Figure: Portal Configuration
The Portal Configuration provides the option to configure the Stardust Portal and its views. It consists of a tree with the available views to be configured and a display area for the corresponding configuration dialog.
Figure: Portal Configuration
The configuration tree provides a drop-down list that switches the scope of the Portal Configuration between Everyone and Me. Choosing Everyone applies the changes globally, whereby choosing Me applies the changes only the administrator's user account. Please note that this scope drop down list is only available for administrators.
Figure: Apply To Option
To save your settings, click the Save button in the lower left corner of the configuration panel.
Figure: Save the Configuration Settings.
To reset your settings to the default settings, click the Reset button in the lower left corner of the configuration panel.
Figure: Reset the Configuration.
If the Reset button is clicked, the options for Me inherit the settings of Everyone.
Also, the confirmation dialog box gets displayed. Click Yes, to reset all portal configuration preferences.
Figure: Confirm Configuration Reset
In some cases it might be necessary to re-login to apply configuration changes. An according dialog opens to notify you about the necessary re-login:
Figure: Dialog recommending to login again.
Important
Configuration settings are only stored in case the property Carnot.Configuration.UseDocumentRepository
is not set to false in your carnot.properties file. Per
default, this property is true. If set to false, the user
preferences are not saved and the default Stardust Portal view preferences are
used. Please note that currently a save confirmation dialog opens in any case,
even if the configuration is not saved!
In the Portal Configuration part, settings for the portal layout itself, like skins, views and paginating can be edited.
Figure: Portal Configuration
In the Skins section choose from a drop-down list with predefined skins the skin you like to use for the Stardust Portal. You also have the option to create custom skin, which you can select in this drop-down list. Please refer to the chapter Creating and Using Custom Skins for details.
Figure: Select a Skin
The Perspectives pane provides you the facility to choose the default perspective. So, whenever you log into the Stardust Portal, the chosen perspective get displayed. Select the perspective from the Default Perspective drop-down list.
Figure: Select Default Perspective
By default, the Workflow Execution perspective is selected.
The value in this entry determines the maximum number of tabs to display. In case there are more tabs than this number, they are displayed in overflow tabs. Default is 6.
Figure: View Overflow for Tabs Exceeding Max Tabs Setting
In this entry you can determine the number of records displayed per page. Default is 8.
Max Pages determines the maximum number of pages displayed in the paginator toolbar. Default is 4.
Fast Step determines how many pages to be skipped for fast step. In case the value is zero, no fast step is provided. Default is 3.
Using this option, you can specify the configuration for the Business Process Modeler Business Process Modeler perspective.
Figure: Business Process Modeling
In the Workflow Execution section, you can select options for descriptor and priority behavior.
Figure: Workflow Execution
Via the option Suppress Display of Blank Descriptors, you can determine if descriptors, that have no values in the Descriptors column of an activity or process table, should not be displayed. This option is selected by default.
Per default, priority changes of a process instance are not propagated to its subprocesses. You have the option to select Propagate Priority Change to Subprocesses to choose whether changing a process priority should also affect its subprocess instances.
Per default, a dialog opens when aborting a process to ask if to abort the complete process hierarchy or the activity and subprocesses only. In case you have administrator rights, you can choose default settings for aborting processes. In the provided drop-down list you can select whether to automatically abort the root hierarchy, abort the process sub-hierarchy, or open a dialog when a process is aborted (the default behavior).
Figure: Abort Process Settings
In case you have administrator rights, you can choose default settings for aborting activities. You can choose to select whether to automatically abort the root hierarchy, abort the activity only, or prompt when an activity is aborted, which is the default setting.
Figure: Abort Activity Settings
The Worklist section allows administrators to filter worklist items and set configurations for participants and process worklists. Note that it is not accessible if you have no administrator rights.
Figure: Worklist configuration
Using the Worklist view, you can filter worklist items. For example, you want to display the worklist items of a particular location to a specific role. In that case, you need to provide a filter in such a way that once logged in, the user/role can view the worklist items only of that particular location.
In the Filter Provider text box, enter the Filter Name and Java class file name. Save these configuration settings.
Figure: Worklist filter configuration
To apply the filter, you need to create a Java file for the filter, upload it to the classpath and deploy the model. Note that you can provide one or more filters using a comma separated list of filters. However, if the carnot.properties file contains the filter parameters, then the filter provided from the Configuration user interface is ignored. For more information on carnot.properties, refer to chapter Client Side Properties of the Stardust Documentation - Developer Handbooks. Client Side Properties of the Developers Handbooks.
For details on creating and applying worklist filters, refer to the tutorial Applying Worklist Filter of the Stardust Documentation - Developer Tutorials. Applying Worklist Filter of the Developers Handbook.
The default configuration for all participants is provided in the table per default. You can change the default configuration or add participants you like to change the configuration for. The following functionality is available for participant worklist configurations:
The default configuration for all processes is provided in the table per default. You can change the default configuration or add processes you like to change the configuration for. The following functionality is available for process worklist configurations:
Using the Activity Panel, each logged in user and administrator can set preferences for open and close operations of the Interactive Activity View. It enables the auto-display of documents and auto-close of child views when parent views are closed. However, the set preferences are applicable for the first time activation of the activity instance.
Figure: Activity Panel Options
Following are the open and close preferences of the Interactive Activity view:
If the Close Related Views check box is selected, all views, that are open and related to the activity, are closed when the activity view is closed, if there is no following activity to be invoked belonging to the same process instance.
Views related to an interactive activity could be for example process attachments, note views or process details. When the user completes, suspends, suspends and saves or closes an interactive activity, it is checked if there is a next activity to be invoked that belongs to the same process instance. If not, the related views get closed as well, otherwise they remain open until the process instance is completed.
This check box is selected, by default.
Show Warning for Unsaved Documents Opened from Activity Views - By default, this check box is selected. If selected, a warning message is displayed for an activity that has mapped documents open when it is in Completed or Suspended and Saved state. If Do not show this message again check box is selected in the Warning dialog box, then it is cleared.
In the User Profile configuration section, you can view and modify user settings of the logged-in user.
The following entries are available for modification:
To make the password entries editable, select the Change Password checkbox.
The following user data is available for viewing only:
Figure: User Profile Configuration
You can also upload and attach a picture to the user profile. Using the My Picture tab, you can select the picture to display with the account of Stardust. You can provide the picture from various sources. The GIF, JPG and PNG file formats are supported. The image size should be 64 x 64 for better results. However, Stardust supports 128*128 image size. You can see the picture preview as soon as you upload the image from any mode.
Figure: My Picture - No Picture
Figure: My Picture - Monster ID
Figure: My Picture - Image URL
Figure: My Picture - My Computer
In the Process Details configuration, you can set the default visibility of filters in the process history.
The first column contains the name of each filter preceded by the
appropriate icon. The second column contains an icon representing an eye
(
).
Figure: Process Details Configuration
You can toggle the visibility state of filters between show/hide by doing one of the following:
In case the visibility state is set to hidden, the eye icon and the filter icon are displayed as disabled.
Figure: Interactive and Auxiliary Activities displayed as disabled.
Please refer to the chapter Process Details View for detailed information on the Process Details view.
In the Gantt Chart Portal Configuration, you can set properties needed for the Gantt Chart view. Please refer to the chapter The Gantt Chart View for detailed information on this configuration.
Figure: Gantt Chart View Configuration
This section provides configuration for viewing images. You find all details for these configuration settings in section Viewer Configuration of chapter Viewing TIFF Documents.
Figure: Image Viewer Configuration Settings
You can choose the format for user name from the Display As drop-down list.
You can enter the Default Quality Assurance Probability for new users in percent. Minimum value is 0 and maximum value 100 %. If you leave the field empty, no Quality Assurance probability is used. For details on Quality Assurance calculations, refer to chapter Quality Assurance in the Stardust Concepts Quality Assurance in the Concepts guide.
Figure: Administration
Click Save to save a new or changed probability value. When a new user is created, this value is visible as default in the QA Probability field in the Create User dialog.
To reset the value change, click Reset.
In the Traffic Light Portal Configuration, you can set properties needed for the Traffic Light view. Please refer to the chapter The Traffic Light View for detailed information on this configuration.
Figure: Traffic Light View Configuration