Admin tab

This tab in Process Manager lets users manage permissions. This tab also lets users manage the applications that are used in the process, processes, and the behavior and look of Process Manager. Only users with the appropriate permissions can access this tab.

The Admin tab has multiple subtabs. By default the Admin tab opens to the Portal > Master Settings page.

Table: Subtabs on the Admin menu

Command

Sub-command

Description

Data

Lists/Profiles

Lets you add new profile definitions, and view, edit, and delete profile definitions. Profiles let you categorize data by adding customizable fields, which you can use to sort data.

See About the Lists and Profiles page.

Data

Application Properties

Lets you add, view, edit, and delete application properties.

Application properties are a type of profile. When you define application properties, you set up the properties that any process in the portal can then use.

See Admin tab.

See Accessing application properties in Workflow Designer.

Data

Document Type

Lets you add new document types and edit or delete existing document types.

Document types that you add appear in the Document Type drop-down list in the Add Documents dialogs. Users who add documents to the Documents page can select one of these document types. However, users can add the documents that are not of the type that is defined in the drop-down list.

See Working with document types.

See About document management.

Data

Document Category Type

Lets you define document category types, which assist in the organization of categories in the Documents page. Document category types are useful when you have many categories defined in the Documents page. Defining document category types lets you sort by type instead of sorting alphabetically.

See Working with document category types.

Data

Hierarchy Data Service

Lets you manage categories in the data hierarchy.

See About data hierarchies.

Data

User Relationship Type

Lets you add new user relationship types, and edit and delete existing user relationship types.

User relationship types define the types of relationships that users can have to other users and to groups. For example, a relationship type can identify that one user is the manager of another user. A relationship type can also specify that a user is a member of a group.

See Adding a user relationship type.

See About data management.

Data

Profile Reference Type

Lets you add a new profile reference type or edit an existing profile reference type. You must have Symantec Workflow installed to see this option. You may want to call support for assistance if you plan to change or add profile reference types.

Profiles let you define data. When you set up a profile, you set up the pieces of data that you want to see in different Process Manager items. The items in Process Manager include articles, schedules, or documents. For example, if you work with mortgage applications, you might want to know the property address, assessed value, and other information on the properties. Setting up profile reference types lets you define the property-specific data that you want to see.

See About the Profile Reference Type page.

Data

Process Type Actions

Lets you add new process type actions, edit and delete existing process type actions, and add actions to process types.

Sending an email is a common example of an action that you may want to include in multiple processes. When you create process type actions, Process Manager sees x process type running, and adds y action as an option whenever x process is running. Creating process type actions adds an action in multiple places, without having to add the action to each individual workflow.

See About the Process Type Actions page.

Portal

Master Settings

Lets you configure the master settings for the Process Manager portal. Master settings are related to Process Manager performance and behavior.

See Process Manager master settings.

See About the Process Manager portal master settings.

Portal

Manage Pages

Lets you manage the administration of all of the pages in the Process Manager portal. The portal is where you access the Process Manager user interface. Many portal pages are part of the default Process Manager installation. You can import, edit, delete, export, and move pages up and down the menu list. You can also add root and sub pages, and make a root page a sub page.

See About the Manage Pages page.

See Portal tab.

Portal

Plug-in Upload

Lets you upload plug-ins, web parts, resources, or pages. For example, you can create a workflow project that you can upload as a plug in. You can create a workflow for the Document Management process, which requires users to go through several steps before a document is approved. You can load that workflow project into the Process Manager portal as a plug-in.

See Uploading plug-ins.

Portal

Web Parts Catalog

Lets you create new Web Parts to add to the catalog, and edit and delete existing Web Parts.

See Adding Web part catalogs.

Service Catalog Settings

Not applicable

Lets you work with the Service Catalog items. You can set the permissions on which Process Manager users, groups, and organizational units have access to the specific forms. You can also edit, rename, create, and delete Service Catalog items and categories, and modify Service Catalog item attributes such as form size.

See About the service catalog.

Users

Accounts

Lets you manage the various Process Manager user, group, permission, and organization accounts.

This command has the following sub-commands:

  • Manage Users

    Lets you add new users, and delete and email users. You can also manage groups, organizations, and permissions for users, merge users, and set user relationships. In addition, you can set the user's password, enable or disable the user, and add credit cards, transactions, and key value pairs for the user.

  • List Permissions

    Lets you add new permissions, delete permissions, edit permissions, and view the users and groups that are assigned a certain permission.

  • List Groups

    Lets you add new groups, edit groups, add users to groups, add permissions to groups, delete groups, and remove users from groups.

  • List Organizations

    Lets you add new organizations, edit organizations, add users to organizations, add permissions to organizations, delete organizations, and remove users from organizations.

Users

AD Users

Lets you view the list of users currently in Active Directory, and select users to update.

Users

Manage Delegations

Lets you add and delete delegations for users.

AD Servers

Not applicable

Lets you add and manage Active Directory servers.See About using Active Directory with Process Manager.

Reports

Replication Schedule List

Used with the Process Manager database replication.

Lets you configure the replication schedules that specify the Process Manager data to replicate and when to replicate it.

Reports

Report Schedule List

Lets you configure the schedules that automatically execute and email reports.

Reports

Connection Context List

Lets you add connection strings for remote reporting. You can use remote reporting only if you have installed Process Manager on another computer.

When you create a new report (in the Reports tab), you can choose the source of the report data. If you have registered a remote reporting computer in the Connection Context List, you can select that computer for the report data source.

Reports

Report Snapshot List

Lets you view and delete report snapshots.

Manage KB Synonym

Not applicable

Lets you create synonyms for knowledge base searches.

Automation Rules

Not applicable

Currently used by ServiceDesk.

For more information see Service Desks documentation.
Imported Document ID: HOWTO98705
Legacy ID: v37692801_v66564686

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