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  Step Processor Data Flow
  What to Customize and How
  Customizing the OOTB Processor
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  Customizing Content Integration
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Customizing the OOTB HTML Step Processor

To customize an HTML Step Processor (for example, the out-of-the-box HTML Step Processor), use the following procedure:

  1. Plan your Processor in terms of its user interface and business process and logic. It is recommended that you review the HTML Step Processor Page Data Flow and What You Can Customize and How topics before you start planning your processor.
  2. If you intend to build a custom Step Processor completely from scratch, skip this procedure and see Building a Processor From Scratch: Creating Custom Pages and Controls. If you intend to customize the existing OOTB HTML Step Processor:
    1. Create a new directory under the \Program Files\FileNet\IDM\Web\FNOpenClient\eprocess\StepProcs directory (at the same level as the \HTML directory). If you are using Visual Studio, you can add a new folder. If the Process Engine server is on the same machine as the Web server, you may create this directory within the Process Open Client Web Footprint directory structure (for example, the \Program Files\FileNet\IDM\Web\FNOpenClient\applications directory or its user-selectable equivalent directory) or wherever it is appropriate.
    2. Name the directory according to the function of the Processor; for example: \LoanApprovalStepProcessor.
    3. Copy the contents of the \Program Files\FileNet\IDM\Web\FNOpenClient\eprocess\StepProcs\HTML\OOTB directory into the new directory. That is, copy the existing OOTB top-level ASPX page (FnStepProcessor.aspx) and its code-behind .aspx.vb file into the new (for example) \LoanApprovalStepProcessor directory.
  3. If you have not already done so, rename the copied files (use a name associated with the function for that step; for example: LoanApprovalStepProcessor.aspx and LoanApprovalStepProcessor.aspx.vb).
  4. Open the ASPX file in Visual Studio or your text editor. If you are not using Visual Studio, you will need to change the file attribute from Read-only to Read/Write.
  5. Customize the ASPX file, its code-behind .aspx.vb file, User Controls, and if needed, the FnProcessStepProcDP Data Provider according to your business requirements. For details on customizing the user interface, see Customizing the User Interface. For details on customizing content integration, see Customizing Content Integration. For information on developing a custom HTML Launch Step Processor, see Developing a Custom HTML Launch Step Processor. For general guidelines on creating/modifying ASPX pages, see Developing ASPX Pages for Open Client, elsewhere in the Open Client Developer's Guide.
  6. If you have not already done so, using the FileNet Open Client Designer, create a workflow. For details see the Open Client Help documentation, Help for Process Designer or Help for Process Designer on the Process Documentation for FileNet Image Manager CD.
  7. Deploy the HTML Step Processor to the Open Client Web server.