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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
Opening the Documentation Library
Finding Information in the Documentation Library
Downloading Files and Sharing Links from the Documentation Library
Contacting AgilePoint Sales
Contacting Customer Support
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?
Process Lifecycle
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?
Task Lifecycle
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 AgileWork?
What is an AgilePart?
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
Configuring the SPSyncModule Extension
What APIs does AgilePoint offer?
AgilePoint BPMS for Azure
Frequently Asked Questions
What is Windows Azure?
When Should I Use AgilePoint BPMS for Azure?
When Should I Use On-Premises AgilePoint BPMS?
How Do I Get Started Using AgilePoint BPMS for Azure?
What Are the Windows Azure Account Requirements?
Is AgilePoint BPMS for Azure a Dedicated Service?
How Does a Service Account Work?
How Can I Scale My Solution?
What Database Can I Use?
How Can I Integrate My Custom Application?
What Third-Party Software Can AgilePoint BPMS for Azure Integrate With?
How are Notifications Handled?
Can AgilePoint BPMS for Azure Integrate with AgilePoint On-Premises Installations?
What Windows Azure Services Are Required to Build a Proess-Driven Application?
Release Notes
Release Notes v5.0 R2
Enhancements
Enhancements for AgilePoint Server
REST API
SSL Support
Lync AgileConnector
SMS AgileConnector
Enterprise Social AgileConnector
Yammer Hashtag AgileConnector
Sync Email IDs with Lync and Yammer IDs
AgilePoint Server Enhancements Released as Intermediate Fixes
Enhancements for Envision
Yammer AgileShapes
Set Up Tasks on a Mobile Device
Lync Notifications and Responses
SMS Notifications and Responses
Yammer Notifications
Envision Enhancements Released as Intermediate Fixes
Enhancements for SharePoint Integration
SharePoint Document Set AgileShapes
View Yammer Conversation from SharePoint
SharePoint Integration Enhancements Released as Intermediate Fixes
Enhancements for Enterprise Manager
Enterprise Social Token Management
Enhancements for AgileForms
AgileForms Enhancements Released as Intermediate Fixes
Enhancements for Mobile Apps
AgilePoint Mobile Dashboard
Fixes
Fixes for AgilePoint Server
Fixes for SharePoint Integration
Fixes for AgilePoint Envision
Fixes for Enterprise Manager
Fixes for Data Services
Fixes for AgileForms
Release Notes v5.0 SP4
Enhancements
General Enhancements
Expanded Component Support for .NET 4.0
Find Latest Product Version in AgilePoint Envision, Developer, or Server
Localization
Enhancements for AgilePoint Server
Configuring Event Services and ADSync AgileConnectors in an NLB Environment
Scheduled Process Model Release Honors Minutes
Sending Acknowledgement Emails for Email Approval Success or Failure
AgilePoint Server Enhancements Released as Intermediate Fixes
Enhancements for Envision
Updated AgileShapes and Stencils
New Operators in Multiple Condition AgileShape
Pass Data to a Subprocess Using the SLA AgileShape
Configure CAML Query AgileShape Row limit
Verifying Changes to Schema Mapping
Automap Button on Schema Mapper
Make Schema Nodes Repeatable or Non-repeatable
Ignore Failed Database Queries
Context-Sensitive Online Help
Enhancements for SharePoint Integration
Open AgileForms in a New Window
Notification Email when Process Suspended in SharePoint Integration
Support for Federated Authentication in SharePoint
Update SharePoint-based Processes for Email Approval
Validation for SharePoint Groups as Participants
Filtering the SharePoint Process List
Sort Order and Render as Link for Custom Date Columns
Support for Internet Explorer 10
Support for Firefox 19.0
SharePoint Integration Enhancements Released as Intermediate Fixes
Enhancements for Enterprise Manager
Enter Comments when Checking In a Process Template Using Enterprise Manager
Apply Database Column Data as a Prefix in the Process Instance Name
Create Group and Role Names up to 128 Characters
Validate Process Template Version Upon Checkin
Saving Attachments for Email Event Service
Database Event Service Connection String Supports Shared Custom Attributes
Support for Internet Explorer 10
Support for Firefox 19.0
Enhancements for AgilePoint Developer
Improved IntelliSense Help for AgilePoint APIs
Support for Internet Explorer 10
Support for Firefox 19.0
Enhancements for AgileForms
Saving AgileForms Data Without Completing the Task
AgilePoint Template for AgileForms Defaults to Landscape Orientation
Adding AgileForms Users from Multiple Active Directory Domains
AgileForms Enhancements Released as Intermediate Fixes
Enhancements for SAP Integration
Notification Email when Process Suspended in SAP Integration
Fixes
Fixes for AgilePoint Server
Fixes for SharePoint Integration
Fixes for AgilePoint Envision
Fixes for Enterprise Manager
Fixes for Data Services
Fixes for AgilePoint Developer
Fixes for AgileForms
Features No Longer Supported
Release Notes v5.0 SP3 Universal Edition
Constraints
Enhancements
New Components
Enhancements for Envision
Context-sensitive Online Help
Improved Data Handling for the WCF AgilePart
Enhancements for SharePoint Integration
Web Part Enhancements
Delete File Enhancement
Enhancements for AgileForms
Change First Day of Week
Fixes
Fixes for AgilePoint Server
Fixes for SharePoint Integration
Fixes for AgilePoint Envision
Fixes for Enterprise Manager
Fixes for AgileForms
Release Notes v5.0 SP3 for .NET 4.0
Enhancements
General Enhancements
Localization
Enhancements for AgilePoint Server
Subscription-Based Licensing
Initiate a Process Instance Using the Latest Version of a Process Template
TrustedAuthorization Permission
Disable Notifications for Active Directory Synchronization
Specify Retry Count for Active Directory Synchronization
BasicHttp Binding for Windows Service Installations
Enhancements for Envision
BPMN Support
Convert AgilePoint Processes to BPMN
Define BPMN Properties for an AgileShape
Word AgilePart Enhancements
Different Word Templates for Design Time and Runtime
Enhanced Word Field Selection
Display Literal Boolean Values
Bookmark Field Support
Query Database AgilePart Usability
Custom Attributes in Stored Procedures
Choose Button for Connection String in Stored Procedures
Keyboard Shortcuts in SQL Field
Fetch First Record Option
Add and Subtract Date/Time Using Custom Attributes
SPList and SPDoc Process Templates Create XML Schema by Default
Release On Date Format Follows Culture Settings
Enhancements for Enterprise Manager
Support for Internet Explorer 9
Support for Firefox 8.0
Links Restricted by Access Rights are Disabled
Enhancements for AgilePoint Developer
Support for Internet Explorer 9
Support for Firefox 8.0
New Events for AgileShapes
Enhancements for AgileReports
AgileReports Upgraded to Latest Version
Fixes
Fixes for AgilePoint Server
Fixes for AgilePoint Envision
Fixes for Enterprise Manager
Fixes for AgilePoint Developer
Release Notes v5.0 SP3
Enhancements
General Enhancements
Localization
Enhancements for AgilePoint Server
Subscription-Based Licensing
Initiate a Process Instance Using the Latest Version of a Process Template
TrustedAuthorization Permission
Disable Notifications for Active Directory Synchronization
Specify Retry Count for Active Directory Synchronization
BasicHttp Binding for Windows Service Installations
Enhancements for Envision
BPMN Support
Convert AgilePoint Processes to BPMN
Define BPMN Properties for an AgileShape
Word AgilePart Enhancements
Different Word Templates for Design Time and Runtime
Enhanced Word Field Selection
Display Literal Boolean Values
Bookmark Field Support
Query Database AgilePart Usability
Custom Attributes in Stored Procedures
Choose Button for Connection String in Stored Procedures
Keyboard Shortcuts in SQL Field
Fetch First Record Option
Add and Subtract Date/Time Using Custom Attributes
SPList and SPDoc Process Templates Create XML Schema by Default
Release On Date Format Follows Culture Settings
Enhancements for SharePoint Integration
Create List AgilePart
Delete List AgilePart
Restore File Version AgilePart
Default Sorting for Web Parts
Task Assignment Date on Task List
Complete InfoPath Task without Taking Assignment
Custom Data Column as Link in SharePoint Web Parts
Update Metadata AgilePart Can Clear the Value of a List Item
OpenTasksInNewWindow Supports All Form Technologies
Task List Sorting by DateTime
Enhanced Filtering for Advanced Tasks View
Support for Internet Explorer 9
Support for Firefox 8.0
Support for Office 365
Enhancements for Enterprise Manager
Support for Internet Explorer 9
Support for Firefox 8.0
Links Restricted by Access Rights are Disabled
Enhancements for AgilePoint Developer
Support for Internet Explorer 9
Support for Firefox 8.0
New Events for AgileShapes
Enhancements for AgileForms
AgileForms Upgraded to Latest Version
AgileForms Report View
Host File Attachments on SharePoint
Option for End Users to Delete Only Items They Added
Display Lookup Values Inline
Enhancements for AgileReports
AgileReports Upgraded to Latest Version
Enhancements for SAP Integration
Update InfoPath Form Data from SAP AgilePart
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 AgileForms
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
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
Logging 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
SharePoint Deployment Options
Single SharePoint Farm / Single AgilePoint Farm Configuration
Multiple SharePoint Farm / Single AgilePoint Farm Configuration
Single SharePoint Farm / Multiple AgilePoint Farm Configuration
Mixed Configuration
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 AgilePoint Genesis for SharePoint 2010
Components in AgilePoint Product Suites
Single Machine Installation Requirements, Genesis Edition for SharePoint 2010
AgilePoint Server Requirements
AgilePoint Enterprise Manager Requirements
AgilePoint Envision Requirements
AgilePoint SharePoint Integration Requirements
AgilePoint Data Services Requirements
AgileReports Requirements
Virtual Host Requirements
System Requirements for AgilePoint Genesis for SharePoint 2013
Components in AgilePoint Product Suites
Single Machine Installation Requirements, Genesis Edition for SharePoint 2013
AgilePoint Server Requirements
AgilePoint Envision Requirements
AgilePoint Enterprise Manager Requirements
AgilePoint Data Services Requirements
AgilePoint SharePoint Integration Requirements
AgileReports Requirements
Virtual Host 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 Data Services Requirements
AgilePoint Envision Requirements
AgilePoint Developer Requirements
AgilePoint SharePoint Integration Requirements
AgileForms Requirements
AgileReports Requirements
Virtual Host 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 Data Services 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
Virtual Host Requirements
System Requirements for AgilePoint BPMS for Azure
Components in AgilePoint Product Suites
Windows Azure Account
AgilePoint Service Bus
AgilePoint Envision Requirements
AgilePoint Developer Requirements
AgilePoint SharePoint Integration Requirements
System Requirements for Universal Edition
Components in AgilePoint Product Suites
AgilePoint Server Requirements
AgilePoint Clustering Server Manager Requirements
AgilePoint Enterprise Manager Requirements
AgilePoint Data Services Requirements
AgilePoint Envision Requirements
AgilePoint Developer Requirements
AgilePoint SharePoint Integration Requirements
AgileReports Requirements
AgileForms Requirements
AgileLightForms Requirements
AgileXRM Process Manager Requirements
AgileXRM AgileMonitor Requirements
AgileXRM CRM 2011 Integration Requirements
AgileXRM Client Requirements
Virtual Host 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
Pre-Installation Guide for AgilePoint BPMS Genesis for SharePoint 2010
Determining the Installation Machines
Verifying System Requirements
Obtaining AgilePoint License Keys
Setting Up the AgilePoint Service Account
Setting Service Principle Name (SetSPN)
Creating Databases for AgilePoint
Reserving Port Numbers for AgilePoint Components
Turning Off User Account Control (UAC)
Downloading Installation Files to the Local Machine
Obtaining SMTP Server Information
Creating Aliases for AgilePoint Server Machines
Creating Web Sites for AgilePoint Components
Setting Up IIS
Verifying IIS Configuration
Verify the IIS 6 Management Compatibility Role Service
Resetting IIS
Setting Up the SharePoint Machine
Creating a SharePoint Web Application
Providing Access to the Event Log
Disabling Double Loopback Check
Verifying the SharePoint configuration
Setting Up the Envision Machines
Enabling Macros in Microsoft Visio
Ensuring .NET Programmability Support is Enabled in Visio
Pre-Installation Guide for AgilePoint BPMS Genesis for SharePoint 2013
Pre-Installation Guide for AgilePoint BPMS for .NET 4.0
Pre-Installation Guide for AgilePoint BPMS for .NET 3.5
Verifying System Requirements
Obtaining AgilePoint License Keys
Creating Aliases for AgilePoint Server Machines
Setting Up the AgilePoint Service Account
Setting Service Principle Name (SetSPN)
Creating Databases for AgilePoint
Reserving Port Numbers for AgilePoint Components
Turning Off User Account Control (UAC)
Verifying NLB Configuration and Functionality
Creating Web Sites for AgilePoint Components
Setting Up IIS
Verifying the IIS 6 Management Compatibility Role Service
Verifying IIS Configuration
Resetting IIS
Setting Up the SharePoint Machine
Creating a SharePoint Web Application
Providing Access to the Event Log
Disabling Double Loopback Check
Verifying the SharePoint configuration
Obtaining SMTP Server Information
Pre-Installation Guide for AgilePoint BPMS for Azure
Verifying System Requirements
Obtaining AgilePoint License Keys
User Accounts for AgilePoint Components
Creating AgilePoint User Accounts
Creating a SharePoint Impersonator User Account
Setting Up SharePoint
Creating a SharePoint Web Application
Providing Access to the Event Log
Disabling Double Loopback Check
Verifying the SharePoint configuration
Setting Up the AgilePoint Client Machines
Turning Off User Account Control (UAC)
Setting Up AgilePoint Service Bus
Setting Up Accounts for the AgilePoint Service Bus
Creating Web Sites for AgilePoint Components
Setting Up the AgilePoint Web Sites on Windows Server 2003
(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
Setting Up the AgilePoint Web Sites on Windows Server 2008 or 2012
(Windows Server 2008 or 2012) 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
Setting Up the AgileForms Server Machine
Set Up IIS 7.0
Creating Web Sites for AgileForms in IIS 7.0
Installation Guide
Installing AgilePoint Genesis Edition for SharePoint 2013
Setting Up Your Environment for Genesis Edition for SharePoint 2013
Determining the Installation Machines
Verifying System Requirements
Obtaining AgilePoint License Keys
Setting Up the AgilePoint Service Account
Setting Service Principle Name (SetSPN)
Creating Databases for AgilePoint
Reserving Port Numbers for AgilePoint Components
Turning Off User Account Control (UAC)
Downloading Installation Files to the Local Machine
Obtaining SMTP Server Information
Creating Aliases for AgilePoint Server Machines
Creating Web Sites for AgilePoint Components
Setting Up IIS
Verifying IIS Configuration
Verifying IIS 6 Management Compatibility Role Service
Resetting IIS
Setting Up Visio
Ensuring .NET Programmability Support is Enabled in Visio
Enabling Macros in Microsoft Visio
Setting Up SharePoint
Creating a SharePoint Web Application
Disabling Double Loopback Check
Verifying the SharePoint configuration
Installing AgilePoint Server for Genesis for SharePoint 2013
Verify Firewall Rules for AgilePoint Server Ports
Verify the AgilePoint Server Installation
Check the AgilePoint Monitor Service
Installing AgilePoint Envision for Genesis for SharePoint 2013
Installing SharePoint Integration for Genesis for SharePoint 2013
Finding Your AgilePoint Service URL on Premises
Manual SharePoint Installation using PowerShell
Add, Deploy, and Activate the SharePoint Solution Files using PowerShell
Run the Windows Service Client Utility Tool
Set the AgilePoint Configuration List
Verify the Installation was Successful
Add the AgilePoint Web Parts to SharePoint
Installing AgileReports for Genesis for SharePoint 2013
Configuring AgileReports for .NET 4.0 or Genesis for SharePoint 2013
Using AgileReports for the First Time
Installing AgilePoint Data Services Genesis for SharePoint 2013
Installing AgilePoint Genesis Edition for SharePoint 2010
Prerequisites
Installing AgilePoint Server
Installing AgilePoint Server, Genesis Edition
Setting Firewall Rules to Open AgilePoint Server Ports
Verify the AgilePoint Server Installation
Check the AgilePoint Monitor Service in Windows Service Mode
Troubleshooting AgilePoint Server Installation
AgilePoint Server Requirements
Configuring AgilePoint Server Manager
Creating the AgilePoint Service Account
Verify the IIS 6 Management Compatibility Role Service
Turning Off User Account Control (UAC)
Installing AgilePoint Envision, Genesis Edition
Installing AgilePoint SharePoint Integration
Installing SharePoint Integration, Genesis Edition
Finding Your AgilePoint Service URL on Premises
Manual SharePoint Installation
Add, Deploy, and Activate the SharePoint Solution Files
Run the Windows Service Client Utility Tool
Update the web.config for SharePoint 2010
Set the AgilePoint Configuration List
Finding Your AgilePoint Service URL on Premises
Finding Your AgilePoint Service URL in Azure
Verify the Installation was Successful
Add the AgilePoint Web Parts to SharePoint
Installing AgileReports
Install AgileReports, Genesis Edition
Configure AgileReports
Using AgileReports for the First Time
Installing AgilePoint Data Services
Install AgilePoint Data Services in Windows Service Mode
Setting Up AgilePoint Data Services
Configure Data Services in Windows Service Mode
Enable the Data Services Extension
Start the Windows Service for Data Services
Modify the Enterprise Manager web.config
Using Data Population for the First Time
Installing AgilePoint BPMS for Azure
Setting Up AgilePoint BPMS for Azure
Creating a Windows Live ID
Setting Up Windows Azure
Setting Up the Azure Database
Setting Up an Azure Storage Account
Creating an AgilePoint BPMS for Azure Account
Setting Up the Hosted Service
Installing AgilePoint BPMS for Azure On-Premises Components
Prerequisites
Installing AgilePoint Envision
Installing AgilePoint Developer
Installing AgilePoint Service Bus
Creating a Firewall Rule for AgilePoint Service Bus
Installing AgilePoint Service Bus
Configuring AgilePoint Service Bus
AgilePoint Service Bus Configuration - AgilePoint Service Tab
AgilePoint Service Bus Configuration - AgilePoint Database Tab
AgilePoint Service Bus Configuration - Adapter Extension Tab
AgilePonit Service Bus Configuration - Extended Module Window
AgilePoint Service Bus Adapter for SharePoint Window
Service Proxy Factory Window
Advanced Configuration for Service Bus Adapters
Installing AgilePoint SharePoint Integration
Installing SharePoint Integration for AgilePoint BPMS for Azure
Manual SharePoint Installation
Add, Deploy, and Activate the SharePoint Solution Files
Run the Windows Service Client Utility Tool
Update the web.config for SharePoint 2010
Set the AgilePoint Configuration List
Finding Your AgilePoint Service URL on Premises
Finding Your AgilePoint Service URL in Azure
Verify the Installation was Successful
Add the AgilePoint Web Parts to SharePoint
Installing AgilePoint for .NET 4.0
Setting Up Your Environment for .NET 4.0
Migrating from .NET 3.5 to .NET 4.0
Determining the Installation Machines
Verifying System Requirements
Obtaining AgilePoint License Keys
Setting Up the AgilePoint Service Account
Setting Service Principle Name (SetSPN)
Creating Databases for AgilePoint
Reserving Port Numbers for AgilePoint Components
Turning Off User Account Control (UAC)
Downloading Installation Files to the Local Machine
Obtaining SMTP Server Information
Creating Aliases for AgilePoint Server Machines
Verifying NLB Configuration and Functionality
Creating Web Sites for AgilePoint Components
Setting Up IIS
Verifying IIS Configuration
Verifying IIS 6 Management Compatibility Role Service
Resetting IIS
Setting Up Visio
Ensuring .NET Programmability Support is Enabled in Visio
Enabling Macros in Microsoft Visio
Setting Up SharePoint
Creating a SharePoint Web Application
Disabling Double Loopback Check
Verifying the SharePoint configuration
Installing AgilePoint Server for .NET 4.0
Verify Firewall Rules for AgilePoint Server Ports
Verify the AgilePoint Server Installation
Check the AgilePoint Monitor Service in Windows Service Mode
Installing AgilePoint Envision for .NET 4.0
Installing AgilePoint Developer for .NET 4.0
Installing AgilePoint SharePoint Integration
Installing SharePoint Integration for .NET 4.0
Finding Your AgilePoint Service URL on Premises
Manual SharePoint Installation using PowerShell
Add, Deploy, and Activate the SharePoint Solution Files using PowerShell
Run the Windows Service Client Utility Tool
Update the web.config for SharePoint 2010
Set the AgilePoint Configuration List
Manual AgileForms SharePoint Integration Installation
Add, Deploy, and Activate the AgileForms SharePoint Solution Files using PowerShell
Configuring AgileForms SharePoint Integration v2
Configuring AgileForms Back Office Integration
Verify the Installation was Successful
Add the AgilePoint Web Parts to SharePoint
Installing AgileReports for .NET 4.0
Configuring AgileReports for .NET 4.0 or Genesis for SharePoint 2013
Using AgileReports for the First Time
Installing AgileForms Server for .NET 4.0
Installing AgilePoint Data Services for .NET 4.0
Installing AgilePoint Deployment Service for .NET 4.0
Installing AgilePoint Deployment Utility for .NET 4.0
Installing AgilePoint Configuration C
Prerequisites
Installing AgilePoint Server
Install Clustering Server Manager
Configure 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 in Windows Service Mode
Create the AgilePoint Database Schema
Reset the Server to the Logical Name
Configuring an SMTP 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
Installing AgilePoint Envision
Installing AgilePoint Developer
Installing AgilePoint SharePoint Integration
SharePoint Integration v2 Versus v1
Install AgilePoint SharePoint Integration
Manual SharePoint Installation
Add, Deploy, and Activate the SharePoint Solution Files
Run the Windows Service Client Utility Tool
Update the web.config for SharePoint 2010
Set the AgilePoint Configuration List
Finding Your AgilePoint Service URL on Premises
Finding Your AgilePoint Service URL in Azure
Verify the Installation was Successful
Configuring the AgilePoint SharePoint Integration AgileConnector
Configuring the SharePoint Integration AgileConnector
Set up a Common AgilePoint Configuration List for Multiple Site Collections
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 in Windows Service Mode
Setting Up AgilePoint Data Services
Configure Data Services in Windows Service Mode
Enable the Data Services Extension
Start the Windows Service for Data Services
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 G
Prerequisites
Installing AgilePoint Server
Install AgilePoint Server
Setting up AgilePoint Server to Run as a Windows Service
Configure AgilePoint Server in Windows Service Mode
Configuring an SMTP 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
Installing AgilePoint Envision
Installing AgilePoint Developer
Installing AgilePoint SharePoint Integration
SharePoint Integration v2 Versus v1
Install AgilePoint SharePoint Integration
Manual SharePoint Installation
Add, Deploy, and Activate the SharePoint Solution Files
Run the Windows Service Client Utility Tool
Update the web.config for SharePoint 2010
Set the AgilePoint Configuration List
Finding Your AgilePoint Service URL on Premises
Finding Your AgilePoint Service URL in Azure
Verify the Installation was Successful
Configuring the AgilePoint SharePoint Integration AgileConnector
Configuring the SharePoint Integration AgileConnector
Set up a Common AgilePoint Configuration List for Multiple Site Collections
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 in Windows Service Mode
Setting Up AgilePoint Data Services
Configure Data Services in Windows Service Mode
Enable the Data Services Extension
Start the Windows Service for Data Services
Modify the Enterprise Manager web.config
Using Data Population for the First Time
Install AgilePoint Deployment Services
Installing iNet BPS for SAP Integration
Activating AgilePoint Licenses
Activating Over the Internet
Activating Manually
Troubleshooting AgilePoint Installation
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
Demonstration Environment
Downloading the AgilePoint Demo Environment
Installing the AgilePoint Demo Environment
IT Equipment Request Process
Running the Process as Administrator
Setting Up Demo Process Users
Creating Demo Users in Windows
Adding Demo Users in AgilePoint
Assigning Demo Users to Roles
Assigning Manager
Running the Process as Multiple Users
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 BPMS v5.0 to BPMS v5.0 SP1
Upgrading from AgilePoint BPMS v5.0 to BPMS v5.0 SP2
Upgrading from AgilePoint BPMS v5.0 to BPMS v5.0 SP3
Running the Upgrade Installer
Updating the Database Schema for AgilePoint Server
Updating the Database Schema for AgilePoint Data Services
Updating the Database Schema for AgileReports
Updating the Database Schema for AgileForms
Updating the AgileForms Help Link
Manually Upgrading SharePoint Integration v2 Using STSADM
Installing InfoPath Client Integration
Upgrading from AgilePoint BPMS v5.0 (SPx) to BPMS v5.0 SP4
Running the Upgrade Installer
Updating the Database Schema for AgilePoint Server - Windows Service Mode
Updating the Database Schema for AgilePoint Server - IIS Mode
Enabling AgileConnectors in an NLB Environment
Updating the Database Schema for AgilePoint Data Services
Updating the Database Schema for AgileReports
Updating the Database Schema for AgileForms
Updating the AgileForms Help Link
Manually Upgrading SharePoint Integration v2 Using STSADM
Installing InfoPath Client Integration
Upgrading from AgilePoint BPMS v5.0 (SPx) to BPMS v5.0 R2
Running the Upgrade Installer
Updating AgilePoint Server Manager - Windows Service Mode
Running the SVC Client Utility Tool
Updating the Database Schema for AgilePoint Server - IIS Mode
Enabling AgileConnectors in an NLB Environment
Updating the Database Schema for AgilePoint Data Services
Updating the Database Schema for AgileReports
Updating the Database Schema for AgileForms
Updating the AgileForms Help Link
Manually Upgrading SharePoint Integration v2 Using STSADM
Manually Upgrading SharePoint Integration v2 Using PowerShell
Installing InfoPath Client Integration
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
Migrating from IIS Mode to Windows Service Mode
Evaluating Your Process Templates
Configuring AgilePoint Envision for Windows Service Mode
Configuring AgilePoint Developer for Windows Service Mode
Migrating AgilePoint Server to Windows Service Mode
Backing Up AgilePoint Server Files
Uninstalling AgilePoint Server
Uninstalling AgilePoint Enterprise Manager
Installing AgilePoint Server in Windows Service Mode
Upgrading AgilePoint BPMS to Your Current Version
Reapplying Your Custom Configuration Files
Updating SharePoint Integration to Support Windows Service Mode
Migrating from SharePoint Integration v1 to v2
Updating the SharePoint Configuration List for Windows Service Mode
AgileForms Configuration
Configuring Data Services for Windows Service Mode
AgilePoint Deployment Service
Updating Your Process Templates
Custom Coded Applications and ASP.NET Applications
Analyzing Your Custom Application Code
Code Examples: Creating AgilePoint API objects using Interfaces
Code Examples: Consuming the AgilePoint API Running in Window Service Mode
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
Restarting AgilePoint Server in Windows Service Mode
Scheduling an AgilePoint Server Restart in Windows Service Mode
Safely Stopping AgilePoint Server in IIS Mode
Configuration Settings
Configuring an SMTP Account
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 AdSyncModule Extension
Configuration for Active Directory Groups Synchronization Window
Group Member Synchronization Rules
User Synchronization Rules
Filtering the ADSyncModule Extension
Synchronizing Active Directory groups with AgilePoint groups
Scheduling
Exception Handling
Log Files
Notifications
DBSyncModule Extension
Requirements
Enabling the Extension
Configuration for Database Groups/Users Synchronization Window
Group Member Synchronization Rules
User Synchronization Rules
Scheduling
Exception Handling
Log Files
Notifications
Email Approval Extension
Requirements
Enabling the Email Approval AgileConnector
Configuring the Email Approval AgileConnector
Configuring Automatic Replies for Email Approval Success or Failure
Configuring SharePoint Connectivity for the Email Approval AgileConnector
Logging
POP3 Limitations
Creating an Email Template to Support Approvals
Email Approval Configuration Window - Settings Tab
Email Approval Configuration Window - Acknowledgement Tab
Email Approval Configuration Window - Connect to SharePoint Tab
Enterprise Social AgileConnector
Enabling the Enterprise Social AgileConnector
Configuring the Enterprise Social AgileConnector
Social Network Configuration Dialog
ContentListener AgileConnector
Enabling the ContentListener AgileConnector
Configuring the ContentListener AgileConnector
DataService AgileConnector
Enabling the DataService AgileConnector
EventService AgileConnector
Enabling the EventService AgileConnector
Lync Approval AgileConnector
Enabling the Lync Approval AgileConnector
Configuring the Lync Approval AgileConnector
Lync Approval AgileConnector Configuration Window
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
Configuring the AgilePoint SharePoint Integration AgileConnector
Configuring the SharePoint Integration AgileConnector
SMS Service and Approval AgileConnector
Enabling the SMS Service and Approval AgileConnector
Configuring the SMS Service and Approval AgileConnector
SMS Service and Approval AgileConnector Configuration Window
Configuring the SPSyncModule Extension
Group Member Synchronization Rules
User Synchronization Rules
Scheduling
Exception Handling
Log Files
Notifications
Configuration Interface
Configuration for SharePoint Groups Synchronization Window
Yammer Hashtag AgileConnector
Enabling the Yammer Hashtag AgileConnector
Configuring the Yammer Hashtag AgileConnector
Configuration Windows
Yammer HashTag Configuration Window - Yammer Credentials Tab
Yammer HashTag Configuration Window - Hash Details Tab
Yammer HashTag Configuration Window - Process Initiation Configuration Tab
Work Calendar Window
AgilePoint Server Manager Configuration in Windows Service Mode
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
Running the SVC Client Utility Tool
Enabling SSL in AgilePoint Server Manager
Creating a Self-signed SSL Certificate
Binding the SSL Certificate to AgilePoint Server Port
AgilePoint Envision
Opening AgilePoint Envision
AgileShapes
AgileWork - Common Setup
Configuration Windows
Reminding Mail Window
Participants Window
Set Context Properties Window - AgileWork
Configure Attachments Window
Get SharePoint Document Library Window
Mobile View Configuration Window - Form Data Tab
Select XPath from Attributes Window
Mobile View Configuration Window - Repeating Data Tab
Mobile View Configuration Window - Task Options Tab
Yammer Credentials Window
Instructions
Associating a Form with an AgileWork
Displaying a Task on a Mobile Device
Adding Participants to an Activity
Selecting an AgilePoint User Participant
Selecting an AgilePoint Role Participant
Selecting an AgilePoint Group Participant
Selecting an Active Directory Group Participant
Selecting a SharePoint Group Participant
Attaching Files to Activities at Runtime
Creating a Reminder Email Notification
Troubleshooting
Reassigned Task Does Not Route to the New Participant Set By the Custom Attribute
AgilePart - Common Setup
Configuration Windows
Set Context Properties Window - AgilePart
Configure Attachments Window
Get SharePoint Document Library Window
Yammer Credentials Window
Instructions
Attaching Files to Activities at Runtime
Troubleshooting
Error Using CreateWorkItem from AgilePart
Generic BPM
AgilePart Shape
AgileWork Shape
And
Instructions
Converging Branches of a Process Flow
Email
Manual
Manual With Timeout
Instructions
Setting Time Limits using Manual with Timeout
Multiple Condition
Configuration Windows
New Condition Activity Window - Multiple Condition AgileShape
Define Conditions Window
Define Expressions Window
Condition Window
Expression Window
Instructions
Evaluating a Rule with Multiple Conditions
Using the Multiple Condition AgileShape to Check if a Value is Null
Using the Multiple Condition AgileShape to Check if a Value is Empty
Troubleshooting
Why Does an Error Occur When I Try to Add a Condition to a Multiple Condition AgileShape?
Or
Configuration Windows
Select Exclusive Predecessor Activities Window
Instructions
Canceling Activities Using the Or AgileShape
Procedure
Procedure With Timeout
Single Condition
Configuration Windows
New Condition Activity Window - Single Condition AgileShape
Instructions
Evaluating a Single Boolean Condition
Troubleshooting
Yes and No Conditions Don't Appear on a Single Condition AgileShape
Start
Instructions
Creating a Process Model
Stop
Instructions
Creating a Process Model
SubProcess
Configuration Windows
Initial Attributes Configuration Window
Configure SubProcess Window - Process Template Tab
Configure SubProcess Window - Naming Convention Tab
Instructions
Using Parent and Child Processes
Mapping Custom Attributes in a Sub Process
Adding a Sub Process that Uses a Different Form Technology than the Parent Process
Premier Extension
Cancel Tasks
Delay
Configuration Windows
Set Time for Delay Activity Window
Instructions
Delaying a Process
Dynamic Group
Select AgilePoint Group Window
Select AgilePoint Role Window
Dynamic Parallel Approval
Configuration Windows
User Defined Properties Window
Participants and WorkToPerforms Window
Exchange Server Configuration Window
Select XPath from Attributes Window
Instructions
Enabling Parallel Approvals by Multiple Participants
Dynamic Sequential Approval
Configuration Windows
User Defined Properties Window
Exchange Server Configuration Window
Select XPath from Attributes Window
Instructions
Enabling Sequential Approvals by Multiple Participants
Process Adaptation
Configuration Windows
Voting Configuration Window
Create or Update Custom Attributes Window - Process Adaptation AgileShape
User Defined Properties Window
Select XPath from Attributes Window
Update Custom Attributes
Configuration Windows
Create or Update Custom Attribute Window
Select XPath from Attributes Window
Instructions
Enabling Sequential Approvals by Multiple Participants
Update Parent Process
Attributes of Parent Process Window
Select XPath from Attributes Window
Vote
Configuration Windows
Voting Configuration Window
User Defined Properties Window
Exchange Server Configuration Window
Select XPath from Attributes Window
Instructions
Approving an Activity by Vote
Web Form
User Defined Properties Window
Web Form Controls Window
Web Form URL Window
Exchange Server Configuration Window
Select XPath from Attributes Window
Workload Balance
Configuration Windows
User Defined Properties Window
Exchange Server Configuration Window
Select XPath from Attributes Window
Instructions
Assigning Tasks Based On Workload
SharePoint / Microsoft SPS
Add User to SP Group
Configuration Windows
Add User To Group Configuration Window
Select XPath from Attributes Window
Instructions
Adding a User to a SharePoint Group
Approve
Approve Reject Content
CAML Query
Configuration Windows
CAML Query Builder Configuration Window - List and View Fields Tab
CAML Query Builder Configuration Window - Where Clause Tab
CAML Query Builder Configuration Window - Query Options Tab
CAML Query Builder Configuration Window - Grouping Tab
CAML Query Builder Configuration Window - Output Mapping Tab
CAML Query Builder Configuration Window - Test Query Tab
Schema Mapper Window
Custom Mapping Code Window
Instructions
Using a CAML Query to Retrieve Information from SharePoint
Check In File
Instructions
Checking In a SharePoint File
Check Out File
Instructions
Checking Out a SharePoint File
Common Dialog
Customize Common Dialog Interface Window - General Tab
Customize Common Dialog Interface Window - Data Configuration Tab
Item Properties Window
Copy Document Set
Configuration Windows
Copy Document Set Configuration Window
Instructions
Copying a Document Set
Copy Files
Instructions
Copying SharePoint Files
Copy List Item
Configuration Windows
Configuration for Copy ListItems AgilePart
Instructions
Copying a SharePoint List Item
Create Document Set
Configuration Windows
Create Document Set Configuration Window
Instructions
Creating a Document Set
Create SharePoint List
Configuration Windows
Configuration for New List Window
Instructions
Creating a SharePoint List
Create List Item
Configuration Windows
Configuration for Creating List Item Window
Instructions
Creating a SharePoint List Item
Create SP Group
Configuration Windows
Create Group Configuration Window
Select XPath from Attributes Window
Instructions
Creating a SharePoint Group
Delete Document Set
Configuration Windows
Delete Document Set Configuration Window
Instructions
Deleting a Document Set
Delete Files
Instructions
Deleting Files from SharePoint
Delete SharePoint List
Configuration Windows
Configuration for Deleting List Window
Instructions
Deleting a SharePoint List
Delete List Item
Configuration Windows
Configuration for Deleting List Items Window
Instructions
Deleting a SharePoint List Item
Delete Particular FileVersion
Configuration Windows
Delete a Particular Version of a File Window
Schema Mapper Window
Custom Mapping Code Window
Instructions
Deleting a Version of a SharePoint File
Download Documents from Document Set
Configuration Windows
Download Document Set Configuration Window
Instructions
Downloading Documents from a Document Set
Download Files
Instructions
Downloading SharePoint Files
Excel Calculate
Configuration Windows
Excel Services Configuration Window
Excel Services Configuration Window - Write Tab
Excel Services Configuration Window - Read Tab
Select XPath from Attributes Window
Excel Read
Configuration Windows
Excel Services Configuration Window - Read Tab
Instructions
Reading Data from an Excel File
Excel Write
Configuration Windows
Excel Services Configuration Window - Write Tab
Select XPath from Attributes Window
Instructions
Creating an Excel File
InfoPath SubProcess
Configuration Windows
XML Schema Mappings Window
Select XPath from Attributes Window
Instructions
Using an InfoPath Sub Process
ListForm
Configuration Windows
User Defined Properties Window
Customize List Form User Interface Window
Select XPath from Attributes Window
Instructions
Completing an Activity Using SharePoint List Forms
Move Document Set
Configuration Windows
Move Document Set Configuration Window
Instructions
Moving a Document Set From One SharePoint Location To Another
Move Files
Instructions
Moving Files From One SharePoint Location To Another
Move List Item
Configuration Windows
Configuration for Move ListItems AgilePart Window
Instructions
Moving a SharePoint List Item
New Folder
Instructions
Creating a SharePoint Folder
New Form Library
Instructions
Creating a SharePoint Form Library
New Library
Instructions
Creating a SharePoint Library
New Site
Instructions
Creating a SharePoint Site
New Site Collection
Instructions
Creating a SharePoint Site Collection
Portal Listing
Instructions
Adding a Link to a SharePoint Link Library
Publish
Publish Content
Remove SP Group
Configuration Windows
Remove Group Configuration Window
Instructions
Removing a SharePoint Group
Remove User from SP Group
Configuration Windows
Remove User From Group Configuration Window
Select XPath from Attributes Window
Instructions
Removing a User from a SharePoint Group
Restore File Version
Configuration Windows
Restore File Version Window
Select XPath from Attributes Window
Instructions
Restoring a Deleted Version of a SharePoint File
Retrieve List Item
Configuration for Retrieving ListItem Fields Window
Select SharePoint Library Column Window
Single Condition
New Condition Activity Window - Single Condition SharePoint AgileShape
Submit
Submit File to Record Center
Configuration Windows
Submit File To Record Center Configuration Window
Select XPath from Attributes Window
Instructions
Submitting a File to a SharePoint Record Center
Undo Check Out File
Instructions
Canceling a SharePoint File Checkout
Update InfoPath
XPath and Value Window
Select XPath from Attributes Window
Update Meta Data
Configuration Windows
Name and Value Window
Select SharePoint Library Column Window
Instructions
Modifying Fields in a SharePoint Library or List
Update SP Group
Configuration Windows
Update Group Configuration Window
Select XPath from Attributes Window
Instructions
Modifying a SharePoint Group
Upload Documents to Document Set
Configuration Windows
Upload Document Set Configuration Window
Instructions
Uploading Documents to Document Set
Upload Files
Instructions
Uploading Files to SharePoint
Advanced Extension
C#
Configuration Windows
Managed Code CSharp Snippet Window
Instructions
Setting Up Custom Classes in C# and Visual Basic
External Command
Configuration Windows
Configuration for Calling External Command Window
Java
Configuration for Invoking Java Program Window
Pass Milestone
Sequential Workflow
Workflow Foundation Assembly Window
VB
Configuration Windows
Managed Code VB Snippet Window
Instructions
Setting Up Custom Classes in C# and Visual Basic
Wait For Milestone
Configuration Windows
Wait For Milestone Configuration Window
WF Rule
Web Services
Web Service
Configuration Windows
Web Service Configuration Window
Configure Proxy Server Window
Instructions
Calling a Web Service Method from a Process
Web Service Extension (WSE)
Configuration Windows
WebService Configuration Window - Request Tab
WebService Configuration Window - Response Tab
WebService Configuration Window - Security Tab
Client Certificates Window
Select Client Certificates Window
Schema Mapper Window
Instructions
Calling a Method from a Web Service Extension
Windows Communication Foundation (WCF)
Configuration Windows
Configuration for WCF Service Window - Request Tab
Configuration for WCF Service Window - Response Tab
WCF Service Explorer Window
Schema Mapper Window
Instructions
Calling a Method from a WCF Service
Exchange Server
Create Appointment
Configuration Windows
Appointment Schedule for Exchange Server Window - Authentication Tab
Appointment Schedule for Exchange Server Window - Appointment Tab
Instructions
Creating an Appointment in Microsoft Exchange Server
Create Meeting
Configuration Windows
Meeting Schedule for Exchange Server Window - Authentication Tab
Meeting Schedule for Exchange Server Window - Meeting Tab
Instructions
Creating a Meeting in Microsoft Exchange Server
Yammer
Post Message
Configuration Windows
Create a Message - Send Private Message Tab
Create a Message - Post in a Group Tab
Select Participants Window
Yammer Credentials Window
Instructions
Sending a Message in Yammer
Reply Message
Configuration Windows
Reply to Posted Message Window
Select XPath from Attributes Window
Yammer Credentials Window
Instructions
Replying to a Message in Yammer
Post Attachment
Configuration Windows
Post File Attachment - Send Private Attachment Tab
Post File Attachment - Post in a Group Tab
Select XPath from Attributes Window
Yammer Credentials Window
Instructions
Sending an File Attachment in Yammer
Invite User
Configuration Windows
Invite User Window
Select XPath from Attributes Window
Yammer Credentials Window
Instructions
Inviting a User in Yammer
Create User
Configuration Windows
Create User Window
Yammer Credentials Window
Instructions
Creating a User in Yammer
Update User
Configuration Windows
Update User Window
Yammer Credentials Window
Instructions
Updating a Yammer User
Delete User
Configuration Windows
Delete User Window
Select XPath from Attributes Window
Yammer Credentials Window
Instructions
Deleting a User in Yammer
Database
Batch Insert
Configuration Windows
Configuration for Batch Inserting Database Record Window
Database Connection Configuration Window
Browse Custom Attributes Window
Instructions
Inserting Multiple Database Records into a Database Table
Delete Records
Configuration Windows
Configuration for Deleting Database Record(s) Window
Database Connection Configuration Window
Browse Custom Attributes Window
Instructions
Deleting Records from a Database
Insert Database
Configuration Windows
Configuration for Inserting Database Record Window
Database Connection Configuration Window
Browse Custom Attributes Window
Instructions
Inserting a New Database Records into a Database
Query Database
Configuration Windows
Database Queries Window
Database Stored Procedure Window
Database Connection Configuration Window
Browse Custom Attributes Window
Custom Attribute and Query Window
Instructions
Retrieving Data from a Database
Stored Procedure
Configuration Windows
Configuration for Stored Procedure or Generic SQL Window
Database Connection Configuration Window
Browse Custom Attributes Window
Instructions
Executing a Stored Procedure
Update Database
Configuration Windows
Configuration for Updating Database Record(s) Window
Database Connection Configuration Window
Browse Custom Attributes Window
Instructions
Updating Database Records in a Database Table
Extender
Service Level Agreement (SLA)
Configuration Windows
Time Watch Between Activities Window
Miscellaneous
DateTimeOperation
Configuration Windows
DateTime Services Configuration Window
Instructions
Creating a DateTimeOperation from a Process
HTTP Post
Configuration Windows
Http Post Configuration Window
PDF Converter
Configuration Windows
Filter Window
Instructions
Converting a File to PDF Format
Read File
Configuration Windows
Read File Configuration Window
Instructions
Reading a Text File from a Process
Text File Writer
Configuration Windows
Text File Writer Configuration Window - UNC Tab
Text File Writer Configuration Window - FTP Tab
Text File Writer Configuration Window - File Content Tab
Instructions
Creating a Text File from a Process
Word
Configuration Windows
Word Configuration Window
Logging on to SharePoint from a Process Template or AgileShape
Instructions
Creating a Word Document from a Process
Creating Repeating Tables using the Word AgileShape
XML Manipulation
Configuration Windows
Multiple Formulae Dialog Window
Formula Window
Select XPath from Attributes Window
Insert Function Window
Instructions
Modifying Process Behavior Using 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
XRM Manual Activities 2011
Create Appointment
Participants Window - Assign Mode
Set Additional Activity Properties Window
Form Configuration Window
Form Example
Create Appointment Example
Create Manual Task
Set Additional Activity Properties Window
Form Configuration Window
Form Example
Create Manual Task Example
Create Intranet Task
Advanced Find - QueryExpression Configuration Window
Form Configuration Window
Form Example
Email Activity
Advanced Find - QueryExpression Configuration Window
Participants Window - Assign Mode
Set Additional Activity Properties Window
Email Template Wizard
Form Configuration Window
Form Example
Email Activity Example
Fax Activity
Participants Window - Assign Mode
Set Additional Activity Properties Window
Form Configuration Window
Form Example
Fax Activity Example
Generic Activity
Participants Window - Assign Mode
Set Additional Activity Properties Window
Form Configuration Window
Form Example
Letter Activity
Participants Window - Assign Mode
Set Additional Activity Properties Window
Form Configuration Window
Form Example
Letter Activity Example
Phone Call Activity
Participants Window - Assign Mode
Set Additional Activity Properties Window
Form Configuration Window
Form Example
Phone Call Activity Example
Service Activity
Participants Window - Assign Mode
Set Additional Activity Properties Window
Form Configuration Window
Form Example
Service Activity Example
XRM Automatic Activities 2011
Add Note
Add Note Example
Assign to Manager
Attach Document
Change Ownership
Change Ownership (Multi)
Advanced Find - QueryExpression Configuration Window
Converter
Convert Lead
Convert Lead Example
Create Association
Create Association Window
Create Connection (AgileXRM 2011)
Connections Editor Window
Create Connection Example
Create Entity
Set Properties - EntitySpecification Configuration Window
Delete Entity
Delete Entity (Multi)
Advanced Find - QueryExpression Configuration Window
Detach Document
Search XRM
Advanced Find - QueryExpression Configuration Window
Send XRM Email
Send mail using XRM template Window
Set Status
Set Status (Multi)
Advanced Find - QueryExpression Configuration Window
Subprocess
Process Selector Window
Log on to AgilePoint Server
Subprocess Parameters Window
Schema Selector Dialog
Subprocess (Multi)
Advanced Find - QueryExpression Configuration Window
Process Selector Window
Log on to AgilePoint Server
Subprocess Parameters Window
Schema Selector Dialog
Update Entity
Set Properties - EntitySpecification Configuration Window
Update Entity (Multi)
Set Properties - EntitySpecification Configuration Window
Advanced Find - QueryExpression Configuration Window
Wait for Update (AgileXRM 2011)
Advanced Find - QueryExpression Configuration Window
XRM Workflow
XRM AgileDialogs 2011 Stencil
Page Form
AgileDialogs Form Window
SubDialog
Process Selector Window
Log on to AgilePoint Server
Dialog Task
Participants Window - Assign Mode
Set Additional Activity Properties Window
Process Selector Window
Log on to AgilePoint Server
Parameters Window - In Parameters
Parameters Window - Out Parameters
Intranet Dialog Task
Process Selector Window
Log on to AgilePoint Server
Parameters Window - In Parameters
Schema Selector Dialog
Parameters Window - Out Parameters
XRM External Connector Stencil
Internet Task
Form Configuration Window
Form Example
Internet Dialog Task
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
Common AgileShape Configuration Windows
Attaching Files to Activities at Runtime
Browse Custom Attributes Window
Configure Attachments Window
Custom Mapping Code Window
Enabling Sequential Approvals by Multiple Participants
Database Connection Configuration Window
Excel Services Configuration Window - Write Tab
Excel Services Configuration Window - Read Tab
Exchange Server Configuration Window
Get SharePoint Document Library Window
Logging on to SharePoint from a Process Template or AgileShape
Login Window
Log on to AgilePoint Server
Schema Mapper Window
Select User Window
Select XPath from Attributes Window
Set Context Properties Window
Setting Up Custom Classes in C# and Visual Basic
User Defined Properties Window
Web Service Explorer Window
Yammer Credentials Window
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
Using Swim Lanes in Envision
Registering a custom AgileShape
Logging on to SharePoint from a Process Template or AgileShape
Logging on to AgilePoint Server from Envision
Connecting to Server Window
Service Proxy Factory Window
Data Services
Configure the Windows Service for Data Services
Change the Logon Credentials
Modify the Enterprise Manager web.config
Enabling the DataService AgileConnector
Data Population
Setting Up Data Population
Mapping Custom Attributes to Multiple Tables
Data Tracking
Messages and Notifications
Message Template Windows
Email Template Wizard
Custom Mail Template Macro Window
Lync Template Wizard
Select XPath from Attributes Window
Yammer Template Wizard
SMS Template Wizard
Reminding Mail Window
Creating Messages and Notifications
Creating a Notification Message
Creating a Reminder Email Notification
Setting Up Email Templates in Multiple Languages
Creating Message Responses
Creating Email Templates for Approvals
Create a Text-Based Approval Email Template
Create an HTML-Based Approval Email Template
Email Approval on Mobile Devices
Setting Up Responses Using Lync
Setting Up Responses Using SMS
Using Variables in Notification Messages
Creating a Custom Macro
Working with Links in the Email Template Wizard
Creating a Hyperlink in an Email Template
Modifying a Hyperlink in an Email Template
Process Repository
Verify the Process Repository 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
BPMN
Adding or Modifying BPMN Properties for an AgileShape
Converting an AgilePoint Process Model to BPMN
Data Binding
XML Schema Support for ASP.NET Applications
Schema XML Binding
SPDoc Metadata Binding
Process Attributes
Common Process Attributes
Process Attributes for SharePoint
Process Attributes for AgileXRM
Built-In Macros
Manage Process Attributes
How Do I Modify the Value of a Shared Custom Process Attribute?
Using XPath to Retrieve Inner XML String from Custom Attributes
Applying Process Attributes
AgilePoint Enterprise Manager
Getting Started
Open Enterprise Manager
Localization for Enterprise Manager
System
Create a Shared Custom Attribute
Update a Shared Custom Attribute
Pages
Shared Custom Attributes Page
Custom Attributes Window
Add/Edit Shared Custom Attribute Page
Import Shared Custom Attributes Page
Export Shared Custom Attributes Page
Event Service Page
Database Insert Configuration Window
Connection String Builder Window
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
Process Templates Page
Upload Process Template File Window
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
Access Control
Add a User
Pages
Users Page
Add or Edit User Information Window
Add User From Active Directory Dialog
View Access Rights dialog
Organization Information Dialog
Roles Page
Role Window
Role Access Rights
Add/Edit Role Dialog
Global E-mail Templates Page
Add a Global Email Template
Remove a Global Email Template
Edit a Global Email Template
Enterprise Social Token Management Page
Add/Edit Global Application Setting Page
Reports Page
SQL Server Reporting Services
Sample Reports
AgilePoint Licensing and Activation
License Usage Calculations
How is AgilePoint License Usage Calculated?
AgilePoint Current User (Floating) License FAQ
Subscription-Based Licensing
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
Processes Page
Process Page
Data Tracking
Email Template Window
Notifications page
Find Notifications Dialog
Performance Page
Configuration Page
Global E-mail Templates Page
Reports Page
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
Queue Based AgileParts
When to Use Queue Based AgileParts
Creating a Queue Based AgilePart
Queue Based AgilePart Properties
Communicating with AgilePoint Server
AgilePoint Service Bus
Message Queues
Azure Message Queue
Internal Message Queue
No Message Queue
Requirements
Using Queue Based AgileParts with On-Premises AgilePoint
Configuring the AgileConnector for Queue Based AgileParts
Deployment for Queue Based AgileParts
Customizable Security
Service Proxy Factory
Creating a Service Proxy Factory
Service Binding Factory
Creating a Service Binding Factory
AgileStub Project Template
AgileConnector Project Template
Event Handlers for AgileConnectors
AgileExtender Project Template
AgilePoint Web Application Project Template
Creating an AgilePoint Web Application
AgilePoint BPM Web Application Window
Web Application Project Template for AgilePoint BPMS for Azure
Creating an Azure-Enabled Web Application Project
AgilePoint BPM Web Application Window
Events for Service Bus Adapter
Publishing a Project to AgilePoint BPMS for Azure
AgilePoint Azure Web Application Publishing
Deploying a Project to On-Premises AgilePoint BPMS
Connecting to Server 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
Managing Your Ecosystem for AgilePoint BPMS for Azure
Customizable Security
Service Proxy Factory
Creating a Service Proxy Factory
Service Binding Factory
Creating a Service Binding Factory
Migrating To Your Custom Authorization
Set the AgilePoint Configuration List
Finding the URL for your AgilePoint BPMS for Azure Service
Configuring AgilePoint Service Bus
AgilePoint Service Bus Configuration - AgilePoint Service Tab
AgilePoint Service Bus Configuration - AgilePoint Database Tab
AgilePoint Service Bus Configuration - Adapter Extension Tab
AgilePonit Service Bus Configuration - Extended Module Window
AgilePoint Service Bus Adapter for SharePoint Window
Service Proxy Factory Window
Advanced Configuration for Service Bus Adapters
Web Application Project Template for AgilePoint BPMS for Azure
Creating an Azure-Enabled Web Application Project
AgilePoint BPM Web Application Window
Events for Service Bus Adapter
Queue Based AgileParts
When to Use Queue Based AgileParts
Creating a Queue Based AgilePart
Queue Based AgilePart Properties
Communicating with AgilePoint Server
AgilePoint Service Bus
Message Queues
Azure Message Queue
Internal Message Queue
No Message Queue
Requirements
Using Queue Based AgileParts with On-Premises AgilePoint
Configuring the AgileConnector for Queue Based AgileParts
Deployment for Queue Based AgileParts
Managing Web and Worker Roles
Restarting Web and Worker Roles
Creating New Web and Worker Role Instances for Availability
Changing the Size of Web or Worker Roles
AgilePoint Mobile Dashboard for iPhone
Sign In Screen
Logging in to the AgilePoint Mobile Dashboard
Sidebar Menu
My Tasks / Team Tasks
Task Detail Screen
Completing a Task
Cancelling a Task
Reassigning a Task
Selecting Multiple Tasks
Filtering the Tasks
Sorting the Tasks in the Task List
Viewing a Running Process
Delegations Screen
Delegations Detail Screen
Delegating a Task
Updating a Delegation
Activating a Delegation
Deactivating a Delegation
Remove a Delegation
Settings Screen
Setting Your Server Url
Setting Up Your Language
AgilePoint Mobile Dashboard for Windows Phone
Sign In Screen
Logging in to the AgilePoint Mobile Dashboard
Main Menu
My Tasks / Team Tasks
Task Detail Screen
Completing a Task
Cancelling a Task
Reassigning a Task
Selecting Multiple Tasks
Viewing Task Details
Sorting the Tasks in the Task List
Viewing a Running Process
Delegations Screen
Delegation Detail Screen
Delegating a Task
Updating a Delegation
Activating a Delegation
Deactivating a Delegation
Remove a Delegation
Settings Screen
Setting Your Server Url
Setting Up Your Language
Mobile Application Support
AgilePoint Web Application Project Template
Creating an AgilePoint Web Application
AgilePoint BPM Web Application Window
Creating Email Templates for Approvals
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
AgileExtender Event Handlers
Creating and Registering a Shape in Envision
Web Services 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
CheckOut Process Definition
Check In Process Definition
Create Process Definition
Delete Process Definition
Get Base Process Definition ID
Get Process Definition By Base Process Definition ID
Get Process Definition Graphics
Get Process Definition Name and Version
Get Process Definitions
Get Process Definition XML
Get Released Process Definition ID
Get Released Process Definitions
Release Process Definition
Uncheckout Process Definition
Update Process Definition
Methods for Process Instances
Cancel Process Instance
Create Process Instance
Create Process Instance (Extended with Initiator and Work Object Info)
Create Process Instance (Extended with Initiator)
Create Process Instance (Extended Method)
Delete Process Instance
Get Events By Process Instance ID
Get Process Instance
Get Process Instance Attribute
Get Process Instance Attributes
Merge Process Instances
Migrate Process Instances
Promote Process Instance
Query Process Instances
Query Process Instances (Extended Method)
Resume Process Instance
Rollback Process Instance
Split Process Instance
Start Process Instance
Suspend Process Instance
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 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 Automatic Work Items (Procedures)
Cancel Procedure
Complete Procedure
Get Procedure
Query Procedure List
User Delegation
Activate Delegation
Add Delegation
Cancel Delegation
Get Delegation
Get Delegations
Remove Delegation
Update Delegation
Methods for Notifications
Cancel Mail Deliverable
Get Expecting Send Mail Deliverable
Get Mail Deliverables
Resend Mail Deliverable
Methods for Events
Get Event
Send Mail
Send Mail
Send Mail (Extended Method)
Send Mail (Extended Method with Priority)
Methods for Custom Attributes
Get Custom Attribute
Get Custom Attributes
Get Custom Attributes (Extended Method)
Remove Custom Attribute
Remove Custom Attributes
Set Custom Attribute
Set Custom Attributes
Methods for Archiving and Restoring Processes
Archive Process Instance
Restore Process Instance
Query Archived Process Instances
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
Organization Properties
Get Organization Properties
Remove Organization Properties
Update Organization Properties
Other Web Services
Query Audit Trail
Query Database
Query Database (Extended Method)
Administrative Service
Get All EMail Templates
Get Database Information
Get Domain Groups
Get Domain Group Members
Get Domain Name
Get Domain Users
Get EMail Template
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
Report Configuration Methods
Add Report Configuration
Get All Report Configurations
Get Report Configuration
Read Configuration
Remove Report Configure
Update Report Configuration
Component Administration Methods
Get Server Component
Get Server Component Names
Classes
KeyValue
NameValue
IWFWorkflowService
IWFTrackingEventPublisher
RegisteredUser
WFAccessRights
WFAgilePart
WFAgilePartDescriptor
WFAgileWork
WFAgileWorkDescriptor
WFAny
WFEvent
WFIntegratedApplication
WFIntegratedApplicationDescriptor
WFPartialRollbackInstruction
WFProcessMergingInstruction
WFProcessMigrationInstruction
WFProcessPluggableAdapter
WFProcessPluggableAdapterDescriptor
WFProcessSplittingInstruction
WFQueryExpr
WFTimeDuration
WFTimeUnit
Data Types
REST API
Authentication
Methods
Process Definition Methods
Check In Process Definition
Check Out Process Definition
Create Process Definition
Delete Process Definition
Get Base Process Definition ID
Get Process Definition By Base Process Definition ID
Get Process Definition Graphics
Get Process Definition Name and Version
Get Process Definitions
Get Process Definition Supplement
Get Process Definition XML
Get Released Process Definition ID
Get Released Process Definitions
Release Process Definition
Set Process Definition Supplement
Uncheckout Process Definition
Update Process Definition
Methods for Process Instances
Archive Process Instance
Create Process Instance
Cancel Process Instance
Delete Process Instance
Get Events By Process Instance ID
Get Process Instance
Get Process Instance Attribute
Get Process Instance Attributes
Merge Process Instances
Migrate Process Instance
Query Process Instances
Query Process Instances Using SQL
Restore Process Instance
Resume Process Instance
Rollback Process Instance
Split Process Instance
Suspend Process Instance
Update Process Instance
Methods for Activity Instances
Cancel Activity Instance
Get Activity Instance
Get Activity Instances By Process Instance ID
Get Activity Instance Status
Query Activity Instances
Query Activity Instances in Xml Format
Rollback Activity Instance
Rollback Activity Instances
Methods for Manual Work Items (Tasks)
Activate Work Item
Assign Work Item
Cancel Work Item
Complete Work Item
Create Linked Work Item
Create Pseudo Work Item
Create Work Item
Get Work Item
Get Work List By User ID
Query Work List
Query Work List Using SQL
Reassign Work Item
Undo Assign Work Item
Update Work Item
Methods for Automatic Work Items (Procedures)
Cancel Procedure
Complete Procedure
Get Procedure
Query Procedure List
User Delegation
Activate Delegation
Add Delegation
Cancel Delegation
Get Delegation
Get Delegations
Remove Delegation
Update Delegation
Methods for Email Templates
Add Email Template
Get All EMail Templates
Get EMail Template
Remove Email Template
Update Email Template
Methods for Email and Notifications
Cancel Mail Deliverable
Get Expecting Send Mail Deliverable
Get Mail Deliverables
Send Mail
Resend Mail Deliverable
Methods for Custom Attributes
Delete Custom Attributes
Get Custom Attribute
Get Custom Attributes By ID
Get Custom Attributes By IDs
Get Custom Attributes By Names
Remove Custom Attribute
Remove Custom Attributes
Set Custom Attributes
Group, Role, and Rights
Add Group
Add Group Member
Add Role
Add Role Member
Get Access Rights
Get Access Right Names
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
Other Web Services
Get UUID (Universally Unique ID)
Query Audit Trail
Query Database
Methods for Events
Get Event
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 Sender Email Address
Get SMTP Server
Get System Performance Information
Get System User
Query Register Users Using SQL
Register User
Unregister User
Update Registered User
Classes
AddGroupMemberHelper
AddEMailTemplateHelper
AddRoleMemberHelper
AddUpdateRoleHelper
ClientDataHelper
CreateLinkedWorkItemHelper
CreateProcInstHelper
CreatePseudoWorkItemHelper
CreateWorkItemHelper
GetCustomAttrByNamesHelper
GetDelegationsHelper
GetDomainHelper
GetWorkListByUserIDHelper
GroupHelper
IWFWorkflowService
IWFTrackingEventPublisher
KeyValue
NameValue
ReassignWorkItemHelper
RegisteredUser
RemoveGroupMemberHelper
RemoveRoleMemberHelper
SendMailHelper
UpdateEMailTemplateHelper
UpdateRegisteredUserIconHelper
WFAccessRights
WFAgilePart
WFAgilePartDescriptor
WFAgileWork
WFAgileWorkDescriptor
WFAny
WFEvent
WFIntegratedApplication
WFPartialRollbackInstruction
WFIntegratedApplicationDescriptor
WFProcessMergingInstruction
WFProcessMigrationInstruction
WFProcessPluggableAdapter
WFProcessPluggableAdapterDescriptor
WFQueryExpr
WFQueryExprHelper
WFProcessSplittingInstruction
WFTimeDuration
WFTimeUnit
Data Types
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 the AgilePoint SharePoint Integration AgileConnector
Configuring the SharePoint Integration AgileConnector
Set up a Common AgilePoint Configuration List for Multiple Site Collections
Add the AgilePoint Web Parts to SharePoint
AgilePoint Web Parts
AgilePoint Task List Web Part
Configuration Options - Task List Web Part
Filtering the SharePoint Task List
Setting Up Database-Side Filtering (Pre-Processing) on the SharePoint Task List Web Part
Hiding Menu Options in the SharePoint Task List
Adding the Task List Web Part to SharePoint
Removing an AgilePoint Web Part from SharePoint
Showing Tasks from other Virtual Servers (MOSS Web Applications)
Showing External AgilePoint Web Application Tasks
AgilePoint Process Instance List Web Part
Configuration Options - Process Instance List Web Part
Adding the Process Instance List Web Part to SharePoint
Removing an AgilePoint Web Part from SharePoint
Using the Process Instance List Web Part
Performing Global Actions
AgilePoint Process Model List Window
Configuration Options - Process Model List Web Part
Adding the Process Model List Web Part to SharePoint
Removing an AgilePoint Web Part from SharePoint
Using the Process Model List Web Part
ListForm Web Part
Process Launcher
Process Viewer
Manual Task Sample Pages
Customizing and Extending Web Parts
Basic Web Part Modifications
Modifying Web Part Display Properties
Personalizing Web Parts
Setting Up Web Part Connections
Customizing a Process Name
Custom Data Sources for Web Parts
Deploying a Custom Data Source
Setting Up a Custom Data Source
Custom Data Sources Configuration Window
Adding a Custom Data Source
Removing a Custom Data Source
Adding a Custom Column to a SharePoint Web Part
Limiting Rows with Custom Data Columns
Editing a Custom Column in a SharePoint Web Part
Removing a Custom Column from a SharePoint Web Part
Modifying the URL for a SharePoint List Custom Data Source
Extending AgilePoint 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
SPDoc Metadata Binding
Localization
Performing Document Locking
Enable or Disable Debug Mode
Checking the AgilePoint SharePoint Integration Log Files
(v1 Only) SharePoint Configuration Manager
Impersonation
System Setting
Database
SharePoint Web Applications
(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
AgilePoint BPMS Tables in AgileReports
Out of the Box Reports for AgilePoint
Activities By Process Template Report
Process Instances by Status Report
Average Processing Time - Automatic Activities Report
Average Processing Time - Manual Activities Report
Average Processing Time - By Process Version Report
Average Processing Time Heat Map - By Process Instance Report
Time Spent Percentage Process Report
Top 10 Longest Running Instances Per Process Model Report
Top 10 Longest Running Tasks By Process Model Report
Group Details Report
Role Details Report
User Group Membership Report
User Role Membership Report
User Participating In Process Report
User Performance - Process Report
AgileForms
Pre-Installation
Obtaining AgilePoint License Keys
Hardware Changes and AgileForms Licensing
Verifying Required Port Numbers
Setting Up IIS
Set Up IIS 7.0
Setting Up Database
Installation
Install AgileForms Server
Set Up the PDF Generator
Configure AgileForms Server
Activate AgileForms Server
Hardware Changes and AgileForms Licensing
Set up the AgileForms Impersonator
Adding AgileForms Users from Multiple Active Directory Domains
Adding Active Directory Users with No Email Address
Setting the Calendar Start Day
Installing AgileForms Envision Add-on
Installing AgileForms SharePoint Integration
Add, Deploy, and Activate the SharePoint Solution Files
Configuring AgileForms SharePoint Integration v2
Configuring AgileForms SharePoint Integration v1
Configuring AgileForms Back Office Integration
Setting Up AgilePoint BPMS to Support AgileForms Using SSL
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
Data Security in AgileForms
Configuration Windows
Data Security Mapper Window
Instructions
Setting up Data Security for Your AgileForms Process
AgileForms Process Initiator Web Part
AgileForms Report View
Setting Up a Process to Use AgileForms Report View
Opening AgileForms Report View Using SharePoint
Creating a URL to open AgileForms Report View
Hosting File Attachments on SharePoint
Tutorial Training Guides
Troubleshooting
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
Where Are the AgilePoint Logs?
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
Why Does an "Input String" Error Occur During Envision Installation?
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
Error 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
Yes and No Conditions Don't Appear on a Single Condition AgileShape
Process Viewer Does Not Display with PointFire
Why Does an Error Occur When I Try to Add a Condition to a Multiple Condition AgileShape?
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
Why Do Unexpected Characters Appear for Boolean fields in the Word AgilePart?
Why Do URLs in Email Templates Appear with the Prefix "about:"?
Why Does an Envision Registry Key Error Occur When I Configure the Web Service AgileShape?
Why Are the Status Icons in the Process Viewer Misaligned?
Why Do the Wrong AgileShape Icons Appear on My Process Model?
Why Do Some AgileShapes Show the Images from a Traditional Stencil?
Why Does an Error Occur When I Try to Add a Condition to a Multiple Condition AgileShape?
Enterprise Manager
Installation and Configuration Issues
Why Does an Error Occur when I Open Enterprise Manager in a Windows Service Environment?
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
Why do I get a database permissions error when accessing AgileReports in the Enterprise Manager?
General Use
Why Does an Error Occur When I Click the Tasks Tab in Enterprise Manager?
How Can I View User Input Values in a Process Instance?
How Do I Generalize SharePoint URLs in a Process Model to Migrate from One Environment to Another?
How Do I Manually Install the Sample Reports in Enterprise Manager?
Why Do Errors Occur in Internet Explorer 10?
AgilePoint Server
Installation and Configuration Issues
After Installing CSM, Why Does an Error Occur on workflow.asmx?
Why Does an Error Occur When I Open the AgilePoint Server Configuration Utility?
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
Why Are Participants Not Receiving Emails Sent from an AgilePoint Process?
Why Do I Receive an Invalid Object Error?
Performance Issues
Why is Performance Slow on CheckAuthenticated Surrogate API Calls?
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?
Why Are Notifications In Deferred Status?
How Do I Improve the Memory Consumed on AgilePoint Server Startup?
General Use
How Do I Work with AgileShapes that Use a Local File System in an NLB Environment?
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
Why does AgilePoint Server Shut Down Periodically, even though AgilePoint Server Monitor is Running?
Why Does an Error Occur During Bulk Migration Using APADM Utility?
Why Do I Receive a MaxItemsInObjectGraph Error in a Windows Service Environment?
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
How to Use the WFGridView Control in an AgilePoint ASP.NET Application?
AgilePoint API
Error 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
Why Does an "Inaccessible Logs: Security" Error Occur When I Try to Associate a Workflow?
Why Are My AgilePoint Web Parts Unable to Connect to AgilePoint Server?
Why Does the Open [Task Name] Context Menu Not Appear in the SharePoint Task List Web Part?
Performance Issues
Why is the Task List Web Part Loading Slowly?
Configuration Options for Handling Heavy Load on AgilePoint-Enabled SharePoint Libraries and Lists
Limiting Rows with Custom Data Columns
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
Process Viewer Does Not Display with PointFire
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
Why Does the Workflow Status Disappear in SharePoint 2010?
Why Do I Receive a Socket Error When Using the SharePoint Task List Web Part?
Why Does a Completed Process Instance Appear "In Progress" in SharePoint?
Why Are the Status Icons in the Process Viewer Misaligned?
Why Do All Columns Appear When I Open a New SharePoint List Form?
Why Is User Input Data on a SharePoint List Form Not Synchronized to AgilePoint?
Why Must I Resubmit a Form to Move a Process Forward?
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
Process Viewer Does Not Display with PointFire
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 Are AgileForms Not Saved When Submitted Concurrently With Another User?
Why Does an Error Occur When I Try to Add a Field or Control in AgileForms?
Why Does an Error Occur When I Delete An Item from an AgileForms Form Library?
How Do I Apply Custom CSS to a Select One Field in AgileForms?
Why Are Some Schema Fields Missing When I Set Up Data Population in AgileForms?
AgileReports
Why Does Export to PDF in AgileReports Cause a "HTML Render" Error?
Why Does Export to PDF in AgileReports Cause a "Type Initializer" Error?
Why Do AgileReports Export Options Not Display in Integrated Applications?
Why Does an Error Occur when I Configure Report Database Connections in AgileReports?
FAQs
AgilePoint BPMS
AgilePoint Current User (Floating) License FAQ
How is AgilePoint License Usage 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?
What Are The Required AgilePoint User Accounts?
What Version of the .NET Version Do I Need to Run AgilePoint BPMS in My Environment?
What are the default file paths for the AgilePoint software components?
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 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?
How Do I Set Up Envision to Connect to AgilePoint Server Using WCF Bindings?
Setting Up Email Templates in Multiple Languages
Reusing a Deployed AgileShape at Design Time
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
Configuring AgilePoint Server to Connect to a Remote Database with a Non-Default 1433 Port
Remove All Process Related Data from Database
Use Active Directory as the Source of AgilePoint User Information
What are the Minimum Permissions for AgilePoint Server?
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
I Customized my SharePoint List Forms using InfoPath Designer. How Do I Use My Customized Views in AgilePoint?
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
Remove Item Permission Custom AgilePart for SharePoint Integration v2
Deploying a SharePoint Site Template File
How Do I Hide the Settings List Feature on the Site Collection Features Page?
Federated Authentication Example
How Can I Enable Office 365 Support for my AgiePoint for Azure AgileShapes?
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
Can I Use InfoPath 2010 Client with AgilePoint?
AgileForms
How Do I Change the Default Port Number in AgileForms?
Creating Repeating Tables in AgileForms
How to Update AgileForm Schema For "ReassignWorkItem" Event on AgilePoint Server?
How Can I Configure AgileForms Web Service Lookup to Use a Windows Service?
How Do I Apply a Custom Encryption Algorithm to AgileForms Data?
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