Administering Process Portal
You can configure various aspects of the Process Portal environment, such as setting up access to various functions, and creating saved searches.
- Process Portal dashboards: Authorization overview
Process Portal includes a Process Performance and a Team Performance dashboard. Users must be authorized to access the dashboards and for the management actions that are available in each of the dashboards. - Enabling Process Portal to run in an HTML frame
By default, login pages and index pages cannot be displayed inside an HTML frame. Enable Process Portal to run inside an HTML frame by changing the com.ibm.bpm.social.enableRunInFrame variable. - Enabling email for Process Portal notifications
Process Portal users can set their preferences to receive an email notification when a new task is assigned to them. The configuration works for all types of email. To use this capability, you must enable the email environment to send notifications. - Configuring IBM Connections integration for task notifications
Process Portal users can set their preferences to receive a notification in IBM® Connections when a new task is assigned to them. To use this capability, you must configure the integration with IBM Connections. - Configuring Sametime Connect integration
IBM Lotus® Sametime® Connect provides instant messaging support to allow your users to collaborate in real time on their work. To integrate Sametime Connect functionality with Process Portal, you must perform additional configuration steps in both environments. - Creating and maintaining saved searches for Process Portal
By saving searches, you can provide Process Portal users with customized views of their tasks, for example, to include specific business data. Saved searches are displayed in the Saved Searches tab of the Process Portal interface. - Resetting the Process Portal start page for a user
The My Tasks > Open Tasks view is the Process Portal default start page. Users can bookmark a different view or page as their start page, and then return to using the default start page as needed. - Setting the Process Portal tab order for a user group
To modify the Process Portal tab order for users, use Bulk User Attribute Assignment. - Configuring the My Team Performance dashboard (deprecated)
You can configure certain aspects of the My Team Performance dashboard, for example, which tasks are visible to team managers and the maximum number of tasks that is displayed in the task list. - Administering the Process Portal index
The Process Portal index allows process participants who are working in Process Portal to search business processes for instance data. The index is also used to provide data for the charts in the Process Performance and Team Performance dashboards.
Administering Process Portal spaces
Administering spaces involves enabling tracing, working with templates, and removing widgets.
Parent topic: Administering the IT infrastructure