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BPM Editor
Soffid BPM Editor
Soffid BPM Editor
Process types
Templates definition of process types
Examples
Self service portal examples
User management steps
Define the user management steps
Permissions management steps
Define the Process management steps
Account reservation steps
Define the account reservation steps
Permissons request steps
Define the Permissons request steps
Delegation roles steps
Define the Delegation roles steps
Introduction to BPM Editor
What is BPM? Business Process Management is a discipline for executing of management methodology to improve an organization’s business processes. That uses a combination of modeling, automation, execution, control, measurement and optimization of business act...
Methodology
Introduction The main goal of using Business Process Management or BPM is to improve your organization's business processes. By using these workflows you will be able to save time, not only for system administrators but also for managers and coordinators. Sy...
User management
Description The user management process type is used to define business processes to create and update identities and their attributes. You can use the default template included on Soffid BPM Editor and customize it with your business needs. Also, you can im...
Permissions management
Description The permissions management process type is used to define processes used to create, update and remove permissions and account to identities. You can use the default template included on Soffid BPM Editor and customize it with your business needs....
Account reservation
Description The account reservation process type is used to configure the use of privileges accounts. That type of process will be launched when the end-users want to connect to a system using a privileged account through the password vault. Soffid allows yo...
Permission request
Description The permission request process type is used to define business processes to request permissions. That process is defined by default with 4 steps, but you can add new, delete and update steps to customize your business process. Start Approve ...
Delegation Roles
Description The delegation roles process type is used to allow the users to delegate temporary their own permissions. That process is defined by default with 3 steps, but you can add new, delete and update steps to customize your business process. Start...
How to install BPM Editor in Soffid
Installation Download Please download the Soffid BPM Editor add-on. You could download it at the following link http://www.soffid.com/download/enterprise/ if you have a Soffid user with authorization, or in the following http://download.soffid.com/download/...
Screen
Description This step is used to define the custom form that will be used by the users who have to approve or to reject the generated task. To configure that step will be necessary to determine the fields that will be show to the users, and the actions that t...
Detect duplicated user
Definition That step is used to define the proper rules to determine the potential conflicts between the identity for who is the request, and the Soffid existing identities. Whit that definition, Soffid will find the potential conflicts, and the end-user coul...
Apply changes
Definition This step is used to apply the identity changes to the Soffid repository. Steps Tabs Task details Apply users changes: check it (select the Yes option) to make changes to users on the Soffid repository. Apply entitlements: check it (sel...
Custom
Definition This step is used to define a custom script that will be executed Steps Tabs Task details All the process types have the same Task details for the Custom step: Script: allows you to define a Script this step allows you to add a script to be ...
Definition This step allows you to configure the necessary parameters to send an email when the flow reaches this point. That mail will be an informative mail, and the receptor could not perform any action from the mail. To send mail, you will need to config...
Fork
Definition This step is used to divide the workflow into two or more paths that will run in parallel, allowing multiple activities to run simultaneously. /====> path 1 =====\ Fork ==== ==> Join \====> path...
Join
Definition This step is used to combine two or more parallel paths into one path. Steps Tabs Task details This process type does not have task details for the fork step. Incoming transitions The Incoming transitions tab displays the previous steps where...
End
Description The end step finalizes the process. It is the last step of the workflow. Steps Tabs Task details This process type does not have task details for the start step. Incoming transitions The Incoming transitions tab displays the previous steps wh...
Grant approval
Description This step is used to define the custom form that will be used by the users who have to approve or reject the generated task. To configure that step will be necessary to determine the fields that will be shown to the users, and the actions that the...
Apply changes
Definition This step is used to apply the identity changes to the Soffid repository. Steps Tabs Task details Apply users changes: check it (select the Yes option) to make changes to users on the Soffid repository. Apply entitlements: check it (sel...
Definition This step allows you to configure the necessary parameters to send an email when the flow reaches this point. That mail will be an informative mail, and the receptor could not perform any action from the mail. To send mail, you will need to config...
Fork
Definition This step is used to divide the workflow into two or more paths that will run in parallel, allowing multiple activities to run simultaneously. /====> path 1 =====\ Fork ==== ==> Join \====> path...