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ProcessMaker  2.X Documentation

                                                                     Stable Release 2.5.2 (January 14th, 2014)

                                                                                 Change Log | Release Notes | Old Versions | RoadMap | What is new?




ProcessMaker is commercial open source workflow and business process management software.

I. Introduction

  1. ProcessMaker Basic Concepts
  2. Features Summary and Demos
  3. Recently Updated Documentation
  4. Frequently Asked Questions


II. Install ProcessMaker

  1. Installation Requirements
  2. ProcessMaker Configuration Requirements: 2.0 2.0.40 +
  3. Microsoft Windows
    3.1 Automatic Installer, version 2.0
    3.2 Manual Installation in WAMP
    3.2 Installation in Zend Server
    3.3 Installation in Zend Server, Windows 64bit
  4. Linux/Unix
    4.1 CentOS/Red Hat Installation: 2.0
    4.2 Debian Installation
    4.3 Ubuntu Installation
    4.4 OpenSUSE Installation
  5. Hosted Installation
  6. Multiple Installations on the Same Machine
  7. Server Sizing
  8. Load Balancing
  9. Database Clustering
  10. Other Web Servers:
    10.1 Installation in Microsoft IIS
  11. Experimental Section:
    11.1 Installation in Nginx
    11.2 MacOSX Installation
    11.3 cPanel Installation
    11.4 Slackware Installation


III. Configuration

  1. Workspaces
  2. Languages
  3. Skins
  4. Plugins
  5. Logo
  6. Authentication Customization
  7. External User Authentication
  8. Email Settings
  9. Calendars
  10. Process Categories
  11. Database Connections
  12. Fonts for non-Western languages
  13. WebDAV
  14. Heartbeat
  15. Environment Settings
  16. Clear Cache
  17. Default Time Zone
  18. File Locations
  19. Customizing Interface Strings
  20. Login Settings
  21. Executing cron.php
  22. Configuration File env.ini before 2.0.39, 2.0.39+
  23. System


IV. Designers Manual

Check the new WYSIWYG HTML Editor v. 2.5.X


  1. Basic Design
    1.1 Managing Users
    1.2 Roles
    1.3 Processes
    1.3.1 Tasks
    1.3.2 Routing Rules
    1.3.3 Importing and Exporting Process
    1.4 DynaForms: 2.0, 2.5.X
    1.5 DynaForm Fields:
    1.5.1 Common Field Properties
    1.5.2 Titles and Subtitles
    1.5.3 Textboxes and Textareas
    1.5.4 Buttons
    1.5.5 Dropdown Boxes and Listboxes
    1.5.6 Checkboxes and Radio Buttons
    1.5.7 Dates
    1.5.8 Links
    1.5.9 Files
    1.5.10 Grids
    1.5.11 Image
    1.5.12 Other DynaForm Fields
    1.6 Input Documents
    1.7 Output Documents
  2. Advanced Design
    2.1 Using Conditions
    2.2 Notifications
    2.3 Process Permissions
    2.4 Process Supervisors
    2.5 Dependent Fields
    2.6 Web Entry
    2.7 Case Tracker
    2.8 Events
    2.9 Case Scheduler
    2.10 Sub-Processes
    2.11 Process Files Manager
  3. Data Integration
    3.1 PM Tables
    3.2 External Databases
    3.3 Report Tables
    3.4 Consulting ProcessMaker databases


                                
V. Users Manual

  1. Login
  2. Cases
  3. Dashboards
  4. Case Notes
  5. Case Summary
  6. User Experience


VI. Programming

  1. PHP in Triggers
    1.1 ProcessMaker Functions
    1.2 Simple Trigger Web Services
    1.3 Trigger Examples
  2. JavaScript in DynaForms
    2.1 JavaScript Functions
    2.2 AJAX in DynaForms
  3. WSDL Web Services: 2.0
  4. Third Party Triggers
    4.1 Sharepoint DWS Triggers v. 0.1
    4.2 SugarCRM (customer relations management) New
    4.3 Alfresco
    4.4 Zimbra


VII. System Maintenance

  1. Upgrading ProcessMaker: 2.0
  2. Backing up and Restoring Workspaces: 2.0
  3. Managing 32K Folders
  4. Deleting Workspaces
  5. Resetting Lost Passwords
  6. Clearing the Compiled Cache
  7. Clearing the Case List Cache
  8. Removing All Cases
  9. Changing the ProcessMaker Configuration
  10. Migrating from Windows to Linux/UNIX

VIII. Integration with 3rd Party Software

  1. OpenBravo ERP (enterprise resource planning)
  2. Zimbra (email and collaboration)

IX. Enterprise Edition

Current Stable Release: 2.0.17 (July 25th, 2013) Go to the documentation


X. Development

Development Roadmap


  1. Process Object Model
  2. Development Environment
  3. ProcessMaker Architecture
  4. Database Model
  5. Gulliver Web Development Framework
    5.1 Application development (Forthcoming)
    5.2 Plugin Development: before 2.0.36, 2.0.36+
  6. Internal Functions and Classes
  7. Contribute code to improve and enhance ProcessMaker!!


XI. Community Resources

  1. Enterprise Trial
  2. Enterprise Trial Guide
  3. Joining the ProcessMaker Team
  4. Forum
  5. Library
  6. Bug/Issue Tracker
  7. Translating ProcessMaker
  8. Translation Contribution Guideline



XII. Community Contributions

  1. Language Contributions
  2. Media Contributions
  3. Documentation Contributions
  4. Code Contributions



XII. Professional Services

  1. Training
  2. Support
  3. Consulting
  4. Partners



XIII. Glossary

  1. Glossary

ProcessMakerAutomate your Workflow with Business Process Management
Software licensed under the GNU Affero General Public License version 3
Documentation licensed under the Creative Commons-Attribution 3.0 Unported License
If you have any questions or if you are interested in sending contributions, send an email to mailto:community@colosa.com, we will very pleased to contact you.
Copyright(C) 2013 Colosa Inc.

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