PROCESS MAKER DOCUMENTATION

CONTENTS
INTRODUCTION3 PROCESSMAKER INSTALLATION..3 PROCESS FLOW4 USERS, ROLES, GROUPS, PERMISSIONS...5 DYNAFORMS..6 CASES...7 JAVASCRIPT...8 TRIGGERS...8 DATABASE..9 PM TABLES10 EMAIL CONFIGURATION..10 WEB SERVICES.10 INTEGRATION WITH OTHER ENTERPRISE SOFTWARES..10 ONLINE COMMUNITY AND SUPPORT...11

INTRODUCTION Process Ma er !s a" o#e" so$rce %$s!"ess #rocess &e'e(o#)e"* so+*,are- I* !s a ,or +(o, a$*o)a*!o" *oo(The beauty of this tool is that it helps business users to login into the system using their username an pass!or " run business #ase !hi#h is assigne to them" #omplete their tas$ an sen the #ase to the ne%t person in the pro#ess. The system automati#ally ta$es #are of sen ing emails" storing files et# !hi#h eliminates the nee for manual !or$. The tool also helps to monitor the status of the #ase" es#alate the #ase if re&uire an re'ie! the #ase at any later ate. Thus the tool helps in automation pro#ess an impro'es the organi(ational effi#ien#y. The !ebsite for pro#ess ma$er is ,,,-#rocess)a er-co) INSTALLATION The pro#ess ma$er e ition that #an be o!nloa e is Process Ma er .-/01.120 Re(ease ca"&!&a*e-e3e )*atest +ersion,The e%isting -ortel ./ tra'el 0ro#ess is implemente in this 'ersion1 or Process Ma er .-202456 7S*a%(e Vers!o"8The pro#ess ma$er e itions #an be o!nloa e from this lin$2 http233sour#eforge.net3pro4e#ts3pro#essma$er3files3 0ro#ess 5a$er has a 6750 )6in o!s" 7pa#he" 5y8&l" an 0901 sta#$ in it. :t is bro!ser base . :t #an be installe in the lo#al host or the :0 a ress of the ma#hine. 7ll 7pa#he" 5y8&l ser'ers must be uninstalle before installing pro#ess ma$er. The pro#ess ma$er installation uses ;:T.<=> installer !hi#h has 6750 bun le into it. 8o" the ser'er or the atabase nee not be #onfigure manually. :t is a one step installation pro#ess. ?ust ouble #li#$ on the installation soft!are an it !ill install 7pa#he" 5y8&l an 0ro#ess 5a$er soft!are. The installation !oul prompt for2 IP ADDRESS OF MACHINE @ This #an be lo#al host or the #urrent systems )!here the 0ro#ess 5a$er is being installe 1 :0 a ress. PORT NUMBER FOR APACHE @ This is typi#ally 80.;ut any other port #an be use if 80 are not a'ailable. PORT NUMBER FOR M9S:L @ This is typi#ally 3306.;ut any other port #oul be use if it is not a'ailable.

PASSWORD FOR M9S:L @ The username for 5y8A* atabase that !ill be use for atabase #onne#tions is root. 0ass!or for a##essing 5y8A* must be gi'en in this step. PASSWORD FOR P;#M9A&)!" )BC: that 0ro#ess 5a$er pro'i es for a##essing 5y8A* atabase1 @ The username for 0hp5y7 min is a ministrator. 0ass!or for a##essing 0hp5y7 min must be gi'en in this step. 7fter installation of 0ro#ess 5a$er it #an be a##esse using this a ress2 http233your,ip,a ress2your,port,no3sys!or$flo!3en3green3login3login.html an login information is2 User"a)e< a&)!" Pass,or&< a&)!" 5ore information about installation" #onfiguration on 6in o!s as !ell as *inu%" C-:D is foun at2 http233!i$i.pro#essma$er.#om3in e%.php35ainE0age

PROCESS FLOW 7fter logging into the system as an 7 min" #li#$ on the 0ro#ess Tab to go to the pro#ess menu. =li#$ on -e! to start #reating a pro#ess or #li#$ import to :mport a pro#ess )but the pro#ess must be of .pm format1. Bi'e a name to the pro#ess an it !oul sho! up un er the list of pro#esses. =li#$ on e it pro#ess to start #reating the pro#ess. 7 !or$spa#e opens up !here the pro#ess #oul be ra!n as a !or$flo!. 7t the top of this !or$spa#e is the toolbar !hi#h helps to ra! the pro#ess.

/ig2 0ro#ess /lo!

The pro#ess must be implemente as a series of tas$s !ith ea#h tas$ ha'ing one or more steps )steps are nothing but forms1 an ea#h tas$ being assigne to a user or group of users. .ight #li#$ing on the pro#ess map gi'es many options from !hi#h 7 Tas$ shoul be sele#te to #reate a tas$. .ight #li#$ on the tas$ ,F 8ele#t 0roperties to e it the tas$ name an etails. 7fter the tas$s are a e they #an be #onne#te using the #onne#tors foun in the toolbar. The toolbar pro'i es se'eral #onne#tion options su#h as parallel #onne#tion" #on itional e'aluation" parallel e'aluation et#. Csing these #onne#tors it is possible to route a tas$ to t!o other tas$s !hi#h !oul be e%e#ute in parallel or tas$s #oul be route base upon some #on itions. Gemos about 'arious #onne#tors are a'ailable at 0ro#ess ma$er site2 http233!!!.pro#essma$er.#om3 emos3 To assign a user or group of users to a tas$ right #li#$ on tas$ ,F 8ele#t Csers an Cser Broups,F7ssign Cser. <ther properties su#h as =ase *abels" -otifi#ations )8en ing email to the ne%t person to !hom the tas$ is assigne to1" an Cser 7ssignment #oul be set up from the properties menu !hi#h appears !hen right #li#$ing on a tas$. 5ore information about ho! to ra! the pro#ess #oul be foun at2 http233!i$i.pro#essma$er.#om3in e%.php30ro#esses USERS, GROUPS, ROLES, PERMISSIONS Csers" Broups" .oles an 0ermissions #an be #reate from the C8H.8 menu in the 0ro#ess 5a$er. =li#$ on Csers,F-e! to #reate a ne! user. Ha#h Cser has a username an pass!or !hi#h has to be entere !hile #reating the user. This username an pass!or !oul be use by the user to enter into the system. These users are assigne to .oles. To #reate .oles" #li#$ on .oles,F-e! an #reate a role. 8et permissions for the role. :nformation about the permissions #an be foun at2 http233!i$i.pro#essma$er.#om3in e%.php35anagingECsers =li#$ on Broups,F-e! to #reate groups. 7ssign users to the groups. This group #oul be assigne to a parti#ular tas$ in the pro#ess. :n the pro#ess map" .ight #li#$ on Tas$ ,F 8ele#t Csers an Cser Broups to assign user groups to the tas$. 5ore :nformation about #reating users #an be foun at2 http233!i$i.pro#essma$er.#om3in e%.php35anagingECser

DYNAFORMS To #reate a ynaform #li#$ on the Gynaform in the pro#ess !or$flo! ,F ne!. Gynaforms are nothing but ynami# forms. The 0ro#ess 5a$er ynaforms gi'es a user interfa#e !hi#h helps to #reate forms easily. There is a Gynaform H itor Toolbar !hi#h has all the re&uire fiel s su#h as Te%t bo%" Grop o!n bo%" lin$" file" gri et#. =li#$ing on these !oul #reate the fiel s. <n#e the fiel s are #reate " they #an be e ite from the /:H*G8 97-G*H. T7;. T;e so+*,are &e)a"&s *;a* +!e(& "a)es %e crea*e& ,!*;o$* a"9 s#ace- I+ a s#ace "ee&s *o %e a&&e& $"&erscore co$(& %e $se& !"s*ea& o+ s#aceThe ynaforms has a pre'ie! tab !here the forms #oul be pre'ie!e . :t has a 9T5* tab !here there are t!o se#tions .The top se#tion is 6hat Iou 8ee is 6hat Iou get e itor !here there is a toolbar !hi#h helps to e it the loo$ of the fiel s in the form an the bottom se#tion is the 9T5* #o e se#tion !here 9T5* #o e #oul be mo ifie an a e to #ustomi(e the form in the !ay !e !ant. Process Ma er ;as a +or)a* !" ,;!c; *;e +!e(&s are a&&e& !" HTML co&e- T;e +!e(&s a"& +!e(& "a)e a##ear as PHP 'ar!a%(es !" HTML co&e- So, ,;e" c;a"=!"= *;e HTML co&e *;!s +or)a* ;as *o %e )a!"*a!"e&I" or&er *o '!e, a"9 c;a"=es )a&e !" HTML *a% !" Pre'!e, )o&e, c(!c o" E"a%(e HTML c;ec %o3 !" *;e HTML ,!"&o, a"& c(!c o" REFRESH VIEW *o '!e, *;e c;a"=es !" *;e #re'!e, )o&eThe ynaforms has a ?a'a8#ript tab !here ?a'a s#ript #o e #oul be a e . :n or er to !rite 4a'a s#ript first ?a'a8#ript )JS1 fiel has to be sele#te from ynaform e itor toolbo% an #reate . <nly after this the ?a'a8#ript #o e #oul be !ritten .<ther!ise the tool !oul not allo! to enter the ?a'a 8#ript #o e. There is a #on itions e itor ialog bo% !here #on itions #oul be a e to #ontrol !hi#h fiel s nee s to sho!n3 hi en. 7ll the users input in the fiel s !oul be store as 8I8TH5 +7.:7;*H8. The system 'ariables #oul be a##esse as JJ/iel name in T.:BBH.8 an =<-G:T:<-8. :n =on ition H itor #on itions #oul be spe#ifie as JK/iel name.

T;e Pro#er*!es *a% !" *;e D9"a+or)s ;as a Ne3* S*e# L!" +ro) ,;!c; Sa'e a"& co"*!"$e "ee&s *o %e se(ec*e& !+ *;e $ser !"#$* "ee&s *o %e s*ore& as s9s*e) 'ar!a%(e ,;e" r$""!"= *;e case- 5ore information about #reating ynaforms #an be foun at2 http233!i$i.pro#essma$er.#om3in e%.php3Gynaforms GRIDS IN DYNAFORMS Bri s are nothing but tables !hi#h #an a e to a form. To #reate Bri s sele#t Bri s from rop o!n bo% !hen #reating a ynaform. The ynaform !in o! for Bri s !oul open up an fiel s #oul be a e .8a'e the Bri an this gri #oul be embe e in any 5aster form by #li#$ing on gri menu in the toolbar an sele#ting the gri that !e !ant from the rop o!n bo%. CASES To start business #ases #li#$ on =ases,F -e! ,F 8ele#t the pro#ess from the rop o!n bo% to start the business #ase for that pro#ess. There must be starting tas$ in the pro#ess to start the #ase. <nly users assigne to starting tas$ #an start a #ase. :n or er to set up a #ase title !hi#h must appear in the title bar !hen the #ase is route to the ne%t person" .ight =li#$ on a tas$ in pro#ess !or$spa#e ,F 8ele#t 0roperties,F=ase *abels ,F 6rite the #ase title. The system 'ariables JJ/iel name #oul be use to get the =ase title. 7fter a user finishes his tas$ he must assign the tas$ to the ne%t person. This assignment #an be #y#li#al or manual. To setup the assignment of #ases .ight =li#$ on a tas$ in pro#ess !or$spa#e ,F 8ele#t 0roperties,F7ssignment,F sele#t the type of assignment. There is also =ase -otifi#ation option a'ailable !hi#h !ill sen an email to the ne%t person to !hom the #ase #an be assigne . This #an also be set up from Tas$ ,F 0roperties. <n#e the #ase is starte " it #an be re'ie!e . To re'ie! it" <pen the #ase" #li#$ on :nformation tab an 8ele#t 0ro#ess 5ap to see !here the #ase is" the ynaforms an o#uments uploa e #oul be seen an o!nloa e . To =!'e access *o *;e &9"a+or)s a"& &oc$)e"*s *o a $ser, r!=;* c(!c o" Process )a# 0> Se(ec* #rocess Per)!ss!o"s 0> E&!* #er)!ss!o"s +or a =ro$#?$ser-

JAVASCRIPT ?a'a8#ript #an be a e in Gynaform e itor un er ?a'a8#ript Tab. :nformation about ho! to apply ?a'a8#ript to forms #an be foun at2 http233!i$i.pro#essma$er.#om3in e%.php3?a'as#riptEinEGyna/orms an http233!i$i.pro#essma$er.#om3in e%.php3?a'a8#ripts TRIGGERS Triggers are 090 #o e !hi#h #oul be use to sen emails" a##ess atabases et#.Triggers #an be a e to a form in this !ay2 /irst" Triggers nee to be #reate by #li#$ing on Triggers Tab in the 0ro#ess !or$spa#e. 8e#on " they nee to be assigne to a ynaform or tas$. .ight =li#$ on a tas$,F=li#$ 8teps,FTriggers,F7 the trigger !here'er nee e . Triggers #an be a e either before a tas$" before a form" after a tas$ or a form. The Trigger fun#tions a'ailable in 0ro#ess 5a$er #an be foun at2 http233!i$i.pro#essma$er.#om3in e%.php30ro#ess5a$erE/un#tions W;e" S9s*e) 'ar!a%(es are !"c($&e& !" Tr!==ers *;e9 )$s* %e +!rs* co"'er*e&?ass!="e& as a PHP 'ar!a%(e a"& *;e" $se& !" PMFSe"&Messa=e 78 7,;!c; !s a +$"c*!o" +or se"&!"= e)a!(s8 or e3ec$*e:$er9 78 7,;!c; !s a +$"c*!o" +or e3ec$*!"= S:L @$er!es8Trigger to sen email #an be foun at2 http233!i$i.pro#essma$er.#om3in e%.php37 'an#e E<ptionsK=on itionalE-otifi#ations E)a!( ,!*; a**ac;)e"*s ca""o* %e se"* as o+ "o, %$* *;e (!" *o *;e +!(e ca" %e se"* !" a" e)a!( +ro) ,;!c; *;e +!(e ca" %e &o,"(oa&e&- T;e +o((o,!"= (!" ;as !"+o a%o$* *;!s< http233forum.pro#essma$er.#om3'ie!topi#.phpL fM7NtM3288NpM8853NhilitMtriggerKp8853 Triggers to e%e#ute 8A* &ueries from 05 Tables #an be foun at2 http233!i$i.pro#essma$er.#om3in e%.php37 'an#e E<ptionsK7##essingE05ETablesEfro mETriggers

H%e#uting 8A* &ueries for e%ternal Gatabase =onne#tions se#tions.

atabases through triggers !ill be e%plaine

in

DATABASE 0ro#ess 5a$er has a 5y8&l atabase built into it. :t pro'i es a graphi#al user interfa#e #alle 0hp5y7 min to a##ess this atabase. The 0hp5y7 min #an be a##esse from this a ress2 http233127.0.0.13phpmya min3in e%.php. This interfa#e re&uires username an pass!or . C8H.-75H2 a ministrator 07886<.G2 the pass!or that !as gi'en uring pro#ess ma$er installation To #onne#t to the 5y8&l atabase #li#$ on Gatabase #onne#tions in 0ro#ess !or$spa#e an sele#t 5y8&l. The etails for #onne#ti'ity2 8er'er2 your :0 a ress !here pro#ess ma$er is installe 0ort2 The port that !as gi'en uring installation. Gefault is 3306. Gatabase -ame2 the name of atabase Csername2 root 0ass!or 2 the pass!or that !as gi'en uring installation. The fiel s in the form #an be #onne#te to these atabases to pull up information. 6hile #reating a fiel li$e te%t bo% there is 8A* #onne#tion rop o!n from !hi#h the atabase ser'er to !hi#h #onne#tion !as ma e must be sele#te . Then" 8A* &uery #an be !ritten in the Auery bo% to pull up information from atabase. To =e* 'a($e +ro) &a*a%ase, *;e @$er9 )$s* %e ,r!**e" as 7 +or e3a)#(e< SELECT +!rs*"a)e, +!rs*"a)e +ro) e)#(o9ee8 -I" *;!s +!rs* "a)e !s se(ec*e& +ro) e)#(o9ee *a%(e -T;e +!rs* "a)e s;o$(& %e ,r!**e" *,!ce as +!rs*"a)e, +!rs*"a)e !" *;e @$er9, O*;er,!se !* ,o"A* re*$r" a"9*;!"=- I+ *;e +!e(& !s a *e3* %o3 *;e" !* ,o$(& re*$r" o"(9 o"e F!rs* "a)e +ro) &a*a%ase- I+ *;e +!e(& !s a &ro# &o," %o3 *;e" a(( *;e +!rs* "a)e ,o$(& %e #o#$(a*e& !" *;e &ro#&o,"Gepen ant /iel s2 There might be #ases !here !e nee to pull up info from atabase epen ing upon 'alues in other fiel s. :n this #ase the fiel nee s to be ma e epen ant. 5ore information about this is foun here2 http233!i$i.pro#essma$er.#om3in e%.php3=reateEGepen entE/iel s :n triggers if e%ternal atabase nee s to be &uerie it #an be one as in the follo!ing e%ample2

$db = XXXXXXXXXXXXXXXXXXXXXXXXXXX; //UID from database connection $query = SELEC EX!"D# E #S D# E$ EX!" %!E #S %!E$ EX!"DESC #S DESC&I! I'($ EX!"#) #S #)'U( *&') EX!E(SES+; ,,EX!E(SE"-&ID = e.ecute/uery 0$query$ $db1; 2e abo3e /uery is found in t2is 4in56 2tt76//8i5i97rocessma5er9com/inde.9727/'ut7ut"Documents

PM TABLES 05 tables are pro#ess 5a$er internal atabase tables. :f tables are e'elope in 05 tables then no 8A* #onne#tion is re&uire as it is the efault atabase. 05 Table is foun un er 7G5:- tab. 5ore information about 05 T7;*H is foun in this lin$2 http233!i$i.pro#essma$er.#om3in e%.php305ETables http233!i$i.pro#essma$er.#om3in e%.php3/rien lyE05ETables

EMAIL CONFIGURATION The information about H,mail #onfiguration #an be foun at2 http233!i$i.pro#essma$er.#om3in e%.php3HmailE,E8ettings WEB SERVICES 0ro#ess 5a$er has 6eb 8er'i#es /un#tions !hi#h allo!s a remote user to a##ess the system. :nformation about that #an be foun at2 http233!i$i.pro#essma$er.#om3in e%.php30ro#ess5a$erE68G*E6ebE8er'i#es http233!i$i.pro#essma$er.#om3in e%.php38impleETriggerE6ebE8er'i#es There is also a feature #alle /aster .esponse 'ia H,mail !hi#h allo!s a user to appro'e or isappro'e from email !ithout entering 0ro#ess 5a$er. :nformation #an be foun at2 http233!i$i.pro#essma$er.#om3in e%.php30ro#ess5a$erE68G*E6ebE8er'i#esKH%amples

INTEGRATION WITH OTHER ENTERPRISE SOFTWARES 0ro#ess 5a$er #an be integrate !ith other Hnterprise soft!areOs su#h as 8CB7. =.5" 0entaho .eports. The lin$ to this is2 http233!i$i.pro#essma$er.#om3in e%.php30ro#ess5a$erE,E0entaho http233!i$i.pro#essma$er.#om3in e%.php30ro#ess5a$erE,E8ugarE5ashup 10

ONLINE COMMUNITY AND SUPPORT 0ro#ess 5a$er has an online forum !here there is a#ti'e is#ussion going on about the tool. Auestions #oul be poste here an the tools e'elopers !oul ans!er it. 8ome &uestions poste by me #an be sear#he using the name shyaamsn.

There are some pro#esses in the libraries that #an be o!nloa e . They are foun at2 http233library.pro#essma$er.#om3syspm*ibrary3en3green3publi#3frontpage.html There are also some emos a'ailable in the pro#ess ma$er site. The lin$ to that is2 http233!!!.pro#essma$er.#om3 emos3

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