CPH K2 Process Portals and K2 Web Parts.pptx

1、K2 Process Portals and K2 Web Parts,This learning module describes the features, configuration and use of K2 Process Portals and K2 Web Parts in Microsoft SharePoint environments,200.CPH Version 1 Revision:5 Duration: 2.5 hours, SourceCode Technology Holdings, Inc. All Rights Reserved,Module prerequ

2、isites and target audience,Target Audience SharePoint administrators, site owners, SharePoint designers and SharePoint developers Prerequisite knowledge Basic knowledge of K2 Familiarity with SharePoint 2010 SharePoint terminology (sites, lists, libraries, items) Creating new lists and libraries Wor

3、king with list items and documents in SharePoint SharePoint Security Compatibility K2 blackpoint V 4.5 update 1370 or higher K2 blackpearl V 4.5 update 1370 or higher,SharePoint concepts and terminology,K2 Process Portals - overview,K2 Process Portal is a SharePoint site template Create a new site i

4、n SharePoint using the K2 Process Portal Site site template Process Portal sections Settings Landing Page Reports Process Management Administration,Process Portal - Settings,Select the processes that will be displayed and managed on this process portal Click “Show All” to display all processes on th

5、e K2 server,Process Portal - Landing Page,K2 Worklist Processes Management Worklist Instances Summary,LAB 1: Creating and configuring a K2 Process Portal site,In this exercise you will create a new K2 Process Portal site and use the site settings to select the processes that will be displayed on the

6、 new process portal site.,5 minutes,Process Portal - Instance Management,Overview Displays all Active instances of selected workflows Link to View Flow report for all Active instances Display summary of instances by status Running Stopped Error Action: Start new process instances Used primarily for

7、testing processes Action: Schedule process instances Schedule a specific process to start new instances at specific intervals,Process Portal - Reports,Activity Statistics Process Instances Process Statistics User Performance Process Information,Reports Activity Statistics,Data: Displays average dura

8、tion (or total number of instances) for a specific step/activity in a process Use case example: Find bottlenecks in a process,Reports Process Instances,Data: Displays all instances (active and completed) of a specific workflow Use case example: Report and drill down on any instance of a workflow. Vi

9、ew the history and audit trail for a specific instance.,Reports Process Statistics,Data: Displays the average duration (or total number of instances) for a process over a specific date range Use case example: For a specific process, show the peak usage periods or periods with the longest processing

10、time,Reports User Performance,Data: Displays the total number of tasks completed (or average duration to complete the task) per user for a specific task Use case example: For a specific task, show how long it takes each user to complete the task, or show which users are completing the most tasks,Rep

11、orts Process Information,Data: Compares the total number of instances (or average duration) between processes Use case example: Show which processes are used most often, or which processes take the longest to complete,LAB 2: Using a K2 Process Portal site to manage process instances and run reports,

12、In this lab you will start, schedule and repair process instances using the Instance Management component of a process portal. You will also use the Reports component to run workflow reports,15 minutes,Process Portal - Process Management,Process Schedules Start Processes at predefined intervals Acti

13、on Rights Restrict who may perform actions on specific tasks Error Logs Review processes in error Retry Failed processes Management Worklist Redirect and override task assignments Roles Define and manage roles used forK2 Task Assignment Process Rights Set Process Security Versions Manage Process Ver

14、sions,LAB 3: Managing processes in a process portal site,In this lab, you will use the process management tools to override K2 task assignment, set permissions on a process and manage versions of a particular process.,15 minutes,Process Portal - Administration,Administration Server Rights Roles Work

15、ing Hours configuration Out of Office Users Environments Management Worklists Error Profiles String Table License Management Licensed Users Licensing,Administration Administration,Server Rights Deployment and Administration Roles Used for Workflow Task Assignment Working Hours configuration Escalati

16、ons Working hours access Out of Office Users Auto-delegate tasks Environments Environment-specific values e.g server names, URLs,Administration - Management,Worklists Manage and override task allocation Error Profiles Retry failed processes String Table Runtime variables used by K2 workflows Are upd

17、ated with values from the environment library at deploymenttime,Administration License Management,Licensed Users Review and free user licenses Licensing Review and update K2 license,LAB 4: Administering a K2 server using the K2 Process Portal,In this exercise, you will use the Administration interfa

18、ce of a process portal to set server-level permissions and manage Out-of-Office status for specific users. You will also check the licensing status of a K2 installation.,15 minutes,K2 Web Parts,K2 Worklist Activity Graph Interval Graph My Processes Process Graph,K2 Web Parts K2 Worklist,Data: Shows

19、the current users K2 tasks, with customizable columns and grouping options Use case example: Show my K2 tasks (with optional filters and search capability),LAB 5: Adding and configuring the K2 Worklist Web Part,In this exercise you will add the K2 worklist web part to an existing page, and configure

20、 the web parts settings.,5 minutes,K2 Web Parts Activity Graph,Data: Shows the average duration (or number of instances) of steps/activities in a specific process over a date range Use case example: Compare the average duration of tasks in a process,K2 Web Parts Interval Graph,Data: Shows the averag

21、e duration (or number of instances) of a specific process over a date range Use case example: For a specific process, show the peak use periods (or periods with the longest processing time),K2 Web Parts My Processes,Data: For the current user, show the status and history for the processes they started, or the processes that they were involved in Use case example: Display a list of the processes I started, where each process is currently at and how long the process lasted, along with a link to the View Flow report,K2 Web Parts Process Graph,Data: Show the