Administration Module Overview

Overview

The WorkflowGen Administration Module is a web application whose main functions are:

• Managing directories, groups, and users

• Creating processes and defining global information

• Defining security relating to users and processes

Since these operations are highly sensitive, access to and management of the Administration Module should be considered carefully.

Administration Module access

The Administration Module can be accessed through the following URL: http://yourwebsite/wfgen/admin/default.aspx.

• default.aspx is optional if preconfigured as the default document of the WorkflowGen website.

• yourwebsite can be a DNS or an IP address; however, a DNS address is recommended to ensure a smooth transition if the site is moved to a different server or when using a web farm configuration.

WorkflowGen Administrators and process managers can access the Administration Module from their User Portals by clicking in the left menu.

Authentication

Depending on the authentication method chosen by the WorkflowGen Administrator, you may have to enter a username and a password when you want to log in to WorkflowGen. These login credentials can also match the ones you use when opening a Windows session.

User settings

You can select a language, time zone, and display theme and layout, as well as change your password, by clicking on your user icon in the top left corner of the dashboard.

Language

The country next to the language allows the system to use the correct regional settings in the application (mainly when displaying dates or numeric values).

📌 Example

• English (United Kingdom) corresponds to an English UI with the regional settings of the United Kingdom (date format: dd/mm/yyyy)

• English (United States) corresponds to an English UI with the regional settings of the United States (date format: m/d/yyyy)

Currently, you can choose from the following languages and regional settings:

• English (Australia)

• English (Canada)

• English (United Kingdom)

• English (United States)

• Français (Canada)

• Français (France)

• Français (Suisse)

• Deutsch (Deutschland)

• Deutsch (Schweiz)

• Italiano (Italia)

• Português (Portugal)

• Español (España)

If the list isn't displayed, the application has been configured to use a specific language.

Administration Module dashboard

Left menu

Icon	Description
	Dashboard
	Processes (see Process Definition)
	Participants (see Participants)
	Applications (see Applications)
	Categories (see Categories)
	Global lists (see Global Lists)
	Directories (see Directories)
	Users (see Users)
	Groups (see Groups)
	Delegations (see Delegations)
	Sync logs (see Directory Synchronization)
	Configuration panel (see Configuration Panel)
	User Portal (see the WorkflowGen User Portal Guide)
	Resource Center
	Logout

Nomenclature

Most of the information stored in the WorkflowGen database is identified through a combination internal ID name.

For technical reasons and legibility, these names must contain only characters: alphanumeric combinations, hyphens (-), and underscores (_), but no spaces.

Administrators can limit the characters to the ANSI table or allow the use of the entire range of alphanumeric characters, including double-byte characters (Unicode).

On the Administration tab in the Configuration panel, check the Name encoding restriction checkbox. In most cases, the name must not be longer than 30 characters.

Security

Access to the Administration Module is limited to users with an Administrator profile and users who are participants designated as process managers. However, during the software installation, access control can be temporarily deactivated.

Once authentication is activated, the following restrictions apply:

• Administrators have no access restrictions except for the Configuration panel, which requires specific access rights (see the WorkflowGen Technical Guide for more information).

• Process managers have access to the process definition and the statistics of their folders; however, they have no control over directories, groups, user management, delegations, global participants, or application management.

• Process supervisors can access the statistics of their processes from the User Portal, but cannot log in to the Administration Module.

Deleting and archiving

To maintain the integrity of completed requests, information cannot be deleted if it relates to the process definition or to global data. Similarly, information used in real (active) requests made by users cannot be deleted.