If your environment is configured for IBM® Connections, you can set up Process Portal so
that business card information displays when users click an avatar
or a name. With IBM Connections V4.0 or later, you
also can enable users to, after they set preferences, receive notifications
in IBM Connections when new
tasks are assigned to them.
Before you begin
Ensure that IBM Connections
is configured for your environment. You need the IBM Connections server location information to
complete this task.
If you want users to see the IBM Connections avatar instead of the IBM BPM avatar,
the proxy-config.xml file must contain a proxy
policy for the URL of the IBM Connections server.
For information about updating the proxy configuration, see Configuring the Business Space Ajax proxy and Adding proxy policies to the Business Space Ajax proxy.
If you want users
to receive activity notifications, and you have IBM Connections V4 or later, ensure that your
administrator configured the IBM Connections
integration. See Configuring IBM Connections integration for task notifications.
Restriction: When coach views are displayed in IBM Connections,
the width is limited to 380 pixels. To modify the width of a coach
view using the media type, see
Defining coach view behavior.
To
change the Process Portal application,
log in to IBM Process
Designer with
a user ID with administrative rights.
Procedure
To enable the IBM Connections
integration for Process Portal, complete
the following steps:
- Open the Process Portal application
in IBM Process
Designer,
click the Servers tab, and then click Add to
add the IBM Connections server.
- In the Type field, select IBM
Connections Server.
- Complete the server locations information, including the
host name.
- Provide a user ID and password.
Tip: If
you want participants to use the IBM Connections
notification capability, which requires IBM Connections
V4.0 or later, the user ID and password to IBM Connections are required to enable the IBM Connections server. On the administrative
console for the IBM Connections
server, make sure that the user is a member of the trustedExternalApplication
security role in the WidgetContainer application. If your participants
use only the business card capabilities, specifying a user ID and
password is not required.
- Specify whether the IBM Connections
server uses Secure Sockets Layer (SSL). If Process Portal is
accessed through HTTPS, select this setting. If Process Portal is
accessed through HTTP, do not select this setting.
Tip: SSL
is enabled by default in IBM BPM, so unless
your administrator disabled SSL, select Use SSL for IBM
Connections.
- Click Test Connection. This
tests if the user ID and password successfully connect to the IBM Connections server.
Tip: The test does not include SSL certification. On the administrative
consoles for your production systems, verify that the administrator
exchanged SSL certificates between the IBM Connections server and
IBM Business Process Manager as described in
Configuring IBM Connections integration for task notifications.
If
your setup is configured correctly, a message appears.
- Create a snapshot of the application, and install the snapshot
on Process Server.
Results
For IBM Process Server
profiles, the Process Portal snapshot
is installed on IBM Process
Server.
Process Portal users
can see the business card information of the users whom they work
with.
What to do next
For all Process Portal users,
make sure that the email addresses in their IBM Business
Process Manager user
profiles match the email addresses in their IBM Connections user profiles.
So that
process participants receive notifications in IBM Connections, ask them to update their user
preferences as described in Setting preferences in Process Portal.