Exposing processes

Exposure settings enable you to establish who can start the process and perform other tasks in the IBM® Process Portal.

Before you begin

Important: The following information applies to both Heritage Process Portal (deprecated) and Process Portal.

About this task

You need to expose a process to particular teams to establish who can:
  • Start instances of the process in Process Portal.
  • View process instance data in reports in Process Portal.

Procedure

  1. Open the process.
  2. Click the Overview tab.
  3. In the Exposing section, configure the exposure settings to expose different aspects of the process to specific teams.
    Table 1. Settings that can be enabled in the Exposing section
    Exposure setting Description
    Expose to start The team whose members can start instances of this process in Process Portal. Members of the selected team can start instances of the process from Process Portal.
    Expose business data The team whose members can perform ad hoc analysis on this process in the Ad Hoc Reports dashboard in Process Portal.

    The Ad Hoc Reports dashboard is not exposed by default for Process Portal users. If you want process participants to see the Ad Hoc Reports dashboard in their tabs list, you must expose it manually. See Exposing the Ad Hoc Reports dashboard.
    Expose performance metrics The team whose members can view data for this process in the Process Performance dashboard in Process Portal.
  4. Click Save or Finish Editing.

Results

Exposed processes and data from the current working version are always available in Process Portal. However, If you want exposed processes and data from a particular snapshot to be available in Process Portal while under development on the Workflow Center server, you need to activate the snapshot (version) that you want. Anyone with administrative access to the process application can activate snapshots. When you deploy snapshots of process applications on Workflow Server in other environments, such as test and production environments, those snapshots are active by default.