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About logging on (FileNet Web Services Client and Open Client only)

To run a Process application in FileNet Web Services Client or Open Client, you must log on. Your logon determines your access to your Inbox, Tracker items, and work queues.

To log on to a Process Engine (FileNet Web Services Client)

  1. Start an application—Personal Work Manager, Designer, and so on.
  2. At the logon prompt, enter your user name and password.
  3. To use a non-default router, click Advanced button and select an alternate router. If this button is not available, you have access to only one router.
  4. Click Logon.

To log on to a Process Engine (Open Client)

  1. On the Process page, select Log in or start an application—Designer, and so on.
  2. To log on using LDAP credentials when LDAP is enabled, enter your user name and password. The default LDAP Distinguished Name automatically displays. You can modify the Distinguished Name if necessary. See your system administrator for more information about LDAP Distinguished Name logon information.

    To log on using non-LDAP credentials when LDAP is enabled, click FileNet Log In and enter your user name and password.

  3. To use a non-default router, click Advanced and select an alternate router. If this button is not available, you have access to only one router.
  4. Click Log In.

To log off

TIP To log on as a different user, log off then log back on with the desired user name.

  • When you close your browser, you are automatically logged off.
  • Closing all Process applications does not automatically log you off—you must either close the browser or click the Logoff button or the Logout link.
  • If you open multiple Process applications, such as Process Designer and Process Administrator, those applications can share the same logon if you open them in the same browser session. If you start a new browser window, you must log on again.
  • In FileNet Web Services Client, clicking the Process Logoff button ends the sharing of authentication information between FileNet Web Services Client and Process applications within the browser session. As a result, after you log off Process in the browser session, you will be prompted to log on the next time you access a Process application in the session, even if you are already logged on to a Content Services (CS) library.

Miscellaneous requirements

To open or save documents and workflow definitions in a CS library:

  • You must have logon access to the CS library. If your CS username and password are not the same as your IS username and password, you must log on to a CS library when saving or opening workflow definitions.

To create and edit links between a workflow definition and a document or document class:

  • You must have access to both the Content Services library (where the document class are defined, and the workflow definitions and documents are stored) and the Process Engine.Your Content Services (CS) user name and password should be identical to your user name and password on the Process Engine; if they are not identical, you will be prompted to log on to the Process Engine during the linking process.
  • You must log on as a member of the Administrators group on the CS library.

Restricted logon to Administrator, Configuration Console, and Designer

The workflow system administrator can define special groups that restrict access to the Process Administrator, Process Configuration Console, and Process Designer applications. If these groups are defined, you must log on to the corresponding application as a member of that group, or the SysAdminG group. If these groups are not defined, any user who can log on to Process can run the application.

Application

Group

Process Administrator

PWAdministrator

Process Configuration Console

PWConfiguration

Process Designer

PWDesigner

For additional information, see "Defining Users and Groups" in the Help for Process Engine Administration.