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Wiki for ProcessMaker      
Current stable Release: 2.0.36 (January 10, 2012)


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. Generic Installation: 1.X, 2.0
  3. Microsoft Windows
    3.1 Automatic Installer, before version 1.6-4260
    3.2 Automatic Installer, versions 1.6-4260 to 1.8
    3.3 Automatic Installer, version 2.0
    3.4 Installation in Zend Server
    3.5 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
  8. Load Balancing
  9. Database Clustering
  10. Other Web Servers:
    10.1 Manual Installation in WAMP
    10.2 Installation in Microsoft IIS
    10.3 Installation in Nginx


III. Configuration

  1. Workspaces
  2. Languages: 1.X, 2.0
  3. Skins: 1.X, 2.0
  4. Plugins: 1.X, 2.0 Updated!
  5. Logo
  6. Authentication Customization
  7. External User Authentication
  8. Email
  9. Calendars: 1.X, 2.X Updated!
  10. Database Connections
  11. Fonts for non-Western languages
  12. WebDAV
  13. Heartbeat
  14. File Locations
  15. Customizing Interface Strings
  16. Executing cron.php
  17. Configuration File env.ini


IV. Users Manual

  1. Login: 1.X, 2.0 Updated!
  2. Cases: 1.X, 2.0.X Updated!
  3. Dashboards: 1.X, 2.0.X New!
  4. Case Notes
  5. Case Summary


V. Designers Manual

  1. Basic Design
    1.1 Managing Users: 1.X, 2.0 Updated!
    1.2 Processes
    1.3 DynaForms: 1.X, 2.0
    1.4 DynaForm Fields: 1.X, 2.0
    1.5 Input Documents: 1.X, 2.0
    1.6 Output Documents: 1.X, 2.0 Updated!
  2. Advanced Design
    2.1 Using Conditions
    2.2 Notifications
    2.3 Process Permissions: 1.X, 2.0
    2.4 Process Supervisors
    2.5 Dependent Fields
    2.6 Web Entry: 1.X, 2.0
    2.7 Case Tracker
    2.8 Events: 1.X, 2.0 Updated!
    2.9 Case Scheduler
    2.10 Sub-Processes
    2.11 Process Files Manager
  3. Data Integration
    3.1 PM Tables: 1.X, 2.0 Updated!
    3.2 External Databases
    3.3 Report Tables
    3.4 Consulting ProcessMaker databases


          
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
    2.3 Accessing the Interface
  3. WSDL Web Services
  4. Third Party Triggers
    4.1 Sharepoint DWS Triggers v. 0.1
    4.2 Sugar (Forthcoming)
    4.3 Alfresco
    4.4 Zimbra New!


VII. System Maintenance

  1. Upgrading ProcessMaker
  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 New!

VIII. Integration with 3rd Party Software

  1. SugarCRM (customer relations management)
  2. KnowledgeTree: 1.X, 2.0 (document management)
  3. OpenBravo ERP (enterprise resource planning)
  4. Zimbra (email and collaboration) Updated!
  5. Talend (data integration) (Forthcoming)
  6. Google Calendar (appointment management) (Forthcoming)

IX. Enterprise Edition

  1. Enterprise Edition Installation: 1.X, 2.0
  2. Enterprise Trial Guide
  3. Pentaho Reports (data analysis and mining)Updated!
  4. Advanced LDAP (user authentication)
  5. Multi-tenant Management (workspace configuration)
  6. SigPlus (electronic signatures) Updated!
  7. Windows Single SignOn
  8. Outlook Connector


X. Community Resources

  1. Joining the ProcessMaker Team
  2. Forum
  3. Library
  4. Bug/Issue Tracker
  5. Translating ProcessMaker
  6. Documentation Style Manual


XI. Professional Services

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


XII. Development

  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+
    5.3 Gulliver Reference Guide (Forthcoming)
  6. Development Roadmap


XIII. Index

  1. Glossary
  2. Index (Forthcoming)

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
Copyright(C) 2012 Colosa Inc.

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