EMC Documentum ProcessBuilder ProcessBuilder Version6.5SP1 UserGuide P/N300-008-167-A01 EMCCorporation CorporateHeadquarters: Hopkinton,MA01748

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  • EMC DocumentumProcess Builder

    Version 6.5 SP1

    User GuideP/N 300-008-167-A01

    EMC CorporationCorporate Headquarters:

    Hopkinton, MA 01748-91031-508-435-1000www.EMC.com

  • Copyright 2004 - 2008 EMC Corporation. All rights reserved.

    Published December 2008

    EMC believes the information in this publication is accurate as of its publication date. The information is subject to changewithout notice.

    THE INFORMATION IN THIS PUBLICATION IS PROVIDED AS IS. EMC CORPORATION MAKES NO REPRESENTATIONSOR WARRANTIES OF ANY KINDWITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLYDISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

    Use, copying, and distribution of any EMC software described in this publication requires an applicable software license.

    For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com.

    All other trademarks used herein are the property of their respective owners.

  • Table of Contents

    Preface .......................................................................................................................... 11

    Chapter 1 Understanding Business Process Design ............................................. 13Introducing workflows ............................................................................... 13Process templates and associated workflow objects....................................... 16Activities ............................................................................................... 17Initiate activities ................................................................................. 18Wait for message activities .................................................................. 18Fault handler activities........................................................................ 19

    Process data ........................................................................................... 19Enabling reporting for Business Activity Monitor (BAM) ...................... 20

    Flows..................................................................................................... 21Planning workflow processes ...................................................................... 22Choosing or creating activity templates.................................................... 23Choosing activities ................................................................................. 23Choosing performers .............................................................................. 24Defining when the performer is determined ......................................... 26Using aliases ...................................................................................... 27

    Enabling delegation and extension........................................................... 28Defining task subjects ............................................................................. 28Adding a signoff requirement ................................................................. 29Setting priority values............................................................................. 30Setting initial priority and aging of tasks .............................................. 30How the system resolves the initial priority of a task......................... 31How the system increases the priority of a task................................. 31

    Setting static priority and aging logic for tasks...................................... 32Setting dynamic priority and aging logic for tasks ................................ 32Sample priority module .................................................................. 33

    Understanding process data .................................................................... 34Understanding packages..................................................................... 34Understanding process variables ......................................................... 35

    Understanding process parameters.......................................................... 36Associating form templates with packages ............................................... 37Setting trigger conditions ........................................................................ 37Setting timers ......................................................................................... 38Setting up notifications ........................................................................... 39Defining activity transitions .................................................................... 40Determining transition conditions ....................................................... 41

    Chapter 2 Using Process Builder ........................................................................... 43Process Builder design environment ............................................................ 43Process Builder toolbar ............................................................................... 44Setting process template preferences............................................................ 45Sharing process templates with Process Analyzer ..................................... 45Setting process sharing folder locations................................................ 46

    Setting the port number for debugging inbound activities ......................... 47

    EMC Documentum Process Builder Version 6.5 SP1 User Guide 3

  • Table of Contents

    Managing activity template folders.......................................................... 47Setting process template message preferences .......................................... 48Updating process data in the BAM database............................................. 49

    Activity Templates window ........................................................................ 50Structured Data Types window ................................................................... 51Creating structured data type categories and groups ................................ 51Creating structured data types ................................................................ 52Editing structured data types .................................................................. 54Creating a complex structured data type from an XML schema ................. 55

    Process template editor pane ....................................................................... 56Aligning activities .................................................................................. 57Replacing an activity............................................................................... 58Snap to grid ........................................................................................... 58Zooming in or out .................................................................................. 58Adding notes ......................................................................................... 59Viewing multiple processes by using tabs ................................................ 61

    Process validation tab ................................................................................. 61Navigator .................................................................................................. 62

    Chapter 3 Working with Process Templates .......................................................... 63Process templates overview......................................................................... 63Opening existing process templates ............................................................. 64Creating process templates.......................................................................... 64Setting process template properties.............................................................. 66Managing process data ............................................................................... 69Managing packages ................................................................................ 69Managing process variables..................................................................... 72Managing process parameters ................................................................. 73Overriding activity-level settings ............................................................. 74

    Configuring advanced options .................................................................... 75Setting Access Control List (ACL) options ................................................ 75Selecting a calendar for the process .......................................................... 77Assigning a Process Parameter form ........................................................ 77Creating correlation sets.......................................................................... 78Enabling inbound web services ............................................................... 79

    Saving process templates ............................................................................ 79Validating process templates ....................................................................... 81Using the process validation tab .............................................................. 82

    Installing process templates ........................................................................ 83Modifying process templates....................................................................... 85Checking in, checking out, and versioning process templates ........................ 85Deleting process templates .......................................................................... 88Importing process templates ....................................................................... 88Keeping shared processes in sync ................................................................ 89Exporting process templates........................................................................ 91Printing process templates ...........

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