Heritage Process Portal
Heritage Process Portal (deprecated)
Getting started with Heritage Process Portal (deprecated)
Setting preferences
Notifications that you can expect
Dashboards in Heritage Process Portal
Completing work on tasks
Task assignment: Frequently asked questions
Search tips for the Work page
Comparison of field names for searching and filtering in Heritage Process Portal
Working on tasks
Getting help from experts
Instant messaging: Frequently asked questions
Collaborating with other users (deprecated)
Collaboration (deprecated): Frequently asked questions
Managing work for teams
The Team Performance dashboard
Search tips for dashboard pages
Comparison of field names for searching and filtering in Heritage Process Portal
Completing work on process instances
Search tips for the Process Instances page
Working on process instances
Working on activities
Managing processes and process instances
The Process Performance dashboard
Search tips for dashboard pages
Comparison of field names for searching and filtering in Heritage Process Portal
Resolving issues with process instances
The Gantt chart
Making multiple changes to instance values
Auditing process data
Creating ad hoc reports (Deprecated)
Heritage Process Portal (deprecated)
Getting started with Heritage Process Portal (deprecated)
Setting preferences
Notifications that you can expect
Dashboards in Heritage Process Portal
Completing work on tasks
Task assignment: Frequently asked questions
Search tips for the Work page
Comparison of field names for searching and filtering in Heritage Process Portal
Working on tasks
Getting help from experts
Instant messaging: Frequently asked questions
Collaborating with other users (deprecated)
Collaboration (deprecated): Frequently asked questions
Managing work for teams
The Team Performance dashboard
Search tips for dashboard pages
Comparison of field names for searching and filtering in Heritage Process Portal
Completing work on process instances
Search tips for the Process Instances page
Working on process instances
Working on activities
Managing processes and process instances
The Process Performance dashboard
Search tips for dashboard pages
Comparison of field names for searching and filtering in Heritage Process Portal
Resolving issues with process instances
The Gantt chart
Making multiple changes to instance values
Auditing process data
Creating ad hoc reports (Deprecated)
Product spaces
Product spaces overview
Widgets
Widget configuration and personalization
Localization
Using spaces
Working with spaces
Creating spaces
Templates
Controlling access to spaces
User roles
Sharing spaces
Sharing pages
Changing the style of spaces
Changing the owner of a space
Exporting spaces
Importing spaces
Deleting spaces
Working with pages
Creating pages
Adding pages
Exporting pages
Importing pages
Creating links to pages
Displaying a space page in a web page
Changing the layout of pages
Adding widgets
Widget palette
Switching pages
Editing pages
Renaming pages
Reordering pages
Sharing pages
Hiding pages
Hiding widgets
Revealing hidden widgets
Deleting widgets
Deleting pages
Working with widgets
Configuring widgets
Personalizing widgets
Renaming widgets
Resizing widgets
Changing widget skins
Making widget title bars and borders visible
Wiring widgets in spaces
Wiring
Adding wires
Removing wires
Using predefined templates
Initiating Process Improvements template
Managing Business Performance template
Managing My Tasks template
Managing My Team's Tasks template
Solution Administration template
Service Administration template
Problem Determination template
Using pre-configured spaces
Home space
Widgets for Heritage Process Portal spaces
Viewer widgets
Document (deprecated)
Google Gadgets (deprecated)
Presentation (deprecated)
Spreadsheet (deprecated)
Web Feed (deprecated)
Website
Wiring widgets
Page Navigator
Switching pages using Page Navigators
Opening pages from another space in the current space
Closing temporary pages
Script Adapter
Debugging events
Transforming event data
User management widgets
Team List
Configuring the Team List widget
Transferring tasks
Administration widgets
Module Browser widget
Configuring Module Browser
Displaying and administering module artifacts
Module Administration
Module Assembly
Module Properties
Working with module properties
Mediation Policy Administration
Learn about mediation policies
Modules: Displaying mediation policies for modules
Modules: Creating mediation policies for modules
Modules: Attaching existing mediation policies to modules
Modules: Deleting mediation policies for modules
Services: Displaying mediation policies for services
Services: Creating mediation policies for services
Services: Attaching existing mediation policies to services
Services: Deleting mediation policies for services
Proxy Gateway
Learn about proxy gateways
Displaying proxy groups
Adding virtual services to proxy groups
Adding endpoints to virtual services
Deleting proxy groups from the built-in store
Service Browser
Listing services defined in WSRR
Service Monitor
Learn about service monitoring (optional)
Configuring the Service Monitor widget
Monitoring services
Selecting service operations to monitor
Module Health
Determining module health
System Health
Configuring System Health
Determining system health
Business Calendars
Opening timetables
Opening time intervals
Modifying time intervals
Creating time intervals
Deleteting time intervals
Opening referenced timetables
Security Roles
Assigning system roles
Deleting system role assignments
Assigning module roles
Deleting module role assignments
Store and Forward
Changing the store-and-forward state
Viewing store-and-forward details for one or more modules
Human Task Management widgets
Task-related widgets
Escalations
Configuring Escalations
Configuring the content
Configuring the available views and actions
Configuring how content is displayed and refreshed
Starting an escalation
Assessing task escalations
My Team's Tasks
Configuring My Team's Tasks
Configuring the content
Configuring the available views and actions
Configuring how content is displayed and refreshed
Using My Team's Tasks
Filtering items
Sorting items
Managing tasks
My Work Organizer
Working on tasks
Creating ad hoc tasks
Send Widget
Task Definitions
Configuring Task Definitions
Configuring the content
Configuring the available views and actions
Configuring how content is displayed and refreshed
Using Task Definitions
Filtering the list of task definitions
Sorting task definitions
Creating tasks
Task Information
Configuring Task Information
Specifying the information that is shown for a task
Configuring how work is assigned
Configuring the actions that users can take
Specifying the forms renderer
Using Task Information
Creating related tasks
Creating ad hoc tasks
Postponing and resuming work on tasks
Tasks
Configuring Tasks
Configuring the content
Configuring the available views and actions
Configuring how content is displayed and refreshed
Using Tasks
Filtering items
Sorting items
Managing tasks
Process-related widgets
Process Definitions
Configuring Process Definitions
Configuring the content
Configuring the available actions
Configuring how content is displayed and refreshed
Using Process Definitions
Filtering the list of process definitions
Sorting process definitions
Process Information
Configuring Process Information
Specifying the information that is shown for a process
Configuring the available actions
Specifying how the content is displayed
Using Process Information
Processes
Configuring Processes
Configuring the content
Configuring the available views and actions
Configuring how content is displayed and refreshed
Using Processes
Filtering the list of processes
Sorting processes
Work basket and business categories widgets
Work baskets and business categories overview
Business Categories
Configuring Business Categories
Using Business Categories
Creating business categories
Business Category Information
Configuring Business Category Information
Using Business Category Information
Work Basket Information
Configuring Work Basket Information
Configuring the fields on the General tab
Configuring the roles for work baskets
Configuring distribution targets
Using Work Basket Information
Work Baskets
Configuring Work Baskets
Configuring the content
Configuring how content is displayed and refreshed
Using Work Baskets
Filtering the list of work baskets
Sorting work baskets
Creating work baskets
Deleting work baskets
Deprecated widgets
Available Tasks (deprecated)
Create Tasks (deprecated)
Human Workflow Diagram (deprecated)
My Tasks (deprecated)
Tasks I Created (deprecated)
Replacing the Create Tasks widget with the Task Definitions widget
Replacing deprecated widgets with the Tasks widget
Replacing the Human Workflow Diagram widget with the Process Information widget
Working with modules in the administration widgets
Browsing and administering modules
Administering mediation policies for modules
Modules: Displaying mediation policies for modules
Modules: Creating mediation policies for modules
Modules: Attaching existing mediation policies to modules
Modules: Deleting mediation policies for modules
Managing timetables in Business Calendar Manager
Administering services
Listing services defined in WSRR
Administering mediation policies for services
Services: Displaying mediation policies for services
Services: Creating mediation policies for services
Services: Attaching existing mediation policies to services
Services: Deleting mediation policies for services
Administering services using proxy gateways
Displaying proxy groups
Adding virtual services to proxy groups
Adding endpoints to virtual services
Deleting proxy groups from the built-in store
Service Monitoring with Business Space
Monitoring services
Selecting service operations to monitor
Health and problem determination with Business Space
Determining module health
Business Rules widget
Using Business Rules
Configuring Business Rules
Product spaces overview
Widgets
Widget configuration and personalization
Localization
Using spaces
Working with spaces
Creating spaces
Templates
Controlling access to spaces
User roles
Sharing spaces
Sharing pages
Changing the style of spaces
Changing the owner of a space
Exporting spaces
Importing spaces
Deleting spaces
Working with pages
Creating pages
Adding pages
Exporting pages
Importing pages
Creating links to pages
Displaying a space page in a web page
Changing the layout of pages
Adding widgets
Widget palette
Switching pages
Editing pages
Renaming pages
Reordering pages
Sharing pages
Hiding pages
Hiding widgets
Revealing hidden widgets
Deleting widgets
Deleting pages
Working with widgets
Configuring widgets
Personalizing widgets
Renaming widgets
Resizing widgets
Changing widget skins
Making widget title bars and borders visible
Wiring widgets in spaces
Wiring
Adding wires
Removing wires
Using predefined templates
Initiating Process Improvements template
Managing Business Performance template
Managing My Tasks template
Managing My Team's Tasks template
Solution Administration template
Service Administration template
Problem Determination template
Using pre-configured spaces
Home space
Widgets for Heritage Process Portal spaces
Viewer widgets
Document (deprecated)
Google Gadgets (deprecated)
Presentation (deprecated)
Spreadsheet (deprecated)
Web Feed (deprecated)
Website
Wiring widgets
Page Navigator
Switching pages using Page Navigators
Opening pages from another space in the current space
Closing temporary pages
Script Adapter
Debugging events
Transforming event data
User management widgets
Team List
Configuring the Team List widget
Transferring tasks
Administration widgets
Module Browser widget
Configuring Module Browser
Displaying and administering module artifacts
Module Administration
Module Assembly
Module Properties
Working with module properties
Mediation Policy Administration
Learn about mediation policies
Modules: Displaying mediation policies for modules
Modules: Creating mediation policies for modules
Modules: Attaching existing mediation policies to modules
Modules: Deleting mediation policies for modules
Services: Displaying mediation policies for services
Services: Creating mediation policies for services
Services: Attaching existing mediation policies to services
Services: Deleting mediation policies for services
Proxy Gateway
Learn about proxy gateways
Displaying proxy groups
Adding virtual services to proxy groups
Adding endpoints to virtual services
Deleting proxy groups from the built-in store
Service Browser
Listing services defined in WSRR
Service Monitor
Learn about service monitoring (optional)
Configuring the Service Monitor widget
Monitoring services
Selecting service operations to monitor
Module Health
Determining module health
System Health
Configuring System Health
Determining system health
Business Calendars
Opening timetables
Opening time intervals
Modifying time intervals
Creating time intervals
Deleteting time intervals
Opening referenced timetables
Security Roles
Assigning system roles
Deleting system role assignments
Assigning module roles
Deleting module role assignments
Store and Forward
Changing the store-and-forward state
Viewing store-and-forward details for one or more modules
Human Task Management widgets
Task-related widgets
Escalations
Configuring Escalations
Configuring the content
Configuring the available views and actions
Configuring how content is displayed and refreshed
Starting an escalation
Assessing task escalations
My Team's Tasks
Configuring My Team's Tasks
Configuring the content
Configuring the available views and actions
Configuring how content is displayed and refreshed
Using My Team's Tasks
Filtering items
Sorting items
Managing tasks
My Work Organizer
Working on tasks
Creating ad hoc tasks
Send Widget
Task Definitions
Configuring Task Definitions
Configuring the content
Configuring the available views and actions
Configuring how content is displayed and refreshed
Using Task Definitions
Filtering the list of task definitions
Sorting task definitions
Creating tasks
Task Information
Configuring Task Information
Specifying the information that is shown for a task
Configuring how work is assigned
Configuring the actions that users can take
Specifying the forms renderer
Using Task Information
Creating related tasks
Creating ad hoc tasks
Postponing and resuming work on tasks
Tasks
Configuring Tasks
Configuring the content
Configuring the available views and actions
Configuring how content is displayed and refreshed
Using Tasks
Filtering items
Sorting items
Managing tasks
Process-related widgets
Process Definitions
Configuring Process Definitions
Configuring the content
Configuring the available actions
Configuring how content is displayed and refreshed
Using Process Definitions
Filtering the list of process definitions
Sorting process definitions
Process Information
Configuring Process Information
Specifying the information that is shown for a process
Configuring the available actions
Specifying how the content is displayed
Using Process Information
Processes
Configuring Processes
Configuring the content
Configuring the available views and actions
Configuring how content is displayed and refreshed
Using Processes
Filtering the list of processes
Sorting processes
Work basket and business categories widgets
Work baskets and business categories overview
Business Categories
Configuring Business Categories
Using Business Categories
Creating business categories
Business Category Information
Configuring Business Category Information
Using Business Category Information
Work Basket Information
Configuring Work Basket Information
Configuring the fields on the General tab
Configuring the roles for work baskets
Configuring distribution targets
Using Work Basket Information
Work Baskets
Configuring Work Baskets
Configuring the content
Configuring how content is displayed and refreshed
Using Work Baskets
Filtering the list of work baskets
Sorting work baskets
Creating work baskets
Deleting work baskets
Deprecated widgets
Available Tasks (deprecated)
Create Tasks (deprecated)
Human Workflow Diagram (deprecated)
My Tasks (deprecated)
Tasks I Created (deprecated)
Replacing the Create Tasks widget with the Task Definitions widget
Replacing deprecated widgets with the Tasks widget
Replacing the Human Workflow Diagram widget with the Process Information widget
Working with modules in the administration widgets
Browsing and administering modules
Administering mediation policies for modules
Modules: Displaying mediation policies for modules
Modules: Creating mediation policies for modules
Modules: Attaching existing mediation policies to modules
Modules: Deleting mediation policies for modules
Managing timetables in Business Calendar Manager
Administering services
Listing services defined in WSRR
Administering mediation policies for services
Services: Displaying mediation policies for services
Services: Creating mediation policies for services
Services: Attaching existing mediation policies to services
Services: Deleting mediation policies for services
Administering services using proxy gateways
Displaying proxy groups
Adding virtual services to proxy groups
Adding endpoints to virtual services
Deleting proxy groups from the built-in store
Service Monitoring with Business Space
Monitoring services
Selecting service operations to monitor
Health and problem determination with Business Space
Determining module health
Business Rules widget
Using Business Rules
Configuring Business Rules
View information in information center
Viewing information in the information center
Preparing to use information center
Supported browsers for the information center
Displaying information in your preferred language
Navigating in the information center
Searching the information center
Advanced search techniques
Performing a quick search
Setting the appropriate scope
Using the existing scope
Modifying the existing scope
Creating a new scope
Finding information by using the index view
Printing topics in the information center
Setting bookmarks in the information center
Accessibility features in the information center
Frame structure used in the information center
Keyboard shortcuts and accelerators
Viewing information in the information center
Preparing to use information center
Supported browsers for the information center
Displaying information in your preferred language
Navigating in the information center
Searching the information center
Advanced search techniques
Performing a quick search
Setting the appropriate scope
Using the existing scope
Modifying the existing scope
Creating a new scope
Finding information by using the index view
Printing topics in the information center
Setting bookmarks in the information center
Accessibility features in the information center
Frame structure used in the information center
Keyboard shortcuts and accelerators