The system settings are stored in the settings.xml file which is found at C:\ProgramFiles\Decisions\Decisions Services Manager in a default Decisions installation. LogFileMaxSize - (Number in...
Decisions supports “Work Queues” which represents physical threads that can be used for multi-threaded processing. Background Work: Scheduled Jobs. ...
When integrating with external systems over SSL, it is necessary to first establish a trust relationship between the Decisions server and the certificate provided by the external server. If this is not...
These tests were done on an i7-3770 Processor with 16gb of ram. The Ram in the server process never went above 500 MB, however. Tests were observed to ensure the processor was fully utilized. Tests...
The Portal provides a "Running Flows" data source that can be used to build a report that shows all running flows. Additionally, the Portal contains a pre-built report using this source and a page....
Common data elements are used throughout Decisions OS in reports, flows, forms, rules, and other location. Common data elements include assignment roles, canned chat messages, data structures, and document...
Entities are items used throughout the portal, such as folders, flows, documents, or reports. Once an entity has been added, it can be moved to a different folder. Entities can also be classified...
Flow Step Browser is an Administrative Tool in Decisions that allows the user to view current states of the Flows that have Assigned Forms that are not Completed. Moreover, this Tool allows us to complete...
An Agent is an autonomous software program that performs a well-defined task. Install and register an agent in the portal by navigating to the folder System > Agent and clicking the Add/Register Agent button.
Testing an agent can be done by an administrator user to confirm that it is registered and installed correctly.
You can use a wizard to guide you through the process of database integration using an agent. Before you can integrate a database using an agent, the agent must have already been created, and you must have the data source, initial catalog, user ID and password values for the connection database.
Entity associations are relationships between data types (such as tasks, accounts or assets). To encourage consistency and reusability, every entity association must be of an association type.
Entity associations are defined relationships between data entities. These relationships unite and describe related objects that exist elsewhere in the system.
Entity associations are defined relationships between data entities. These relationships unite and describe related objects that exist elsewhere in the system.
This document illustrates how to use Integration Details for entities in Decisions. Integration Details page contains information on different ways to integrate with selected entity. First, we are going...
Browse the services in the decisions.core module and view the WSDL description for every service. The WSDL file contains information about how a service should be called, what parameters it uses, and what sort of data structure it will return.
Access a list of services in the portal to view and manage services.
The configuration management database (CMDB) is used to manage assets such as hardware, software, office equipment, furniture, and other items. Assets typically have an associated financial amount and can be tied to a contract, assigned to an account, associated with a task, or associated with another asset.
The configuration management database (CMDB) is used to manage assets such as hardware, software, computers, office equipment, furniture, and other items. Assets typically have an associated financial amount.
The configuration management database (CMDB) is used to manage assets such as hardware, software, computers, office equipment, furniture, and other items. Assets typically have an associated financial amount and can be tied to a contract.
The Service Desk allows a user to submit a ticket, then edit that ticket with additional information such as a contact with an associated asset. The asset must have already been created.
A content management system (CMS) allows you to store, view, create and edit data all through a "centralized" virtual location. It also helps to customize the delivery of data for individual users, so as to display content in different languages, etc.
This topic will guide you through publishing a CMS site so that it will successfully show up on the internet.
Templates help define the look and feel and content of a CMS site.
Changing the CSS on a template will alter the look of every site that uses that particular template, including existing sites. Cascading Style Sheets (CSS) allow you to customize the formatting and display of web pages beyond what can be done with simple HTML.
You can construct a fully functional CMS site with multiple sub-pages directly from Decisions.
The Knowledge Base is a repository of articles that can be organized, shared, and searched. To add an article to the Knowledge Base, navigate to the Knowledge Base folder and, in the Actions menu, select Create Article.
The Knowledge Base is a repository of articles that can be organized, shared, and searched.
Use the Mapping Editor to create complex objects from multiple step inputs. For example, map the output of data entered in form fields to the inputs of an internal service to transform user-entered information into a KB article (Knowledge Base).
Use the Mapping Editor to create a complex object from multiple step inputs. For example, map the output of data entered in form fields to the inputs of an internal service to transform user-entered information into a Knowledge Base article.
A task definition helps users build tasks quickly by storing common settings such as task prefix and task states. When a user creates a task based on a task definition the settings in the definition are applied to the task.
Task definitions contain settings for task states. Task states indicate where the task is in the work flow. Typical task states include Open, Verified, Approved, or Closed.
A task state can be associated with custom actions, such as opening a URL or running a flow. When a user changes a task's state to one that is associated with an open URL action, that button will display in the task's Details panel. When the user clicks the button, the URL will be opened in a new window.
A task definition can contain multiple classification levels which help define tasks. When a user creates a task based on that task definition, the user will be able to set these classifications in the task's Details panel.
An asset is any object that has financial value and should be tracked, such as a computer, software, or office equipment. Asset definition can be done with a wide range of options. Once added, an asset can be used throughout the system when making assignments, adding tasks, creating reports, and other actions.
Contact information can be assigned to a service desk ticket task. A ticket's contact receives notifications related to the ticket.
Each of a task's states can have one or multiple accounts or groups assigned to it. When an account is assigned to a state, any notifications related to that state are sent to the account. If a group...
Service Desk is similar to a help desk, but service desk solves more problems using fewer steps, enables integrations of business processes into the service management infrastructure, and offers more services. This includes ensuring all affected assets of a ticket are associated with a service desk appropriately.
You can create chats within tickets, allowing the transcript of that chat session to be a part of the ticket record in the Chat panel. When a user is invited to a chat session, the invitation will appear...
A flow can be designed to run a process, gather data automatically, or open a form. A flow that opens a form and collects user input, such as a task name and description, can then be used to create a task. Thus you can create a task from a flow.
An email event is a change in state on an email server, such as when the server receives or relays an email. The system can be configured to handle email events for a Post Office Protocol (POP3) server...
An email event is a change in state on an email server, such as when the server receives or relays an email. The system can be configured to handle email events for a Post Office Protocol (POP3) server...
The flow handler is what happens upon the occurrence of an event. The information in this topic will be included in Setting Up a Flow to Handle Email Events (IMAP) and Setting Up a Flow to Handle Email...
A File Watcher event monitors a specified directory, then tells the system to perform an action when a file is added to that directory. The system can delete, move, or rename the file. Use the Schedule...
Ping is a network tool that tests whether a host is available and sends a response across an IP network. If the host does not send a response, the ping has failed, and the host may be down. A Ping Failed...
A Check URL event monitors a Web server to confirm that the URL is accessible and the server is running. To create a Check URL event, navigate to the folder System > Jobs and Events > Events and...
Once an event has been created, all of its configuration settings can be changed, including the event's schedule, on which the event runs. Customize an event to run on a specific day, hour and minute...
After an event has been created, you can stop it from running by disabling it. The event and its configuration details are still available, but the event will not run until it is enabled again. When...
An email event is a change in state on an email server, such as when the server receives or relays an email. The system can be configured to handle email events for a email server. During the setup...
The Decisions Portal has many helpful tools for managing and controlling your processes. One of these is the Stored Workflows report located in the Administration section. This Report shows all stored...
You can schedule a job to run a flow, send a command, run a report, synchronize an Active Directory, or perform other tasks. Each job can run at different intervals. Using advanced scheduling options,...
Once a schedule job has been added using the Job Schedule wizard, enabling and disabling is available. Retain job schedule settings but stop the job from running by disabling it. To set the job to run...
Once a schedule job has been added using the Schedule Job wizard, you can change the run schedule for the job. The platform offers many scheduling options including advanced options for setting the...
Server clustering allows for active load balancing, as well as active/active or active/passive failover in the event of a server failure. The Primary Job Server is the member of the cluster that is responsible...
By default, the job scheduler runs all jobs in the same queue. This means that only one job will run at a time. For example, if Job A is scheduled to run at 5:00 PM and Job B is scheduled to run at 5:10...
An Email Response Job is used for handing email responses to assigned forms. For an explanation of how to configure email responses to assignments, please see Handling Task Assignment Via Email...
Some flows should capture or transform data on a regular basis. Your application may require that flows run on an hourly, daily, weekly or monthly schedule. The Job Schedule wizard steps you through...
This tutorial demonstrates how to configure and use Email Processing Flow. This Flow can be set on the Assigned Form. When the Form is being assigned, assignee receives an Email notification. In Decisions,...
The portal enables a report to be generated according to a schedule and emailed to users and groups having accounts in the portal. To run a job that will create a report and email it to your users...
This document demonstrates how to use Designer Element Locking feature secure certain elements’ (like Rules, Flows, Forms or Reports) Edit Action. Example: First, we navigate to System > Settings...
This document describes how to set up environment to run Decisions with TLS-1.0 disabled. First, we need to make sure that we use Microsoft SQL Server 2012 Service Pack 3 or higher. In this example we...
The Emergency Password Reset Tool allows a user on the host machine to reset any user's password from the command line. This utility is particularly useful in the event that an administrator's password needs to be reset, or after a malicious intrusion.
An account represents a user of the system and can be either a person or a machine. To access the portal, the user must have a valid, active account. The permissions associated with a user's account allow...
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When a user chooses to recover a password, the system mails the user's current password to the email address associated with the user account. When a user chooses to reset a password, the system generates a random password and sends it to the email address associated with the account.
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There are a few ways a user can change his/her own password, depending upon permissions:
Users can be locked out of the portal after a number of failed login attempts. To set the number of login attempts to accept, open the Edit Portal Settings pop-up, select the Enable Account Lockout checkbox...
Folder security sets access to the contents of a folder, including the entities stored in the folder and the actions that can be performed on them. Depending on a report's filters, folder security may also restrict how data displays on reports.
Portal folder security sets access to the contents of a folder, including the entities stored in the folder and the actions that can be performed on them. Depending on a report's filters, folder security...
The user account password policy can be configured by an Administrator using six different settings to make the password requirements more stringent. To set up the password policy, navigate...
The Portal has options for allowing a user to self-register. This allows the user to create an account and log in to the system. The administrator enables this feature (it is disabled by default). This...
Assignment roles are like contextually modifiable user groups. They behave similarly to groups with two major differences: (1) they can contain groups as well as users, and (2) they can be customized from...
Accounts represent authenticated users of your system, which can be actual people or machines. Adding a user account can be done by navigating to System > Security > Accounts and click the Create...
An Active Directory (AD) server can be used to synchronize users, computers, groups, or organizational units to the Portal's account base. An account can either be a person or a machine.
Active Directory (AD) systems can be synchronized with this system to automatically create local accounts through scheduled sync jobs. NOTE: A prerequisite to creating an AD sync job is that AD...
Active Directory Requirements AD authentication in general requires that the IIS server have the IIS Authentication modules for Basic, Digest, and Integrated Windows authentication installed. (This is...
Groups are collections of accounts that share a common set of responsibilities, such as testers, developers, or marketing staff. By organizing accounts into groups, permissions, assignments and other...
Using base groups is a way to associate different groups with one another. When you associate a base group (for example, Group A) with another group (Group B), all members of the new group (B) automatically...
Accounts represent authenticated users of your system, which can be actual people or machines. Groups are collections of accounts that share a common set of responsibilities, such as testers, developers,...
Administrators have permission to reset account passwords at-will.
User accounts can be disabled within the portal. Disabling a user account can be done by navigating to System > Security > Accounts, select the Edit Account action and, in the resulting Edit Entity...
The Show Invite Action setting, when enabled under System > Settings > Portal Settings, creates an Invite User option in the Security folder menu and enables an Invite User button. This allows an...
User accounts can be configured so that the next time a user logs on they are required to change their password before being able to use the portal. This is especially useful when an admin creates a new...
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Enabling a Guest account is an optional user account that can be used to get non-portal users, such as an outside vendor for example, to engage in a flow. The guest account user is enabled under System...
The Guest account is an optional user account that can be used to get non-portal users, such as an outside vendor for example, to engage in a flow.
The system sends notifications in the form of email, popup message within the portal, SMS text, Twitter, or a custom method. To allow a user to receive notifications using SMS, the user's phone information...
Intro Encryption keys are stored on the application server, intentionally outside the database to ensure that the data that’s secured is not stored with the key that secures it. When you have an existing...
A user's account can be assigned a timezone. Once saved, the user's timezone will show up in audit history, in reports, when creating and completing tasks, and elsewhere. Example To set a timezone...
This example demonstrates how to use Named Session in cases when User should never use Decisions Portal but for example need to interact with Flows, Forms, Rules or Reports that live in the Portal. First,...
To make Rest or SOAP calls to Decisions it is important to know how to use User Context in the call. User Context is a required part of the service call to Decisions. This tutorial demonstrates different...
This tutorial demonstrates how to setup Decisions single sign-on with SAML. Example: First, we are going to need the following information from the Identity Provider (external application) to set up...
A named session makes it possible to pass in a specific user account when invoking a workflow via REST without exposing the user account information. Instead, a session ID is used in the URL. To create...