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From ProcessMaker
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Wiki for ProcessMaker      
Current stable Release: 2.0.43 (August 14th, 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 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 Updated!
  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 Installation in Microsoft IIS
    10.2 Installation in Nginx
  11. Implementations:
    11.1 Solr Implementation


III. Configuration
  1. Workspaces
  2. Languages: 1.X, 2.0
  3. Skins:1x before 2.0.39, 2.0.40+
  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 Updated!
  8. Email: 1.X, 2.0
  9. Calendars: 1.X, 2.X
  10. Process Categories
  11. Database Connections Updated!
  12. Fonts for non-Western languages
  13. WebDAV
  14. Heartbeat
  15. Clear Cache
  16. Default Time Zone: 1.X, 2.0
  17. File Locations
  18. Customizing Interface Strings
  19. Login: 2.0
  20. Executing cron.php
  21. Configuration File env.ini before 2.0.39, 2.0.39+
  22. System


IV. Designers Manual
  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 Updated!
    1.4 DynaForms: 1.X, 2.0
    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 Updated!
    2.4 Process Supervisors: 1.X, 2.0
    2.5 Dependent Fields Updated!
    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
    3.2 External Databases
    3.3 Report Tables: 1.X 2.0
    3.4 Consulting ProcessMaker databases Updated!


          
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
    2.3 Accessing the Interface
  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. KnowledgeTree: 1.X, 2.0 (document management)
  3. OpenBravo ERP (enterprise resource planning)
  4. Zimbra (email and collaboration)

IX. Enterprise Edition
  1. Enterprise Trial: 1.X, 2.0
  2. Enterprise Trial Guide
  3. Pentaho Reports (data analysis and mining)
  4. Advanced LDAP (user authentication) Updated!
  5. SigPlus(electronic signatures)
  6. Windows Single SignOn
  7. Outlook Connector
  8. Enterprise Edition 2.0
  9. Simple Report Plugin
  10. Actions by email
  11. External Registration
  12. Batch Routing
  13. PM Monitor
  14. FTP Monitor
  15. Advanced Dashboard
  16. Case List Builder


X. Community Resources
  1. Joining the ProcessMaker Team
  2. Forum
  3. Library
  4. Bug/Issue Tracker
  5. Translating ProcessMaker


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+
  6. Internal Functions and Classes
  7. Development Roadmap Updated!
  8. Contribute code to improve and enhance ProcessMaker!! Updated!


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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