Starting and Logging In to Process Workspace

Getting Started with Process Workspace 2-3 2. Enter the user name and password. You can use the preseeded user name to log in as an administrator. If you have loaded the demo user community in the identity store, then you can use other users such as jstein or jcooper. The user name and password must exist in the user community provided to JAZN.

3. Click Login.

2.3 Navigating Process Workspace

At the highest level, Process Workspace provides three default tabs as shown in Figure 2–1 : ■ Tasks ■ Process Tracking ■ Standard Dashboards It also provides a link in the top right toolbar for performing administration. Figure 2–1 shows the Process Workspace user interface as it first opens after you log in. At the highest level, the tabs are Tasks, Process Tracking, and Standard Dashboards. The Administration link is in the upper right toolbar. Notes: ■ If you expect to have a large number of users using Process Workspace simultaneously, then set the session time-out value to no more than 5 minutes. To do this, expand the Process Workspace .ear file, open the web.xml file, and update the time-out parameter. ■ If user identities are stored in Microsoft Active Directory, then at times authentication can fail due to the inability of Oracle WebLogic Server, where Process Workspace is running, to communicate with the Active Directory installation. This can occur when Oracle WebLogic Server and Active Directory are in separate domains. To resolve this issue, add the entry for the Active Directory hosts address to the etchosts file on machine where Process Workspace is running. 2-4 Oracle Fusion Middleware Users Guide for Oracle Business Process Management Figure 2–1 Process Workspace Tasks Page In addition to the default tabs, you can create your own custom tabs, with each one appearing as a separate page in Process Workspace. For more information about creating custom tabs, see Chapter 5, Creating and Editing Custom Pages in Process Workspace . This section contains these topics: ■ Section 2.3.1, About the Process Workspace Tasks Page ■ Section 2.3.2, About the Process Workspace Process Tracking Page ■ Section 2.3.3, About the Process Workspace Standard Dashboards Page

2.3.1 About the Process Workspace Tasks Page

After a user logs in, the Home page, as shown in Figure 2–1 , displays the Tasks page by default. The Tasks page displays tasks for the user based on the user’s permissions and assigned groups and roles. Within the Tasks page, the My Tasks page and the Inbox are displayed by default. The actions allowed from the Actions list depend on the logged-in user’s privileges. The Tasks page enables you to do the following: ■ Perform authorized actions on tasks in the worklist, acquire and check out shared tasks, define personal to-do tasks, and define subtasks. ■ Filter tasks in a worklist view based on various criteria. ■ Work with standard work queues, such as high priority tasks, tasks that are due soon, and so on. Work queues enable users to create a custom view to group a subset of tasks in the worklist—for example, high priority tasks, tasks due in 24 hours, expense approval tasks, and more. ■ Define custom work queues. ■ Gain proxy access to part of another users worklist. ■ Define custom vacation rules and delegation rules.