BPM Portal is the primary user interface for the Billfish BPM platform. It is where daily work is managed and problems are visualized and solved. It is a rich, web-based, graphical windowing environment modeled on a desktop OS metaphor familiar to all Windows and Mac users. Its purpose is to host Billfish BPM process applications for end-users and to enable process architects and system administrators to appropriately configure the system. According to the security privileges assigned to the currently logged-in account, BPM Portal presents different functional areas to the user.

Business Process Application Hosting

BPM Portal's primary function is the hosting of business process applications for end-users. The central My Tasks window allows users to conveniently perform the following process-related functions in one place:

  • Start new processes application instances.
  • Manage process tasks in a personal inbox.
  • Complete single or multi-page form tasks.
  • Accept tasks from a shared task queue.
  • Forward assigned tasks to other users.
  • Create and assign ad-hoc sub-tasks.
  • View process history.
  • Participate in process chat forums.
  • View process document attachments.

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BPM Portal's unique desktop-OS-like windowing interface
running in a standard web browser
Process Visibility and Control

BPM Studio's Process Dashboard and Process Owner windows allow you to visualize and monitor business processes anywhere in the process lifecycle - and to take action when necessary to resolve bottlenecks and respond to priority escalations. The Process Dashboard window provides automatic graphic indicators for a selected process based on process due date, status or priority. The Process Owner window allows the owner of a process to view process instances for all users - or for a single user - and to reassign one or more tasks from one user to another user. Also, process priorities can be overridden for one or more process tasks in a single operation.

Multi-Tenant Capabilities

BPM Portal supports multiple tenants - or server contexts - which allow for complete separation of process definitions, instances, data, and user account information between server tenants. Server contexts can be created remotely via BPM Server service calls - or - by an administrator using the BPM Portal administrative tools. Selection of the proper context at run-time is as simple as logging into the server as user@servercontext. Setting up a multi-tenant server configuration takes just minutes with BPM Portal.

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Logging into the 'engineeringdivision' server context
Visual Data Query, Reporting and Data Export

The Visual Query window in BPM Portal gives process architects and system administrators the ability to:

Server Administration

The administrative functionality supported in BPM Portal includes the ability to:

  • Create new server contexts for multi-tenant server configurations.
  • Manage user accounts: add, edit, delete, enable/disable.
  • Reset user passwords.
  • Manage groups and privileges: add, edit, delete, assign users.
  • Manage departments: add, edit, delete, assign users.
  • Monitor running process instances.
  • View process instance faults.
  • Terminate running process instances.

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Creating a new server context
System Requirements

Server: Any Standard Web Server, Client: Any Standard Web Browser with support for Adobe Flash Player 9.0 or later including Microsoft Internet Explorer, Mozilla Firefox, Apple Safari and Google Chrome.

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