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ProcessMaker  Documentation

                    Stable Release 2.5.0 (May 15th, 2013)

 


This week's new feature: ProcessMaker SugarCRM Edition
Pmsugarcrm1.jpg
Visit this page to check documentation about SugarCRM Edition



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

I. Introduction
  1. Features Summary and Demos
  2. Frequently Asked Questions
  3. Processes Library


II. Install ProcessMaker
  1. Installation Requirements: 1.X, 2.0
  2. ProcessMaker Configuration Requirements: 1.X, 2.0 2.0.40 +
  3. Microsoft Windows
    3.1 Automatic Installer, version 2.0
    3.2 Automatic Installer, versions 1.6-4260 to 1.8
    3.3 Automatic Installer, before version 1.6-4260
    3.4 Manual Installation in WAMP
    3.5 Installation in Zend Server
    3.6 Installation in Zend Server, Windows 64bit
  4. Linux/Unix
    4.1 CentOS/Red Hat Installation: 1.X, 2.0
    4.2 Debian Installation: 1.X, 2.0
    4.3 Ubuntu Installation: 1.X, 2.0
    4.4 OpenSUSE Installation: 1.X, 2.0
  5. Hosted Installation
  6. Multiple Installations on the Same Machine
  7. Server Sizing Updated!!
  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


III. Configuration
  1. Workspaces
  2. Languages: 1.X, 2.0
  3. Skins:1x 2.0.X
  4. Plugins: 1.X, 2.0
  5. Logo: before 2.0.39, 2.0.40+
  6. Authentication Customization
  7. External User Authentication: 1.X, 2.0
  8. Email Settings: 1.X, 2.0
  9. Calendars: 1.X, 2.X
  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: 1.X, 2.0
  18. File Locations
  19. Customizing Interface Strings
  20. Login: 2.0
  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.X, 2.0
    1.2 Roles: 1.X, 2.0
    1.3 Processes: 1.X, 2.0
    1.3.1 Tasks
    1.3.2 Routing Rules
    1.3.3 Importing and Exporting Process
    1.4 DynaForms: 1.X, 2.0, 2.5.X
    1.5 DynaForm Fields: 1.X, See below for v. 2.0:
    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.X, 2.0
    1.7 Output Documents: 1.X, 2.0
  2. Advanced Design
    2.1 Using Conditions
    2.2 Notifications
    2.3 Process Permissions: 1.X, 2.0
    2.4 Process Supervisors: 1.X, 2.0
    2.5 Dependent Fields
    2.6 Web Entry: 1.X, 2.0
    2.7 Case Tracker
    2.8 Events: 1.X, 2.0
    2.9 Case Scheduler
    2.10 Sub-Processes
    2.11 Process Files Manager
  3. Data Integration
    3.1 PM Tables: 1.X, 2.0
    3.2 External Databases
    3.3 Report Tables: 1.X 2.0
    3.4 Consulting ProcessMaker databases


                                
V. Users Manual
  1. Login: 1.X, 2.0
  2. Cases: 1.X, 2.0
  3. Dashboards: 1.X, 2.0.X
  4. Case Notes
  5. Case Summary
  6. User Experience


VI. Programming
  1. PHP in Triggers: 1.X, 2.0
    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: 1.X, 2.0
  4. Third Party Triggers
    4.1 Sharepoint DWS Triggers v. 0.1
    4.2 Sugar (Forthcoming)
    4.3 Alfresco
    4.4 Zimbra


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

VIII. Integration with 3rd Party Software
  1. SugarCRM (customer relations management)
  2. OpenBravo ERP (enterprise resource planning)
  3. Zimbra (email and collaboration)

IX. Enterprise Edition
Current Stable Release: 2.0.16 (September 12th, 2012)
Release Notes | QA Report | Old Versions
  1. Enterprise Edition 2.0
  2. Pentaho Reports (data analysis and mining)
  3. Advanced LDAP (user authentication) v. 1.4.27
  4. SigPlus (electronic signatures)
  5. Windows Single SignOn v. 2.0.9
  6. Outlook Connector v. 2.0.5
  7. Simple Report Plugin v. 1.4.20
  8. Actions by email v. 2.0.12
  9. External Registration v. 2.0.11
  10. Batch Routing v. 1.4.16
  11. PM Monitor v. 1.4.8
  12. FTP Monitor v. 1.4.18
  13. Advanced Dashboard v. 2.0.5
  14. Case List Builder v. 2.0.16
  15. KnowledgeTree: 1.X, 2.0 (document management) v. 1.4.9
  16. E-Lock digital signature v. 1.4.5


X. Community Resources
  1. Enterprise Trial: 1.X, 2.0
  2. Enterprise Trial Guide
  3. Joining the ProcessMaker Team
  4. Forum
  5. Library
  6. Bug/Issue Tracker
  7. Translating ProcessMaker
  8. Translation Contribution Guideline


XI. Professional Services
  1. Training
  2. Support
  3. Consulting
  4. Partners


XII. Development

Development Roadmap Updated!

  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!! Updated!


XIII. ProcessMaker SugarCRM Edition
  1. How to Install ProcessMaker Module
  2. Overview: Process Designer Elements
  3. Sugar Process Management
  4. Sugar Example: Discount Approval
  5. BPMN 101


XIII. Glossary
  1. Glossary

ProcessMaker—Automate 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
Copyright(C) 2012 Colosa Inc.

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