AgilePoint Documentation
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Keywords:
AgilePoint Documentation Library
Revision History
Disclaimer of Warranty
Copyright
Trademarks
Government Rights Legend
Virus-free software policy
Document Revision Numbers
AgilePoint Documentation in PDF and HTML
Contacting AgilePoint Sales
Contacting Customer Support
Opening the Documentation Library
Why Do I Receive a Slow Script Error when I Open the Documentation Library?
Finding Information in the Documentation Library
Downloading Files and Sharing Links from the Documentation Library
AgilePoint BPMS
What Makes AgilePoint Unique?
How Does AgilePoint Enable Continuous Process Improvement?
How is Process Metadata Created From a Visio Image?
What is AgilePoint BPMS?
What is AgilePoint Server?
What is AgilePoint Envision?
What is Enterprise Manager?
What is AgilePoint Developer?
What is the AgilePoint Architecture?
What are the System Requirements?
What APIs does AgilePoint offer?
How Does AgilePoint BPMS Implement Business Process Concepts?
What is a Process?
What is a Process Model?
What is a Process Instance?
What is a Sub Process?
What is a Process-Driven Application?
What is a Process Engine?
What is an Activity?
What is a Manual Activity?
What is an Automatic Activity?
What is an Activity Instance?
What is a Business Rule?
What is an AgileShape?
What is an AgileWork?
What is an AgilePart?
What is a Participant?
Why Do I Need Forms for AgilePoint?
How Does AgilePoint Support Forms?
Can I Reuse Forms I Have Already Built?
What Form Technologies Does AgilePoint Support Out Of The Box?
What is AgileForms?
What are the Advantages of AgileForms?
What are the Disadvantages of AgileForms?
What are InfoPath Forms?
What are the Advantages of InfoPath Forms?
What are the Disadvantages of InfoPath Forms?
What are ASP.NET Forms?
What are the Advantages of ASP.NET Forms?
What are the Disadvantages of ASP.NET Forms?
What are SharePoint ListForms?
What are the Advantages of SharePoint ListForms?
What are the Disadvantages of SharePoint ListForms?
What Additional Form Technologies Does AgilePoint Support?
How Can I Extend AgilePoint to Meet My Needs?
What Third-Party Systems does AgilePoint Integrate With?
What is AgilePoint Developer?
What is an AgileShape?
What is an AgilePart?
What is an AgileWork?
What is an AgileExtender?
When Should I Create a Custom AgileShape?
What is an AgileConnector?
ADSyncModule Extension
ContentListener AgileConnector
DataService AgileConnector
DBSyncModule Extension
Email Approval Extension
EventService AgileConnector
MSMQ AgileConnector
MSWFRuntime AgileConnector
RemotingService AgileConnector
SharePoint AgileConnector
SPSIntegration Extension
SPSyncModule Extension
What APIs does AgilePoint offer?
Release Notes
Release Notes v5.0 SP2 for .NET 4.0
Enhancements
Support for .NET 4.0
Fixes
Release Notes v5.0 SP2
Enhancements
Enhancements for AgilePoint Server
Install Cluster Server Manager on AgilePoint Server Machines
ContentListener Extension
DBSyncModule Extension
Turn Session State Handling Off
Microsoft Exchange Server 2010 Support
Create a CSM Lock Database for Shrink Logs in NLB Environments
NT AUTHORITY\SYSTEM User Removed
Enhancements for the APADM Command Line Utility
Release Process Models
Display AgilePoint System Information
Archive and Restore a Process Instance
Enhancements for the API
Improved API Performance
Update Status for Automatic Work Item
Enhancements for SharePoint Integration
Forms-Based Authentication Support for SharePoint Logon
Log on to SharePoint from a Process Template or AgileShape
Hide Fields on SharePoint List Form Page Load
MyGroupPeers Option in Task List
Max. Process Instances to Retrieve Option in Process Instance List
Custom editform.aspx for SharePoint List Form
Enhancements for Envision
New Web Services Stencil
UI Enhancement
Enhancements for Enterprise Manager
Find Processes by Active or Inactive Tasks
Pagination Enhancements
Enhancements for AgileForms
Japanese Date Format Support
AgileForms Users Registered Automatically in Envision
Custom Naming Convention
Enhancements for InfoPath Integration
Creating a Custom Button Using Custom Code
Enhancements for Documentation
Documentation Library
Opening the Documentation Library
Fixes
Fixes for AgilePoint Server
Fixes for SharePoint Integration
Fixes for AgilePoint Envision
Fixes for Enterprise Manager
Fixes for AgilePoint Developer
Fixes for SAP Integration
Fixes for InfoPath Integration
Fixes for AgileForms
Known Issues
Features No Longer Supported
Architecture
Introduction
Relationships between Entities
AgilePoint Business Process Data Flow
Build Time
Run Time (AgilePoint Server)
Run Time (Application)
Software Architecture
Presentation Layer
Logic Layer (AgilePoint Server)
Process Engine
Session Manager
Request Queue Manager
Process Template Class Loader
Process Template Management
Archive Manager
Process Swapper
Server Coordinator
Escalation Monitor
Notification Preprocessor
Notification Deliver
Exception Handling
AgilePart
Data Layer
Server (Business Components) Interactions
Implementation Architecture
Autonomous BPMS
Embedded BPMS
Rich Client Implementation
Deployment Architecture
Deployment/Installation Architecture Model
Small Scale Model
Medium Scale Model
Large Scale Model
AgilePoint and Your Existing Environment
Network Performance
Connectivity between Servers
Connectivity between the Server and Workstation
Domain Name Service (DNS)
Authentication, Active Directory and Kerberos
Hardware and Software Configuration
Strategy for Development, Testing and Staging
Nonfunctional Requirements for AgilePoint Application
Development, Testing, Staging and Production Environment
Virtual Environments
Development in Virtual Environments
Support for Virtual Environments
Testing Environment
Staging Environment
Disaster Recovery
Single AgilePoint Server Instance
Multiple AgilePoint Server Instances
Performance
Security
Authentication
User Interface Authentication
Server Process Authentication
Database Authentication
Authorization
User Access Security
Active Directory Integration
System Requirements
System Requirements for .NET 3.5
Components in AgilePoint Product Suites
AgilePoint Server Requirements
AgilePoint Clustering Server Manager Requirements
AgilePoint Enterprise Manager Requirements
AgilePoint Envision Requirements
AgilePoint Developer Requirements
AgilePoint SharePoint Integration Requirements
AgilePoint InfoPath Integration Requirements
AgilePoint Office Client Integration Requirements
AgilePoint Outlook Integration Requirements
AgileForms Requirements
AgileReports Requirements
System Requirements for .NET 4.0
Components in AgilePoint Product Suites
AgilePoint Server Requirements
AgilePoint Clustering Server Manager Requirements
AgilePoint Enterprise Manager Requirements
AgilePoint Envision Requirements
AgilePoint Developer Requirements
AgileReports Requirements
Initial Hardware Estimation Guidelines
Considerations
System Usage
Concurrent Users
Process Steps Per Day
Maximum Process Steps per Day for AgilePoint
Estimating Your Process Steps Per Day
External System Load
Capacity of the Machines in your Environment
CPU Speed
Number of CPUs
CPU Sizing
System Memory (RAM)
Memory Utilization
Hard Disk Performance
Network Bandwidth
Network Adapters
Availability Requirements
High Availability (HA)
Network Load Balancing (NLB)
Disaster Recovery (DR)
The Number of Environments You Want to Create
Virtual Environments
Support for Virtual Environments
Hardware Configuration
Hardware Sizing
AgilePoint Server
Front-Tier Application
Database
Hardware Configuration Example
Pre-Installation Guide
Pre-Installation Record
Verifying System Requirements
Obtaining AgilePoint License Keys
Creating Aliases for the AgilePoint Servers
Creating AgilePoint User Accounts
Obtaining SMTP Server Information
Verifying NLB Configuration and Functionality
Setting Service Principle Name (SetSPN)
Granting Database Access for Kerberos
Creating the Workflow Database for AgilePoint Server
Setting Up Database Authentication
Set Up SQL Authentication (SQL Server)
Set Up Windows Authentication (SQL Server)
Set Up Oracle Database Authentication
Set Up Remote Database Authentication
Validate Authentication
Setting Up a Database for AgilePoint Data Services
Setting Up the Clustering Server Manager Machine
Turning off User Account Control (UAC)
Setting Up the AgilePoint Server Machine on Windows Server 2003
Verifying .NET Framework Installation
Verifying IIS Installation
Verifying IIS Configuration
Setting Up Local Account Groups
(Windows Server 2003) Creating a New IIS Application Pool for AgilePoint Server
Creating a New IIS Application Pool
Configuring the Identity of AgilePoint Server's IIS Application Pool
Setting the Recycle Worker Process Settings
Configuring AgilePoint Server to use a Specific Application Pool
Configuring Performance Settings
(Windows Server 2003) Creating a New IIS Web Site for use by AgilePoint Server
Setting Up the authentication mode for the AgilePoint Server Web site
Setting Up NTLM
Setting Up Kerberos
Ensuring AgilePoint Server is Running under the Correct Version of ASP .NET
Resetting IIS
Turning off User Account Control (UAC)
Setting Up the AgilePoint Server Machine on Windows Server 2008
Verifying .NET Framework Installation
Verifying IIS Installation
Verify the IIS 6 Management Compatibility Role Service
Setting Up Local Account Groups
(Windows Server 2008) Creating a New IIS Web Site for use by AgilePoint Server
Creating a Web Site in IIS
Configuring the Application Pool
Disabling Anonymous Authentication
Setting Up the Authentication Provider for the AgilePoint Server Web Site
Resetting IIS
Turning off User Account Control (UAC)
Setting Up the SharePoint Machine
Creating a SharePoint Impersonator User Account
Creating a SharePoint Web Application
Disabling Double Loopback Check
Verifying the SharePoint configuration
Setting Up the AgilePoint Client Machines
Turning off User Account Control (UAC)
Installation Guide
Installing AgilePoint Express
Prerequisites
Installing AgilePoint Server
Install AgilePoint Server
Configure AgilePoint Server
Verify the AgilePoint Server Installation
Create the AgilePoint Database Schema
Check the AgilePoint Monitor Service
Configure the SMTP Server Account
Install Enterprise Manager
(Optional) Configure SQL Reporting Services
Add User Accounts
Add the SharePoint Impersonator User Account to AgilePoint
Add the AgilePoint Server Service User Account to AgilePoint
Install AgilePoint Envision
Installing AgilePoint SharePoint Integration
SharePoint Integration v2 Versus v1
Configure the AgilePoint SharePoint Integration AgileConnector
Install AgilePoint SharePoint Integration
Add, Deploy, and Activate the SharePoint Solution Files
Clean Up the SharePoint web.config
Run the Windows Service Client Utility Tool
Verify the Installation was Successful
Set the AgilePoint Configuration List
Set up a Common AgilePoint Configuration List
Add the AgilePoint Web Parts to SharePoint
Installing AgilePoint Data Services
Install AgilePoint Data Services
Setting Up AgilePoint Data Services
Configure Data Service
Enable the Data Services Extension
Start the Service
Modify the Enterprise Manager web.config
Using Data Population for the First Time
Installing AgilePoint Configuration A
Prerequisites
Installing AgilePoint Server
Install Clustering Server Manager
Set Up a Private Network
Suspend the Logical Server Name
Install AgilePoint Server
Configure AgilePoint Server
Create the AgilePoint Database Schema
Check the AgilePoint Monitor Service
Reset the Server to the Logical Name
Configure the SMTP Server Account
Install Enterprise Manager
(Optional) Configure SQL Reporting Services
Configure Session State Handling
Verify the AgilePoint Server Installation
Add User Accounts
Add the SharePoint Impersonator User Account to AgilePoint
Add the AgilePoint Server Service User Account to AgilePoint
Install AgilePoint Envision
Install AgilePoint Developer
Installing AgilePoint SharePoint Integration
SharePoint Integration v2 Versus v1
Configure the AgilePoint SharePoint Integration AgileConnector
Install AgilePoint SharePoint Integration
Add, Deploy, and Activate the SharePoint Solution Files
Clean Up the SharePoint web.config
Run the Windows Service Client Utility Tool
Verify the Installation was Successful
Set the AgilePoint Configuration List
Set up a Common AgilePoint Configuration List
Add the AgilePoint Web Parts to SharePoint
Installing AgileReports
Install AgileReports
Configure AgileReports
Using AgileReports for the First Time
Install AgilePoint InfoPath Integration
Install AgilePoint Office Client Integration
Install AgilePoint Outlook Integration
Installing AgilePoint Data Services
Install AgilePoint Data Services
Setting Up AgilePoint Data Services
Configure Data Service
Enable the Data Services Extension
Start the Service
Modify the Enterprise Manager web.config
Using Data Population for the First Time
Install AgilePoint Deployment Services
Installing iNet BPS for SAP Integration
Installing AgilePoint Configuration B
Prerequisites
Installing AgilePoint Server
Install Clustering Server Manager
Set Up a Private Network
Suspend the Logical Server Name
Install AgilePoint Server
Configure AgilePoint Server
Create the AgilePoint Database Schema
Check the AgilePoint Monitor Service
Reset the Server to the Logical Name
Configure the SMTP Server Account
Install Enterprise Manager
(Optional) Configure SQL Reporting Services
Configure Session State Handling
Verify the AgilePoint Server Installation
Add User Accounts
Add the SharePoint Impersonator User Account to AgilePoint
Add the AgilePoint Server Service User Account to AgilePoint
Install AgilePoint Envision
Install AgilePoint Developer
Installing AgilePoint Data Services
Install AgilePoint Data Services
Setting Up AgilePoint Data Services
Configure Data Service
Enable the Data Services Extension
Start the Service
Modify the Enterprise Manager web.config
Using Data Population for the First Time
Installing AgilePoint Configuration C
Prerequisites
Installing AgilePoint Server
Install Clustering Server Manager
Set Up a Private Network
Suspend the Logical Server Name
Install AgilePoint Server
Setting up AgilePoint Server to Run as a Windows Service
Configure AgilePoint Server
Create the AgilePoint Database Schema
Check the AgilePoint Monitor Service
Reset the Server to the Logical Name
Configure the SMTP Server Account
Configure Session State Handling
Verify the AgilePoint Server Installation
Add User Accounts
Add the SharePoint Impersonator User Account to AgilePoint
Add the AgilePoint Server Service User Account to AgilePoint
Install AgilePoint Envision
Install AgilePoint Developer
Installing AgilePoint SharePoint Integration
SharePoint Integration v2 Versus v1
Configure the AgilePoint SharePoint Integration AgileConnector
Install AgilePoint SharePoint Integration
Add, Deploy, and Activate the SharePoint Solution Files
Clean Up the SharePoint web.config
Run the Windows Service Client Utility Tool
Verify the Installation was Successful
Set the AgilePoint Configuration List
Set up a Common AgilePoint Configuration List
Add the AgilePoint Web Parts to SharePoint
Installing AgileReports
Install AgileReports
Configure AgileReports
Using AgileReports for the First Time
Install AgilePoint InfoPath Integration
Install AgilePoint Office Client Integration
Install AgilePoint Outlook Integration
Installing AgilePoint Data Services
Install AgilePoint Data Services
Setting Up AgilePoint Data Services
Configure Data Service
Enable the Data Services Extension
Start the Service
Modify the Enterprise Manager web.config
Using Data Population for the First Time
Install AgilePoint Deployment Services
Installing iNet BPS for SAP Integration
Installing AgilePoint Configuration D
Prerequisites
Installing AgilePoint Server
Install Clustering Server Manager
Set Up a Private Network
Suspend the Logical Server Name
Install AgilePoint Server
Setting up AgilePoint Server to Run as a Windows Service
Configure AgilePoint Server
Create the AgilePoint Database Schema
Check the AgilePoint Monitor Service
Reset the Server to the Logical Name
Configure the SMTP Server Account
Configure Session State Handling
Verify the AgilePoint Server Installation
Add User Accounts
Add the SharePoint Impersonator User Account to AgilePoint
Add the AgilePoint Server Service User Account to AgilePoint
Install AgilePoint Envision
Install AgilePoint Developer
Installing AgilePoint Data Services
Install AgilePoint Data Services
Setting Up AgilePoint Data Services
Configure Data Service
Enable the Data Services Extension
Start the Service
Modify the Enterprise Manager web.config
Using Data Population for the First Time
Installing AgilePoint Configuration E
Prerequisites
Installing AgilePoint Server
Install AgilePoint Server
Configure AgilePoint Server
Verify the AgilePoint Server Installation
Create the AgilePoint Database Schema
Check the AgilePoint Monitor Service
Configure the SMTP Server Account
Install Enterprise Manager
(Optional) Configure SQL Reporting Services
Add User Accounts
Add the SharePoint Impersonator User Account to AgilePoint
Add the AgilePoint Server Service User Account to AgilePoint
Install AgilePoint Envision
Install AgilePoint Developer
Installing AgilePoint SharePoint Integration
SharePoint Integration v2 Versus v1
Configure the AgilePoint SharePoint Integration AgileConnector
Install AgilePoint SharePoint Integration
Add, Deploy, and Activate the SharePoint Solution Files
Clean Up the SharePoint web.config
Run the Windows Service Client Utility Tool
Verify the Installation was Successful
Set the AgilePoint Configuration List
Set up a Common AgilePoint Configuration List
Add the AgilePoint Web Parts to SharePoint
Installing AgileReports
Install AgileReports
Configure AgileReports
Using AgileReports for the First Time
Install AgilePoint InfoPath Integration
Install AgilePoint Office Client Integration
Install AgilePoint Outlook Integration
Installing AgilePoint Data Services
Install AgilePoint Data Services
Setting Up AgilePoint Data Services
Configure Data Service
Enable the Data Services Extension
Start the Service
Modify the Enterprise Manager web.config
Using Data Population for the First Time
Install AgilePoint Deployment Services
Installing iNet BPS for SAP Integration
Installing AgilePoint Configuration F
Prerequisites
Installing AgilePoint Server
Install AgilePoint Server
Configure AgilePoint Server
Verify the AgilePoint Server Installation
Create the AgilePoint Database Schema
Check the AgilePoint Monitor Service
Configure the SMTP Server Account
Install Enterprise Manager
(Optional) Configure SQL Reporting Services
Add User Accounts
Add the SharePoint Impersonator User Account to AgilePoint
Add the AgilePoint Server Service User Account to AgilePoint
Install AgilePoint Envision
Install AgilePoint Developer
Installing AgilePoint Data Services
Install AgilePoint Data Services
Setting Up AgilePoint Data Services
Configure Data Service
Enable the Data Services Extension
Start the Service
Modify the Enterprise Manager web.config
Using Data Population for the First Time
Installing AgilePoint Configuration G
Prerequisites
Installing AgilePoint Server
Install AgilePoint Server
Setting up AgilePoint Server to Run as a Windows Service
Configure AgilePoint Server
Check the AgilePoint Monitor Service
Configure the SMTP Server Account
Verify the AgilePoint Server Installation
Add User Accounts
Add the SharePoint Impersonator User Account to AgilePoint
Add the AgilePoint Server Service User Account to AgilePoint
Install AgilePoint Envision
Install AgilePoint Developer
Installing AgilePoint SharePoint Integration
SharePoint Integration v2 Versus v1
Configure the AgilePoint SharePoint Integration AgileConnector
Install AgilePoint SharePoint Integration
Add, Deploy, and Activate the SharePoint Solution Files
Clean Up the SharePoint web.config
Run the Windows Service Client Utility Tool
Verify the Installation was Successful
Set the AgilePoint Configuration List
Set up a Common AgilePoint Configuration List
Add the AgilePoint Web Parts to SharePoint
Installing AgileReports
Install AgileReports
Configure AgileReports
Using AgileReports for the First Time
Install AgilePoint InfoPath Integration
Install AgilePoint Office Client Integration
Install AgilePoint Outlook Integration
Installing AgilePoint Data Services
Install AgilePoint Data Services
Setting Up AgilePoint Data Services
Configure Data Service
Enable the Data Services Extension
Start the Service
Modify the Enterprise Manager web.config
Using Data Population for the First Time
Install AgilePoint Deployment Services
Installing iNet BPS for SAP Integration
Installing AgilePoint Configuration H
Prerequisites
Installing AgilePoint Server
Install AgilePoint Server
Setting up AgilePoint Server to Run as a Windows Service
Configure AgilePoint Server
Check the AgilePoint Monitor Service
Configure the SMTP Server Account
Verify the AgilePoint Server Installation
Add User Accounts
Add the SharePoint Impersonator User Account to AgilePoint
Add the AgilePoint Server Service User Account to AgilePoint
Install AgilePoint Envision
Install AgilePoint Developer
Installing AgilePoint Data Services
Install AgilePoint Data Services
Setting Up AgilePoint Data Services
Configure Data Service
Enable the Data Services Extension
Start the Service
Modify the Enterprise Manager web.config
Using Data Population for the First Time
Activating AgilePoint Licenses
Activating Over the Internet
Activating Manually
Uninstalling AgilePoint BPMS
Uninstall AgilePoint Server
Uninstall Clustering Server Manager
Uninstall AgilePoint Enterprise Manager
Uninstall AgilePoint Envision
Uninstall AgilePoint Developer
Uninstall AgilePoint InfoPath Integration
Uninstall AgilePoint Microsoft Office Client Integration
Uninstall AgilePoint Outlook Integration
Uninstall AgilePoint SharePoint Integration v1
Uninstall AgilePoint SharePoint Integration v2
Uninstall AgilePoint Data Services
Uninstall AgileReports
Uninstall AgilePoint One Click Deployment
Upgrade Guide
Upgrading from AgilePoint BPMS v4.x to BPMS v5.0
Upgrade AgilePoint from v4.x to v5.0
Additional Steps for SharePoint Integration v1
Additional Steps for SharePoint Integration v2
Additional Manual Upgrade Steps
SharePoint ListForm
Via Command Prompt
Using SharePoint Central Administration
Data Services
Upgrading from AgilePoint Express v4.x to Express v5.0
Upgrade AgilePoint from v4.x to v5.0
Additional Steps for SharePoint Integration v2
Upgrading from AgilePoint Express v4.7 to BPMS v5.0
Upgrading from AgilePoint BPMS v5.0 to BPMS v5.0 SP1
Upgrading from AgilePoint BPMS v5.0 to BPMS v5.0 SP2
Activating AgilePoint Licenses
Activating Over the Internet
Activating Manually
Uninstalling AgilePoint BPMS
Uninstall AgilePoint Server
Uninstall Clustering Server Manager
Uninstall AgilePoint Enterprise Manager
Uninstall AgilePoint Envision
Uninstall AgilePoint Developer
Uninstall AgilePoint InfoPath Integration
Uninstall AgilePoint Microsoft Office Client Integration
Uninstall AgilePoint Outlook Integration
Uninstall AgilePoint SharePoint Integration v1
Uninstall AgilePoint SharePoint Integration v2
Uninstall AgilePoint Data Services
Uninstall AgileReports
Uninstall AgilePoint One Click Deployment
System Optimization
Scalability
Scale Up
Scale Out
Capacity of the Machines in your Environment
CPU Speed
Number of CPUs
CPU Sizing
System Memory (RAM)
Memory Utilization
Hard Disk Performance
Network Bandwidth
Network Adapters
Virtual Environments
Development in Virtual Environments
Support for Virtual Environments
Dedicated Servers
Non-Dedicated Server
Clustered Servers
Clustering Terminology
NLB Cluster
Scalability
High Availability
AgilePoint CSM
How the AgilePoint CSM Works
Flow of Events in a NLB Deployment
General Performance Considerations
System Usage
Concurrent Users
Process Steps Per Day
Maximum Process Steps per Day for AgilePoint
Estimating Your Process Steps Per Day
External System Load
Data Metrics
Performance Bottlenecks
Network Bandwidth
AgilePoint Server Performance Characteristics
Event Driven Architecture
Time-Sharing Model
Interruption Handling
Predicting AgilePoint Server Resource Usage
Performance Calculations
Calculating Average Event Processing Time
How a Faster Workflow Engine Can Increase Capacity
Scenario to Consider
Performance Tracing Utility
Performance Testing and Benchmarking
Stress Testing
Benchmarking
AgilePoint Server Configuration Settings
Configuring the AgilePoint Server Thread Pool Size
Thread Pool Sizing Guidelines
Increasing Thread Pool Size
Decreasing Thread Pool Size
Configuring the Swap Out Time
Database Sizing and Configuration
Database Sizing
Database Archiving
APADM Command Line Utility
APADM Archive Database Command
Database Connection Pool Size
Client Applications
Tips for Improving Performance and Troubleshooting
Out of Memory Errors
Virtual Memory
Affect of Customizations on Server Resources and Performance
Hard Disk Fragmentation
Scheduled Tasks, Screen Savers, etc.
File Locking, Indexing, and Scans
Anti-Virus Software, Firewalls, Pop-up Blockers, Proxies, etc.
AgilePoint Development Considerations
Windows and Pages that Refresh Automatically
Task List Control Placement
Database Connection Sizes
Best Practices
Intended Audience
AgilePoint BPMS Governance
AgilePoint BPMS Roles and Responsibilities
Project Manager
Business Process Analyst
Systems Administrator
Change Control Coordinator
Sponsor
Subject Matter Experts
Hardware and Software Considerations
Migration Recommendations
Migrating Custom Developed Components
Process Template Migration
Testing Guidelines
AgilePoint Upgrades and Hot Fixes
Why Do I Need Forms for AgilePoint?
How Does AgilePoint Support Forms?
Can I Reuse Forms I Have Already Built?
What Form Technologies Does AgilePoint Support Out Of The Box?
What is AgileForms?
What are the Advantages of AgileForms?
What are the Disadvantages of AgileForms?
What are InfoPath Forms?
What are the Advantages of InfoPath Forms?
What are the Disadvantages of InfoPath Forms?
What are ASP.NET Forms?
What are the Advantages of ASP.NET Forms?
What are the Disadvantages of ASP.NET Forms?
What are SharePoint ListForms?
What are the Advantages of SharePoint ListForms?
What are the Disadvantages of SharePoint ListForms?
What Additional Form Technologies Does AgilePoint Support?
AgilePoint Custom Development
Communicating with the AgilePoint Server Engine
Web Service
MSMQ and JMS
.NET Remoting
Human Activity Interface
SharePoint ListForm
AgileForms
InfoPath Forms
Custom ASP.NET or JSP
Windows Forms Smart Client
Manual Tasks
Process Initiator
Group or Role
Work Load
Sequential Approval
Parallel Approval
Voting
Custom AgileShapes
Multi-Thread Safety
Synchronous vs. Asynchronous
Scalability
Polling
AgilePoint System Management
User Management
Role and Group Management
Process Template Management
Custom AgilePart, AgileWork, and AgileConnector Components Management
Human Exception Handling
Escalation
Delegation
Overdue Tasks
Best Practices for SharePoint Integration
Account Setup Recommendations
Writing Custom Code using SharePoint Object Model
Adding the AgilePoint Task List Web Part
AgilePoint Server
Deploying an AgilePart to AgilePoint Server
Checking the AgilePoint Server log files
Safely Stopping AgilePoint Server
Configuration Settings
Configure SMTP Servers to Require Authentication (Optional)
Implementing a Custom Email Notification Delivery Module
Configuring the AgilePoint Server Thread Pool Size
Thread Pool Sizing Guidelines
Increasing Thread Pool Size
Decreasing Thread Pool Size
Configuring the Max Loop
Configuring the Swap Out Time
Configure Session State Handling
AgilePoint Server Configuration Utility
System Window
System Settings
Email Notification Settings
Database Window
Configuring Process Archiving
Extension Window
ADSyncModule Extension
Requirements
Enabling the Extension
Group Member Synchronization Rules
User Synchronization Rules
Scheduling
Exception Handling
Log Files
Notifications
DBSyncModule Extension
Requirements
Enabling the Extension
Group Member Synchronization Rules
User Synchronization Rules
Scheduling
Exception Handling
Log Files
Notifications
Email Approval Extension
Requirements
Configuring the Email Approval AgileConnector
Logging
POP3 Limitations
Creating an Email Template to Support Approvals
ContentListener AgileConnector
Enabling the ContentListener AgileConnector
Configuring the ContentListener AgileConnector
DataService AgileConnector
Enabling the DataService AgileConnector
EventService AgileConnector
Enabling the EventService AgileConnector
MSMQ AgileConnector
Enabling the MSMQ AgileConnector
MSWFRuntime AgileConnector
Enabling the MSWFRuntime AgileConnector
RemotingService AgileConnector
Enabling the RemotingService AgileConnector
SAP Integration AgileConnector
Enabling the SAP AgileConnector
Configuring the SAP AgileConnector
SharePoint AgileConnector
Enabling the SharePoint AgileConnector
SPSIntegration Extension
Enabling the Extension
Configuring SharePoint Authentication
SPSyncModule Extension
Requirements
Enabling the Extension
Group Member Synchronization Rules
User Synchronization Rules
Scheduling
Exception Handling
Log Files
Notifications
Configuration Interface
Work Calendar Window
AgilePoint Deployment Services
AgilePoint Deployment Service
AgilePoint Deployment Utility
Opening the AgilePoint Deployment Utility
Adding an AgilePoint Server
Removing an AgilePoint Server
Backing up a Process Model and Associated Dependencies
Restoring a Process Model and Associated Dependencies
Migrating a Process Model and Associated Dependencies
Rolling back a Process Model and Associated Dependencies
Creating a Project
Project Functions
Opening a Project
Saving a Project
Packaging a Project
Deleting a Project or Project Collection
Closing Projects
Deploying a Project
Viewing Deployment History
AgilePart Deployment Wizard Utility
Performance Tracing Utility
APADM Command Line Utility
APADM Archive Database Command
APADM Synchronize Active Directory Command
APADM Bulk Migration Command
AgilePoint Server Monitor Service
AgilePoint Server Manager (Windows Service Environments)
Adding a Server Instance
Deleting a Server Instance
Starting a Server Instance
Stopping a Server Instance
Configuring a Server Instance
Managing a Server Instance
AgilePoint Envision
Opening AgilePoint Envision
AgileShapes
Generic BPM
AgilePart
AgileWork
Adding Participants to an Activity
And
Email
Manual
Manual with Timeout
Multiple Condition
Or
Select Exclusive Predecessor Activities Window
Procedure
Procedure with Timeout
Single Condition
Start
Stop
SubProcess
Premier Extension
BRE
Configuration for Copy ListItems AgilePart
Cancel Tasks
Delay
Dynamic Group
Dynamic Parallel Approval
Dynamic Sequential Approval
Process Adaptation
Update Custom Attributes
Update Parent Process
Vote
Web Form
SharePoint / Microsoft SPS
Add User to SP Group
Configuration for Copy ListItems AgilePart
Approve
Approved
Approve Reject Content
CAML Query
CAML Query Configuration
Check In File
Check Out File
Common Dialog
Customize Common Dialog Interface Window
Copy Files AgilePart
Copy List Item
Configuration for Copy ListItems AgilePart
Create List Item
Configuration for Creating List Item Window
Create SP Group
Create Group Configuration Window
Delete Files
Delete List Item
Configuration for Deleting List Items Window
Delete Particular File Version
Delete a Particular Version of a File Window
Download Files
Excel Calculate
Excel Calculate Configuration Window
Excel Read
Excel Read Configuration Window
Excel Write
Excel Write Configuration Window
InfoPath View
InfoPath Sub Process
XML Schema Mappings
List Form
Move Files
Move List Item
MoveListItemsConfiguration Window
New Folder
New Form Library
New Library
New Site
New Site Collection
Portal Listing
Publish
Publish Content
Remove SP Group
Remove Group Configuration Window
Remove User from SPĀ Group
Remove User From Group Configuration Window
Retrieve List Item
Configuration for Retrieving ListItem Fields Window
Single Condition
Submit
Submit File to Record Center
Submit File To Record Center Configuration Window
Undo Check Out
Update InfoPath
Update Meta Data
Name and Value Window
Update SP Group
Update Group Configuration Window
Upload Files
Advanced Extension
C#
External Command
Java
Configuration for Invoking Java Program Window
Sequential Workflow
Workflow Foundation Assembly Window
VB
WF Rule
Web Services
Web Service
Web Service Configuration Window
Web Service Extension (WSE)
Windows Communication Foundation (WCF)
Configuration for WCF Service Window
Exchange Server
Create Appointment
Appointment Schedule for Exchange Server window
Create Meeting
Meeting Schedule for Exchange Server Window
Database
Batch Insert
Configuration for Inserting Database Record(s) Window
Delete Records
Configuration for Deleting Database Record(s) Window
Insert Database
Configuration for Inserting Database Record(s) Window
Query Database
Database Queries Window
Stored Procedure
Configuration for Stored Procedure or Generic SQL Window
Update Database
Configuration for Updating Database Record(s) Window
Extender
Service Level Agreement (SLA)
Time Watch Between Activities Window
Miscellaneous
DateTimeOperation
DateTime Services Configuration Window
HTTP Post
Http Post Configuration Window
PDF Converter
Read File
Read File Configuration Window
Text File Writer
Configure Text File Window
Word
Word Configuration Window
XML Manipulation
Active Directory
Create User
Set Context Properties Window
Update User
Set Context Properties Window
Remove User
Set Context Properties Window
Disable User
Set Context Properties Window
Create Group
Set Context Properties Window
Create Group Window
Remove Group
Set Context Properties Window
Remove User from Group
Set Context Properties Window
Retrieve User Information
Set Context Properties Window
Add User to Group
Set Context Properties Window
SAP Integration
Configuring iNet BPS
SAP Integration AgileConnector
Enabling the SAP AgileConnector
Configuring the SAP AgileConnector
Call SAP Function
SAP Connection Browser
Begin SAP Transaction
End SAP Transaction
AgileForms Stencil
AgileForm Shape
AgileForm Serial
AgileForm Parallel
AgileForm Parallel Configuration Window
AgileForm Dynamic Group
AgileForm Process Adaptation
Menu Options Overview
File Menu Options
View Menu Options
Shape Menu Options
Help Menu Options
Process Templates
Process Template Types
Generic Process Template
Microsoft InfoPath Process Template
Microsoft SPDoc Process Template
Microsoft SPList Process Template
AgileForms Process Template
Select a Process Template Type
Open an existing Process Template
Convert a Visio Diagram to a Process Model
Process Template Properties
Process Template Properties Overview
Process Template Properties
Convert a Visio Shape to an AgileShape
Add an AgileShape to a Process Model
Remove an AgileShape from a Process Model
Change an AgileShape's Display Name
Configure AgileShape Properties
Connecting AgileShapes To Each Other
Manage Process Attributes
Using Swim Lanes in Envision
Registering a custom AgileShape
Applying Process Attributes
Data Services
Configure the Windows Service for Data Services
Change the Logon Credentials
Modify the Enterprise Manager web.config
Enable the Server Extension
Data Population
Mapping Custom Attributes to Multiple Tables
Data Tracking
Email Templates and Notifications
Email Template Window
Email Template Process Attributes
Data Binding in an Email Template
Create a new Activity Entry Email Notification
Create a Reminder Email Notification
Approval Email Templates
Create a Text-Based Approval Email Template
Create an HTML-Based Approval Email Template
Email Approval on Mobile Devices
Custom Macros
Process Repository
Verify the ProcessRepository Template Exists
Set Up a Process Repository
Setup Process Discovery in AgilePoint Envision
Associate Process Documentation at the Process Model Level
Associate Process Documentation at the Activity Level
Publish Process Documentation to SharePoint
Open the Process Repository in SharePoint
Edit Stencil Images
Create and Save a New Stencil
Create a New Master Icon
Associate a Master Shape with the Icon Image
Finalize the Shape
Edit an Icon Image on a Stencil
Edit Master Shape
Custom Configured Stencils (My Stencil)
Create an AgileShape with Preconfigured Properties
Modify an AgileShape with Preconfigured Properties
Data Binding
XML Schema Support for ASP.NET Applications
Schema XML Binding
SPDoc Metadata Binding
Windows
Adding Participants to an Activity
Add User To Group Configuration Window
Appointment Schedule for Exchange Server window
CAML Query Configuration
Configure Text File Window
Configuration for Batch Inserting Database Record Window
Configuration for Copy ListItems AgilePart
Configuration for Creating List Item Window
Configuration for Deleting Database Record(s) Window
Configuration for Deleting List Items Window
Configuration for Inserting Database Record(s) Window
Configuration for Invoking Java Program Window
Configuration for Retrieving ListItem Fields Window
Configuration for Stored Procedure or Generic SQL Window
Configuration for Updating Database Record(s) Window
Configuration for WCF Service Window
Create Group Configuration Window
Create Group Window
Customize Common Dialog Interface Window
Database Queries Window
DateTime Services Configuration Window
Delete a Particular Version of a File Window
Excel Calculate Configuration Window
Excel Read Configuration Window
Excel Write Configuration Window
Http Post Configuration Window
Meeting Schedule for Exchange Server Window
MoveListItemsConfiguration Window
Name and Value Window
Read File Configuration Window
Remove Group Configuration Window
Remove User From Group Configuration Window
SAP Connection Browser
Select Exclusive Predecessor Activities Window
Set Context Properties Window
Submit File To Record Center Configuration Window
Time Watch Between Activities Window
Update Group Configuration Window
Wait for Milestone Configuration Window
Web Service Configuration Window
Word Configuration Window
Workflow Foundation Assembly Window
XML Schema Mappings
Process Attributes
Common Process Attributes
Process Attributes for SharePoint
Built-In Macros
AgilePoint Enterprise Manager
Getting Started
Open Enterprise Manager
Localization for Enterprise Manager
Process Template Management
Add a Process Template
Delete a Process Template
Check Out and In a Process Template
Save as File
Find AgilePart and AgileWork
Runtime Management
Find a Process Template
Suspend a Process
Resume a Suspended Process
Roll back within a Process Instance
Skip within a Process Instance
Bypass or Update a Delay
Cancel a Process Instance
Migrate a Process Instance
Bulk Migration
Partial Rework
Workload Balance
Pseudo Tasks
View Activities
View Tasks
View the Event Log
View the Process Monitor
View Data
View InfoPath XML Data
Find Tasks
Mark a Task as Complete
Reassign a Task
Manage Notifications
Event Service Page
Trigger a Process Based on a Schedule
Trigger a Process Based on an Incoming Email
Trigger a Process Based on a File Drop
Trigger a Process Based on a Database Update
Global E-mail Templates Page
Add a Global Email Template
Remove a Global Email Template
Edit a Global Email Template
Reports Page
SQL Server Reporting Services
Sample Reports
AgilePoint Licensing and Activation
License Usage Calculations
How AgilePoint License Usage is Calculated
AgilePoint Floating License FAQ
Finding and Obtaining License Keys
Finding the License Key for an Installed AgilePoint Component
Obtaining AgilePoint License Keys
Replacing Temporary License Keys with Production License Keys
Activating AgilePoint Licenses
Activating Over the Internet
Activating Manually
Pages
Main Page
Login Page
Tasks Page
Find Tasks Dialog
Process Templates Page
Processes Page
Process Page
Data Tracking
Notifications page
Find Notifications Dialog
Performance Page
Configuration Page
Shared Custom Attributes Page
Add/Edit Shared Custom Attribute Page
Import Shared Custom Attributes Page
Export Shared Custom Attributes Page
Event Service Page
Global E-mail Templates Page
Reports Page
Users Page
Add/Edit User Dialog
Add User From Active Directory Dialog
View Access Rights dialog
Organization Information Dialog
Roles Page
Add/Edit Role Dialog
Groups Page
Add/Edit Group Dialog
Add Group From Active Directory Dialog
Importing Nested Active Directory Groups
Synchronize Group Members dialog
Delegations Page
Add/Modify Delegation Dialog
Activate/De-Activate a Delegation
Dynamic Task Instantiation and Insertion Page
AgilePoint Developer
Converting a Web Application to AgilePoint Format
Project Templates
AgilePart Project Template
AgileWork Project Template
AgileStub Project Template
AgileConnector Project Template
AgilePoint Web Application Project Template
Creating an AgilePoint Web Application
AgilePoint BPM Web Application Window
AgilePoint Web Controls
Adding AgilePoint Web Controls to Your Project
ConfirmButton
DatePicker
WFcheckbox
WFFileAttachment
WFRadioButton
WFDropDownList
WFGridView
WFTaskGridControl
WFTextBox
WFProcessTemplateDropDownList
WFComment
WFRadioButtonList
WFListBox
WFUserNameDropDownList
WFRadioButtonPair
WFUserNameListBox
WFProcessViewer
Task List Web Part for AgilePoint Web Applications
Manual Setup
Settings
Linking to Tasks in Multiple Process Templates
Linking to Tasks in Multiple Web Applications
Setting the Maximum Number of Tasks to Display
Filter Tasks by Application Name
Show or Hide the Complete Selected Tasks Option
Limitations
Exception Handling for AgileParts
Developing the Custom Exception Handler AgileConnector
Deploying the Custom Exception Handler AgileConnector
Implementation
Testing and Debugging Custom AgileShape Projects
Ensuring You Are Testing the Correct Version
Process Merging and Splitting
Process Merging
Process Splitting
Remote API
Accessing AgilePoint Web Service API
Surrogating
Mobile Application Support
AgilePoint Web Application Project Template
Creating an AgilePoint Web Application
AgilePoint BPM Web Application Window
Approval Email Templates
Create a Text-Based Approval Email Template
Create an HTML-Based Approval Email Template
Email Approval on Mobile Devices
AgilePoint Application Development
AgilePoint Project Initial Assessment
Determining Whether to Use AgilePoint
Projects that are a Good Fit for AgilePoint
Projects that Require Analysis
Projects that are Not a Good Fit for AgilePoint
AgilePoint BPMS Application Development Planning
Application Development Types
AgilePoint Application Development Approaches
AgilePoint BPMS as a Development Platform
AgilePoint BPMS is an Integration Platform
Identifying Your First AgilePoint Process
What is a Business Process?
Principles for Identifying Your First AgilePoint Process
Identifying Good Processes for Automation
Designing an AgilePoint Process
Design the Data Model
Design the Forms
Design the Workflow
Designing a Process Branch
Design the Path for the Success Case
Design Exception Cases
Define Participants
Process Development Committee
Development Committee Responsibilities
Application Development Team Responsibilities
Application Development Team Organization
Case Studies
Case Study 1
Case Study 2
AgileExtender Framework
Main Components
Creating a New AgileExtender Project
Add Sample Custom Dialog Window
Generated Files
Design Time Properties
Deployment Time Behavior
Case study
Runtime Behavior
Creating and Registering a Shape in Envision
AgilePoint API
Basic Programming Tasks
Code Examples
AgilePoint Server Running in IIS Mode
GetAdminService
GetWorkflowService
AgilePoint Server Running in Windows Service Mode
GetAdminService
GetWorkflowService
(Windows Service Installation Only) Run the Windows Service Client Utility Tool
Authentication
Namespace Reference
Catching Exceptions
Making Calls
Methods
Common Methods
Check Authentication
Surrogate
Surrogate With Application Name and Locale
Set Client AppLication Name
Set Client Locale
Process Definition Methods
Create Process Definition
Release Process Definition
CheckOut Process Definition
Uncheckout Process Definition
Check In Process Definition
Delete Process Definition
Get Base Process Definition ID
Get Process Definitions
Get Process Definition Graphics
Get Process Definition Name and Version
Get Process Definition XML
Get Released Process Definition ID
Get Released Process Definitions
Get Process Definition By Base Process Definition ID
Update Process Definition
Methods for Process Instances
Create Process Instance
Create Process Instance (Extended with Initiator and Work Object Info)
Create Process Instance (Extended with Initiator)
Create Process Instance (Extended Method)
Cancel Process Instance
Delete Process Instance
Merge Process Instance
Migrate Process Instances
Promote Process Instance
Rollback Process Instance
Split Process Instance
Start Process Instance
Suspend Process Instance
Get Events By Process Instance ID
Get Process Instance
Get Process Instance Attributes
Query Process Instances
Query Process Instances (Extended Method)
Update Process Instance
Methods for Activity Instances
Cancel Activity Instance
Get Activity Instance
Get Activity Instance Status
Get Activity Instances By Process Instance ID
Query Activity Instances
Rollback Activity Instance
Rollback Activity Instances
Methods for Automatic Work Items (Procedures)
Cancel Procedure
Complete Procedure
Get Procedure
Query Procedure List
Methods for Manual Work Items (Tasks)
Assign Work Item
Assign Work Item (Extended Method)
Cancel Work Item
Cancel Work Item (Extended Method)
Complete Work Item
Complete Work Item (Extended Method)
Create Linked Work Item
Create Linked Work Item (Extended Method)
Create Pseudo Work Item
Create Work Item
Get Work Item
Get Work List By User ID
Query Work List
Query Work List (Extended Method)
Reassign Update Work Item
Reassign Work Item
Reassign Work Item (Extended Method)
Undo Assign Work Item
Undo Assign Work Item (Extended Method)
Update Work Item
Methods for Notifications
Cancel Mail Deliverable
Get Expecting Send Mail Deliverable
Get Mail Deliverables
Resend Mail Deliverable
Methods for Events
Get Event
Methods for Custom Attributes
Get Custom Attribute
Get Custom Attributes
Get Custom Attributes (Extended Method)
Remove Custom Attribute
Set Custom Attribute
Set Custom Attributes
Methods for Archiving and Restoring Processes
Archive Process Instance
Restore Process Instance
Query Archived Process Instances
Send Mail
Send Mail
Send Mail (Extended Method)
Send Mail (Extended Method with Priority)
Other Web Services
Query Audit Trail
Query Database
Query Database (Extended Method)
Administrative Service
Get Database Information
Get Domain Groups
Get Domain Group Members
Get Domain Name
Get Domain Users
Get Locale
Get Register User
Get Register Users
Get Register User Icons
Get Sender Email Address
Get SMTP Server
Get System Performance Information
Get System User
Query Register Users
Register User
Unregister User
Update Registered User
Update Registered User Icon
Group, Role, and Rights
Add Group
Add Group Member
Add Role
Add Role Member
Enabled Group Member
Get Access Right Names
Get Access Rights
Get Group
Get Group Members
Get Groups
Get Role
Get Roles
Query Role Members
Remove Group
Remove Group Member
Remove Role
Remove Role Member
Update Group
Update Role
User Delegation
Add Delegation
Activate Delegation
Cancel Delegation
Get Delegation
Get Delegations
Remove Delegation
Update Delegation
Report Configuration Methods
Add Report Configuration
Get All Report Configurations
Get Report Configuration
Remove Report Configure
Update Report Configuration
Organization Properties
Get Organization Properties
Remove Organization Properties
Update Organization Properties
Component Administration Methods
Get Server Component
Get Server Component Names
Classes
IWFWorkflowService
KeyValue
NameValue
RegisteredUser
WFAccessRights
WFAny
WFEvent
WFPartialRollbackInstruction
WFProcessMergingInstruction
WFProcessMigrationInstruction
WFProcessSplittingInstruction
WFQueryExpr
WFTimeDuration
WFTimeUnit
Parameters
Data Types
Class Properties
AgilePoint Database Schema
Tables
WF_ACTIVITY_INSTS
WF_ASSIGNED_OBJECTS
WF_AUDIT_TRAILS
WF_AUTO_WORKITEMS
WF_CUSTOM_ATTRS
WF_CUSTOM_ATTRS_ITCS
WF_DELEGATIONS
WF_DOMAIN_VALUES
WF_EVENTS
WF_GROUP_MEMBERS
WF_GROUPS
WF_INTEGRATED_APPS
WF_LARGE_BINARIES
WF_LARGE_TEXTS
WF_MAIL_DELIVERABLES
WF_MANUAL_WORKITEMS
WF_PROC_DEFS
WF_PROC_DEF_SUPPLEMENTS
WF_PROC_INSTS
WF_PROC_TRACKINGS
WF_REG_USERS
WF_REPORT_CFGS
WF_REPOSITIORY_ITEMS
WF_ROLES
WF_SCHEDULED_ITEMS
WF_SERIALLIZED_ENTITIES
WF_SPOPERATIONS
SharePoint Integration
Configuring SharePoint Authentication
Localization
Web Parts
Modifying Web Parts
Modifying Web Part Display Properties
Personalizing Web Parts
Web Part Connections
Extending the Web Parts
Custom Actions
Custom Task Actions in the AgilePoint Task List Web Part
Global Actions in the AgilePoint Task List Web Part
Change Priority
Custom Actions in the AgilePoint Process Instance List Web Part
Custom Global Actions in the AgilePoint Process Instance List Web Part
Customizing the Process Name
Custom Data Sources for Web PartsĀ
Deploy the Custom Data Source
Configure the Custom Data Source
Setting up the Custom Data Source for a SharePoint Web Part
Adding a Data Source
Removing a Data Source
Adding a Column to the Web Part List
Editing a Column in the Web Part List
Removing a Column from the Web Part List
Modifying the URL for a SharePoint List Custom Data Source
Task List Web Part
Global Actions
Adding the AgilePoint Task List Web Part
Configuration Options
Show Tasks from other Virtual Servers (MOSS Web Applications)
Showing tasks from multiple Virtual Servers (MOSS Applications) in the AgilePoint Task List Web Part
Showing External AgilePoint Web Application Tasks
Process Instance List Web Part
Using the Process Instance List Web Part
Configuration Options
Process Model List Web Part
Using the Process Model List Web Part
Configuration Options
Additional Web Pages
AgilePoint Process Viewer for SharePoint
AgilePoint Manual Task Sample Pages
(v2 Only) AgilePoint Configuration List
(v2 Only) AgilePoint Process Launcher
(v1 Only) SharePoint Configuration Manager
Impersonation
System Setting
Database
SharePoint Web Applications
Enable (or disable) Debug Mode
Checking the AgilePoint SharePoint Integration Log Files
SPDoc Metadata Binding
Performing Document Locking
(v1 Only) Creating a workflow-enabled SharePoint Site
SharePoint Impact Analysis
Primary Objective
Scope
Test Environment
Integration Architecture
Integration Components Defined
Impact Analysis on SharePoint Document Libraries
Objective
Volume Testing
Test Criterion
Test Method
Acceptable Performance
Results
Conclusion
Load Testing
Test Criterion
Test Method
Acceptable Performance
Results
Conclusion
Impact Analysis on SharePoint Lists
Objective
Volume Testing
Test Criterion
Test Method
Acceptable Performance
Results
Conclusion
Load Testing
Test Criterion
Test Method
Acceptable Performance
Results
Conclusion
Impact Analysis on SharePoint Web Page Response Times
Objective
Volume Testing
Test Criterion
Test Method
Acceptable Performance
Results
Conclusion
Load Testing
Test Criterion
Test Method
Acceptable Performance
Results
Conclusion
Contributing Factors
Summary
InfoPath Integration
Usage Instructions
Creating a Workflow-Enabled SharePoint Form Library
Creating Custom Buttons in InfoPath
Creating a Custom Button Using a Data Connection
Creating a Custom Button Using Custom Code
Auto Naming of InfoPath Form through Submit & Close
Auto-naming via the WebDAV Method (recommended)
Auto-naming via the AgilePoint Web Service Method
Configuring the Auto-naming Format
Administrative Operations
Best Practices for Deploying InfoPath 2007 Forms
Enable (or disable) Client-Side Logging
Enabling Client-Side Logging
Disabling Client-Side Logging
Microsoft Office Client Integration
Submit for Approval/Review
Design Workflow
My Tasks
Available Workflows
Check Process
View History
Modify Setting
Outlook Offline Integration
AgilePoint Menu
Server Setting
Add New Personal Website
Synchronize Tasks
Updating Tasks
AgileReports
Powerful Ad Hoc Reporting
Intuitive Ad Hoc Analysis
Interactive Dashboards
Easy System Administration
AgileForms
Pre-Installation
Set Up IIS
Set Up IIS 7.0
Set Up Database
Installation
Install AgileForms Server
Set Up the PDF Generator
Configure AgileForms Server
Activate AgileForms Server
Set up the AgileForms Impersonator
Installing AgileForms Envision Add-on
(Distributed Environments Only) Edit Registry Keys for AgileForms Envision Add-On
Installing AgileForms SharePoint Integration
Remaining Steps for Manual Installation
Configuring AgileForms SharePoint Integration v2
Configuring AgileForms SharePoint Integration v1
Configuring AgileForms Back Office Integration
Using AgileForms
Envision Add-On for AgileForms
AgileForms Stencil
AgileForm Shape
AgileForm Serial
AgileForm Parallel
AgileForm Parallel Configuration Window
AgileForm Dynamic Group
AgileForm Process Adaptation
Creating Repeating Tables in AgileForms
AgileForms Process Initiator Web Part
Troubleshooting
Installation and Configuration Issues
AgilePoint BPMS
How to Run the MSI Installer with Logging Enabled
Finding the License Key for an Installed AgilePoint Component
How can I find the installed version of my AgilePoint component?
Is There a Way to Reinstall AgilePoint But Not Lose any Installed Templates or the SharePoint Configuration?
Not Getting Email Notification and Received CDO Error in AgilePoint Enterprise Manager
Some Users Can't Log On to Enterprise Manager and/or Access SharePoint pages
AgilePoint Envision
Can't Run Envision after Installation
Can't Load AgilePoint Template under Non-English Regional Setting
In Visio 2007, the AgilePoint Envision Menu Functionality is Disabled
Enterprise Manager
404 Error During Installation of Enterprise Manager
Can't Access Active Directory Users from Enterprise Manager
Can't Decrypt Symmetric Key when Installing Enterprise Manager with SQL Reporting Services Integration
AgilePoint Server Does Not Run as Network Service
Error: The Underlying Connection was Closed: Unable to Connect to the Remote Server
Some Users Can't Log On to Enterprise Manager
Some Users Can't Log On to Enterprise Manager and/or Access SharePoint pages
Unable to Log On to Enterprise Manager
Can't Log On to AgilePoint Enterprise Manager After Installation
AgilePoint Server
AgilePoint Server Does Not Run as Network Service
AgilePoint Server Configuration Corrupts netflow.cfg
After changes in IIS setting, the AgilePoint Server stops running
General Guidelines for Migrating AgilePoint Server to New Hardware
Configuring AgilePoint Server Manager
Unable to Install AgilePoint Server Due to Unrecognized File Path to Installation Files
Using vDNS Entry for an AgilePoint Server
Access Denied, Global Registry Could Not Be Accessed
Receive Error Message When Installing AgilePoint Server
AgilePoint Developer
AgilePoint Developer Installation Fails Due to Corrupt Visual Studio Installation
Why Do I Receive an Error When Using the AgilePoint BPM Web Application Wizard in Visual Studio?
SharePoint
Got Impersonator Error when Adding the AgilePoint Task List Web Part
Error Message when Adding Task List Web Part to SharePoint
Some Users Can't Log On to Enterprise Manager and/or Access SharePoint pages
Web Part Installation Error During the SharePoint Integration Installation
Why Does an Error Occur When Using the SharePoint Integration v2 Installer in a SharePoint Server Farm?
Why Does SharePoint Throw an Error Stating There Are Duplicate Entries in the web.config after Upgrading to AgilePoint v5.0 or Higher?
Receive "Physical Directory of SharePoint Was Not Found" Error During SharePoint Integration Installation with Host Header
InfoPath Integration
InfoPath Form's Submit and Close button displays an error
Web Part Installation Error During SharePoint Integration Installation
Issues by AgilePoint Component
AgilePoint Envision
Installation and Configuration Issues
Can't Run Envision after Installation
Can't Load AgilePoint Template under Non-English Regional Setting
In Visio 2007, the AgilePoint Envision Menu Functionality is Disabled
General Use
Access Denied Message from Envision when Associating an InfoPath Form
Menu Option Disabled in Envision
AgilePoint Envision Properties Panel Is Not Displaying in Visio
Missing Menu Options in Envision
Problem Using CreateWorkItem from AgilePart
Error Using Web Service AgilePart: Object Must Implement IConvertible
Reassigned Task Does Not Route to the New Participant Set By the Custom Attribute
The Process Viewer is Not Correctly Mapping Workflow Activities with the Associated Status Indicators
Validation Error with Delay AgilePart
Using XPath to Retrieve Inner XML String from Custom Attributes
When I Add a Single Condition AgilePart to a Process Model, Why Don't the Yes and No Conditions Appear?
Access Denied message from AgilePoint Envision When Associating an InfoPath Form
Why Does an Error Occur When I try to Add a Condition to a Multiple Condition AgilePart?
Why Do I See a Group's Tasks in my Task List, Even Though I Do Not Belong to the Group?
Can't Find the FinalizeShape Option When Editing the AgileShape
Enterprise Manager
404 Error During Installation of Enterprise Manager
Can't Access Active Directory Users from Enterprise Manager
Can't Decrypt Symmetric Key when Installing Enterprise Manager with SQL Reporting Services Integration
AgilePoint Server Does Not Run as Network Service
Error: The Underlying Connection was Closed: Unable to Connect to the Remote Server
Some Users Can't Log On to Enterprise Manager
Some Users Can't Log On to Enterprise Manager and/or Access SharePoint pages
Unable to Log On to Enterprise Manager
Can't Log On to AgilePoint Enterprise Manager After Installation
AgilePoint Server
Installation and Configuration Issues
AgilePoint Server Does Not Run as Network Service
AgilePoint Server Configuration Corrupts netflow.cfg
After changes in IIS setting, the AgilePoint Server stops running
General Guidelines for Migrating AgilePoint Server to New Hardware
Configuring AgilePoint Server Manager
Unable to Install AgilePoint Server Due to Unrecognized File Path to Installation Files
Using vDNS Entry for an AgilePoint Server
Access Denied, Global Registry Could Not Be Accessed
Receive Error Message When Installing AgilePoint Server
Performance Issues
AgilePoint Web Service Performance Issues in Distributed Deployment Environments
Exception and Excessive CPU Usage on Automatic AgilePoint Application Pool Recycle
Failed to Connect Database in AgilePoint Server Log
Why Does the Active Directory Synchronization Notification Display an Error?
General Use
AgilePoint Server Log Error Related to WF_AUTO_WORKITEMS.PROCEDURE_INFO is Not an Issue
Remove a Specific Process by Process Instance ID
Server Log File for Troubleshooting
When Registering a Custom AgilePart, the Assembly is Not Updated with the Latest Version of the DLL
Why Does an Error Occur When I Open the AgilePoint Server Configuration Utility?
Why Doesn't the Email AgileShape Send Emails Outside My Company's Domain?
Why Do I Sometimes Receive a 401 (Unauthorized) HTTP Error in a VMWare Virtual NLB Environment?
Process Instance Becomes Automatically Suspended During Loop
AgilePoint Developer
Installation and Configuration Issues
AgilePoint Developer Installation Fails Due to Corrupt Visual Studio Installation
Why Do I Receive an Error When Using the AgilePoint BPM Web Application Wizard in Visual Studio?
General Use
Data Does Not Bind in WFDataBindingControl when Populating the Values During Page Load
Use Data Population for the AgilePoint WFComment Control in ASP.NET applications
AgilePoint API
Problem Using CreateWorkItem from AgilePart
Server Error: HttpException (0x80004005): Request timed out.
SharePoint Integration
Installation and Configuration Issues
Got Impersonator Error when Adding the AgilePoint Task List Web Part
Error Message when Adding Task List Web Part to SharePoint
Some Users Can't Log On to Enterprise Manager and/or Access SharePoint pages
Web Part Installation Error During the SharePoint Integration Installation
Why Does an Error Occur When Using the SharePoint Integration v2 Installer in a SharePoint Server Farm?
Why Does SharePoint Throw an Error Stating There Are Duplicate Entries in the web.config after Upgrading to AgilePoint v5.0 or Higher?
Receive "Physical Directory of SharePoint Was Not Found" Error During SharePoint Integration Installation with Host Header
Performance Issues
Configuration Options for Handling Heavy Load on AgilePoint-Enabled SharePoint Libraries and Lists
General Use
401 Error when Connecting to SharePoint
407 Proxy Access Denied on SharePoint Task List and Admin Web Parts
A Column is Displayed in a SharePoint List Form Regardless of View Settings
AgilePoint Web Part Error: One of the Properties of the Web Part has an Incorrect Format
Changing the Port or URL of a SharePoint Virtual Server Can Corrupt the Server
Receive Access Denied for User Domain Name Message Using Enablement Manger in SharePoint
Unable to Instantiate a Process when an InfoPath Form is Uploaded into a Form Library.
The Set Process Template Page is Not Showing a Deployed Process Template in the Drop-down Lists
Value Does Not Fall Within the Expected Range Error in Web Part
Access Denied message from AgilePoint Envision When Associating an InfoPath Form
Why Does a SharePoint Error Occur When I Try to Start an AgilePoint Process?
Why Does an Error Occur When Many AgilePoint Workflows are Started Simultaneously from a SharePoint Library?
Why Does the Error "Requested registry access is not allowed" Appear in SharePoint Integration?
Why Do I Receive the SharePoint Error "The Resource Object with Key 'xxx' Was Not Found"?
Why Do I Sometimes Receive a 401 (Unauthorized) HTTP Error in a VMWare Virtual NLB Environment?
AgilePoint Does Not Support the Custom SharePoint Event Handler - Delete Event
Received error when doing "Save Target As" to document link in AgilePoint's SharePoint Task List Control web part
Some Users Cannot Access the Process Viewer from the Task List Web Part
InfoPath Integration
Installation and Configuration Issues
InfoPath Form's Submit and Close button displays an error
Web Part Installation Error During SharePoint Integration Installation
General Use
Access Denied Message from Envision when Associating an InfoPath Form
Opening an InfoPath Form Causes SOAP Errors in Event Viewer
Error Message when Submitting InfoPath 2007 Form in SharePoint Form Library
Access Denied message from AgilePoint Envision When Associating an InfoPath Form
JavaScript error during Submit and Close Action of an InfoPath Form
Submit and Close Button Does Not Show Up for InfoPath Client if Submit Option is Configured
AgileForms
Why Does an Error Occur When I Try to Add a Field or Control in AgileForms?
FAQs
AgilePoint BPMS
AgilePoint Floating License FAQ
How AgilePoint License Usage is Calculated
Finding the License Key for an Installed AgilePoint Component
Replacing Temporary License Keys with Production License Keys
How can I find the installed version of my AgilePoint component?
How Can I Set Default Priorities for Individual Workflow Tasks?
How to Escalate a Task that is Assigned to a Group, but No One Claims It After 24 Hours?
Is it Possible to Rename a Form Once a Process has been Started?
What Are the Steps to follow If a User's Name Changes?
Envision
Applying InfoPath Schema XML Binding
Does Envision require a specific Macro Security level?
Apply $GROUP(), $ROLE(), and $MANAGER() macros to InfoPath field
Configure Reminder Emails to be Sent Only During Business Hours
How Do I Display a Task Link in an Email Template?
How Can I Use the Multiple Condition AgilePart to Check if a Value is Null or Empty?
How to Change the InfoPath Form Association in a Process Template?
How to Include InfoPath-Based Task Link in an Email
How to Pass the InfoPath Form XML to a Web Service AgilePart as an Argument?
How to Set Up an Activity to Only Occur at Some Point in the Future?
In AgilePoint Envision, How Do I Clear or Modify the Cached Values from the Server URL Drop-down when Deploying the Process Model?
Does Envision Require a Specific Macro Security Level?
Use the Multiple-Condition Activity AgilePart
Bind Activity Due Dates to a Document's Metadata or an InfoPath Form's XML Schema
Can XPath Functions (e.g. Sum) Be Used in Envision for InfoPath Data Binding?
Can URLs Be Used in the Attachments Field of an Email Template?
How Do I Modify the Value of a Shared Custom Process Attribute?
Enterprise Manager
How to Customize Enterprise Manager Main Page to Include Additional Links?
How to Remove Completed and Canceled Processes in Enterprise Manager?
AgilePoint Server
Allow AgilePoint Server to Access Exchange Server Data
Does the AgilePoint Administrator need to have Local Administrator privileges?
How Do I Update the Logon Credentials for the AgilePoint Impersonator Account?
Is There a Way to Send AgilePoint Server Exceptions to the Windows Event Viewer?
Is There a Way to Configure the Path for Where the AgilePoint Server Log Files are Stored?
Reconfigure AgilePoint Products when a Server's URL Changes
Taking Down an AgilePoint Database Server Will AgilePoint Continue to Run?
Using vDNS Entry for an AgilePoint Server
How to Configure AgilePoint Server to Connect to a Remote SQL Server Database with Non-Default 1433 Port?
Remove All Process Related Data from Database
Use Active Directory as the Source of AgilePoint User Information
AgilePoint Developer
Change the Refresh Frequency of the Process Viewer in an AgilePoint ASP.NET Web Application
Do you have any example of how to use WFDataGrid web control?
How to Incorporate Changes in a Process Template into an Existing AgilePoint Web Application Project?
Is it Possible to Use the AgilePoint Web Controls on Top of My Entity Framework Data Model?
When Developing AgileParts and AgileWorks, it is Often Desirable to Write Information to the AgilePoint Server Log
When Testing and Debugging Custom AgileShapes, How Can I Ensure that AgilePoint Envision is Using the Correct Version
AgileConnector Sample for Custom Exception Handling
AgileWork Sample and Source Code: SaveParticipantInfoAgileWork
Deploying Custom AgilePoint-Enabled ASP.NET Web Pages Developed in Visual Studio 2005 to SharePoint 2007
AgilePoint API
How Can I Query a List of Work Items Based on Process Template Name?
How to use api.QueryWorkList to Find Work Items based on ProcessInstanceID?
How to Customize the Email Delivery Module Instead of Using System.Web.Mail?
How to Complete a Work Item in Asynchronous Web Service call with NeedCallBack Set to True?
How Do I Bypass the Delay AgilePart that has Been Set in a Process?
Use AgilePoint's SendMail API to Send Email Notifications
SharePoint Integration
Can I use a Different Process for Documents than I Do for New Documents?
Can You Upload New Files to a Workflow-Enabled Document Library without Triggering a New Workflow
What is the Purpose of the Location Column on the SharePoint Web part?
How Many SharePoint Servers Can Be Workflow-Enabled Using a Single AgilePoint Server Instance?
How to Use the Pooling Functionality in SharePoint Integration?
Set Item Permission Custom AgilePart for SharePoint Integration v2
Deploying a SharePoint Site Template File
InfoPath Integration
Customize the Document File Name when Submitting an InfoPath form to SharePoint
Enable Client-Side Logging for AgilePoint InfoPath Integration
Run Managed-Code InfoPath Forms on Other Machines
AgileForms
Creating Repeating Tables in AgileForms