Administering and Monitoring Business Processes
General Information
Document Conventions
Online Information and Support
Data Protection
Working with My webMethods
Deprecation of webMethods Broker
Deprecation of webMethods Broker
Logging Into and Logging Out of My webMethods
About Logging Into and Out of My webMethods
Logging Into My webMethods
Logging Out of My webMethods
Changing Your Password
Familiarizing Yourself with My webMethods
My webMethods User Interface
Resizing the Content Area and Navigation Pane
Standard Links
Tabs
Closing Tabs
Displaying a Page When its Tab is Not Visible
Re-arranging the Order of the Tabs
Navigation Pane
Application Selections Available in the Navigate Tab
Monitoring Section of the Navigate Tab
Administration Section of the Navigate Tab
Workspace Selections in the Navigate Tab
Tool Selections in the Tools Tab
Layout Section of the Tools Tab
MWS Monitoring and Diagnostics Section of the Tools Tab
Workspace Tools Section of the Tools Tab
Format of Application Pages
Format of Workspace Pages
Viewing and Updating Your My webMethods Profile
The My webMethods Profile
Identifying Yourself to My webMethods
Exporting Your My webMethods Profile Data
Deleting Your My webMethods Profile
Setting Your User Preferences
My webMethods User Preferences
Calendars
Defining Your Business Calendar
Viewing Your Personal User Calendar
Configuring the Time Zone in My webMethods
Changing the Time Zone in My webMethods
Working with My webMethods Workspaces
About Workspaces
About Creating New Workspaces
Creating New Empty Workspaces
Using “Save As” to Create a New Workspace
Defining the Layout of a Workspace
Opening Workspaces
Workspace Properties
Setting General Properties for a Workspace
Renaming Workspaces
Workspace Sharing
Workspace Sharing Permissions
Sharing Workspaces
Unsharing Workspaces
Closing Workspaces
Deleting Workspaces
About Adding Workspaces to the Navigation Pane
Adding Workspaces to the Navigation Pane
Removing Workspaces from the Navigation Pane
Adding a Workspace Folder to the Navigation Pane
Renaming a Workspace Folder in the Navigation Pane
Removing a Workspace Folder from the Navigation Pane
Working with Workspace Content
About Workspace Content
Adding Tools to a Workspace
Adding Windows from Application Pages to a Workspace
Adding Windows from a Workspace to Another Workspace
General Properties for a Window in a Workspace
Viewing Window Properties
Renaming a Window in a Workspace
Updating the Description of a Window
Finding Windows in a Workspace
Resizing Windows
Positioning Windows in a Workspace
Deleting Windows from a Workspace
Using Tools to Enhance Workspaces
MWS Monitoring and Diagnostics Tools
Workspace Tools
Attachments Tool
Attaching Files to a Workspace
Setting Preferences for an Attachments Window
Updating an Attachment
Removing an Attachment
Bookmarks Tool
Adding Bookmarks to a Workspace
Using the Bookmark Tool to Access Bookmarked Pages
Updating a Bookmark Title or URL
Changing Whether a Bookmark is Opened in the Current or New Window
Deleting Bookmarks
Directory Browser Tool
Adding Directory Browsers to Workspaces
HTML Text Tool
Adding Formatted Text to Workspaces
Updating Existing Formatted Text
Image Tool
Adding an Image to a Workspace
Updating an Image in a Workspace
Note Tool
Adding Simple Notes to a Workspace
Changing the Background Color of a Note
Adding the Last Update Date to a Note
Updating the Text of an Existing Note
User Calendar Tool
Adding Your Calendar to a Workspace
Changing to View Another User’s Calendar
Searching for Users, Groups, and Roles
About Searching for Users, Groups, and Roles
Keyword Searches for Users, Groups, and Roles
Performing a Keyword Search for Users, Groups, or Roles
Advanced Searches for Users and Groups
Performing an Advanced Search for Users or Groups
Searching for Data
About Searching for Data
Keyword Searches for Data
Determining the Fields that Keywords are Searched Against
Performing a Keyword Search for Data
Basic and Advanced Searches for Data
Saving Your Search
Re-executing a Saved Search
Modifying a Saved Search
Deleting a Saved Search
Setting Search Options for a My webMethods Page
Defining How My webMethods Displays Search Results
Sorting the Search Results
Resorting the Search Results
Defining the Number of Search Results Rows to Display Per Page
Setting the Columns to Display and Their Display Order
Working with Search Results
Taking Action Against Items in the Search Results
Taking Action Against Multiple Items in the Search Results
Adding Items
Taking Action Against a Single Item in the Search Results
Adding Search Results to a Workspace
Exporting Search Results to a .csv File
webMethods Audit Logging Guide
About this Guide
Types of Audit Logs
Overview
IS Core Audit Logging
API Gateway Transaction Logging
Document Audit Logging
Error Audit Logging
Guaranteed Delivery Audit Logging
Messaging Audit Logging
Security Audit Logging
Service Audit Logging
Session Audit Logging
Process Audit Log
Business Process Audit Logging
Integration Process Audit Logging
Task Audit Logging
Additional Processing for Audit Log Entries
Globalization
webMethods Broker Client Logging
webMethods Adapter Logging
Setting Up IS Core Audit Logging
Configure Audit Logging
Start the Logger Configuration
Enable the Logger
For the Service Logger, Choose the Logging Level
Identify the Destination
File Names and Locations
Database Error Handling
Configure Logging Mode (Synchronous or Asynchronous)
Configure Asynchronous Mode
Choose the Queue Provider
Choose Whether to Persist the Queue
Specify Maximum Queue Size
Specify the Connection Alias for the Universal Messaging Queue
Specify Reader Threads for the Universal Messaging Queue
Queue Fail-Fast Mode for Loggers that Use Universal Messaging Queues
Additional Fields for the Security Logger
Set the Log Level for the Messaging Logger
Set Up Additional Service Logging
Set Up Customized Service Logging in Designer
Write User-Defined Messages or Input Pipelines to the Integration Server Server Log
Write Custom Values for the Current Context to the Integration Server Server Log
Write User-Defined Messages to the IS Core Audit Log
Send Messages About Service Failures to Email Addresses
Perform Additional Processing on Audit Log Entries
Controlling the Level of Exception Logging Detail
Controlling Date-Time Stamp and Time Zone Details
Rotate Audit Logs Based on Size
Limit the Number of Audit Log Files Kept by Integration Server
Use Delimiters in a File-Based Audit Log
Receiving Notifications When Logging Fails
Fail-Fast Mode for Synchronous Logging
Queue Size Considerations for Fail-Fast Mode
Other Considerations for Using Fail-Fast Mode with Audit Logging
Viewing Audit Log Data
Overview
View the Audit Logs in Integration Server Administrator
View the Error Log
View the Guaranteed Delivery Log
View the Messaging Log
View the Security Log
View the Service Log
View the Session Log
View the API Gateway Transaction Logs
Change the Log Displays
Display Logged Data in Different Languages
Change the Display Permanently for All Logs
webMethods Monitor User’s Guide
About this Guide
Deprecation of webMethods Broker
Concepts
About webMethods Monitor
Architecture and Workflow
Data You Can Monitor
Monitoring Flow and Coded Services
Monitoring Documents
Monitoring webMethods-Executed Process Instances
Monitoring Externally Executed Processes
Monitoring Integration Processes
Monitoring Dynamically-Invoked Processes
About the Monitor User Interface
Monitor Administration Tasks
Monitoring Tasks
Archiving Data
Configuring Monitor
Overview of the Monitor Configuration
Identifying the Integration Servers to Be Monitored
Identifying the My webMethods Server that Hosts the Monitor User Interface
Configuring Database Connection Retries
Configuring Central User Management
Verifying the Configuration of Central User Management in Integration Server
Adding My webMethods Users to the Monitor ACLs
Customizing How Monitor Sets Up ACLs When Using Central User Management
Granting Users Access to Monitor
Configuring Access to Monitor Pages, Actions, and Data
Granting Users Access to Monitor Pages
Granting Users the Ability to Perform Monitor Actions
Granting Users Permissions for Non-DBO Schemas
Example
Creating Archive Table and Assigning Permissions for Postgres Database
Identifying the Audit Data on Which Users Can Perform Actions
How Data-Level Security Works with Functional Privileges
Enabling Data-Level Security
Identifying Processes, Services, and/or Documents on Which a Role Can Act
Audit Data Archiving and Deletion in Monitor
Preliminary Requirements
Configuring Archive Settings
Configuring the Archive Database
Configuring Monitor Properties Using an MSR Configuration Variables Template
Service Monitoring
About the Services Search Page
Finding Logged Service Data Using Keywords
Finding Logged Service Data Using an Advanced Search
Viewing Detailed Information for a Service
Service Statuses
Resubmitting a Service
Document Monitoring
About the Documents Search Page
Finding Logged Documents Using Keywords
Finding Logged Documents Using an Advanced Search
Viewing Detailed Information for a Document
Resubmitting a Document
Process Monitoring
Working with the Process Instances Page
Finding Process Instances Using Keywords
Finding Process Instances Using an Advanced Search
Customizing the Process Instance Search Options
Viewing Detailed Information for a Process Instance
About Process Instance Statuses
Process Instance Detailed Information
Setting the Priority for User Tasks in a Process Instance
Path Forecasting for a Process Instance
Configuring Your System to Path Forecasting for a Process Instance
Viewing Estimated Data for a Forecast Path
Viewing Detailed Information for a Process Step
About Process Instance Step Statuses
Viewing Steps Within a Subprocess
Viewing a Call Activity Step
Process Step Detailed Information
About Subprocess Detailed Information
About Subprocess and Call Activity Duration Time
Viewing KPI Data for Process Instances
Viewing KPI Data Associated with a Process Step
Stopping, Suspending, or Resuming a Process Instance
Updating a Process Instance to a New Model Version
About Resubmitting Process Instances and Process Steps
Enabling Your System to Resubmit Processes
Requirements for Submitting Process Instances
Resubmittal Behavior in the Run Time
Resubmitting Processes from a Step and Optionally Editing Pipeline Information
Example Resubmittal Use Cases
Unhandled Exception
Handled Exceptions
Steps Enabled for Resubmission
Resubmitting Completed Processes
Working with Process Models
Finding Process Model Information in My webMethods
Using the Business Processes Page
Finding Process Models Using Keywords
Finding Process Models Using an Advanced Search
Customizing the Process Model Search Options
Viewing and Modifying Process Model Information
Working with the Edit Process Page
Process Information Administration Window
Process Details Tab
Process Settings Tab
Step Settings Tab
Instance Analytics Tab
Process Stages and EDA Events Window
Stages Tab
Events Tab
Process Diagram Window
About Process Model Data Logging
About Process Model Logging Levels
Improving Process Logging Performance
Configuring Logging Settings for a Process Model Version
Enabling and Disabling Process Instance Diagnostic Logging
Viewing a Process Instance Diagnostic Logging File
Enabling and Disabling Process Model Versions
Determining the Enabled Version of a Process Model
Enabling or Disabling a Process Model for Analysis
Enabling and Disabling EDA Event Emission
Enabling and Disabling a Step for Resubmission
Working with Stages and Milestones
Adding a Stage
Modifying a Stage
Deleting a Stage
Viewing Stages in the Process Diagram
About Synchronizing Stages and Events with Software AG Designer
Deleting Unused Process Models
Upgrading Process Models
About Process Model Rendering
Modifying the Default Header Rule for Internet Explorer
Defining, Executing, and Logging Integration Processes
Logging an Integration Process
Defining an Integration Process
Executing an Integration Process
Archiving or Deleting Data in an Archive Database
Overview of Archiving or Deleting Data in an Archive Database
Archiving or Deleting Audit Data Using the Monitor User Interface
Archiving or Deleting Audit Data Using Built-in Services
Archiving or Deleting Audit Data Using Stored Procedures
Deleting User Information From Database Tables
Viewing the Results of an Archive Operation
Archiving Data Using Partitions
Overview of Using Partitions for Process Audit Log Data
Configuring Partitions
Using Mobile Monitor
Understanding Mobile Monitor
About Notifications
Configuring Mobile Monitor
Archive Tables
Overview of Archive Tables
Process Archive Tables
Server Archive Tables
Service Archive Tables
Document Archive Tables
webMethods Monitor Built-in Services Reference
About this Guide
Deprecation of webMethods Broker
pub.monitor.archive Folder
Summary of Elements in This Folder
pub.monitor.archive:documentArchive
pub.monitor.archive:getArchiveInfo
pub.monitor.archive:processArchive
pub.monitor.archive:serverArchive
pub.monitor.archive:serviceArchive
pub.monitor.archive:setOperationParameters
pub.monitor.document Folder
Summary of Elements in This Folder
pub.monitor.document:exists
pub.monitor.document:getActions
pub.monitor.document:getDetails
pub.monitor.document:getDocument
pub.monitor.document:getList
pub.monitor.documentControl Folder
Summary of Elements in This Folder
pub.monitor.documentControl:resubmit
pub.monitor.integrationProcessLogging Folder
Summary of Elements in This Folder
pub.monitor.integrationProcessLogging:createLoggedFieldInstance
pub.monitor.integrationProcessLogging:createLoggedFieldMetadata
pub.monitor.integrationProcessLogging:createProcessError
pub.monitor.integrationProcessLogging:createProcessInstance
pub.monitor.integrationProcessLogging:createProcessMetadata
pub.monitor.integrationProcessLogging:createStepInstance
pub.monitor.integrationProcessLogging:createStepMetadata
pub.monitor.integrationProcessLogging:generateProcessInstanceID
pub.monitor.integrationProcessLogging:updateProcessInstanceStatus
pub.monitor.integrationProcessLogging:updateStepInstanceStatus
pub.monitor.process.actions Folder
Summary of Elements in This Folder
pub.monitor.process.actions:CustomImplOutputDoc
pub.monitor.process.instance Folder
Summary of Elements in This Folder
pub.monitor.process.instance:generateInstanceImage
pub.monitor.process.instance:getDocumentNames
pub.monitor.process.instance:getFieldNames
pub.monitor.process.instance:getInstance
pub.monitor.process.instance:getInstanceActivityLogs
pub.monitor.process.instance:getInstanceControl
pub.monitor.process.instance:getInstanceConversationID
pub.monitor.process.instance:getInstanceCustomData
pub.monitor.process.instance:getInstanceErrors
pub.monitor.process.instance:getInstanceList
pub.monitor.process.instance:getInstanceListByQueryName
pub.monitor.process.instance:getInstanceListCustomData
pub.monitor.process.instance:getInstanceListCustomData Set
pub.monitor.process.instance:getInstanceListWithFilter
pub.monitor.process.instance:getInstanceModelInfo
pub.monitor.process.instance:getInstanceSteps
pub.monitor.process.instance:getInstanceTransitions
pub.monitor.process.instance:getPagedInstanceList
pub.monitor.process.instance:getProcessList
pub.monitor.process.instance:getRecentlyCompleted
pub.monitor.process.instance:getRecentlyCreated
pub.monitor.process.instance:getRecentlyFailed
pub.monitor.process.instance:getRecentlySuspended
pub.monitor.process.instanceControl Folder
Summary of Elements in This Folder
pub.monitor.process.instanceControl:changeInstanceStatus
pub.monitor.process.instanceControl:changeUserTaskPriority
pub.monitor.process.instanceControl:resubmitAllFailed
pub.monitor.process.instanceControl:resubmitInstanceStep
pub.monitor.process.instanceSteps Folder
Summary of Elements in This Folder
pub.monitor.process.instanceSteps:getStepActivityLogs
pub.monitor.process.instanceSteps:getStepControl
pub.monitor.process.instanceSteps:getStepCustomData
pub.monitor.process.instanceSteps:getStepDetails
pub.monitor.process.instanceSteps:getStepErrors
pub.monitor.process.instanceSteps:getStepHistory
pub.monitor.process.instanceSteps:getStepPipeline
pub.monitor.process.model Folder
Summary of Elements in This Folder
pub.monitor.process.model:clearProcessFilter
pub.monitor.process.model:generateModelImage
pub.monitor.process.model:getCustomFieldDefinitions
pub.monitor.process.model:getCustomFields
pub.monitor.process.model:getModelDetails
pub.monitor.process.model:getModelImage
pub.monitor.process.model:getModelList
pub.monitor.process.model:getModelListWithFilter
pub.monitor.process.model:getModelNames
pub.monitor.process.model:getModelNamesWithFilter
pub.monitor.process.model:getProcessFilter
pub.monitor.process.model:getUnusedModels
pub.monitor.process.model:setProcessFilter
pub.monitor.process.modelControl Folder
Summary of Elements in This Folder
pub.monitor.process.modelControl:changeModelEnabled
pub.monitor.process.modelControl:deleteUnusedModel
pub.monitor.process.modelControl:getProcessLogical Servers
pub.monitor.process.modelControl:isModelEnabled
pub.monitor.process.modelControl:refreshModelNames
pub.monitor.process.modelSteps Folder
Summary of Elements in This Folder
pub.monitor.process.modelSteps:getModelSteps
pub.monitor.process.modelSteps:getModelTransitions
pub.monitor.process.modelSteps:getStepIDNames
pub.monitor.service Folder
Summary of Elements in This Folder
pub.monitor.service:exists
pub.monitor.service:getActions
pub.monitor.service:getActivityLogs
pub.monitor.service:getChildDetails
pub.monitor.service:getCustomData
pub.monitor.service:getDetails
pub.monitor.service:getErrors
pub.monitor.service:getHistory
pub.monitor.service:getList
pub.monitor.service:getListCustomData
pub.monitor.service:getListCustomDataSet
pub.monitor.service:getPipeline
pub.monitor.service:isResubmittable
pub.monitor.serviceControl Folder
Summary of Elements in This Folder
pub.monitor.serviceControl:resubmit
Status Reference
Statuses
Working with webMethods Business Console
Overview
About Business Console
Business Console Features
Getting Started
Pre-Requisites
Products Required for Enabling Business Console Capabilities
Users, Roles, and Groups
Assigning AgileApps Cloud Roles to Users
Viewing and Updating Your Profile
Opening the Business Console User Interface
Setting a Landing Page
Logging Out of Business Console
Administering Business Console
Configuring Servers for Business Console
Configuring Business Console with Twitter
Creating Twitter Account for Business Console
Configuring User Endorsement Rating
Configuring To-Do List Setting
Configuring Task Type Setting
Configuring Work Stream
Configuring AppSpace Settings
Resetting the Landing Page
Configuring the Analytical Engine for Business Console
Setting the Maximum Number of Columns in Work Stream
Setting the Maximum Number of Legends in a Chart
Setting the People Picker Preferences
Configuring HPSTRA Settings
Configuring the Session Timeout Settings
Configuring the REST Service Timeout Settings
Enabling Inbox Set Status Action
Managing Task Types Using My webMethods
Creating and Deploying a Task Type with the Task Business Data Gadget
Customizing Business Console
Customizing Business Console Using Gadgets
Creating Business Console AppSpaces Using Gadgets
Editing AppSpace Using Gadgets
Viewing an AppSpace in a Web Browser
Viewing Standalone AppSpaces
Exporting an AppSpace As a .cdp File
Exporting an AppSpace As an .xml File
Importing an AppSpace
Deploying an AppSpace using the File System
Deploying an AppSpace using the Install Option
Importing an AppSpace to My webMethods Server
Understanding Built-in Gadgets
Common Gadgets
MashZone NextGen Gadgets
Configuring Communication Among MashZone NextGen Gadgets
Case Related Gadgets
Process Related Gadgets
Task Related Gadgets
Code Samples
Managing AppSpace Groups
Customizing Process Details Using Gadgets
Customizing Start Task Page using Gadgets
Customizing Task Details Using Gadgets
Assigning Gadget Access Permissions
Assigning AppSpace and AppSpace Group Access Permissions
Installing Sample Gadgets
About Work Stream
About Work Stream
Operations You Can Perform in Work Stream
Showing and Hiding Projects in Work Stream
About Cases
Managing Cases
Configuring AgileApps as a Service Provider to Access Cases
Case List Operations
Case Instance Operations
Case Properties
Claiming Cases
Assigning Cases
Adding Activities to Case Instances
Actions in a Case Activity
Case Actions
Starting Cases
Customizing Case Keylinks
Searching for Case Instances
Collaborating Case Activities
About Processes
Managing Processes
Process Instance Details
Viewing Business Rules Decision Entities
Customizing Task Instance Panel
Process Instance Statuses
About Tasks
Managing Tasks
Task List Operations
Task Instance Operations
Task Properties
Task Priority
Task Actions
Task Status
Scheduling Tasks
Rescheduling Tasks
My Calendar
Searching for Tasks using My Calendar
Scheduling Task Delegations
Starting Tasks
Using Instant Task Tab
Using Start Task Option
Start Task Properties
Customizing Task Keylinks
Searching for Task Instances
Using Saved Searches
Using To-Do Lists
Creating To-Do List Templates
Viewing, Updating, or Deleting To-Do List Templates
Creating To-Do Lists
Viewing and Updating To-Do Lists
To-Do List Attributes
Task Charting and Analyzing Task Activities
Editing Chart Settings
Collaborating Task Activities
Creating an Instant Task
New Instant Task
Managing Your Task Inbox
Using Social Guidance for Task Execution
Social Guidance in Business Console
Endorsement Methods
Endorsement Properties in My webMethods Server
Networking with Task Experts
Viewing Trending Information on Social Media
Using Services for Business Process Guidance
Overview
Summary of Services Available for Business Process Guidance
Summary of Data Structures
Social Guidance Service URLs
Extracting the WSDL for Social Guidance Services
addKeyword
addKeywords
deleteKeyword
deleteKeywords
getKeyword
listKeywords
updateKeyword
updateKeywords
getTaskExpertList
listSkillsByUser
addTagsToTask
deleteTagsFromTask
listTagsByTask
updateTaskTags
endorseUser
deleteEndorsementForUser
endorseUserBasedOnTask
Keyword
Guidance
Endorsement
Admin User Reference
Non-Admin User Reference
Icon Reference
Permission Reference
Task Engine User’s Guide
Deprecation of webMethods Broker
Deprecation of webMethods Broker
Understanding webMethods Tasks
Task Overview
Task Runtimes and Relationship with Software AG Designer
About Tasks and Task Types
Task Interaction with Users, Groups, and Roles
About User Information in Tasks and Task Engine Logs
Task Assignments, Events, and Rules
Task Assignment
Task Status and Life Cycle
How Permission-Based Access Affects Tasks
About Scheduling Tasks
About Collaboration Tasks
How Collaboration Tasks Differ from Standard Tasks
Using Collaboration Tasks in a Process
Using Collaboration Tasks Manually
About Collaboration Processes
About the Relationship Between Parent Tasks and Collaboration Tasks
About Collaboration Tasks and Task Business Data
Key Points About Collaboration Tasks
About Task Comments and Attachments Sharing
About E-form Integration with Tasks
About Task E-mail Notifications
Replying to a Notification without a My webMethods Connection
Permissions Required to Work with Task Notifications
About Mobile Task Integration
Where to Find Tasks in My webMethods
Monitoring Tasks in My webMethods
About My Inbox
About Task Actions
About Task List Management
About Task Type Inboxes
About Task Charts
Working with Tasks in My webMethods
About Task Inboxes
Viewing and Opening Tasks in the Task Inboxes
Selecting Tasks in Task Inboxes
Sorting Tasks in the Task Inboxes
About Duplicate Task Type Names in the My Inbox Results
Viewing Detailed Information About a Task
About the Data View
About the Details View
About the Audit View
About the Task Comments View
About the New Comments/Edit Comments Panel
About the Collaboration Tab
About the New Collaboration Task Panel
Customizing the Task Inbox Search Options
Searching and Filtering the Task List
Filtering and Searching in My Inbox
Searching in a Task Type Inbox
Customizing the My Inbox and Task Type Inbox Results List
Directing a Task to a User
About Task Assignment
Differences in Task Assignment and Delegation
Working with the Select Principals and Select Users Dialog Boxes
Assigning a Task from a Task Inbox
Viewing Task Assignments
Unassigning a Task
Delegating a Task
Accepting a Task
Releasing a Task
Delegating Tasks
Delegating a Task from Your Inbox
Removing a Delegation
Viewing Task Delegations
Scheduling Task Delegation
Scheduling a Task Delegation
Deleting a Scheduled Task Delegation
Viewing Scheduled Task Delegations
Working with Attachments
Working with Comments and Attachments in the Comments Tab
Adding a Comment to a Task
Updating a Comment in a Task
Deleting a Comment from a Task
Adding an Attachment to a Task
Updating an Attachment in a Task
Deleting an Attachment from a Task
Working with Attachments in an Attachments Panel
Attaching a File to a Task
Viewing an Attached File
Downloading an Attached File
Updating an Attached File
Removing an Attached File
Working with Notifications
Subscribing to a Task Notification for Your Own User Account
Unsubscribing from a Task Notification for Your Own User Account
Subscribing to a Notification Rule for Other Users
Unsubscribing from a Notification Rule for Other Users
Responding to an E-mail Notification
Working with E-form Data in Tasks
Downloading an E-form from a Task
Uploading an E-form to a Task
Exporting the Contents of a Task Inbox or Task List
Other Task Actions
Submitting a Task
Completing a Task
Working with Collaboration Tasks
Creating a Collaboration Task
Viewing a Collaboration Task
Opening a Task on the Collaboration Tab
Modifying the Collaboration Task Display
Modifying a Collaboration Task
Deleting a Collaboration Task
Searching for Collaboration Tasks
Working with Collaboration Processes
Viewing Collaboration Process Details
Searching for Collaboration Processes
Completing a Collaboration Process
Viewing Collaboration Processes in webMethods Monitor
Managing Tasks from the Task List Management Page
Overview
Viewing Tasks on the Task List Management Page
Selecting Tasks in Task List Management
Sorting Tasks in the Task Results List
About Duplicate Task Type Names in the Task List Management Results
Customizing the Task List Management Search Options
Customizing the List of Task Results
Filtering and Searching the Task Management List
Viewing Task Details
Managing Tasks
Suspending a Task
Resuming a Task
Assigning a Task from the Task List Management Page
Unassigning a Task from a User, Group, or Role
Accepting a Task for a User
Setting the Task Status
Deleting a Task
Process Implications When Deleting a Task
Delegating a Task from One User to Another
Removing All Task Delegations
Scheduling a Task Delegation
Modifying Task Properties
Rolling Back a Task
Administering Tasks
Configuring Task Permissions
About Access Permissions
Configuring Task Access Permissions
Limitations When Denying Access to My Inbox
About Functional Permissions
Configuring Global Task Functional Permissions
About Task Type Functional Permissions
Configuring Task Type Functional Permissions
Configuring Task Support for a User
Subscribing Users to Notifications
Configuring Support for Collaboration Tasks
Administering Task Types
Administrative Considerations for Task Publishing
Considerations When Publishing Task Types with Duplicate Names
About Optimized Task Type Publishing
Forcing a Full Publication of a Task Application
Searching for Task Type Instances
Deleting All Task Type Instances
Disabling and Enabling a Task Type
Disabling and Enabling Task Analytics
Disabling and Enabling Comments and Attachments
Disabling and Enabling Task Collaboration
Disabling and Enabling Task Data Sharing
Specifying Allowed Collaboration Tasks
Setting Display Options for the Collaboration Process Diagram
Administering Indexed Task Business Data
About Business Data Field Searches
Considerations When Publishing Task Types with Indexed Data
Reindexing Task Business Data
Considerations when Reindexing Task Business Data
Indexing Considerations in a Clustered Environment
Deleting a Task Type from My webMethods Server
Deleting a Task Application from My webMethods Server
Starting a New Task
Modifying Task Types in My webMethods Server
About Task Type Rules and Events
Viewing Task Type Rules in My webMethods
Administering Task Types with Date/Time Events
Recalculating Date/Time Events for a Single Task Type
Recalculating Date/Time Events for All Task Types
Scheduling Date/Time Event Recalculation for a Task Type
Configuring a Custom Data Source
Working with Global Task Rules
Managing Global Rules
Creating a Global Task Rule
Modifying a Global Task Rule
Copying a Global Task Rule
Removing a Global Task Rule
Changing the Rule Evaluation Order
Disabling Auditing for Task Rules
Specifying Task Audit View Logging Levels
Working with Task Charts
Viewing and Refreshing Charts on the Task Charts Page
Configuring a Task Chart
Working with Task Chart Portlets
Creating a Task Chart Portlet
Renaming a Task Chart Portlet
Placing Task Portlets on Other Pages in My webMethods
Deleting and Hiding Task Type Entries in My webMethods
Deleting a Task Type Inbox Entry
Hiding and Displaying a Task Type Inbox Entry
Deleting a Task Type Page
Hiding and Displaying a Task Type Page
Analyzing Task Engine Runtime Performance
Administering Task EDA Event Emission
About Global Settings for EDA Events
Enabling and Disabling Global EDA Event Emission for Tasks
Enabling and Disabling EDA Event Emission for a Task Type
About EDA Predefined Task Event Types
About Task Event Schemas
EDA Task Event Element Definitions
The EDA Predefined Task Event Type
Key Supporting Schemas
Importing the EDA Predefined Event Type Project in Designer
Exporting Task EDA Event Settings
Exporting and Importing Task Types at Run Time
Exporting and Importing a Task Type
Exporting Settings for a Task Type
Importing Settings for a Task Type
Archiving Tasks
About Task Archiving
Configuring Task Archiving
Modifying the Task Archiving Schedule
Triggering the Task Archiving Rule
Example: Task Archiving Configuration
Searching and Viewing Archived Tasks
Running Task Engine on Integration Server
About Task Engine on Integration Server
About Task Engine Packages on Integration Server
About Services in the WmTaskEngine Package
Installation Requirements and Post-Installation Steps
Using Task Engine on Integration Server with the webMethods Suite
Configuring the Task Engine Environment
About the Task Engine Configuration
Running Task Engine with Docker
Running Task Engine in a Clustered Environment
Configuring Task Engine in My webMethods
Configuring the Task Engine Logging Level
Configuring HPSTRA
Configuring a JDBC Data Source
Creating a Task Time-to-Live Eviction Policy
Working with Business Calendars
Creating a Business Calendar
Specifying a Default Business Calendar
Modifying a Business Calendar
Deleting a Business Calendar
Specifying a Business Calendar for a User Account
Working with Personal User Calendars
Configuring User Calendars — Microsoft Exchange
Configuring User Calendars — Lotus Notes
Installing the notes.jar File
Configuring the IBM Lotus Domino Server
Configuring a Task E-mail Listener
Managing Task E-mail Listeners
About E-mail Listener Security
About E-mail Listener Behavior
Running an E-mail Listener in a Clustered Environment
Configuring Task Analytics
About the Task Metrics Event Map
Working with the Task Metrics Event Map
Configuring a webMethods Broker (Deprecated) or JMS Server Connection and Deploying Event Maps
About Modifying the Task Analytics Schema
Configuring an E-form Environment
Applying Task Engine Optional Settings
Configuring the WmTaskClient Package
Specifying a User Account for the WmTaskClient Package
About WmTaskClient and Session Pooling
Configuring Task Service Retry and Timeout Values
Configuring Task Client in Integration Server or Microservices Runtime Containers
Configuring Task Engine on Integration Server
About Task Engine Logging
Task Engine Logging Configuration files
Modifying the Logging Configuration Files
Configure Logging for Task Engine on Integration Server
Applying Task Engine Optional Settings
About Task Engine Optional Settings
Allow Attachment Download for Task Instances
Allow Empty Business Data Field
Completed Task Re-Delivery Count
Completed Task Re-Delivery Interval
Disable Task Engine Initialization on Integration Server Start-up
Disable/Enable Task Logging in Processes
Limit the Number of Tasks Returned to a Results List
Look Up Principal Retry Behavior
Look Up Principal Retry Timeout
Maximum Thread Count
Preload the Task Cache at Startup
Remote Session Timeout Values
Return of Empty Documents
Return Order of Task Data Fields
Set Conditions for Task Preloading
Suppress Task Deleted Events
Synchronous Cluster Updates
Task Event Processing Wait Time
Task Locking in a Cluster Environment
Task Lock Timeout Values
Task Permission Checking Behavior
Task Search Thread Count
Task Update Behavior
Task Update Thread Count
Adjust for Network Latency in Service Call to Task Engine
Change the Default User for Services in the WmTaskClient Package
Turn on Oracle Database Hints
Using Command Central to Manage Task Engine
Administering Task Engine
About Administering Task Engine on My webMethods Server
Commands that Task Engine Supports
Configuration Types that Task Engine on My webMethods Server Supports
Run-Time Monitoring Statuses for Task Engine
About Administering Task Client
About Administering Task Client
Commands that WmTaskClient Supports
Configuration Types that WmTaskClient Supports
Run-Time Monitoring Statuses for WmTaskClient
Administering Task Engine on Integration Server
About Administering Task Engine on Integration Server
Commands that Task Engine on Integration Server Supports
Configuration Types that Task Engine on Integration Server Supports
Run-Time Monitoring Statuses for Task Engine on Integration Server
Adding a Cluster Configuration Endpoint for Task Engine on Integration Server
Configuring System Properties for Task Engine on Integration Server
Configuring Task Engine Variables
Considerations when Configuring Task Engine Variables in Command Central
Task Expression Reference
About Task Expressions
Understanding Task Expressions
About Condition Expressions
About Filter Rule Expressions
About Results Expressions
About Expression Operators
About Date/Time Values in Rule Expressions
About Global Rule Expressions
Expressions for Default Global Rules
Infinite Loop Rule
Delete a Task Rule
Example Global Rule - Expire Task
Working with Business Process Dashboards
About this Guide
Getting Started with the Business Process Dashboards
The Business Process Dashboards
Before you Begin
Displaying the Dashboards
Understanding the Dashboards
General Behavior of the Process Dashboards
Understanding the Overview Dashboard
Understanding the Stage Instances Dashboard
Understanding the Process Instances Dashboard
Using the Business Process Dashboards with Closed Loop Analytics
Configuring Closed Loop Analytics
Escalation Action XML Structure
Escalation Action XML Content and Structure
Copyright
Administering and Monitoring Business Processes
Copyright
BC_Overview
BC_About
BC_Features
BC_GettingStarted
BC_GettingStarted_Prerequisites
BC_GettingStarted_UserRolesGroups
BC_GettingStarted_Profile
BC_GettingStarted_Login
BC_Logout
BC_Admin
BC_Admin_ConfigureISandMWS
BC_Admin_ConfigureTwitter
BC_Admin_CreateTwitterAccount
BC_Admin_ConfigureEndorsement
BC_Admin_ConfigureGroupTask
BC_Admin_ConfigureTaskType
BC_Admin_ConfigureWorkStream
BC_Admin_ConfigureDashboard
BC_Admin_SetDefaultLandingPage
BC_Admin_ConfigureAnalytic
BC_Admin_SetColumns
BC_Admin_SetLegends
BC_Admin_SetPeoplePcikerPref
BC_Admin_TaskTypeManagement
BC_Admin_CustomizeUI
BC_Gadgets
BC_Admin_ExportDashboard
BC_Admin_ImportDashboard
BC_Admin_DeployDashboard
BC_Admin_InstallDashboard
BC_Admin_ImportExportDashboard
BC_BuiltinGadgets
BC_BuiltinGadgets_Common
BC_BuiltinGadgets_Cases
BC_BuiltinGadgets_Process
BC_BuiltinGadgets_Task
BC_BuiltinGadgets_Code
BC_WHN_CustomizeProcessDetails_UsingGadgets
BC_WHN_CustomizeStartTaskPage_UsingGadgets
BC_WHN_CustomizeTaskDetails_UsingGadgets
BC_GadgetPermissionSetting
BC_AboutWorkStream
BC_WHN_WorkStream
BC_WHN_WorkStream_Operations
BC_ShowHideProjectsWorkStream
BC_AboutCases
BC_ManagingCases
BC_CaseListOperations
BC_CaseInstanceOperations
BC_CaseProperties
BC_ClaimingCases
BC_AssigningCases
BC_AddingTasks
BC_CaseTaskActions
BC_CaseActions
BC_StartingCases
BC_CustomizeCaseKeylinks
BC_SearchingCases
BC_CaseActivityStream
BC_AboutProcesses
BC_ManagingProcesses
BC_WHN_ProcessDetail
BC_WHN_ProcessDetail_ConfigureTaskInstancePanel
BC_WHN_ProcessStatuses
BC_AboutTasks
BC_ManagingTasks
BC_ManagingTasks_TaskList_Operations
BC_TaskInstanceOperations
BC_TaskProperties
BC_TaskPriority
BC_TaskActions
BC_TaskStatus
BC_SchedulingTasks
BC_ReschedulingTasks
BC_MyCalendar
BC_ScheduleDelegation
BC_StartingTasks
BC_InstantTask
BC_StartTaskOption
BC_StartTaskProperties
BC_WHN_CustomizeTaskKeylinks
BC_SearchingTasks
BC_ManagingTasks_SavedSearch
BC_WHN_ToDoLists
BC_WHN_GroupTaskAttributes
BC_WHN_Charting
BC_WHN_ChartSetting
BC_WHN_ActivityStream
BC_WHN_CreateChildTask
BC_WHN_NewCollabTask
BC_Inbox
BC_WHN_EndorsingUsers
BC_WHN_TaskExperts
BC_WHN_SocialMediaTrend
BC_APIReference
BC_APIReference_Summary
BC_APIReference_ServiceURLs
BC_APIReference_ExtractWSDL
BC_APIReference_getTaskExpertList
BC_APIReference_listSkillsByUser
BC_APIReference_endorseUser
BC_APIReference_deleteEndorsementForUser
BC_APIReference_endorseUserBasedOnTask
BC_APIReference_Guidance
BC_APIReference_Endorsement
BC_Features_Admin
BC_Features_User
BC_IconReference
BC_Permissions