Administering Process Portal
You can configure various aspects of the Process Portal environment, such as setting up access to various functions, and creating saved searches.
- Process Portal dashboards: Authorization overview
Process Portal includes a Process Performance and a Team Performance dashboard. Users must be authorized to access the dashboards and for the management actions that are available in each of the dashboards. - Modifying Process Portal runtime behavior
Several configuration and custom properties are available for you to modify the behavior of Process Portal. For example, you can specify the default duration for projected path discovery or configure the refresh behavior of the Process Portal process instance page. Depending on the type of change required, updates are made either by using the wsadmin commands or the 100Custom.xml file. - Configuring IBM Connections integration for task notifications
Process Portal users can set their preferences to receive a notification in IBM® Connections when a new task is assigned to them. To use this capability, you must configure the integration with IBM Connections. - Configuring Sametime Connect integration
IBM Lotus® Sametime® Connect provides instant messaging support to allow your users to collaborate in real time on their work. To integrate Sametime Connect functionality with Process Portal, you must perform additional configuration steps in both environments. - Enabling email for Process Portal notifications
Process Portal users can set their preferences to receive an email notification when a new task is assigned to them. The configuration works for all types of email. To use this capability, you must enable the email environment to send notifications. - Resetting the Process Portal start page for a user
The My Tasks > Open Tasks view is the Process Portal default start page. Users can bookmark a different view or page as their start page, and then return to using the default start page as needed. - Setting the Process Portal tab order for a user group
To modify the Process Portal tab order for users, use Bulk User Attribute Assignment. - Administering the Process Portal index
The Process Portal index allows process participants who are working in Process Portal to search business processes for instance data. The index is also used to provide data for the charts in the Process Performance and Team Performance dashboards. - Creating and maintaining saved searches for Process Portal
By saving searches, you can provide Process Portal users with customized views of their tasks, for example, to include specific business data. Saved searches are displayed in the Saved Searches tab of the Process Portal interface. - Administering Process Portal spaces
Administering spaces involves enabling tracing, working with templates, and removing widgets.
Parent topic: Administering the IT infrastructure