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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New in This Guide for Release 11.1.1.6.x
1
Oracle Business Process Management Suite (Oracle BPM Suite) Overview
1.1
Introduction to the Oracle BPM Suite
1.2
Oracle BPM User Personas
1.3
Oracle BPM Suite Components
1.3.1
Process Modeling and Implementation
1.3.1.1
Oracle BPM Studio
1.3.1.2
Oracle Business Process Composer (Business Process Composer)
1.3.1.3
Oracle Metadata Service (MDS) Repository
1.3.1.4
Oracle BPM Projects
1.3.2
Oracle BPM Run Time Components
1.3.2.1
Oracle BPM Engine
1.3.2.2
Oracle Human Workflow
1.3.2.3
Oracle Business Rules
1.3.2.4
Oracle WebLogic Server
1.3.2.5
Oracle Enterprise Manager
1.3.3
Oracle BPM Suite Process Participant Applications
1.3.3.1
Oracle Business Process Management Workspace (Process Workspace)
1.3.3.2
Oracle Business Process Management Process Spaces (Process Spaces)
1.3.4
Other Oracle BPM Suite Components
1.3.4.1
Process Analytics
1.3.4.2
Guided Business Processes
1.4
Oracle Business Process Analysis (BPA) Suite
1.5
Introduction to the Application Development Life Cycle
1.5.1
Process Modeling
1.5.2
Implementation
1.5.3
Deployment
1.5.4
Oracle BPM Run Time
1.6
Oracle BPM Use Cases
1.6.1
Use Case: Using Oracle BPM Studio to Create Project Templates
1.6.2
Use Case: Using Oracle BPM Studio to Model Processes and Deploy an Application
1.6.3
Use Case: Using Business Process Composer to Create Process Blueprints
1.6.4
Use Case: Using Business Process Composer to Revise Oracle Business Rules
1.6.5
Use Case: Using the Oracle Business Process Analysis Suite to Model Your Business Processes
Part I Using Oracle Business Process Management Workspace (Process Workspace)
2
Getting Started with Process Workspace
2.1
Understanding Process Workspace
2.2
Starting and Logging In to Process Workspace
2.3
Navigating Process Workspace
2.3.1
About the Process Workspace Tasks Page
2.3.1.1
Navigating the Process Workspace Tasks Page
2.3.1.2
The Process Workspace Task Details Page
2.3.2
About the Process Workspace Activity Guides Page
2.3.3
About the Process Workspace Process Tracking Page
2.3.3.1
Navigating the Process Workspace Process Tracking Page
2.3.4
About the Process Workspace Standard Dashboards Page
2.4
Accessing Administration Capabilities
2.5
Setting Your Preferences in Process Workspace
3
Working on Tasks in Process Workspace
3.1
What You Need to Know When Acting on Tasks in Process Workspace
3.2
Working with the Process Workspace Tasks Page
3.2.1
Viewing Task Details in Process Workspace
3.2.1.1
Performing System Actions in Process Workspace
3.2.2
Customizing the Task List in Process Workspace
3.2.2.1
How to Filter Tasks
3.2.2.2
How to Create and Customize Worklist Views
3.2.3
Searching for Tasks in Process Workspace
3.3
Claiming and Releasing Tasks in Process Workspace
3.4
Setting Accessibility Preferences in Process Workspace
3.5
Providing a Digital Certificate in Process Workspace
3.6
Reassigning and Delegating Tasks in Process Workspace
3.7
Adding Comments and Attachments to Tasks in Process Workspace
3.8
Requesting Information in Process Workspace
3.9
Setting Rules, Vacation Periods, and Notification Preferences in Process Workspace
3.9.1
How to Create User Rules in Process Workspace
3.9.2
How to Create Group Rules in Process Workspace
3.9.3
How to Enable a Vacation Period in Process Workspace
3.9.4
Specifying Notification Settings
3.9.4.1
Messaging Filter Rules
3.9.4.2
Rule Actions
3.9.4.3
Managing Messaging Channels
3.9.4.4
Managing Messaging Filters
3.10
Creating ToDo Tasks and Subtasks in Process Workspace
3.11
Acting on Tasks that Require Passwords in Process Workspace
3.12
Acting on a Task that Requires a Digital Signature in Process Workspace
3.13
Routing Tasks in Process Workspace
3.14
Evidence Store Service and Digital Signatures
4
Working on Process Instances in Process Workspace
4.1
Initiating Process Instances in Process Workspace
4.2
Searching for Process Instances in Process Workspace
4.2.1
How to Perform a Basic Search for Process Instances
4.2.2
How to Perform an Advanced Search for Process Instances
4.3
Viewing the Details of a Process Instance in Process Workspace
4.3.1
Viewing the Audit Trail in Process Workspace
4.3.2
Associating Comments and Attachments with a Process Instance in Process Workspace
4.4
Performing a Bulk Operation in Process Workspace
4.5
Canceling a Process Instance in Process Workspace
4.6
Customizing the Presentation of Process Instances in Process Workspace
5
Working with Activity Guides in Process Workspace
5.1
Understanding Activity Guides
5.1.1
Why Use Activity Guides
5.2
Navigating Activity Guides
5.3
Showing or Hiding the Activity Guide Tab Page
6
Creating and Editing Custom Pages in Process Workspace
6.1
Creating Custom Pages in Process Workspace
6.1.1
How to Create a Custom Page in Process Workspace
6.1.2
How to Add an External URL to a Customized Page in Process Workspace
6.1.3
How to Add an Applications Panel to a Customized Page in Process Workspace
6.1.4
How to Add a Dashboards Panel to a Customized Page in Process Workspace
6.1.5
How to Add a Process Instance Panel to a Customized Page in Process Workspace
6.1.6
How to Grant and Manage Access to Customized Pages in Process Workspace
6.2
Establishing Communication Between Panels in Process Workspace
6.2.1
How to Establish Communication Between Panels in Process Workspace
6.3
Editing Custom Pages and Panels in Process Workspace
7
Using Dashboards in Process Workspace
7.1
Using Standard Dashboards
7.1.1
Participant Dashboards
7.1.1.1
Participant Workload Dashboard
7.1.1.2
Participant Performance Dashboard
7.1.2
Process Dashboards
7.1.2.1
Process Workload Dashboard
7.1.2.2
Process Performance Dashboard
7.2
Creating Custom Dashboards
7.2.1
Specifying Graph Content
8
Managing Workloads Among Users in Process Workspace
8.1
Managing the Availability of Users in Process Workspace
8.2
Distributing Work among Users in a Group
8.3
Setting Rules
8.3.1
How To Create User Rules
8.3.2
How To Create Group Rules
8.4
Setting Assignment Rules for Tasks with Multiple Assignees
8.5
Reassigning or Delegating Tasks in Process Workspace
8.6
Using Reports to Manage Workflows in Process Workspace
8.7
Using Dashboards to Manage Workflows in Process Workspace
8.8
Handling Escalations in Process Workspace
9
Managing Process Workspace (for Administrators)
9.1
Setting the Display of the Work Items Panel in Process Workspace
9.1.1
How to Specify the Login Page Realm Label in Process Workspace
9.1.2
How to Specify the Resource Bundle in Process Workspace
9.1.3
How to Specify the Language Locale Information in Process Workspace
9.1.4
How to Specify a Branding Logo in Process Workspace
9.1.5
How to Specify the Branding Title in Process Workspace
9.1.6
How to Choose a Skin in Process Workspace
9.1.7
How to Enable Customized Applications and Links in Process Workspace
9.1.8
How to Show or Hide the Default Tab Pages in Process Workspace
9.2
Administering and Configuring Task-Related Information in Process Workspace
9.2.1
Managing Mapped Attributes (Flex Fields) in Process Workspace
9.2.1.1
How to Specify Mapped Attributes
9.2.2
Administering Approval Groups in Process Workspace
9.2.2.1
How to View Approval Groups
9.2.2.2
How to Search for an Approval Group
9.2.2.3
How to Add a Static Approval Group
9.2.2.4
How to Add a New Member to a Static Approval Group
9.2.2.5
How to Delete a Member from an Approval Group
9.2.2.6
How to Move an Approval Group's Members
9.2.2.7
How to Nest Approval Groups
9.2.2.8
How to Rename an Approval Group
9.2.2.9
Using Dynamic Approval Groups
9.2.2.10
How to Delete an Approval Group
9.2.3
Using Task Configuration in Process Workspace
9.2.3.1
How to Edit Event-Driven Settings
9.2.3.2
How to Edit Data-Driven Settings
9.2.4
Using Evidence Search in Process Workspace
9.2.5
Managing Exceptions in Process Workspace
9.3
Using the User Metadata Migration Utility
10
Managing Your Organization in Process Workspace (for Administrators)
10.1
Understanding Deployment of Organization Entities in Process Workspace
10.2
Managing Holiday Rules in Process Workspace
10.3
Managing Calendar Rules in Process Workspace
10.4
Managing Other Users' or Groups' Rules (as an Administrator) in Process Workspace
10.5
Managing Roles in Process Workspace
10.5.1
How to Add New Application Roles
10.5.2
How to Specify the Escalation Path for a Role
10.5.3
How to Grant and Revoke Roles
10.5.4
How to Create and Manage Role-Specific Views and Layouts
10.6
Managing Parametric Roles in Process Workspace
10.6.1
Parametric Roles Used for Querying Members of an Organization Unit
10.6.2
Parametric Roles Used in Assigning Tasks
10.6.3
How to Create a Parametric Role
10.6.4
How to Modify a Parametric Role
10.6.5
How to Delete a Parametric Role
10.7
Managing Extended User Properties in Process Workspace
10.8
Managing Organizational Units in Process Workspace
Part II Using Oracle Business Process Management Process Spaces
11
Getting Started with Process Spaces
11.1
Understanding Process Spaces
11.1.1
Oracle WebCenter Portal Group Spaces for Business Process Management
11.2
Starting and Logging In to Process Spaces
11.3
Navigating Process Spaces
11.3.1
About the Process Spaces Process Workspace
11.3.1.1
The Process Workspace Home Page
11.3.1.2
The Process Workspace Process Tracking Page
11.3.2
The Modeling Space in Process Spaces
11.3.3
The Process Instance Space in Process Spaces
12
Using and Customizing a Process Workspace in Process Spaces
12.1
The Process Workspace Home Page in Process Spaces
12.2
Acting on Tasks in Process Spaces
12.3
Filtering Tasks in Process Spaces
12.4
Adding Members to Process Spaces
12.5
Adding Documents to Process Spaces
12.6
Participating in Discussions in Process Spaces
12.7
Viewing Recent Activity in Process Spaces
12.8
Initiating a Process Instance in Process Spaces
12.9
Filtering Process Instances in Process Spaces
12.10
Canceling a Process Instance in Process Spaces
12.11
Adding Documents to Process Instances in Process Spaces
12.12
Using and Customizing Dashboards in Process Spaces
12.13
Creating an On-Demand Group Space for an Instance in Process Spaces
12.14
Customizing Process Workspace in Process Spaces
12.15
Subscribing to a Process Workspace Group Space in Process Spaces
13
Using and Customizing a Process Modeling Space in Process Spaces
13.1
About Modeling Spaces in Process Spaces
13.2
The Process Modeling Space Page
13.3
Customizing a Process Modeling Space in Process Spaces
13.4
Adding Members to the Modeling Space in Process Spaces
13.5
Adding Documents to the Modeling Space in Process Spaces
13.6
Participating in Modeling Space Discussions in Process Spaces
13.7
Subscribing to a Modeling Space in Process Spaces
14
Using and Customizing a Process Instance Space in Process Spaces
14.1
The Process Instance Space in Process Spaces
14.2
Adding Comments and Attachments to a Process Instance in Process Spaces
14.3
Tracking a Process Instance in Process Spaces
14.4
Creating a Calendar for a Process Instance in Process Spaces
14.5
Adding a Document to a Process Instance Space in Process Spaces
14.6
Participating in a Discussion in a Process Instance Space in Process Spaces
14.7
Customizing a Process Instance Space in Process Spaces
15
Creating Custom Dashboards in Process Spaces
15.1
Understanding Custom Dashboards in Process Spaces
15.2
Creating a Custom Dashboard in Process Spaces
15.2.1
How to Create a Custom Dashboard in Process Spaces
16
Performing Administration in Process Spaces
16.1
Understanding Roles and Permissions in Process Spaces
16.2
Understanding Task Flows in Process Spaces
16.3
Editing Pages in Process Spaces
16.4
Configuring a Group Space in Process Spaces
Part III Appendices
A
Creating Custom ADF Applications with Oracle Business Process Management Workspace Task Flows
A.1
User-Related Task Flows
A.1.1
Task List Task Flow
A.1.1.1
federatedMode
A.1.1.2
federatedServers
A.1.1.3
showServerColumn
A.1.1.4
wfCtxID
A.1.2
Certificates Task Flow
A.1.3
Reports Task Flow
A.1.4
Application Preferences Task Flow
A.1.5
Flex Fields Task Flow
A.1.6
Rules Task Flow
A.2
Process Task Flows
A.2.1
Process Application Task Flow
A.2.2
Process Instances Task Flow
A.2.3
Process Instance Details Task Flow
A.3
Process Analytics Task Flows
A.3.1
Dashboard Widget Task Flow
A.3.2
Application Roles Task Flow
A.3.3
Organization Units Task Flow
A.3.4
Parametric Roles Task Flow
A.3.5
Business Calendar and Holiday Lists Task Flow
A.3.6
Extended User Properties Task Flow
A.4
.JAR files for the Task Flows
A.5
Samples: Customizing ADF Applications with Oracle Business Process Management Workspace Task Flows
A.5.1
Sample 1: Creating an Application with an Embedded Tasklist Task Flow
A.5.2
Sample 2: Creating an ADF Page with Task Flows
A.6
Sample: Wf_client_config.xml File
A.7
Sample: Bean with the Method Returning the WorkflowServicesClientConfigurationType Object
B
Customizing a Resource Bundle
B.1
How to Customize a Resource Bundle
C
Customizing Applications in Process Workspace and the Worklist Application
C.1
How to Customize an Application
D
Deploying Images and JAR files as Part of a Shared Library JAR file
D.1
How to Deploy Images and JAR Files as Part of a Shared Library JAR File
Index
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