Exposing Business Process Definitions

Exposure settings for business process definitions (BPDs) enable you to establish who can start the process and perform other tasks in the IBM® Process Portal.

About this task

You need to expose a BPD to particular teams to establish who can:
  • Start instances of the process in Process Portal
  • View data for instances of the process in reports in Process Portal

Procedure

  1. In the Designer in IBM Process Designer, open the BPD that you want to expose.
  2. Click the Overview tab.
  3. In the Exposing section, configure the exposure settings to expose different aspects of the process to specific teams.
    Table 1. Settings that can be enabled in the Exposing section
    Exposure setting Action
    Expose to start Click the Select button to choose the team whose members can start instances of this process in IBM Process Portal. Members of the selected team can start instances of the process from the Launch tab in IBM Process Portal.
    Expose business data Click the Select button to choose the team whose members can perform ad hoc analysis on this process in the Ad Hoc Reports dashboard in IBM Process Portal.

    The Ad Hoc Reports dashboard is not exposed by default for Process Portal users. If you want process participants to see the Ad Hoc Reports dashboard in their tabs list, you must expose it manually. See Exposing the Ad Hoc Reports dashboard.

    Expose performance metrics Click the Select button to choose the team whose members can view data for this process in the Process Performance dashboard in IBM Process Portal.
    To remove an assigned team, click the X icon next to the exposure setting.
  4. Save your changes. Exposed BPDs and data from the current working version are always available in IBM Process Portal. However, If you want exposed BPDs and data from a particular snapshot to be available in IBM Process Portal while under development on the Process Center Server, you need to activate the snapshot (version) that you want. Anyone with administrative access to the process application can activate snapshots. When you deploy snapshots of process applications on Process Server in other environments, such as test and production environments, those snapshots are active by default.