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Configure Process Governance

You can customize general settings of Process Governance.

Import configuration

You can import Process Governance settings that were exported as a backup or exported from another tenant to overwrite the current configuration. This includes, for example, infrastructure settings, publishing settings, or the workflow policies. We recommend that you your existing configuration before you import a configuration in case the imported configuration does not meet your expectations.

back up

You can export Process Governance settings that were imported as a backup or imported from another tenant to overwrite the current configuration.

Prerequisite

  • You have the Process Governance administrator function privilege.You have allowed pop-ups for the pages of ARIS Administration.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Process Governance.

  3. Click Export Export current configuration as a file.

You can save the configuration file of Process Governance at the relevant location for further use.

Prerequisite

  • You have the Process Governance administrator function privilege.

  • You have allowed pop-ups for the pages of ARIS Administration.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Process Governance.

Click Import Import configuration file. The Import configuration file dialog opens. Navigate to the location where the configuration file is stored and import it.

The new configuration is active immediately and no system restart is required.

Export configuration

You can export Process Governance settings that were imported as a backup or imported from another tenant to overwrite the current configuration.

Prerequisite

  • You have the Process Governance administrator function privilege.You have allowed pop-ups for the pages of ARIS Administration.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Process Governance.

  3. Click Export Export current configuration as a file.

You can save the configuration file of Process Governance at the relevant location for further use.

Set up sending notifications to Process Governance administrators

You can specify that Process Governance administrators receive e-mail notifications if problems occur during process execution for users modeled in an organizational chart relevant to Process Governance.

Prerequisite

You have the User administrator function privilege.

Procedure. Procedure

  1. Assign the relevant users Process Governance administrator privileges.

  2. Also, specify the E-mail address attribute for the Process Governance administrators.

The Process Governance administrators will automatically receive an e-mail if problems occur during process execution, for example, if an error occurs during execution of an automated task or if the recipient of an e-mail message has not been entered as a user.

Customize notification settings

You can enable that e-mail notifications are simulated. That means that they are not sent to their recipients.

Prerequisite

You have the Process Governance administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Process Governance.

  3. Click Notifications.

  4. Click Edit Edit.

  5. Adjust you settings.

  6. Click Save Save.

You have enabled/disabled that e-mail notifications are simulated.

Enable/Disable HTML e-mail notifications

You can enable that e-mail notifications are sent in HTML format.

Prerequisite

You have the Process Governance administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Process Governance.

  3. Click Notifications.

  4. Click Edit Edit. Click Enable HTML e-mail to enable/disable that e-mails are sent in HTML format.

  5. Click Save Save.

You have enabled/disabled HTML e-mail notifications.

Each automated process must be re-deployed if you change a template for the e-mail notifications.

Customize HTML templates for e-mail notifications

You can customize the HTML templates for notifications that are automatically sent, for example, for reminder, escalation, or substitution e-mails. You can customize the HTML template in different languages. The templates consist of an HTML and a non-HTML section for these two possible modes. Due to security reasons, JavaScript is not allowed.

If you want to use the HTML templates and after customization, you must be redeploy each process to use the new HTML templates. For already deployed process, e-mails will work the same as before.

Variables may be used to personalize the content of a notification. Variables can be used in both notification subject and body.

Prerequisite

  • You have the Process Governance administrator function privilege.

  • You have knowledge in HTML and CSS.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Process Governance.

  3. Click Notifications.

  4. For the relevant e-mail type, click Edit Edit. You can customize the HTML e-mail templates in the template editor. If you click Preview, the customized e-mail is sent to your e-mail address. You find further information about the variables you can use for this specific e-mail type if you click Help.

  5. Click Save template.

You have customized the HTML e-mail template for notifications.

Each automated process must be re-deployed if you change a template for the e-mail notifications.

What variables can you use?

Variables may be used to personalize the content of a notification. Variables can be used in both notification subject and body. You can use different variables depending on the e-mail type. The following variables are supported:

  • $processBoardLink

    URL link to the task list. Can be used in an escalation, reminder, and task assignment e-mail.

  • $body

    To use text content that has been mapped in the corresponding dataflow in ARIS Architect. Can be used in all e-mails.

  • $connectLogoUrl

    URL of the ARIS logo.

  • $subject

    Use subject that has been mapped in the corresponding dataflow in ARIS Architect. Can be used in all e-mails.

  • $serverUrl

    Server URL link. Can be used in all e-mails.

  • $processName

    Process name. Can be used in substitution, escalation, reminder, and assignment e-mails.

  • $activityName

    Name of the activity.

  • $tenantName

    Tenant name. Can be used in most e-mails.

  • $taskAssignee

    User to whom the task was assigned. Can be only be used in an escalation e-mail.

  • $taskUrl

    Link to task.

  • $editTaskUrl

    Link to edit task.

  • $dueDate

    Date when the task should be complete. Can be used in a reminder e-mail.

  • $substitutee

    Target user who acts as the substitute. Can be used in a substitution e-mail.

  • $originalUser

    Username of the user who make the substitution. Can be used in a substitution e-mail.

  • $originalUserDisplayName

    Display name(Last Name,First Name) of the user who make the substitution.

  • $substitutionRole

    Substitution role. Can be used in a substitution e-mail.

  • $substitutionStartDate

    Substitution start date. Can be used in a substitution e-mail.

  • $substitutionEndDate

    Substitution end date. Can be used in a substitution e-mail.

Usable tags

You can use the following tags:

  • p - paragraph

  • div - used as a container for HTML elements

  • h1, h2, h3, h4, h5, h6 - heading 1 to heading 6

  • ul - unnumbered list

  • ol - ordered list

  • li - list

  • blockquote - indicates that the enclosed text is an extended quotation

  • b - bold

  • i - italic

  • font - specifys the font face, font size, and color of text

  • s - strikethrough

  • u - underlined

  • o - overline position

  • sup - superscript

  • sub - subscript

  • ins - defines a text that has been inserted into a document. Browsers will usually underline inserted text.

  • del - defines text that has been deleted from a document. Browsers will usually strike a line through deleted text.

  • strong - used to define text with strong importance. The content inside is typically displayed in bold.

  • style - used to define style information (CSS) for a document. Inside the <style> element you specify how HTML elements should render in a browser.

  • tt - was used in HTML 4 to define teletype text

  • code - defines some text as computer code in a document

  • big - was used in HTML 4 to define bigger text

  • small - defines a smaller text

  • br - inserts a single line break in a text

  • span - inline container used to mark up a part of a text, or a part of a document

  • em - emphasis

  • html - represents the root of an HTML document

  • head - container for metadata.

  • img - used to embed an image

  • body - defines the document body

  • a - defines a hyperlink

  • table - defines an HTML table

  • tr - table row

  • td - defines a standard data cell in an HTML table

  • rect - used to create a rectangle and variations of a rectangle shape when using SVG (Scalable Vector Graphics) shapes.

  • tbody - used to group the body content in an HTML table

  • thead - used to group header content in an HTML table

  • pre - text in a <pre> element is displayed in a fixed-width font, and the text preserves both spaces and line breaks. The text will be displayed exactly as written in the HTML source code.

  • meta - defines metadata about an HTML document

  • th - defines a header cell in an HTML table

  • hr - defines a thematic break in an HTML page, for example, a shift of topic

List of allowed attributes inside each tag

Tags

Attributes

a

"href","rel","target"

img

"src"

meta

"http-equiv","content", "charset"

table

"border","cellpadding","cellspacing"

div

"align"

td

"colspan", "valign"

tr

"rowspan"

Allowed in all tags

"id", "class", "style", "type", "height", "width", "class", "align", "title", "name"

Customize infrastructure settings

You can configure your Process Governance infrastructure as required.

Properties that are highlighted as cross-tenant properties can only be changed using ARIS Cloud Controller Command-line Tool. To change the settings, enter the following command:

reconfigure apg_<size of your installation, s, m, or l> JAVA-D<property name>="<value>"
reconfigure apg_m JAVA-D com.idsscheer.age.activity.ws.call.timeout=43200000

Prerequisite

You have the Process Governance administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Process Governance.

  3. Click Infrastructure.

  4. Click Edit Edit.

    The Cross-tenant symbol Cross-tenant indicates that the settings apply to all tenants on this server and cannot be changed.

  5. Adjust your settings.

  6. Click Save Save.

You have customized your system configuration.

Customize Reporting

You can customize your system configuration as required. You carry out this part of the configuration in ARIS Administration.

Prerequisite

You have the Process Governance administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Process Governance.

  3. Click Reporting.

  4. Click Edit Edit.

  5. Adjust your settings.

  6. Click Save Save.

You have customized your system configuration.

Customize workflow policies

You can customize your system configuration as required. You carry out this part of the configuration in ARIS Administration.

Prerequisite

You have the Process Governance administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Process Governance.

  3. Click Workflow policies.

  4. Click Edit Edit.

  5. Adjust your settings.

  6. Click Save Save.

You have customized your system configuration.

Customize pools

You can customize your system configuration as required. You carry out this part of the configuration in ARIS Administration.

Properties that are highlighted as cross-tenant properties can only be changed using ARIS Cloud Controller Command-line Tool. To change the settings, enter the following command:

reconfigure apg_<size of your installation, s, m, or l> JAVA-D<property name>="<value>"
Example 232.

reconfigure apg_m JAVA-D com.idsscheer.age.activity.ws.call.timeout=43200000



Prerequisite

You have the Process Governance administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Process Governance.

  3. Click Pools.

  4. Click Edit Edit.

    The Cross-tenant symbol Cross-tenant indicates that the settings apply to all tenants on this server and cannot be changed.

  5. Adjust your settings.

  6. Click Save Save.

You have customized your system configuration.

Customize user interface

You can customize the columns of My tasks section and of the Tracking section independantly.

Prerequisite

You have the Process Governance administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration. Configuration Configuration is displayed.

  2. Click Process Governance.

  3. Click User interface.

  4. Click Edit Edit.

  5. Adjust your settings. You can change the order of the table columns using the arrow symbols.

  6. Click Save Save.

You have customized the columns of My tasks.

The changes are active immediately. If a user is currently working with My tasks, the user can refresh the page and will see the changed columns immediately as well.