Federation considerations for Process Portal

Entries in the Dashboards and Launch list

Entries

The following table applies to the Dashboards and Launch list.

Table 1. Behavior differences for dashboards and Launch list entries
Single system	Federated environment
One entry for each exposed dashboard, custom dashboard, launchable process, and launchable service.	The Work and other saved search dashboards are federated, which means you see only one entry for each dashboard in the list. However, the ready-to-use dashboards (Processes, Team Performance, Process Performance) are not federated, which means you see one dashboard entry in the list for each federated system. The federation behavior of custom dashboards and launchable processes and services is configurable. You can configure these entities so that they have only one entry in the Dashboards list or an entry for each federated system. For more information, see Federation considerations for dashboards, processes, and services in Process Portal.

Refresh

The following table applies to the Launch list.

Table 2. Behavior differences for the Launch list refresh
Single system	Federated environment
Launch list items do not refresh automatically, for example if you disable startable business process definitions. The list refreshes after you sign off and sign in again.	The Launch list refreshes automatically at each change.

Tasks lists

Table 3. Behavior differences for Tasks lists
Single system	Federated environment
Only BPD tasks are available.	BPD and BPEL tasks from federated systems are consolidated into a single list.

Task completion

Table 4. Behavior differences for task completion
Single system	Federated environment
If BPD tasks are implemented with coach-based human services, you can complete them within Process Portal.	If BPD tasks are implemented with coach-based human services, you can complete them within Process Portal. For BPD and BPEL tasks that are implemented with external activities, Process Portal opens a new window to complete the task. For information about using external activities, see Integrating custom web-based user interfaces in Process Portal.

BPD tasks versus BPEL tasks

Table 5. Behavior differences for BPD tasks versus BPEL tasks
Single system	Federated environment
In the Process Portal table view, BPD tasks can be displayed by priority level, sorted on their priority level, and filtered on their priority level or on the status of the process instance in saved searches.	In the Process Portal table view, the following limitations apply: The priority level of BPEL tasks is not shown. You cannot sort BPEL tasks nor mixed BPEL-BPD tasks by priority level. You cannot filter BPEL tasks on their priority level or on the status of the process instance in a saved search.

Available actions

Table 6. Behavior differences for available actions
Single system	Federated environment
For tasks such as View Instance, all actions are available.	The actions depend on the systems in the federated environment. For more information, see Actions available in Process Portal in federated environments.

Table 7. Behavior differences for notification
Single system	Federated environment
You can receive notifications directly in Process Portal in the following situations. A new task is assigned to you or your user group. You are mentioned in a post on a process that you are participating in. An activity in a process instance is updated.	Notifications are disabled.

Organization

Table 8. Behavior differences for organizing saved searches
Single system	Federated environment
You can organize saved searches by task or by process.	Saved searches are always organized by task.

Sharing

Table 9. Behavior differences for sharing saved searches
Single system	Federated environment
You can share saved searches with everyone and with individual teams.	You can share saved searches with everyone, and also with individual teams but with some restrictions. Saved searches can only be shared with BPD process teams that are defined by process applications that are deployed on federated IBM® Business Automation Workflow V18.0.0.1 servers or later.

User rights on saved searches

Table 10. Differences for restricting user rights on saved searches
Single system	Federated environment
Restricting the rights to create and update saved searches to a user or group of users is done through action policies.	Restricting the rights to create and update saved searches to a user or group of users is done through security roles.

Full-text search

Table 11. Behavior differences for full-text search
Single system	Federated environment
The following fields support full-text search. `bpdName` `instanceName` `taskActivityName` `taskSubject`	The following fields support full-text search. `bpdName` `instanceName` `instanceProcessApp` `instanceSnapshot` `taskActivityName` `taskSubject`
The query syntax in full-text searches is available and supported. For more information about saved searches, see Process Portal dashboards: Search tips.	The query syntax in full-text searches is available. For a full-text search, you can search on multiple words and use wildcards (*,?,~). For more information, see Searches using the FullTextSearch operator.
The quick-filter colon syntax, such as `subject:`, is supported. For example: `$dueOn:5/23/17`	The quick-filter colon syntax (`:`) is not supported.

The following table applies to the Following and Mentions social features.

Table 12. Behavior differences for social features
Single system	Federated environment
By default, these social features are available. You can disable them by using the com.ibm.bpm.portal.disableSocial custom property. For more information, see Configuring mashups custom properties for Process Portal.	These social features are not available.

Table 13. Difference in status indicator
Single system	Federated environment
You can see which users are online.	The online status indicator uses CometD messaging, which is not available in federated environments. Therefore, the online status indicator is not available.