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

To run a Process application in FileNet Web Services 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)

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

To log on to a Process Engine (Open Client)

  1. On the Process page, select Log in or start an application—Process 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 isolated region , click Advanced and select an alternate isolated region. If this button is not available, you have access to only one isolated region.
  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.

Miscellaneous requirements

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

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

Restricted logon to Process Administrator, Process Configuration Console, and Process 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