Configuring desktops to display IBM FileNet P8 workflows

If you want to enable users to access IBM FileNet P8 workflows from a desktop, you must associate an IBM FileNet Content Manager repository that is configured to access the workflow system connection point and configure the workflow settings on the desktop.

About this task

You must complete this task if you plan to use custom or predefined workflows in IBM Content Navigator.

Procedure

To configure a desktop to display IBM FileNet P8 workflows

  1. In the IBM Content Navigator administration tool, open the desktop for which you want to configure workflows.
  2. On the Repositories tab, add an IBM FileNet Content Manager repository that is configured to access the workflow system connection point to the list of selected repositories.
  3. In the Layout section of the Appearance tab, ensure that the Work feature is in the list of selected features and specify the default repository for the Work feature.
  4. On the Workflows tab, select the repository that is configured to access the workflow system connection point and specify which application spaces to display in the desktop.
    The order of the selected application spaces determines the order in which the application spaces are displayed in the web client.
    Tip: You can change the display name of the application spaces by specifying new names in the Labels section of the administration tool.
  5. Optional: In the Desktop configuration section of the General tab, you can enable the desktop for IBM FileNet P8 workflow notification.
    This setting enables users to open the web client from the URLs that are included in email notifications that are generated by the workflow system. If you do not enable this option for any desktops, users cannot log in to the web client from the URLs in notifications. If you enable this option on multiple desktops and more than one desktop meets the criteria that are specified in the URL in the notification, the web client uses the first desktop that matches the criteria.
    Important: Users must configure their notification preferences in the web client. If they do not configure their notification preferences, they will not receive email notifications. From the Work View, click Preferences, provide your email address, and enable the workflow events that you want to receive notifications for.
  6. Optional: You can customize the menus on the desktop to include a Launch Workflow button at the top of the IBM FileNet P8 Inbasket. The Launch Workflow button enables users to launch any workflow that they have access to without searching for or browsing for the workflow. To customize the menu:
    1. Click the Menus tab and find the FileNet work list toolbar option.
    2. Select the Default FileNet work list launch toolbar option from the list of available toolbars.
  7. Click Save to save your changes to the desktop.