"atica$$' assigne! to 'ou. :or<ing "it Coac es Coaches are the 4eb*base! inter#aces %here (rocess (artici(ants !o the %or& that is re9uire! to co"($ete each tas&. Coaches "a' inc$u!e in#or"ation about the tas& or (rocess an! various contro$s, such as !ro(* !o%n $ists, e!it bo-es, chec& bo-es, an! ra!io buttons that enab$e 'ou to (rovi!e 'our o%n in(ut into the (rocess. The Coaches #or tas&s in a (rocess instance are generate! b' the un!er$'ing services #or the activities in the business (rocess !e#inition 0+PD1. For "ore in#or"ation, see $uilding Coaches in Lombardi Authoring Environment User Guide. 4hen 'ou run a tas& in Lo"bar!i Process Porta$, the tas& o(ens a Coach in a ne% %in!o%. For each tas& 'ou "a' be re9uire! to co"($ete one Coach or a series o# Coaches. Fi$$ in the in#or"ation re9uire! to co"($ete the Coach an! then sub"it the in#or"ation. In the #o$$o%ing e-a"($e, a tas& generates a series o# Coaches that enab$e a hiring "anager to create a job re9uisition:

E. The hiring "anager #i$$s out the re9uisition in#or"ation an! then c$ic&s the Ne-t button.

+PM P a g e 7 LE
8. The hiring "anager revie%s the in#or"ation in the Coach an! then c$ic&s the )ub"it button to co"($ete the tas&.

4hen 'ou co"($ete a tas&, the tas& "oves #ro" 'our Inbo- to 'our /istor' as !escribe! in 3ie%ing tas& e-ecution histor'. ,nother tas& can be generate! in the sa"e (rocess instance, or Colla'orating on tas<s Process (artici(ants can co$$aborate on tas&s to ensure that the' are co"($ete! on ti"e an! that the goa$s o# the (rocess instance are "et. Rea! the #o$$o%ing sections to $earn ho% to re9uest he$( #ro" other (rocess (artici(ants, vie% he$( re9uests receive! #ro" other (rocess (artici(ants, a!! co""ents to a (rocess instance, an! generate an! vie% tas&*re$ate! a$erts. Creating a help re"uest Process (artici(ants can co$$aborate on a (rocess instance an! its re$ate! tas&s b' sub"itting he$( re9uests to each other. For e-a"($e, i# 'ou !o not un!erstan! a s(eci#ic tas& or cannot co"($ete the tas&, 'ou can re9uest he$( #ro" other (rocess (artici(ants. I# 'ou receive a he$( re9uest #ro" another (rocess (artici(ant, 'ou can either ans%er or ignore the he$( re9uest. Note: To create a he$( re9uest, 'ou "ust have (er"ission as !escribe! in Restricting access to Process Porta$ #unctions.

E. Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the (rocess instance on %hich 'ou %ant to re9uest
he$(.

8. Fro" the (rocess instance !etai$s (age, c$ic& the Re9uest /e$( icon on the too$bar as sho%n in the
#o$$o%ing i"age.

A.

In the ,!! /e$( Re9uest !ia$og bo-, t'(e the Lo"bar!i user na"e o# the in!ivi!ua$ %ho %i$$ receive the he$( re9uest in the To #ie$!. ,!! a co""ent to the he$( re9uest an! then c$ic& )ave. Note: To sen! a he$( re9uest to a grou(, enter ROLE:Wgrou( na"eT in the To #ie$!, %here Wgrou( na"eT is the na"e o# the Lo"bar!i securit' grou( such as t%Rauthors. The he$( re9uest %i$$ be sent to a$$ "e"bers o# the s(eci#ie! grou(.

H.

The he$( re9uest is (oste! in the Co$$aboration section o# the (rocess instance !etai$s (age, as !escribe! in 3ie%ing he$( re9uests.

+PM P a g e 7 L8
Viewing help re"uests I# 'ou receive a he$( re9uest #ro" another (rocess (artici(ant, 'ou can either ans%er or ignore the he$( re9uest. Note: To res(on! to a he$( re9uest, 'ou "ust have (er"ission as !escribe! in Restricting access to Process Porta$ #unctions.

E. Fro" M' Tas&s T /e$( Re9uests , c$ic& on the na"e o# the (rocess instance or tas& that contains the
8. he$( re9uest that 'ou %ant to vie%. The Co$$aboration section in the (rocess instance !etai$s (age $ists he$( re9uests that 'ou have sent an! receive!, inc$u!ing the !ate, the sen!er, the reci(ient, an! the he$( "essage. C$ic& on the he$( re9uest to vie% its !etai$s.

A. In the 3ie% /e$( Re9uest !ia$og bo-, c$ic& Re($' to ans%er the he$( re9uest or c$ic& Ignore to ignore
the he$( re9uest. I# 'ou are re($'ing, a!! 'our "essage to the Re($' to /e$( Re9uest !ia$og bo-, an! then c$ic& )ave. H. 6our res(onse to the he$( re9uest is (oste! in the Co$$aboration section o# the (rocess instance !etai$s (age %here the sen!er o# the he$( re9uest can vie% 'our res(onse.

Adding a comment to a process instance Process (artici(ants can co$$aborate on a (rocess instance an! its re$ate! tas&s b' a!!ing co""ents to the (rocess instance. For e-a"($e, 'ou can use co""ents to co""unicate status u(!ates to other (rocess (artici(ants. Un$i&e he$( re9uests, co""ents genera$$' are in#or"ative an! !o not re9uire a res(onse. Note: To a!! a co""ent to a (rocess instance, 'ou "ust have (er"ission as !escribe! in Restricting access to Process Porta$ #unctions.

E. Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the (rocess instance on %hich 'ou %ant to co""ent. 8. Fro" the (rocess instance !etai$s (age, c$ic& the ,!! Co""ent button in the Co$$aboration section as
sho%n in the #o$$o%ing i"age.

A.

In the ,!! Co""ent !ia$og bo-, Ever'one is s(eci#ie! in the To #ie$! b' !e#au$t. ,!! a co""ent an! then c$ic& )ave. Note: 6ou cannot s(eci#' a Lo"bar!i user or grou( in the To #ie$!.

H.

The co""ent is (oste! in the Co$$aboration section o# the (rocess instance !etai$s (age. ,$$ other (rocess (artici(ants can vie% the co""ent.

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.enerating alerts Process (artici(ants can co$$aborate on a (rocess instance an! its re$ate! tas&s b' generating tas&*re$ate! a$erts. ,$erts are !irectives that are auto"atica$$' sent to a s(eci#ic user or grou( %hen a (rocess (artici(ant runs a tas& #or an activit' in a business (rocess !e#inition 0+PD1 %hose un!er$'ing service contains a )en! ,$ert co"(onent. ,$erts are si"i$ar to co""ents in that a$erts are in#or"ative an! !o not re9uire a res(onse. The reci(ients, the (riorit', the subject, an! the "essage o# an a$ert are !eter"ine! b' the )en! ,$ert co"(onent in the un!er$'ing service. 4hen the a$ert is generate!, the reci(ients o# the a$ert can vie% the a$ert in Lo"bar!i Process Porta$, as !escribe! in 3ie%ing a$erts. For "ore in#or"ation about con#iguring a )en! ,$ert co"(onent #or a service, see Understanding service components in Lombardi Authoring Environment User Guide. Viewing alerts To vie% a tas&*re$ate! a$ert: E. 8. )e$ect M' Tas&s T ,$erts . C$ic& on the na"e o# the instance that contains the a$ert that 'ou %ant to vie%. The Tas& Narrative section o# the (rocess instance !etai$s (age !is($a's the a$ert "essage. The Co$$aboration section o# the (rocess instance !etai$s (age !is($a's the a$ert !ate, the sen!er, the reci(ient, an! a$so the a$ert "essage. The (rocess (artici(ant %ho starte! the tas& that generate! the a$ert is the sen!er o# the a$ert. A. C$ic& on the a$ert in the Co$$aboration section o# the (rocess instance !etai$s (age to vie% the a$ert !etai$s in the 3ie% ,$ert !ia$og bo-

:or<ing "it .ocuments )o"eti"es (rocess (artici(ants "a' nee! a!!itiona$ in#or"ation to co"($ete their tas&s or "a' nee! to (rovi!e in#or"ation that is s(eci#ic to a (rocess. Docu"ents enab$e 'ou to (rovi!e i"(ortant in#or"ation about the tas&s 'ou are co"($eting. Process Porta$ #or I+M 4ebs(here Lo"bar!i E!ition enab$es 'ou to attach !ocu"ents, inc$u!ing #i$es an! URLs, to a (rocess instance an! "anage the !ocu"ents as nee!e! to co"($ete the (rocess. For e-a"($e, %hen %riting a grant (ro(osa$ #or sub"ission to a (ros(ective !onor, 'ou "ight begin %ith a !ocu"ent te"($ate an! then attach severa$ versions o# the !ocu"ent to the (rocess instance as the (ro(osa$ is revie%e! an! revise!. ,s each !ocu"ent is revise!, 'ou can u($oa! ne% versions o# the !ocu"ent an! vie% the !ocu"entBs revision histor'. +e#ore (er#or"ing an' o# the #o$$o%ing tas&s:

6ou nee! to be a "e"ber o# a (artici(ant grou( assigne! to the activities in a business (rocess !e#inition 0+PD1 as !escribe! in Con#iguring (rocesses. Log in to Lo"bar!i Process Porta$ as e-($aine! in )tarting Lo"bar!i Process Porta$. ,t $east one instance o# a +PD in %hich 'ou are a (artici(ant "ust be running as !escribe! in )tarting an! "anaging (rocesses.

)ee the #o$$o%ing to(ics to $earn "ore about %or&ing %ith !ocu"ents:

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To learn o" to%%% U($oa! a !ocu"ent to a (rocess instance #ro" the (rocess instance !etai$s (age. 3ie% !ocu"ents that (rocess (artici(ants have attache! to a (rocess instance. U($oa! a ne% version o# an e-isting !ocu"ent to a (rocess instance an! vie% the !ocu"entBs revision histor'. U($oa! an! "anage !ocu"ents #ro" a Coach %hen co"($eting a tas&. +ee%%% ,ttaching !ocu"ents to a (rocess instance 3ie%ing !ocu"ents that are attache! to a (rocess instance Revising !ocu"ents that are attache! to a (rocess instance ,ttaching !ocu"ents to a Coach

Attaching documents to a process instance To attach a !ocu"ent to a (rocess instance:

E. Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the (rocess instance. 8. In the Docu"ents section o# the (rocess instance !etai$s (age, c$ic& the ,!! Docu"ent button as
sho%n in the #o$$o%ing i"age.

A. In the ,!! Docu"ent !ia$og bo-, s(eci#' a na"e #or the !ocu"ent in the Docu"ent Na"e #ie$!. Fro"
the Docu"ent T'(e !ro(*!o%n $ist, se$ect Fi$e or URL. H. J. I# 'ou are a!!ing a #i$e, c$ic& the +ro%se button an! se$ect the #i$e. I# 'ou are a!!ing a URL 0e.g. htt(:@@%%%."'server.co"1, s(eci#' the URL. C$ic& )ub"it to u($oa! the !ocu"ent. The u($oa!e! !ocu"ent is (oste! in the Docu"ents section o# the (rocess instance !etai$s (age. The na"e that 'ou s(eci#ie! in the Docu"ent Na"e #ie$! in the ,!! Docu"ent !ia$og bo- is !is($a'e! in the Na"e co$u"n.

3ie%ing !ocu"ents that are attache! to a (rocess instance

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To vie% a !ocu"ent that is attache! to a (rocess instance:

E. 8.

Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the (rocess instance. In the Docu"ents section o# the (rocess instance !etai$s (age, c$ic& on the na"e o# the !ocu"ent that 'ou %ant to vie%. C$ic& on the #i$e na"e or URL to o(en the !ocu"ent.

A.

%evising documents that are attached to a process instance To a!! a ne% version o# an e-isting !ocu"ent to a (rocess instance:

E. Fro" M' Tas&s T Inbo- , c$ic& on the na"e o# the (rocess instance.
8. In the Docu"ents section o# the (rocess instance !etai$s (age, c$ic& on the na"e o# the !ocu"ent that 'ou %ant to u(!ate.

A. C$ic& the ,!! Docu"ent 3ersion button as sho%n in the #o$$o%ing i"age.

H. In the ,!! Docu"ent 3ersion !ia$og bo-, s(eci#' the !ocu"ent t'(e an! the #i$e na"e or URL, an!
then c$ic& )ub"it to u($oa! the !ocu"ent. J. The $ist o# !ocu"ents re#reshes, !is($a'ing the ne% version o# the !ocu"ent, the version nu"ber, the #i$e na"e, the !ocu"ent t'(e, the user %ho $ast "o!i#ie! the !ocu"ent, an! the $ast "o!i#ie! !ate. Note: 4hen 'ou a!! a ne% version o# a !ocu"ent to a (rocess instance, the #i$e na"e an! !ocu"ent t'(e o# the ne% version !o not nee! to "atch the #i$e na"es an! !ocu"ent t'(es o# the (revious versions.

Attaching documents to a Coach )o"e Lo"bar!i Coaches enab$e 'ou to u($oa! an! vie% !ocu"ents %hen co"($eting a tas& #or a (rocess instance. Note: +e#ore (er#or"ing the #o$$o%ing tas&s, a !eve$o(er in Lo"bar!i ,uthoring Environ"ent "ust have enab$e! !ocu"ent u($oa!ing #or the Coach. 3ie%ing an! u($oa!ing o# !ocu"ents #ro" the Coach "a' be restricte! !e(en!ing on the (ro(erties that the !eve$o(er s(eci#ie! #or the Coach. For "ore in#or"ation, see Attaching documents to a Coach in Lombardi Authoring Environment User Guide. To u($oa! a !ocu"ent #ro" a Coach:

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E. C$ic& the ,!! Docu"ent button, as sho%n in the #o$$o%ing i"age.

8.

)(eci#' a na"e #or the !ocu"ent in the Tit$e #ie$!. Fro" the T'(e !ro(*!o%n $ist, se$ect Fi$e or URL. I# 'ou are a!!ing a #i$e, c$ic& the +ro%sebutton an! se$ect the #i$e. I# 'ou are a!!ing a URL 0e.g. http1// .myserver.com1, s(eci#' the URL. C$ic& O5 to u($oa! the !ocu"ent. Note: 6ou "ust s(eci#' a !ocu"ent na"e in the Tit$e #ie$! %hen u($oa!ing a !ocu"ent #ro" a Coach.

To a!! a ne% version o# an e-isting !ocu"ent to a Coach: E. C$ic& the U(!ate o(tion #or the !ocu"ent, as sho%n in the #o$$o%ing i"age.

2.

C$ic& the +ro%se button to choose the u(!ate! version o# the #i$e. C$ic& O5 to u($oa! the !ocu"ent. The $ist o# !ocu"ents re#reshes, !is($a'ing the ne% version nu"ber, the user %ho $ast "o!i#ie! the !ocu"ent, an! the revision !ate.

:or<ing "it re!orts Re(orts enab$e 'ou to ana$' e the (er#or"ance o# (rocess instances an! the (rocess (artici(ants %ho co"($ete tas&s %ithin those instances. )ee the #o$$o%ing to(ics to $earn "ore about using re(orts to ana$' e (rocess (er#or"ance in Process Porta$ #or I+M 4ebs(here Lo"bar!i E!ition: To learn o" to%%% ,na$' e (rocess (er#or"ance b' vie%ing custo" re(orts an! scoreboar!s, as %e$$ as stan!ar! scoreboar!s. E-(ort (er#or"ance an! re(orting !ata to a co""a se(arate! va$ue #i$e 0C)31 #or use in e-terna$ (rogra"s. 3ie%ing scoreboar!s +ee%%%

E-(orting re(ort !ata

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To learn o" to%%% Create custo"i e! re(orts #ro" business variab$e !ata using the ,!*/oc Re(ort 4i ar!. +ee%%%

(ie"ing score'oar.s Fro" Lo"bar!i Process Porta$, 'ou can vie% the stan!ar! out o# the bo- scoreboar!s as %e$$ as custo" re(orts an! scoreboar!s create! using Lo"bar!i (er#or"ance !ata. )ee the Re(orting section o# Lombardi Authoring Environment User Guide to $earn ho% to:

Con#igure Lo"bar!i to !is($a' the stan!ar! out o# the bo- scoreboar!s in the Process Porta$. Create custo" re(orts using trac&e! (er#or"ance !ata.

The stan!ar! Lo"bar!i scoreboar!s inc$u!e: +core'oar. M' Per#or"ance Descri!tion )ho%s the current status o# 'our Lo"bar!i tas&s #or either a s(eci#ic Lo"bar!i grou(, or a$$ the grou(s o# %hich 'ou are a "e"ber. 6ou can a$so choose a s(eci#ic business (rocess to ana$' e or vie% !ata #or a$$ the (rocesses in %hich 'ou (artici(ate. )ho%s the current status o# the Lo"bar!i tas&s #or Lo"bar!i grou(s #or %hich 'ou are !esignate! as a tea" "anager. )ho%s the current status o# the active instances o# (articu$ar (rocesses in 'our organi ation. The s(eci#ic (rocesses that are inc$u!e! in the Process Per#or"ance scoreboar! can be con#igure! as e-($aine! in the Re(orting section o# Lombardi Authoring Environment User Guide. I# )L,s have been !e#ine!, the )L, Overvie% scoreboar! !is($a's a tab$e that $ists the na"e, !escri(tion, an! current status o# (articu$ar )L,s. The s(eci#ic )L,s that are inc$u!e! in the )L, Overvie% scoreboar! can be con#igure! as e-($aine! in the Re(orting section o# Lombardi Authoring Environment User Guide.

M' Tea" Per#or"ance

Process Per#or"ance

)L, Overvie%

Note: To $earn ho% to con#igure the stan!ar! out o# the bo- scoreboar!s so that the' inc$u!e the in#or"ation 'ou %ant an! are e-(ose! to the a((ro(riate grou(s o# users, see Using out of the bo# scoreboards in the Re(orting section o# Lombardi Authoring Environment User Guide. To vie% custo" scoreboar!s an! the re(orts that the' inc$u!e, 'ou "ust be a "e"ber o# the (artici(ant grou( to %ho" the scoreboar! is e-(ose!. To vie% scoreboar!s:

+PM P a g e 7 LL

E.

Un!er M' )coreboar!s, c$ic& the na"e o# the scoreboar! that 'ou %ant to vie%. Note: To vie% scoreboar!s in Lo"bar!i Process Porta$, 'ou "ust be a "e"ber o# the (artici(ant grou( to %ho" the scoreboar! is e-(ose!.

8.

For the stan!ar! scoreboar!s, 'ou can #i$ter the !ata !is($a'e! as #o$$o%s: M' Per#or"ance To #i$ter the resu$ts b' the tea"s that 'ou be$ong to, use the Tea" Fi$ter !ro(*!o%n $ist. To #i$ter the resu$ts b' (rocess, use the Process Fi$ter !ro(*!o%n $ist. To #i$ter the resu$ts b' the tea"s that re(ort to 'ou, use the Tea" Fi$ter !ro(*!o%n $ist. To #i$ter the resu$ts b' (rocess, use the Process Fi$ter !ro(*!o%n $ist.

M' Tea" Per#or"ance

Process Per#or"ance No #i$ter avai$ab$e in the scoreboar!, but 'ou can con#igure the (rocesses that are inc$u!e! as !escribe! in the Re(orting section o# Lombardi Authoring Environment User Guide. )L, Overvie% Fi$ter the resu$ts b' a (articu$ar ti"e#ra"e using the Ti"e !ro(*!o%n $ist at the botto" o# the scoreboar!.

A. Note: The #i$ter o(tions #or custo" scoreboar!s is !eter"ine! b' the user %ho creates the custo"
re(ort as !escribe! in Creating a more advanced custom report in Lombardi Authoring Environment User Guide. H. 4hen 'ou #inish vie%ing a scoreboar!, se$ect the na"e o# another scoreboar! un!er M' )coreboar!s or continue to (er#or" other tas&s in Lo"bar!i Process Porta$.

7!orting re!ort .ata 4ith Lo"bar!i Process Porta$, 'ou can e-(ort !ata #ro" so"e scoreboar!s as a co""a se(arate! va$ue #i$e 0C)31 #or use in e-terna$ (rogra"s.

E. Un!er M' )coreboar!s, c$ic& the na"e o# the scoreboar! #ro" %hich 'ou %ant to e-(ort !ata.
8. C$ic& on one o# the re(ort e$e"ents, such as one o# the s$ices in a (ie chart or a co$u"n in a bar chart. I# e-(ort o# !ata is avai$ab$e #or the se$ecte! scoreboar!, the scoreboar! re#reshes, !is($a'ing the e-(ort !ata icon at the to( o# the (age. icon.

A. C$ic& the e-(ort

H.

Fro" the O(ening re(ort!ata.csv !ia$og bo-, 'ou can o(en the C)3 #i$e or save the #i$e to a !estination.

Creating a.0 oc re!orts in Process Portal 4ith Lo"bar!i Process Porta$ 'ou can create custo"i e! re(orts using business variab$e !ata #ro" 'our (rocesses. Using the ,!*/oc Re(ort o(tion, 'ou can:

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Create an! share a!*hoc re(orts #ro" the Process Porta$, %ithout having to #irst create a re(ort in the Designer in Lo"bar!i ,uthoring Environ"ent. 2enerate !'na"ic re(orts in "u$ti($e !is($a' #or"ats 0(ie charts, bar charts, an! so on1. +in! business variab$e !ata to chart e$e"ents to custo"i e 'our re(ort !is($a's. E-(ort re(ort !ata to a Microso#t E-ce$ #i$e.

To create a re(ort using the ,!*/oc Re(ort o(tion in Lo"bar!i Process Porta$:

E.

C$ic& the ,!*/oc Re(orts $in& un!er M' )core+oar!s as sho%n in the #o$$o%ing #igure.

8.

In the ,!*/oc Re(orts (age, c$ic& the Ne% ,!*/oc Re(ort button, as sho%n in the #o$$o%ing i"age. Note: The Ne% ,!*/oc Re(ort button is avai$ab$e on$' i# 'ou are a "e"ber o# one or "ore (artici(ant grou(s to %ho" a +PD is e-(ose! 0E-(ose business !ata setting1. For "ore in#or"ation, see E#posing $P s in Lombardi Authoring Environment User Guide or on$ine he$(.

+PM P a g e 7 <;
A. Fro" the !ro(*!o%n $ist at the to( o# the (age, se$ect the na"e o# the business (rocess !e#inition 0+PD1 #ro" %hich to (u$$ !ata #or the re(ort, as sho%n in the #o$$o%ing #igure.

H.

Choose a Chart La'out 0#or e-a"($e, bar chart, (ie chart, etc.1 #ro" the !ro(*!o%n $ist un!er Chart Previe%.

J.

To s(eci#' %hich variab$es %i$$ be !is($a'e! in a re(ort chart, 'ou "ust bin! variab$es to the se$ecte! chart. To bin! a variab$e to an a-is, #or e-a"($e, si"($' se$ect the variab$e na"e #ro" the !ro(*!o%n $ist, as sho%n in the #o$$o%ing #igure. 4hen 'ou se$ect a +in!ing t'(e 0#or e-a"($e, ,uto*Trac&e!, Trac&ing 2rou(, )te( Durations, Ti"ing Interva$s, etc.1, a secon! !ro(*!o%n $ist a((ears !is($a'ing the variab$es that are associate! %ith the bin!ing t'(e 'ou se$ecte!, as sho%n in the #o$$o%ing #igure.

+PM P a g e 7 <E

Note: On$' those variab$es #or %hich Trac&ing is enab$e! in the +PD are !is($a'e! in the !ro(*!o%n $ists. For e-a"($e, i# 'ou choose ,uto*Trac&e! #or the +in!ing an! no variab$es are being trac&e! in Lo"bar!i ,uthoring Environ"ent, the Process Porta$ !is($a's No trac&e! ite"s in the !ro(*!o%n $ist. ,n!, so"e bin!ings !o not a((ear as o(tions in the Process Porta$ unti$ the' are con#igure! #or the se$ecte! +PD in Lo"bar!i ,uthoring Environ"ent an! trac&e! (er#or"ance !ata is ca(ture! in the Per#or"ance Data 4arehouse. )ee the Re(orting section in Lombardi Authoring Environment User Guide or on$ine he$( #or "ore in#or"ation about trac&ing !ata an! con#iguring re(orts. M. )e$ect the variab$es to bin! to the ]*a-is an! 6*a-is o# a bar chart, as sho%n in the #o$$o%ing i"age.

=.

C$ic& the Re#resh Chart button to vie% the !ata in the chart (revie%.

aving an ad-hoc report in Process Portal )aving an a!*hoc re(ort in Lo"bar!i Process Porta$ enab$es 'ou an! other users to vie% the re(ort at an' ti"e. Note: 4hen 'ou save an a!*hoc re(ort in Lo"bar!i Process Porta$, 'ou cannot "o!i#' the save! re(ort. +e sure that 'our re(ort is con#igure! (ro(er$' be#ore 'ou save it, because 'ou cannot e!it the re(ort settings in the Process Porta$ a#ter saving the re(ort. To save an a!*hoc re(ort:

E. C$ic& the )ave ,s Lo"bar!i Re(ort button, as sho%n in the #o$$o%ing #igure.

8.

)e$ect the Lo"bar!i securit' grou( %hose "e"bers shou$! be ab$e to vie% the save! re(ort, t'(e a na"e #or the re(ort in the )ave! Re(ort Detai$s #ie$!, an! then c$ic& the )ave Re(ort button, as sho%n

+PM P a g e 7 <8
in the #o$$o%ing #igure.

A.

6ou can vie% save! re(orts b' c$ic&ing ,!*/oc Re(orts un!er M' )coreboar!s an! then se$ecting the re(ort na"e #ro" the )ave! ,!*/oc Re(orts !ro(*!o%n $ist as sho%n in the #o$$o%ing i"age.

Note: 6ou can a$so re"ove the re(ort b' c$ic&ing the De$ete Re(ort button. Advanced ad-hoc report filtering 4hen choosing %hich business variab$es %i$$ be !is($a'e! in an a!*hoc re(ort chart, 'ou can custo"i e the #o$$o%ing #i$ters to re#ine the re(ort !ata:

)orting on ]*a-is Functions on 6*a-is Ti"e Perio! Fi$ter +usiness Data Fi$ter

+orting on B0a7is For so"e business variab$es 'ou can se$ect a )orting o(tion 0#or e-a"($e, ,scen!ing Or!er or Descen!ing Or!er1 #ro" the !ro(*!o%n $ist to !eter"ine ho% !ata is !is($a'e! a$ong the ]*a-is, as sho%n in the #o$$o%ing #igure.

2unctions on 40a7is For so"e business variab$es 'ou can se$ect a Function o(tion #ro" the !ro(*!o%n $ist to !eter"ine ho% !ata is !is($a'e! a$ong the 6*a-is, as sho%n in the #o$$o%ing #igure:

COUNT: Returns the nu"ber o# occurrences #or the boun! variab$e. +UM: Returns the tota$ nu"ber o# a$$ occurrences #or the boun! variab$e. /(=: Returns the average o# a$$ occurrences #or the boun! variab$e.

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MIN: Returns the "ini"u" o# a$$ occurrences #or the boun! variab$e. M/B: Returns the "a-i"u" o# a$$ occurrences #or the boun! variab$e.

Note: For )te( Durations an! Ti"ing Interva$s 'ou can o(tiona$$' convert #ro" "i$$isecon!s to secon!s, "inutes, hours, or !a's.

Time Perio. 2ilter Fro" the Ti"e Range !ro(*!o%n $ist, se$ect a re$evant ti"e (erio! 0#or e-a"($e, Last 6ear, Current 6ear, Last ?uarter, Current ?uarter, etc.1 #or !is($a'ing !ata in the re(ort chart, as sho%n in the #o$$o%ing #igure. 6ou can a$so use a custo" ti"e (erio! %ith a s(eci#ic start !ate an! en! !ate. )e$ecting Custo" Perio! #ro" the Ti"e* Range !ro(*!o%n $ist enab$es the )tart Date an! En! Date #ie$!s, %hich are hi!!en b' !e#au$t. 6ou can either t'(e the start an! en! !ates into the #ie$!s !irect$' or c$ic& on the ca$en!ar icons to se$ect the !ates.

Business Data 2ilter The +usiness Data Fi$ter enab$es 'ou to #i$ter the !ata #or a se$ecte! business variab$e even #urther b' su(($'ing a con!itiona$ state"ent 0#or e-a"($e, E9ua$s, 2reater Than, 2reater Than or E9ua$ To, Less Than, Less Than or E9ua$ To, etc.1 re$ate! to so"e s(eci#ie! va$ue, as sho%n in the #o$$o%ing #igure. C$ic& the ,!! button to bui$! con!itiona$ state"ents #or the re(ort.

+PM P a g e 7 <H

!xporting an ad-hoc report to an !xcel file To e-(ort the !ata #ro" an a!*hoc re(ort in Lo"bar!i Process Porta$ to a Microso#t E-ce$ 0.-$s1 #i$e:

E. C$ic& the E-(ort to E-ce$ button, as sho%n in the #o$$o%ing #igure.

8.

Choose %hether to o(en or save the E-ce$ #i$e, as sho%n in the #o$$o%ing #igure.

Performing effecti-e searc es 6ou can create an! save severa$ t'(es o# searches in Process Porta$ #or I+M 4ebs(here Lo"bar!i E!ition. For e-a"($e, 'ou can create an! save a search that enab$es 'ou to vie% active tas&s assigne! to "e"bers o# a (articu$ar grou(. 6ou can a$so (er#or" a 9uic& search to #in! (rocess instances b' na"e. )ee the #o$$o%ing to(ics to $earn "ore about using the search ca(abi$ities in Lo"bar!i Process Porta$:

+PM P a g e 7 <J
To learn o" to%%% )earch both active an! inactive (rocess instances #or (articu$ar (rocess na"es. )earch across "u$ti($e (rocesses an! %ithin a (arent (rocess an! its neste! (rocesses #or (articu$ar business !ata. Create custo" searches an! save the" #or #uture use. )hare save! searches %ith other Process Porta$ users. Note: 6ou "ust $ogin as a Process Porta$ a!"inistrator to share searches. )ort the (rocess instances an! tas&s in the Inbo-. Organi ing search resu$ts b' tas& or b' instance Using 9uic& search +ee%%%

)earching business*variab$e !ata

Creating a save! search )haring save! searches

Using ,uic< searc

Using ,uic< searc To use the ?uic& )earch #eature in Lo"bar!i Process Porta$:

1. 2.

T'(e a search string in the ?uic& )earch #ie$! at the to( o# the (age on the right*han! si!e. C$ic& the ?uic& )earch $in&. ?uic& search $ocates (rocess instances %ith na"es that "atch the string that 'ou (rovi!e. +' !e#au$t, 9uic& search searches a$$ current an! (ast (rocess instances assigne! to the current user. The Process Porta$ re#reshes, !is($a'ing the search resu$ts.

+earc ing 'usiness0-aria'le .ata 4hen a business ana$'st or !eve$o(er creates a (rocess !e#inition in the Designer in Lo"bar!i ,uthoring Environ"ent, he !e#ines %hat variab$es are (art o# the (rocess, such as custo"er na"e, $oan a"ount, or e"($o'ee s&i$$ $eve$. +usiness !ata is the run*ti"e "ani#estation o# the variab$es in a (rocess, i.e. the va$ue o# the variab$es. For e-a"($e, business !ata #or a (rocess instance "ight be a $oan a"ount o# ^J;;,;;;. Note: In Lo"bar!i Process Porta$, 'ou can search across "u$ti($e (rocesses an! %ithin a (arent (rocess an! its neste! (rocesses #or (articu$ar business !ata. To search #or business !ata, 'ou "ust #irst "a&e the corres(on!ing variab$es avai$ab$e #or search. 0For "ore in#or"ation, see Managing and mapping variables in Lombardi Authoring Environment User Guide.1 E. )tart Lo"bar!i Process Porta$, se$ect Inbo- or /istor' un!er M' Tas&s, an! c$ic& the )ho% )earch button:

+PM P a g e 7 <M

8. C$ic& the ,!! Ne% Con!ition button.

A. H. Choose +usiness Data #ro" the #irst !ro(*!o%n $ist !is($a'e! #or the ne% con!ition. Fro" the secon! !ro(*!o%n $ist, choose one o# the avai$ab$e variab$es an! then choose an o(erator an! su(($' a va$ue as sho%n in the #o$$o%ing i"age:

J.

6.

Continue to a!! ne% con!itions as nee!e!. C$ic& the More button i# 'ou %ant to choose the co$u"ns to !is($a' in 'our search resu$ts an! the co$u"ns to sort on. The $e#t te-t bo- $ists the co$u"ns to choose #ro" an! the right te-t bo- $ists the co$u"ns that %i$$ be !is($a'e! in 'our search resu$ts. To a!! a co$u"n, c$ic& the na"e o# the co$u"n that 'ou %ant an! then c$ic& the right*arro% icon. Move a co$u"n na"e #ro" the right to the $e#t to re"ove that co$u"n #ro" the !is($a'e! resu$ts. 6ou can a$so set the (ri"ar' an! secon!ar' co$u"ns b' %hich to sort 'our search resu$ts, as %e$$ as s(eci#' the sort or!er #or each 0ascen!ing or !escen!ing1. To custo"i e the nu"ber o# Ite"s Per Page, se$ect a va$ue 0#or e-a"($e, E;, 8;, A;, J;, =J, E;;1.

=.

C$ic& the )earch button to (er#or" the search. The Process Porta$ !is($a's the search resu$ts as sho%n in the #o$$o%ing i"age:

8.

C$ic& the )ho% )earch button at the to( o# the search resu$ts to return to the search con!itions.

+PM P a g e 7 <=

9.

C$ic& the )ave )earch button at the botto" o# the search con!itions to save the search (ara"eters #or $ater use.

10. T'(e a na"e #or the search in the te-t bo- (rovi!e! an! c$ic& O5.
The search na"e !is($a's un!er M' Tas&s an! 'ou can c$ic& the $in& to access the save! search at an' ti"e. 4hen 'ou access a save! search, 'ou can c$ic& the )ho% )earch button to !is($a' an! revise the search settings. 6ou can c$ic& the De$ete )earch button i# 'ou !eci!e to !e$ete a save! search. Note: )earches save! b' "e"bers o# the t%R(orta$Ra!"ins securit' grou( can be accesse! b' a$$ other Process Porta$ users. Other%ise, searches are avai$ab$e on$' to the user %ho creates an! saves the search. Creating a sa-e. searc )ave! searches can be share! b' "e"bers o# the t _portal_admins securit' grou(. Other%ise, searches are avai$ab$e on$' to the user %ho creates an! saves the search. To save a search in the Lo"bar!i Process Porta$:

E. )tart Lo"bar!i Process Porta$, se$ect Inbo- or /istor' un!er M' Tas&s, an! c$ic& the )ho%
8. A. )earch button. )et the search con!itions. 6ou can create a!!itiona$ search con!itions b' c$ic&ing on the ,!! Ne% Con!ition button. C$ic& the More button to choose the co$u"ns to !is($a' in the search resu$ts. C$ic& a co$u"n na"e un!er Choose Co$u"ns To Dis($a' an! use the right arro% icon to "ove the co$u"n to the bo- on the right. Note: 6ou can se$ect "u$ti($e contiguous co$u"ns b' (ressing the )hi#t &e', c$ic&ing the #irst in the series, an! then c$ic&ing the $ast in the series. To se$ect "u$ti($e non*contiguous co$u"ns, (ress the Ctr$ &e' each ti"e 'ou c$ic& a co$u"n na"e. H. Estab$ish the (ri"ar' an! secon!ar' co$u"ns b' %hich to sort 'our resu$ts, as %e$$ as the sort or!er.

J. To custo"i e the nu"ber o# Ite"s Per Page, se$ect a va$ue 0#or e-a"($e, E;, 8;, A;, J;, =J, E;;1.
M. 4hen 'ou have #inishe! entering 'our search con!itions, c$ic& the )earch button. The Process Porta$ !is($a's search resu$ts $i&e those sho%n in the #o$$o%ing i"age.

=. C$ic& the )ho% )earch button at the to( o# the search resu$ts to return to the search con!itions.

+PM P a g e 7 <L L. C$ic& the )ave )earch button at the botto" o# the search con!itions to save the search (ara"eters #or
$ater use. <. T'(e a na"e #or the search in the te-t bo- (rovi!e! an! c$ic& O5.

10. The search na"e !is($a's un!er M' Tas&s an! 'ou can c$ic& the $in& to access the save! search at
an' ti"e. 4hen 'ou access a save! search, 'ou can c$ic& the )ho% )earch button to !is($a' an! revise the search settings. 6ou can c$ic& the De$ete )earch button i# 'ou !eci!e to !e$ete a save! search. )ee )haring save! searches to $earn ho% Process Porta$ a!"inistrators can share a save! search. + aring sa-e. searc es ,#ter creating an! saving a custo" search in Lo"bar!i Process Porta$, a!"inistrators can share custo" searches %ith other Lo"bar!i users. This enab$es a!"inistrators to create an! share searches that "a' be use#u$ #or certain grou(s or users. 4hen custo" searches are share! via Lo"bar!i Process Porta$, the' are $iste! un!er M' Tas&s. Note: 6ou "ust $og in to Lo"bar!i Process Porta$ as t%R(orta$Ra!"in or as a "e"ber o# the t%R(orta$Ra!"ins grou( to share save! searches. )ee theLombardi Administration Guide #or "ore in#or"ation about t%R(orta$Ra!"in. To share a save! Process Porta$ search:

E. Create an! save a custo" search as !escribe! in Creating a save! search. 8. O(en the save! search b' c$ic&ing the na"e o# the search un!er M' Tas&s. A. C$ic& the )ho% )earch button at the to( o# the search resu$ts.
H. C$ic& the )hare this )earch button at the botto" o# the search con!itions. 4hen (ro"(te!, c$ic& O5 to share the search %ith a$$ other Lo"bar!i Process Porta$ users. 4hen other users $og in to Lo"bar!i Process Porta$, the' can access the search #ro" the $in& un!er M' Tas&s. Organi*ing searc results 'y tas< or 'y instance To organi e search resu$ts b' tas&:

5.

E. Fro" Lo"bar!i Process Porta$, !is($a' the search resu$ts 'ou %ant to organi e. 6ou can use
8. the Cuic< +earc #eature or use a save! search to !is($a' search resu$ts. C$ic& the Organi e b' Tas& button at the to( o# the search resu$ts. The Process Porta$ (age re#reshes, !is($a'ing the search resu$ts organi e! b' tas&. Note: 4hen 'ou c$ic& Organi e b' Tas&, the Organi e b' Instance button beco"es avai$ab$e. To organi e search resu$ts b' (rocess instance:

+PM P a g e 7 << E. Fro" Lo"bar!i Process Porta$, !is($a' the search resu$ts 'ou %ant to organi e. 6ou can use
8. the Cuic< +earc #eature or use a save! search to !is($a' search resu$ts. C$ic& Organi e b' Instance button. The Process Porta$ (age re#reshes, !is($a'ing the search resu$ts organi e! b' instance. 4hen 'ou c$ic& Organi e b' Instance, the Organi e b' Tas& button beco"es avai$ab$e. Using Critical Pat Management features The critica$ (ath ana$'sis too$s in Lo"bar!i Process Porta$ enab$e 'ou to:

Deter"ine %hether a running (rocess instance is on trac& #or co"($etion. Change the !ue !ate #or a (rocess instance at an' ti"e !uring the $i#e o# the instance. ,!just the !ue !ates o# activities an! tas&s in a (rocess instance to get the instance bac& on trac&.

Note: To use critica$ (ath ana$'sis too$s in Lo"bar!i Process Porta$, 'ou "ust be a "e"ber o# the !esignate! user grou( as !escribe! in the "ettings for Critical Path Management to(ic in !eb"phere Lombardi Edition Administration Guide. +' !e#au$t, this user grou( is t%R(rocessRo%ners. The #o$$o%ing tab$e !escribes the critica$ (ath "anage"ent tas&s that 'ou can co"($ete in Lo"bar!i Process Porta$: To learn o" to%%% ,ccess the Critica$ Path Manage"ent #eatures Deter"ine i# a running (rocess instance is on trac& Change the critica$ (ath (rojection Change a (rocess instance !ue !ate base! on (rojections Change the (riorit', !uration, or !ue !ate #or in!ivi!ua$ tas&s or activities Ma&e bu$& changes to (rocess instance va$ues )ave or revert changes to (rocess instance settings Run an! use the critica$ (ath sa"($e (rocess E-(ort critica$ (ath !ata to E-ce$ +ee%%% ,ccessing Critica$ Path Manage"ent #eatures Chec&ing (rojecte! !ue !ate Changing the critica$ (ath (rojection Changing a (rocess instance !ue !ate

Changing settings #or activities

Ma&ing bu$& changes to (rocess instance va$ues )aving or reverting changes to (rocess instance va$ues Running the critica$ (ath sa"($e (rocess E-(orting critica$ (ath !ata to E-ce$

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Accessing Critical Path Management features To access the critica$ (ath ana$'sis too$s #or a (rocess instance: E. 8. Fro" M' Tas&s T Inbo- c$ic& on the na"e o# the (rocess instance that 'ou %ant to ana$' e. Fro" the (rocess instance !etai$s (age, c$ic& Critica$ Path on the too$bar as sho%n in the #o$$o%ing i"age:

Lo"bar!i Process Porta$ !is($a's the critica$ (ath "anage"ent in#or"ation an! o(tions #or the chosen instance as sho%n in the #o$$o%ing i"age:

Checking pro/ected due date 4hen 'ou !is($a' the critica$ (ath "anage"ent in#or"ation #or a running (rocess instance, 'ou can see the (rojecte! !ue !ate !is($a'e! in the Instance Detai$s section o# the inter#ace. I# the !ate !is($a'e! in the Projecte! Due Date #ie$! is $ater than the !ate !is($a'e! in the Current Due Date #ie$!, the current instance is not going to co"($ete on sche!u$e accor!ing to the current (rojection. The !e#au$t (rojection #or an instance is Pessi"istic. To $earn "ore about the avai$ab$e t'(es o# (rojections an! ho% to re#ine 'our ana$'sis using those t'(es, see Changing the critica$ (ath (rojection. C anging t e critical !at !ro#ection There are severa$ routes, or (aths, that can be use! to co"($ete a (rocess, an! the ti"e nee!e! to co"($ete each (ath !e(en!s on ho% $ong it ta&es users to (er#or" each tas& a$ong the (ath. 2enera$$', the critica$ (ath is the route that ta&es the "ost ti"e to co"($ete. The ti"e re9uire! to co"($ete each (ath is ca$cu$ate! #ro" the !urations an! !ue !ates o# the tas&s in the (ath.

+PM P a g e 7 E;E
The Critica$ Path Manage"ent #eatures in Lo"bar!i Process Porta$ enab$es 'ou to i!enti#' !i##erent (aths in the (rocess an! ana$' e ho% $ong it %i$$ ta&e to co"($ete the (rocess using the #o$$o%ing (rojections. To change the (rojecte! (ath #or the current$' running (rocess instance, se$ect one o# the #o$$o%ing o(tions #ro" the Projection !ro(*!o%n $ist: Note: I# a business (rocess !e#inition 0+PD1 !oes not inc$u!e an' !ecisions, then there %i$$ be on$' one (ath through the (rocess an! a$$ three (rojection t'(es %i$$ be the sa"e. 4hen a +PD inc$u!es one or "ore !ecisions, it is (ossib$e to ca$cu$ate "ore than one (ath through a (rocess. Pro#ecte. !at O(ti"istic Descri!tion Data use. to calculate

4hen one or "ore (aths can be ca$cu$ate! #or a +PD, the (ath that ta&es the $east a"ount o# ti"e to co"($ete is the O(ti"istic (ath. 4hen one or "ore (aths can be ca$cu$ate! #or a +PD, the (ath that ta&es the "ost ti"e to co"($ete 0e-c$u!ing $oo(s1 is the Pessi"istic (ath. 4hen one or "ore (aths can be ca$cu$ate! #or a +PD, this is the (ath "ost $i&e$' to be ta&en base! on (ast e-ecutions.

The shortest (ath is ca$cu$ate! using the !urations an! !ue !ates o# each (en!ing activit'. The $ongest (ath is ca$cu$ate! using the !urations an! !ue !ates o# each (en!ing activit'. Per#or"ing a historica$ (rojection re9uires that the (rocess has autotrac&ing enab$e! an! trac&ing !e#initions "ust have been sent to Per#or"ance Data 4arehouse be#ore instances o# the (rocesses starte! running. )ee Trac&ing Performance ata for the 'ptimi(er in Lombardi Authoring Environment User Guide #or "ore in#or"ation. /istorica$ (rojections are not va$i! i# !ata !oes not e-ist in Per#or"ance Data 4arehouse #or the current (rocess.

Pessi"istic

/istorica$

Note: The !urations an! !ue !ates #or activities are base! on the settings "a!e b' the (rocess author in Lo"bar!i ,uthoring Environ"ent. )eeEnabling a process for critical path analysis in Lombardi Authoring Environment User Guide #or "ore in#or"ation. 4hen 'ou se$ect /istorica$ #ro" the Projection !ro(*!o%n $ist, an a!!itiona$ /istorica$ )cenario !ro(*!o%n $ist a((ears to the right %here 'ou can se$ect the scenario to use as the basis #or 'our historica$ (rojection. The !e#au$t scenarios are $iste! in the #o$$o%ing tab$e. I# 'ou have create! or have access to other historica$ ana$'sis scenarios 0as !escribe! in Creating historical analysis scenarios in the Authoring Environment User Guide or on$ine he$(1, those scenarios are a$so avai$ab$e #or se$ection. 8istorical !ro#ection This 4ee& Descri!tion ,na$'sis is (er#or"e! using historica$ !ata #or (rocess instances that ran in the current %ee&. ,na$'sis is (er#or"e! using historica$ !ata #or (rocess instances that ran in the (rece!ing

Last ?uarter

+PM P a g e 7 E;8
8istorical !ro#ection 9uarter. ,$$ Co"($ete! ,na$'sis is (er#or"e! using historica$ !ata #or a$$ (revious$' co"($ete! instances o# this (rocess. ,na$'sis is (er#or"e! using historica$ !ata #or a$$ instances, inc$u!ing current$' running an! a$$ co"($ete! instances o# this (rocess. ,na$'sis is (er#or"e! using historica$ !ata #or current$' running instances o# this (rocess. ,na$'sis is (er#or"e! using historica$ !ata #or a$$ (rocess instances running or co"($ete! in the current 'ear. ,na$'sis is (er#or"e! using historica$ !ata #or a$$ (rocess instances running or co"($ete! in the current 9uarter. ,na$'sis is (er#or"e! using historica$ !ata #or (rocess instances that ran in the (rece!ing 'ear. ,na$'sis is (er#or"e! using historica$ !ata #or (rocess instances that ran in the (rece!ing "onth. ,na$'sis is (er#or"e! using historica$ !ata #or a$$ (rocess instances running or co"($ete! in the current "onth. ,na$'sis is (er#or"e! using historica$ !ata #or (rocess instances that ran in the (rece!ing %ee&. Descri!tion

,$$ ,vai$ab$e

,$$ In*F$ight This 6ear

This ?uarter

Last 6ear

Last Month

This Month

Last 4ee&

4hen 'ou change the (rojection, the Projecte! Due Date changes in the Instance Detai$s section to sho% the i"(act o# the (rojecte! (ath on the !uration o# the entire (rocess. ,$so, the Critica$ Path Manage"ent section !is($a's the "i$estones, activities, an! tas&s that are re$evant to the (rojecte! (ath 'ou have se$ecte!. Note: I# on$' one (ossib$e (ath e-ists in a +PD because there are no !ecisions or other gate%a's, the (rojections #or O(ti"istic an! Pessi"istic are the sa"e. To vie% a gra(hica$ re(resentation o# the current (rojecte! (ath, c$ic& the )ho% Process Instance Diagra" button on the too$bar, as sho%n in the #o$$o%ing i"age:

+PM P a g e 7 E;A

Lo"bar!i Process Porta$ !is($a's the (rocess instance !iagra" in the F$ash vie%er. The current activit' in the running (rocess instance is high$ighte! in 'e$$o%, an! the se9uence $ines #or the (rojecte! (ath are high$ighte! in (ur($e #ro" the current activit' to the en! o# the (rocess. ,$so, i# 'ou have se$ecte! a "i$estone or an activit' in the Critica$ Path Manage"ent section, that "i$estone or activit' is high$ighte! in (ur($e an! has a thic& b$ac& bor!er. C anging !rocess instance settings ,#ter ana$' ing the (rojections #or a (rocess instance, 'ou "a' %ant to change s(eci#ic setting such as the !ue !ate #or the overa$$ instance or the !ue !ate #or in!ivi!ua$ activities. The #o$$o%ing to(ics !escribe the changes 'ou can "a&e to 'our (rocess instances using the Critica$ Path Manage"ent #eatures in Lo"bar!i Process Porta$. +e#ore 'ou begin the #o$$o%ing tas&s:

6ou "ust access the Critica$ Path Manage"ent inter#ace in Lo"bar!i Process Porta$ as !escribe! in ,ccessing Critica$ Path Manage"ent #eatures. 6ou shou$! revie% the in#or"ation in 3ie%ing "i$estones, activities, an! tas&s to be sure that 'ou can vie% a$$ (en!ing u(!ates cause! b' an' changes that 'ou "a&e.

Changing a process instance due date In the Instance Detai$s section o# the Critica$ Path inter#ace, 'ou can change the !ue !ate o# the (rocess instance 0the en! !ate #or the entire (rocess1, as !escribe! in the #o$$o%ing ste(s: E. 8. A. Enter the ne% !ate an! ti"e in the U(!ate Due Date #ie$!. 6ou can either t'(e the !ate an! ti"e or c$ic& the ca$en!ar icon to the right o# theU(!ate Due Date #ie$! an! se$ect a !ate an! ti"e #ro" the ca$en!ar. Revie% the (en!ing changes to the va$ues in the Critica$ Path Manage"ent section. C$ic& the )ave button to co""it the change.

Changing settings for activities In the Critica$ Path Manage"ent inter#ace in Lo"bar!i Process Porta$, 'ou can change the in!ivi!ua$ va$ues 0(riorit', !uration, !ue !ate1 o# activities an! tas&s in a (rocess instance as !escribe! in the #o$$o%ing ste(s.

1.

T'(e the ne% va$ue !irect$' into each #ie$! that 'ou %ant to u(!ate. 4hen 'ou change a va$ue 0such as the !uration or the !ue !ate1 in theU(!ates section, the #ie$! is sha!e! 'e$$o% to in!icate that it has been change! but not 'et save! 0it can sti$$ be reverte!1. 6ou can change the (riorit', !uration, an! !ue !ate o# an activit' or a tas&. For the !ue !ate, 'ou can either t'(e the !ate an! ti"e or c$ic& on the ca$en!ar icon to the right o# the Due Date #ie$! an! se$ect a !ate an! ti"e #ro" the ca$en!ar. I# 'ou nee! to re#er bac& to the current va$ues, c$ic& the in!icator at the to( right o# the Critica$ Path Manage"ent section to sho% 0or hi!e1 the current va$ues as sho%n in the #o$$o%ing i"age:

+PM P a g e 7 E;H

8. A.

In the Changes section, revie% the (en!ing changes to the va$ues. 4hen 'ou change the !uration or !ue !ate o# an activit' or active tas&, 4eb)(here Lo"bar!i E!ition u(!ates the !urations an! !ue !ates o# a$$ subse9uent activities an! tas&s that are a##ecte! b' the change. C$ic& the )ave button to co""it the changes.

Making bulk changes to process instance values I# 'ou %ant to change severa$ va$ues si"u$taneous$' %hen (er#or"ing critica$ (ath ana$'sis #or a (rocess instance, 'ou can !o so 9uic&$' using the settings in Mass U(!ates. E. Choose the settings #ro" the !ro(*!o%n $ists in the Mass U(!ates #ie$! to i"($e"ent the changes that 'ou %ant. The #o$$o%ing tab$e !escribes the avai$ab$e settings: If you select%%% Reset to Current T en you nee. to s!ecify%%% /n. t en a!!ly t e u!.ate to%%% 2or%%%

4hich o# the #o$$o%ing va$ues 'ou %ant to reset to the current va$ue:

Change! va$ues or on$' critica$ (ath va$ues.

,ctivities, ,ctive Tas&s, or ,ctivities an! ,ctive Tas&s

o o o
Decrease Duration b' K Decrease ,"ount

Duration Due Date Priorit' ,$$ va$ues, change! va$ues, unchange! va$ues, or on$' critica$ (ath va$ues ,ctivities an! ,ctive Tas&s

The nu"erica$ (ercentage b' %hich 'ou %ant to !ecrease the !uration

The setting that 'ou %ant to ,$$ va$ues, change! va$ues, !ecrease 0!uration or !ue unchange! va$ues, or on$' critica$ !ate1 an! the va$ue #or the (ath va$ues a"ount. For the va$ue that 'ou s(eci#', the !uration or !ue !ate is !ecrease! b' that nu"ber o# !a's. For e-a"($e, i# 'ou s(eci#' E;, the !uration or !ue !ate is !ecrease! b' E; !a's.

,ctivities, ,ctive Tas&s, or ,ctivities an! ,ctive Tas&s

+PM P a g e 7 E;J
If you select%%% Increase Duration b' K Increase ,"ount T en you nee. to s!ecify%%% /n. t en a!!ly t e u!.ate to%%% 2or%%%

The nu"erica$ (ercentage b' ,$$ va$ues, change! va$ues, %hich 'ou %ant to increase the unchange! va$ues, or on$' critica$ !uration (ath va$ues The setting that 'ou %ant to ,$$ va$ues, change! va$ues, increase 0!uration or !ue !ate1 unchange! va$ues, or on$' critica$ an! the va$ue #or the a"ount. (ath va$ues For the va$ue that 'ou s(eci#', the !uration or !ue !ate is increase! b' that nu"ber o# !a's. For e-a"($e, i# 'ou s(eci#' E;, the !uration or !ue !ate is increase! b' E; !a's. The setting that 'ou %ant to change 0!uration, !ue !ate, or (riorit'1, an! the va$ue #or that setting. For !uration an! !ue !ate, 'ou can s(eci#' !a's. I# 'ou s(eci#' on$' a va$ue, the !uration or !ue !ate is set to that nu"ber o# !a's. For e-a"($e, i# 'ou s(eci#' on$' E;, the !uration or !ue !ate is set to E; !a's. For (riorit', 'ou can choose the ne% (riorit' #ro" the !ro(* !o%n $ist. ,$$ va$ues, change! va$ues, unchange! va$ues, or on$' critica$ (ath va$ues

,ctivities an! ,ctive Tas&s

,ctivities, ,ctive Tas&s, or ,ctivities an! ,ctive Tas&s

)et 3a$ue

,ctivities, ,ctive Tas&s, or ,ctivities an! ,ctive Tas&s

8. A.

C$ic& the U(!ate 3a$ues button. Changes are a(($ie! (er the chosen settings. 6ou can see the changes in the Critica$ Path Manage"ent section o# the inter#ace. Revie% the (en!ing changes to the va$ues in the Critica$ Path Manage"ent section. The #ie$! #or each u(!ate! va$ue is sha!e! 'e$$o% to in!icate that it has been change!, but not 'et save!. 4hen 'ou change the !uration or !ue !ate o# an activit' or a tas&, 4eb)(here Lo"bar!i E!ition accor!ing$' u(!ates the !urations an! !ue !ates o# a$$ subse9uent activities an! tas&s that are a##ecte! b' the change. C$ic& )ave to co""it the changes.

H.

aving or reverting changes to process instance values 4hen 'ou change a va$ue 0such as the (riorit', !uration, or the !ue !ate1, each a##ecte! #ie$! is sha!e! 'e$$o% to in!icate that it has been change! but not 'et save!. 4hi$e a (en!ing change is high$ighte! in 'e$$o%, 'ou can choose to either save it or revert it.

+PM P a g e 7 E;M
Note: I# 'ou have (en!ing changes, the' %i$$ be reverte! i# 'ou change the critica$ (ath (rojection. I# 'ou nee! to change the (rojection, !o so either be#ore 'ou "a&e changes to (rocess instance va$ues or a#ter 'ou have a$rea!' save! 'our changes. 6ou can revert 0un!o1 (en!ing changes b' c$ic&ing the Revert button. 4hen 'ou c$ic& the )ave button, a$$ (en!ing changes are co""itte! an! cannot be reverte!. Viewing milestones0 activities0 and tasks The Critica$ Path Manage"ent inter#ace !is($a's the va$ues 0(riorit', !uration, an! !ue !ate1 o# activities an! tas&s #or the se$ecte! (rocess instance. 6ou can c$ic& the 9uestion "ar& icon ne-t to the Critica$ Path Manage"ent section o# the inter#ace to vie% or hi!e the $egen!, %hich (rovi!es a &e' #or i!enti#'ing ite"s in the current instance, as sho%n in the #o$$o%ing i"age. Each "i$estone "a' contain one or "ore activities, an! each activit' "a' sho% one or "ore generate! tas&s.

In the (rece!ing i"age, 'ou can see that the activities are organi e! (er "i$estone. 6ou can c$ic& the in!icator ne-t to the na"e o# each "i$estone to vie% or hi!e the activities an! tas&s in the "i$estone. )i"i$ar$', 'ou can c$ic& the in!icator ne-t to the na"e o# an activit' to vie% or hi!e the tas&s generate! b' the activit'. 0,ctivities in the +PD generate tas&s in running instances o# that +PD.1 Non*critica$ activities are gra'e! out an! are hi!!en b' !e#au$t, %hereas critica$ activities a((ear in bo$!#ace t'(e an! are !is($a'e! b' !e#au$t. To sho% 0or hi!e1 non*critica$ activities, c$ic& the (age icon at the to( right o# the Critica$ Path Manage"ent section, as sho%n in the #o$$o%ing i"age:

+PM P a g e 7 E;=
4hen e!iting the !urations an! !ue !ates o# activities an! tas&s in the Critica$ Path Manage"ent section, the current va$ues #or !urations an! !ue !ates o# activities an! tas&s are hi!!en b' !e#au$t. I# 'ou are "a&ing changes to va$ues an! 'ou nee! to re#er bac& to the current va$ues, c$ic& the in!icator at the to( right o# the Critica$ Path Manage"ent section to sho% 0or hi!e1 the current va$ues, as sho%n in the #o$$o%ing i"age:

Running t e critical !at sam!le !rocess 4eb)(here Lo"bar!i E!ition inc$u!es a sa"($e (rocess ca$$e! Mar&eting Tie*In that 'ou can use to e-(eri"ent %ith critica$ (ath ana$'sis #eatures. +e#ore 'ou can run the sa"($e (rocess an! then ana$' e the (rocess ste(s in Lo"bar!i Process Porta$, the #o$$o%ing tas&s "ust be co"($ete!: Tas< I"(ort the sa"($e (rocess a(($ication: CLo"bar!iRho"eDYi"(ortsYcritica$*(ath*sa"($e.t%+ee%%% )mporting and e#porting process applications from the Process Center Consolein Lombardi Authoring Environment User Guide

Use the E-(ose to start setting #or the Mar&eting Tie*In E#posing $P s in Lombardi Authoring Environment User +PD to enab$e Process Porta$ users to run the sa"($e Guide +PD Ensure that the ,$$o% Critica$ Path Manage"ent o(tion Enabling the Critical Path Management option in Lombardi is enab$e! Authoring Environment User Guide

To run the Mar&eting Tie*In sa"($e (rocess: E. )tart the Mar&eting Tie*In (rocess as !escribe! in )tarting a ne% (rocess. Note: To start the sa"($e (rocess, 'ou "ust be a "e"ber o# the grou( to %ho" the Mar&eting Tie*In (rocess %as e-(ose! 0E-(ose to startsetting1 in Lo"bar!i ,uthoring Environ"ent. 8. A. 4hen the Lo"bar!i Coach o(ens, c$ose out o# the Coach an! then re#resh 'our 4eb bro%ser. In 'our Inbo-, 'ou can see the running instance o# the Mar&eting Tie*In (rocess. C$ic& on the instance na"e.

+PM P a g e 7 E;L
H. Fro" the (rocess instance !etai$s (age, c$ic& Critica$ Path on the too$bar as sho%n in the #o$$o%ing i"age:

5.

E-($ore each o# the o(tions !escribe! in Using Critica$ Path Manage"ent #eatures.

The Mar&eting Tie*In (rocess !e#inition contains three "i$estones #or ro$$ing out a (ro!uct "ar&eting ($an:

Pre Re$ease Re$ease 4ee& Post Re$ease

Note: To see a$$ "i$estones, 'ou "a' have to c$ic& the (age icon at the to(*right o# the Critica$ Path Manage"ent section as !escribe! in 3ie%ing "i$estones, activities, an! tas&s. The Mar&eting Tie*In (rocess !iagra" contains the #o$$o%ing critica$ (aths:

Pessi"istic (ath: This (ath begins %ith the Deter"ine Cross*Pro"otion P$an activit' an! then #$o%s through the Co"($e- P$anG !ecision gate%a', the Pre(are Materia$s activit', an! the P$an Post* Morte" activit'. O(ti"istic (ath: This (ath a$so begins %ith the Deter"ine Cross*Pro"otion P$an activit' an! then #$o%s through the Co"($e- P$anG !ecision gate%a'. +ut then it ta&es a !i##erent route through the Noti#' +ranches activit' an! then the s($it, #o$$o%e! b' the ,na$' e De"an! I"(act activit', the I"($e"ent )i"($e Nationa$ P$an activit', the Ro$$ +ac& Prices 0,$%a's1 activit', the join an! then the P$an Post*Morte" activit'.

It is i"(ortant to note that %hen the (rojecte! (ath is ca$cu$ate!, the overa$$ !uration 0the ti"e re9uire! to get to the en! o# the running (rocess #ro" the current $ocation1 is the "ost i"(ortant #actor. The o(ti"istic (ath is not necessari$' the (ath %ith the #e%est activities, an! the (essi"istic (ath is not necessari$' the (ath %ith the "ost activities. 37!orting critical !at .ata to 37cel 6ou can e-(ort the ra% critica$ (ath !ata #ro" the Critica$ Path Manage"ent inter#ace in Lo"bar!i Process Porta$ to a Microso#t E-ce$ .csv #i$e as !escribe! in the #o$$o%ing ste(s: E. C$ic& the E-(ort o(tion at the to( right o# the Instance Detai$s section, as sho%n in the #o$$o%ing i"age:

+PM P a g e 7 E;<

8. 4hen (ro"(te! b' 'our 4eb bro%ser, s(eci#' a na"e #or the .csv #i$e an! then c$ic& the )ave button.
A. O(en the .csv #i$e in Microso#t E-ce$ to vie% the e-(orte! !ata. The .csv #i$e inc$u!es the ra% !ata #ro" the Instance Detai$s an! Critica$ Path Manage"ent sections in the inter#ace.

Customi*ing an. maintaining 1om'ar.i Process Portal 6ou can con#igure Process Porta$ #or I+M 4ebs(here Lo"bar!i E!ition in severa$ %a' to "eet the re9uire"ents o# 'our users an! 'our environ"ent. )ee the #o$$o%ing to(ics to $earn "ore about con#iguring an! "aintaining Lo"bar!i Process Porta$: To learn o" to%%% Li"it access to certain Process Porta$ #unctions to s(eci#ic Lo"bar!i grou(s. +ee%%% Restricting access to Process Porta$ #unctions

Use services create! in Lo"bar!i ,uthoring Environ"ent Creating custo" Process Porta$ (ages to create custo" (ages. 3ie% historica$ changes to trac&e! variab$es in a (rocess instance. Change the genera$ Process Porta$ (re#erences. ,u!iting (rocess !ata

Changing (re#erences

Custo"i e the Process Porta$ $anguage settings #or each )etting the Process Porta$ $anguage userBs $oca$e. Enab$e auto"atic $ogin 0)ing$e )ign*On1 to the Process Porta$. Custo"i e s&ins #or Lo"bar!i Process Porta$. Using Integrate! ,uthentication in Process Porta$

Custo"i ing the $oo& an! #ee$ o# Lo"bar!i Process Porta$

#i$e %ith the origina$ con#iguration, over%riting the !e#au$ts. +' inc$u!ing 'our con#iguration u(!ates in a sing$e #i$e 0E;;Custo".-"$1 'ou ensure that 'ou are easi$' ab$e to retain these settings %hen 'ou u(gra!e Lo"bar!i. I# 'ou are %or&ing %ith Lo"bar!i Process Center )erver in 'our !eve$o("ent environ"ent, 'ou can access this #i$e at CLo"bar!iRho"eD@(rocess*center@con#ig. I# 'ou are %or&ing in a runti"e environ"ent %here Lo"bar!i Process )erver is insta$$e!, 'ou can access this #i$e at CLo"bar!iRho"eD@(rocess*server@con#ig. The ,,Local.xml Lo"bar!i con#iguration #i$e inc$u!es the con#iguration settings that enab$e 'ou to $i"it access to certain Process Porta$ #unctions, such as changing the !ue !ates o# (rocess instances an! tas&s, to s(eci#ic Lo"bar!i securit' grou(s. I# 'ou are %or&ing %ith Lo"bar!i Process Center )erver in 'our !eve$o("ent environ"ent, 'ou can access this #i$e at [Lombardi_home]/process-

+PM P a g e 7 EE;
center/config/system. I# 'ou are %or&ing in a runti"e environ"ent %here Lo"bar!i Process )erver is insta$$e!, 'ou can access this #i$e at [Lombardi_home]/process-server/config/system. The W!e#au$t*action*(o$ic'T section o# the <<Loca$.-"$ #i$e enab$es 'ou to restrict access to Process Porta$ #unctions b' a!!ing Wro$eTCsecurit'Rgrou(Rna"eDW@ro$eT to the action t'(e that 'ou %ant to $i"it, as sho%n in the #o$$o%ing e-a"($e. Note: The grou( that 'ou s(eci#' "ust be a Lo"bar!i securit' grou(. To $earn "ore about creating an! "aintaining Lo"bar!i securit' grou(s, seeCreating and maintaining groups in Lombardi Administration Guide. Waction t'(eX:,CTIONRRE,))I2NRT,)5RU)ERRROLE:T Wro$eT(rojectR"anagersW@ro$eT W@actionT The #o$$o%ing ste(s !escribe ho% to "a&e this con#iguration change in the E;;Custo".-"$ %ithout having to "o!i#' <<Loca$.-"$:

E.

)to( Lo"bar!i Process )erver or Process Center )erver.

8. O(en the <<Loca$.-"$ an! E;;Custo".-"$ #i$es in a te-t e!itor.

A. H. Co(' the (orta$ !e#au$t action (o$ic' section #ro" <<Loca$.-"$ to E;;Custo".-"$. For each action that 'ou %ant to restrict, set the va$ue o# the 'role* e$e"ent to the a((ro(riate grou( na"e as sho%n in the #o$$o%ing e-a"($e. Note: The grou( that 'ou s(eci#' "ust be a Lo"bar!i securit' grou(. To $earn "ore about creating an! "aintaining Lo"bar!i securit' grou(s, see Creating and maintaining groups in Lombardi Administration Guide. W(orta$T W!e#au$t*action*(o$ic'T Waction t'(eX:,CTIONRRE,))I2NRT,)5RU)ERRROLE: "ergeX:re($ace:T Wro$eT(rojectR"anagersW@ro$eT W@actionT W@!e#au$t*action*(o$ic'T W@(orta$T )ave 'our changes. )tart Lo"bar!i Process )erver or Process Center )erver.

J. M.

The #o$$o%ing tab$e $ists the #unctions to %hich 'ou can restrict access using the con#iguration settings in ,,Local.xml. )o"e #unctions are restricte! to the t _admins grou( b' !e#au$t. 2unction ,CTIONR,+ORTRIN)T,NCE Descri!tion Per"anent$' ter"inate a (rocess instance as !escribe! inTer"inating a (rocess instance. Te"(orari$' !eactivate a (rocess instance as !escribe! in)us(en!ing a (rocess instance. Default security grou! t%Ra!"ins

,CTIONR)U)PENDRIN)T,NCE

t%Ra!"ins

+PM P a g e 7 EEE
2unction ,CTIONRRE)UMERIN)T,NCE Descri!tion Resu"e a sus(en!e! (rocess instance as !escribe! inResu"ing a sus(en!e! (rocess instance. ,!! co""ents to a (rocess instance, as !escribe! in,!!ing a co""ent to a (rocess instance. Re9uest he$( #ro" other (rocess (artici(ants on a (rocess instance or its re$ate! tas&s as !escribe! in Creating a he$( re9uest. Res(on! to he$( re9uests #ro" other (rocess (artici(ants as !escribe! in 3ie%ing he$( re9uests. ,ssign a tas& to 'ourse$# so that on$' 'ou can run the tas& as !escribe! in ,ssigning a tas& to 'ourse$#. Default security grou! t%Ra!"ins

,CTIONR,DDRCOMMENT

NoneF avai$ab$e to a$$ users b' !e#au$t

,CTIONR,DDR/ELPRRE?UE)T

NoneF avai$ab$e to a$$ users b' !e#au$t

,CTIONRRE)PONDR/ELPRRE?UE)T

NoneF avai$ab$e to a$$ users b' !e#au$t

,CTIONR,))I2NRT,)5

NoneF avai$ab$e to a$$ users b' !e#au$t

,CTIONR,))I2NR,NDRRUNRT,)5

Run a tas& that is current$' assigne! to a NoneF avai$ab$e to a$$ grou( o# %hich 'ou are a "e"ber. The tas& users b' !e#au$t is auto"atica$$' assigne! to 'ou. ,ssign a tas& to the grou( to %hich the tas& NoneF avai$ab$e to a$$ %as (revious$' assigne! as !escribe! users b' !e#au$t in Reassigning a tas& to a (revious$' assigne! grou(. ,ssign a tas& to a !i##erent user or a grou( NoneF avai$ab$e to a$$ as !escribe! in,ssigning a tas& to a user or users b' !e#au$t a grou(. Change the !ue !ate o# a tas& as !escribe! t%Ra!"ins in Changing the !ue !ate o# a tas&. Change the !ue !ate o# a (rocess instance as !escribe! inChanging the !ue !ate o# a (rocess instance. Change the (riorit' o# a tas& as nee!e! to esca$ate or !e*esca$ate the tas& as t%Ra!"ins

,CTIONRRE,))I2NRT,)5

,CTIONRRE,))I2NRT,)5RU)ERRROLE

,CTIONRC/,N2ERT,)5RDUED,TE

,CTIONRC/,N2ERIN)T,NCERDUED,TE

,CTIONRC/,N2ERT,)5RPRIORIT6

t%Ra!"ins

+PM P a g e 7 EE8
2unction Descri!tion !escribe! in Changing the (riorit' o# a tas&. ,CTIONRMO3ERTO5EN ,!vance the e-ecution o# a (rocess instance to the ne-t ste( in the +PD. Initiate a!*hoc events as !escribe! in )tarting a!*hoc (rocesses. 3ie% a (rocess !iagra" an! see the current$' e-ecuting ste( #or each (rocess instance in 'our Inbo- as !escribe! in 3ie%ing (rocess (rogress. 3ie% historica$ !ata about (rocess variab$es as !escribe! in,u!iting (rocess !ata. t%Ra!"ins Default security grou!

,CTIONRINPECTRTO5EN

t%Ra!"ins

,CTIONR3IE4RPROCE))RDI,2R,M

t%Ra!"ins

,CTIONR3IE4RPROCE))R,UDIT

t%Ra!"in

Creating custom Process Portal !ages /u"an services that !eve$o(ers create in the Designer in Lo"bar!i ,uthoring Environ"ent can be e-(ose! as custo" Process Porta$ Pages. To $earn "ore about /u"an services an! ho% to (ro(er$' e-(ose the" so that the' are avai$ab$e as Project Pages in Lo"bar!i Process Porta$, see the #o$$o%ing to(ics inLombardi Authoring Environment User Guide or on$ine he$(:

Creating a service +ui$!ing a /u"an service E-(osing a /u"an service

, /u"an service that is e-(ose! as a Project Page is avai$ab$e to "e"bers o# the se$ecte! (artici(ant grou( un!er the M' Projects categor'. The custo" (roject (age has the sa"e na"e as the e-(ose! service. Parent to!ic5 Custo"i ing an! "aintaining Lo"bar!i Process Porta$ /u.iting !rocess .ata In Lo"bar!i Process Porta$, 'ou can au!it business !ata #or (rocess instances. +e#ore 'ou begin, be a%are o# the #o$$o%ing:

,u!iting o# (rocess !ata is $i"ite! to the securit' grou(s that have been !e#ine! in the <<Loca$.-"$ #i$e in the section Waction t'(eX:,CTIONR3IE4RPROCE))R,UDIT:T. The !e#au$t grou( is t%Ra!"ins. )ee Restricting access to Process Porta$ #unctions #or "ore in#or"ation. 6ou can on$' au!it those variab$es that have been con#igure! #or trac&ing in the Designer in Lo"bar!i ,uthoring Environ"ent. To con#igure trac&ing, o(en the +PD in the Designer an! go to the 3ariab$es tab. )e$ect each variab$e that 'ou %ant to au!it, an! then chec& the Trac& This Fie$! chec& bo- un!er Per#or"ance Trac&ing.

+PM P a g e 7 EEA
E. Fro" M' Tas&s T Inbo- c$ic& on the na"e o# the (rocess instance #or %hich 'ou %ant to au!it !ata. Fro" the (rocess instance !etai$s (age, c$ic& ,u!it on the too$bar as sho%n in the #o$$o%ing i"age:

2.

A.

6ou can se$ect business variab$es #ro" the !ro(*!o%n $ist, as sho%n in the #o$$o%ing i"age:

H.

, $ist o# trac&e! variab$es #or the (rocess a((ears, sho%ing historica$ changes #or each variab$e. In the au!it re(ort, 'ou can see %ho "a!e the change, the ti"e o# the change, o$! an! ne% va$ues, an! the ste( or activit' in the (rocess at %hich the change occurre!, as sho%n in the #o$$o%ing i"age:

C anging !references To change 'our (re#erences in Lo"bar!i Process Porta$:

E. C$ic& the Pre#erences $in& at the to( right o# the (orta$.

8. To change 'our e"ai$ a!!ress, enter a ne% e"ai$ a!!ress in e"ai$ a!!ress #ie$!.

A. To receive an e"ai$ each ti"e a tas& is sent, chec& the Recei-e e0mail on tas< sent o(tion.

+PM P a g e 7 EEH H. To change the inter#ace $anguage, see )etting the Process Porta$ $anguage. J. To sho% a con#ir"ation %in!o% %hen 'ou run a tas& an! auto"atica$$' assign it to 'ourse$#, chec&
the + o" confirmation "in.o" on /ssign /n. Run o(tion. M. C$ic& the )ave Changes button. The (re#erences (age re#reshes, !is($a'ing 'our ne% settings.

Parent to!ic5 Custo"i ing an! "aintaining Lo"bar!i Process Porta$ +etting t e Process Portal language To s(eci#' the (re#erre! $anguage #or Lo"bar!i Process Porta$: E. C$ic& the Pre#erences $in& at the to( right o# the (orta$. Fro" the Inter#ace $anguage $ist bo-, se$ect 'our (re#erre! $anguage. The $anguage (ac&s se$ecte! !uring 4eb)(here Lo"bar!i insta$$ation estab$ish the $anguages that are avai$ab$e in this $ist. The $oca$e (re#erence se$ecte! a(($ies to the user %ho is current$' $ogge! in. Each Lo"bar!i inter#ace starte! b' the sa"e user in the sa"e environ"ent uses this (re#erence setting. A. C$ic& the )ave Changes button. 4henever 'ou $og in to the Process Porta$, a$$ e$e"ents are !is($a'e! in 'our chosen $anguage.

2.

Using Integrate. /ut entication in Process Portal Lo"bar!i su((orts auto"atic $ogin 0o#ten re#erre! to as sing$e sign*on, or ))O1, %hich re!uces con#iguration overhea! an! si"($i#ies the authentication (rocess b' using the cre!entia$s o# the current 4in!o%s user to authenticate %ith Lo"bar!i. This enab$es Lo"bar!i users to auto"atica$$' $og in to Lo"bar!i Process Porta$. Note: To auto*$ogin to Lo"bar!i Process Porta$ as !escribe! in this to(ic, sing$e sign*on "ust be a((ro(riate$' con#igure!. For instructions, see the 4eb)(here Lo"bar!i E!ition Insta$$ation an! Con#iguration 2ui!e a((ro(riate #or 'our environ"ent. 4hen using Integrate! ,uthentication in Lo"bar!i Process Porta$ %ith Internet E-($orer:

6ou !o not nee! to $og in %hen 'ou $aunch Process Porta$. , (o(*u( %in!o% a((ears brie#$' %hen 'ou o(en Process Porta$.

+PM P a g e 7 EEJ

4hen 'ou $og out o# Process Porta$, 'ou can c$ic& the ,uto*$ogin using "' 4in!o%s cre!entia$s $in& to $og on again.

Customi*ing t e loo< an. feel of 1om'ar.i Process Portal The !esign o# Lo"bar!i Process Porta$ is contro$$e! b' Casca!ing )t'$e )heet 0C))1 #i$es grou(e! together in a s&in. 6ou can create an! use a custo" s&in i# 'ou %ant to change the $oo& an! #ee$ o# Lo"bar!i Process Porta$ to re#$ect 'our cor(orate i!entit'. Fo$$o% these ste(s to a(($' a custo" s&in as the !e#au$t s&in: E. 8. Ma&e a bac&*u( co(' o# the e-isting (orta$.%ar #i$e, an! then shut !o%n the Lo"bar!i servers. The (orta$.%ar #i$e resi!es in theCLo"bar!iRho"eD@C(rocess*center7(rocess*serverD@(orta$* a(( !irector'. Locate the !e#au$t s&in in [Lombardi_home]/[process-center2process-server]/portalapp/portal. ar/s3ins/Leapfrog. Note: Previous !e#au$t s&ins are avai$ab$e in the De#au$t an! 2ra' !irectories in CLo"bar!iRho"eD@ C(rocess*center7(rocess*serverD@(orta$*a((@(orta$.%ar@s&ins. A. H. Ma&e a co(' o# the Leapfrog !irector'. Custo"i e the i"ages an! C)) #i$es %ithin the co(ie! !irector' as nee!e!.

+PM P a g e 7 EEM
Note: Ensure the origina$ Lea(#rog s&ins !irector' re"ains in tact an! on$' "a&e changes in the co('. J. )ave 'our changes to the C)) #i$es an! i"ages. Co(' the (orta$*the"e tag #ro" the CLo"bar!iRho"eD@C(rocess*center7(rocess* serverD@con#ig@s'ste"@<<Loca$.-"$ #i$e to theCLo"bar!iRho"eD@C(rocess*center7(rocess* serverD@con#ig@E;;Custo".-"$ #i$e. Change the portal-theme tag to "atch the !irector' na"e that contains the ne% custo" s&in an! save 'our changes. For e-a"($e, i# 'ou si"($' %ant to change to the (revious !e#au$t s&in, 'ou can set the tag as #o$$o%s: W(orta$*the"eTDe#au$tW@(orta$*the"eT L. <. Run [Lombardi_home]/[process-center2process-server]/portal-app/redeployportal)[.cmd)or).sh] Restart Lo"bar!i servers an! start Lo"bar!i Process Porta$ as !escribe! in )tarting Lo"bar!i Process Porta$ to see 'our ne% !esign.

6.

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