AgilePoint DemoEnvironment
AgilePoint DemoEnvironment
AgilePoint DemoEnvironment
Contents
Contents
Preface.................................................................................................................3
Disclaimer of Warranty................................................................................................................................. 3
Copyright.......................................................................................................................................................3
Trademarks................................................................................................................................................... 3
Government Rights Legend......................................................................................................................... 3
Virus-free software policy............................................................................................................................. 3
Document Revision Numbers.......................................................................................................................3
AgilePoint Documentation in PDF and HTML............................................................................................. 4
Opening the Documentation Library............................................................................................................ 4
Finding Information in the Documentation Library....................................................................................... 5
Downloading Files and Sharing Links from the Documentation Library...................................................... 5
Contacting AgilePoint Sales......................................................................................................................... 6
Contacting Customer Support...................................................................................................................... 6
Demonstration Environment............................................................................. 7
Downloading the AgilePoint Demo Environment........................................... 8
Installing the AgilePoint Demo Environment..................................................9
IT Equipment Request Process......................................................................10
Running the Process as Administrator......................................................... 12
Setting Up Demo Process Users....................................................................14
Creating Demo Users in Windows.............................................................................................................14
Adding Demo Users in AgilePoint............................................................................................................. 14
Assigning Demo Users to Roles................................................................................................................ 15
Assigning Manager.....................................................................................................................................15
Preface
Preface
Disclaimer of Warranty
AgilePoint, Inc. makes no representations or warranties, either express or implied, by or with respect to anything
in this document, and shall not be liable for any implied warranties of merchantability or fitness for a particular
purpose or for any indirect, special or consequential damages.
Copyright
Copyright 2013 AgilePoint, Inc. All rights reserved.
Trademarks
AgilePoint, Inc. and AgilePoint's products are trademarks of AgilePoint Inc. References to other companies and
their products use trademarks owned by the respective companies and are for reference purpose only.
AgilePoint is built on top of Microsoft .NET framework. The pre-compiled executable is a.NET Common
Language Runtime (CLR) application, not a native machine binary. As far as is known at this time, there are
no viruses that infect .NET CLR executables.
The virtual environment for the product packaging process in is fully isolated and protected, and anti-virus
software is installed and running during packaging.
The deliverable package is scanned by anti-virus software before upload to our customer download site.
Preface
r - Indicates "revision." This helps to differentiate the document version numbers, which start with v.
Y - The major document revision number. This number typically changes only when either there is a new
AgilePoint release, or there are major changes to the document.
Z - The minor document revision number. This number is incremented each time the document is
republished.
X - The major version number for AgilePoint BPMS to which this document refers. For example, AgilePoint
releases 5.0, 5.0 SP1, and 5.5 would all have an X value of 5.
All hyperlinks supported. Links in PDFs are only supported in certain contexts.
Unified, global search across all documentation. PDF documents allow you to search only within the context
of a given PDF file.
Prerequisites
You must have a valid account on the AgilePoint Support Portal.
Instructions
1. Log on to the AgilePoint Support Portal.
2. Click Documentation.
3. On the Documentation page, click the documentation library for your AgilePoint release.
For AgilePoint BPMS v5.0 SP1 and higher, the web-based documentation library opens in a new tab or
window in your web browser.
Preface
For releases prior to v5.0 SP1, a download starts for a Zip file with the PDF documentation for your
release.
Searching
The web-based documentation includes a centralized search for all documentation content. To search for
information:
1. In the AgilePoint Documentation Library, click the Search tab. In the Search box, enter 1 search team, and
click Search.
The search results display in alphabetical order by topic title.
It is important to understand that the third-party software AgilePoint uses to generate web-based
documentation allows only 1 search term. More than 1 search term will cause the search to fail.
AgilePoint recommends using a relatively unique search term to find the information you need. For example,
entering a common term, such as "process," will return a high percentage of the total documentation topics
in the search results.
2. Browse the list of topic titles to find the information you want.
Printing
The PDF documentation is provided mainly for the purpose of printing and archiving. To print a set of
information:
1. Navigate to the main page of the Documentation Library from which you want to print.
2. In the list of documents, click the document name in the PDF column.
3. From your PDF reader software, print the portion of the document you want.
Preface
Demonstration Environment
Demonstration Environment
This document provides instructions for downloading, installing, and using a set of fully functioning
demonstration processes from AgilePoint. These processes allow you explore AgilePoint processes in a live
environment.
Some of the processes in the Demo Environment use InfoPath forms. InfoPath integration is a paid, add-on
component that is not available for all editions of AgilePoint BPMS. For more information, contact AgilePoint
Sales.
Prerequisites
Instructions
1. In a web browser, navigate to one of the following links, depending upon your installed version of
SharePoint:
2. Download the installation demo environment installation file to your SharePoint machine.
Prerequisites
Navigation
1. Download the AgilePoint Demo Environment installer.
2. Double-click the file OneClickDemoInstaller to extract the installer files to your local machine.
3. Navigate to the expanded installation folder.
Instructions
1. Double-click the file Setup.exe.
2. The installer checks the following items.
Issue
Resolution
3. Select the SharePoint site collection to which you want to deploy the AgilePoint demo process application,
and click Next.
4. On the Installation Log screen, when the installation is complete, click Finish.
5. The SharePoint site opens with the demo process application.
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Process Model
Problem Statement
Fulfill a request for physical equipment from an IT department.
Instructional Goals
This process will enable you to:
Business Requirements
IT Equipment can include computers, servers, mobile devices, and landline telephones.
Landline phones do not require manager approval, but all other requests do.
Form Technologies
This process is provided using 2 form technologies:
Custom css/branding
Show and hide dynamic fields
Dynamic repeating tables
Sections
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Prerequisites
Navigation
1. Open the SharePoint site AgilePoint Demo Site.
This site opens automatically after you run the AgilePoint Demo Installer.
Alternately, use the desktop shortcut that is created by the AgilePoint Demo Installer.
Instructions
1. On the IT Equipment Request page, do one of the following:
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Navigation
1. Log on to the AgilePoint Server machine as a local administrator.
2. Access user accounts for your machine. For example, click Start > Control Panel > User Accounts.
Instructions
1. On the AgilePoint Server machine, create 3 users. The following names will be used throughout the
AgilePoint demo documentation. You can use any user names you like (for example, the actual users within
your environment), but you must keep track of the users for your own reference.
Bob
Sandy
David
Prerequisites
Navigation
1. Click Start > All Programs > AgilePoint > Enterprise Manager.
2. On the AgilePoint Enterprise Manager logon page, enter your user name and password.
This may be a user name and password specific to AgilePoint, or it may be the same as your Windows
account. This is determined by your AgilePoint administrator.
3. On the Enterprise Manager Main Page, click Users.
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Instructions
Repeat the following procedure for each of the following users:
Bob
Sandy
David
To add a user:
1. On the Users page, click Add.
2. On the Add User window, enter the following information for each user:
User Name
Full Name
Email Address
Prerequisites
Navigation
1. Click Start > All Programs > AgilePoint > Enterprise Manager.
2. On the AgilePoint Enterprise Manager logon page, enter your user name and password.
This may be a user name and password specific to AgilePoint, or it may be the same as your Windows
account. This is determined by your AgilePoint administrator.
3. On the Enterprise Manager Main Page, click Roles.
Instructions
1. On the Roles page, click Engineer.
2. On the Role Members page, click Add User(s) as Member.
3. On the Select User window in the Registered Users list, select David.
4. Click OK.
Assigning Manager
To assign a manager to a demo user, do the following.
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Prerequisites
Navigation
1. Click Start > All Programs > AgilePoint > Enterprise Manager.
2. On the AgilePoint Enterprise Manager logon page, enter your user name and password.
This may be a user name and password specific to AgilePoint, or it may be the same as your Windows
account. This is determined by your AgilePoint administrator.
3. On the Enterprise Manager Main Page, click Users.
Instructions
1. On the Users page, select Bob.
2. Click Edit.
3. On the Edit User window in the Manager list, select Sandy.
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Prerequisites
Navigation
1. Log on to the AgilePoint demo machine as Bob.
2. Open the SharePoint site AgilePoint Demo Site.
This site opens automatically after you run the AgilePoint Demo Installer.
Alternately, use the desktop shortcut that is created by the AgilePoint Demo Installer.
Instructions
1. On the IT Equipment Request page, do one of the following:
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