Administration Module Overview

Overview
The WorkflowGen Administration Module is a web application whose main functions are:
Managing directories, groups, and users

Defining processes and 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 in the event that the site is moved to different servers, or if using a web farm configuration.
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 correspond to the ones used when you open a Windows session.
Language selection
You can choose a language from the home page of the Administration Module. If the list is not displayed, the application has been configured to use a specific language. The country beside the language allows the system to use the correct regional settings in the application (mainly in displaying dates or numeric values).
For example, English (United Kingdom) corresponds to an English GUI with the regional settings of the United Kingdom (date format: dd/mm/yyyy), while English (United States) corresponds to an English GUI with the regional settings of the United States (date format: m/d/yyyy).
Currently, you can choose from the following languages:
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)
Administration Module structure
Banner menu
Click Directories in the banner menu to access the Directories screen.
Click Directories to open the Directories list.
Click Processes in the banner menu to open the Process folders list.
Click Participants in the banner menu to open the Participants list.
Click Applications in the banner menu to open the Applications list.
Click Categories in the banner menu to open the Categories list.
Click Global Lists in the banner menu to open the Global Lists list.
Click Portal in the banner menu to access the User Portal.
Process workflow
On the Administration Module home page, click an entry in the process list to access the Process workflow, which includes the following tabs:
Information

Participants

Data

Form

Workflow (in Graphical or List view)
Double-click an action in Graphical view or click an entry in List view to open the Edit action form, which includes the following tabs:
Information

Parameters

Next actions

Notifications
The Process workflow screen also includes the following links:
Full screen

Report

Test
Process management
In the process management section on the Administration Module home page, click:
Processes to access the Process folder list and subsequently the Process list and Process form.

Participants to access the Participants list and subsequently the Participants form.

Applications to access the Applications list and subsequently the Application form.

Categories to access the Categories list and subsequently the Category form.

Global Lists to access Global Lists (see Global Lists).
User management
In the user management section on the Administration Module home page, click:
Directories to access the Directories list and subsequently the Directory form (see Directories).

Users to access the Users list and subsequently the User form (see Users).

Groups to access the Groups list and subsequently the Group form (see Groups).

Delegations to access the Delegations list and subsequently the Delegation form (see Delegations).

Synchronization logs to access the Synchronizations logs list and subsequently the View log (see Directory Synchronization).
See User Management for information on how to use these features.
Configuration Panel
The Configuration Panel includes the following tabs:
General

Portal

Administration

Directory synchronization

Remote Approval

Diagnostic

Product information
See Configuration Panel for information on these settings.
Resource center
Click Resource center to access the WorkflowGen Resource center website.
Nomenclature
Most of the information that is kept 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, hyphen (-), and underscore (_) characters (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, select 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 that are participants designated as process managers. However, during the software installation, access control may be deactivated temporarily.
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.

Overview

Configuration Panel

Last modified 3mo ago

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Outline

Overview

Administration Module access

Authentication

Language selection

Administration Module structure

Deleting and archiving