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Metastorm BPM Version 9.0 Web Client Configuration Guide December 2009

Metastorm Inc. email: [email protected]

http://www.metastorm.com

Metastorm BPM Version 9.0

Copyright Notice

© 1996–2009 Metastorm Inc. All Rights Reserved.

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Disclaimer

Every effort has been made to ensure the accuracy of the features and techniques presented in this publication. However, Metastorm accepts no responsibility, and offers no warranty whether expressed or implied, for the accuracy of this publication. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without the express written permission of Metastorm Inc. The information in this document is subject to change without notice.

Metastorm BPM Version 9.0 December 2009 Page ii


Metastorm BPM Version 9.0 Web Client Configuration Guide Table of Contents

1 Customizing Web Interface ............................................................................................................... 5 1.1 Overview ........................................................................................................................................................ 5

1.1.1 Necessary Skills ................................................................................................................................. 7 1.1.2 Recommended Software .................................................................................................................... 7 1.1.3 Recommended Resources .................................................................................................................. 7

1.2 Log-in Screen ................................................................................................................................................. 8 1.2.1 Images ................................................................................................................................................. 8 1.2.2 Styles ................................................................................................................................................... 8

1.3 Main Screen ................................................................................................................................................... 9 1.3.1 Images ................................................................................................................................................. 9 1.3.2 Styles ................................................................................................................................................. 10

1.4 Form Elements ............................................................................................................................................. 11 1.5 Check Box .................................................................................................................................................... 11

1.5.1 Images ............................................................................................................................................... 11 1.6 Radio Buttons ............................................................................................................................................... 12 1.7 Text Box ....................................................................................................................................................... 12

1.7.1 Styles ................................................................................................................................................. 12 1.8 Password ...................................................................................................................................................... 13

1.8.1 Styles ................................................................................................................................................. 13 1.9 Time .............................................................................................................................................................. 13

1.9.1 Images ............................................................................................................................................... 14 1.9.2 Styles ................................................................................................................................................. 14

1.10 Time Picker .................................................................................................................................................. 14 1.10.1 Images ............................................................................................................................................... 14 1.10.2 Styles ................................................................................................................................................. 14

1.11 Date ............................................................................................................................................................... 15 1.11.1 Images ............................................................................................................................................... 15 1.11.2 Styles ................................................................................................................................................. 15

1.12 Date/Time ..................................................................................................................................................... 15 1.12.1 Images ............................................................................................................................................... 15 1.12.2 Styles ................................................................................................................................................. 15

1.13 Calendar ....................................................................................................................................................... 16 1.13.1 Images ............................................................................................................................................... 16 1.13.2 Styles ................................................................................................................................................. 17

1.14 Numbers ....................................................................................................................................................... 18 1.14.1 Styles ................................................................................................................................................. 18

1.15 Currency ....................................................................................................................................................... 19 1.15.1 Styles ................................................................................................................................................. 19

1.16 Drop-down ................................................................................................................................................... 19 1.16.1 Images ............................................................................................................................................... 19 1.16.2 Styles ................................................................................................................................................. 20

1.17 Memo ........................................................................................................................................................... 21 1.17.1 Styles ................................................................................................................................................. 21

1.18 Signature ....................................................................................................................................................... 22 1.18.1 Styles ................................................................................................................................................. 22

1.19 Grid ............................................................................................................................................................... 22

Metastorm BPM Version 9.0 December 2009 Page iii


Metastorm BPM Version 9.0 December 2009 Page iv

1.19.1 Images ............................................................................................................................................... 22 1.19.2 Styles ................................................................................................................................................. 23

1.20 Editable Grids .............................................................................................................................................. 25 1.20.1 Images ............................................................................................................................................... 25 1.20.2 Styles ................................................................................................................................................. 25

1.21 Clip Icon ....................................................................................................................................................... 26 1.21.1 Images ............................................................................................................................................... 26

1.22 Upload .......................................................................................................................................................... 26 1.22.1 Images ............................................................................................................................................... 26 1.22.2 Styles ................................................................................................................................................. 27

1.23 General Buttons ........................................................................................................................................... 27 1.23.1 Images ............................................................................................................................................... 27 1.23.2 Styles ................................................................................................................................................. 27

1.24 Window ........................................................................................................................................................ 28 1.24.1 Images ............................................................................................................................................... 28 1.24.2 Styles ................................................................................................................................................. 29

1.25 Folder Elements ........................................................................................................................................... 29 1.25.1 Form tabs .......................................................................................................................................... 29 1.25.2 Action Buttons .................................................................................................................................. 30

1.26 Adding Custom Buttons .............................................................................................................................. 31 1.27 Changing the order of the buttons ............................................................................................................... 32 1.28 Display the contents of an external site ....................................................................................................... 34

2 Client Modifications .......................................................................................................................... 35

3 Web Help ............................................................................................................................................. 38

4 Metastorm BPM URLs ...................................................................................................................... 39

5 Query String Parameters ................................................................................................................. 41

6 Non Registry Settings ....................................................................................................................... 43 6.1 Web Client (Web.Config) settings .............................................................................................................. 43

6.1.1 Requiring Logins for Attachments from Guest Users .................................................................... 43 6.1.2 Automatically Refreshing Alerts Lists ............................................................................................ 43

6.2 Web Interface Browser Settings.................................................................................................................. 44

7 IIS ......................................................................................................................................................... 45 7.1 Configuring IIS ............................................................................................................................................ 45 7.2 IIS Security ................................................................................................................................................... 45

7.2.1 Metastorm Virtual Folder ................................................................................................................ 45 7.2.2 Extensions Virtual Folder ................................................................................................................ 46

7.3 File System Security .................................................................................................................................... 46 7.4 Locked Down IIS Web Servers .................................................................................................................. 46 7.5 IIS and Windows 64 bit Operating System ................................................................................................ 46

7.5.1 Troubleshooting Windows 64 bit .................................................................................................... 46 7.6 Configuring IIS on Windows Server 2008 and Vista ................................................................................ 46


Metastorm BPM Version 9.0 December 2009

1 CUSTOMIZING WEB INTERFACE

1.1 Overview

The Web Client has been built using a combination of ASP.NET with C# code behind, AJAX, Metastorm's Enterprise Component Language, and themes. Themes are made up of a series of image files and CSS styles that allow the look and feel of the web site to be customized without actually changing the web site code. This section explains how to undertake this customization using the following images and tables as a reference to edit the theme and the skins belonging to the controls. After installation you will find the following folder structure inside the web directory

• app_themes - Folder that holds all of the themes

• Default - This folder contains the Metastorm web client default theme used

• Default.skin

• CombinedCSSs.css

• Images

• Actions

• AttachmentGrid

• Calendar

• Clips

• ComboBox

• Common

• DocumentGrid

• EditableGrid

• FormDecorator

• GeneralButtons


• Grids

• Input

• ListButtons

• Menu

• TabStrip

• TreeView

• Upload

• Window

• Default-RTL - This folder contains the same theme but set up to support languages that are

read from right to left.

• Default.skin

• CombinedCSSs.css

• Images

• Actions

• AttachmentGrid

• Calendar

• Clips

• ComboBox

• Common

• DocumentGrid

• EditableGrid

• FormDecorator

• GeneralButtons

• Grids

• Input

• ListButtons

• Menu

• TabStrip

• TreeView

• Upload

• Window




To add your own Theme simply copy one of the existing themes and paste the folder into the app_themes folder with a different name. To edit the skin images open the appropriate bitmap file in a bitmap editing application, make your edits and save the file using the same file name and in the same directory. Most files contain multiple sprite graphics in one file. Use the pixel position information provided to locate the desired sprite graphic. We recommend saving a backup of each file before making any edits. To edit the skin styles open the style sheet file, “CombinedCSSs.css” in your choice of editing applications. To locate a style in the style sheet copy the entire style name(s) provided in the tables and search for the style. A search function that supports multi-row text strings is necessary to find the exact style(s). We recommend saving a backup of this file before making any edits. Once the theme is complete you can attach it to the web client by editing the web.config found at the following path after a default install C:\Program Files\Metastorm\BPM\Web\web.config. Locate the following section and update the theme to the new one you are creating. Default Theme used: <pages buffer="true" enableViewState="true" theme="Default"> New Theme being used: <pages buffer="true" enableViewState="true" theme="MyTheme">

1.1.1 Necessary Skills Metastorm recommends that people undertaking this web client customization should be proficient with the following applications and technologies prior to attempting to customize the web client:

• Windows explorer - Used to navigate windows explorer to locate files.

• Adobe Photoshop or other bitmap editing application - Open and edit existing bitmap files; create new imagery including but not limited to icons, gradients etc.

• Cascading Style Sheets - The presentation layer is constructed using cascading style sheets. Editing the styles requires a good understanding for the syntax and the cascade. Some styles contain multi-browser support.

• Browser limitations - Knowledge of CSS rendering differences among different browsers and browser versions is necessary to avoid making changes that negatively affect the presentation. Use caution and test edits often.

1.1.2 Recommended Software Metastorm recommends that the following software be used to undertake web client customization: Bitmap Editing:

• Adobe Photoshop CSS Editing:

• Adobe Dreamweaver

• Visual Studio

• Notepad

1.1.3 Recommended Resources Information on Cascading Style Sheets can be found at the following web sites.

• W3Schools.com: http://www.w3schools.com/css/css_reference.asp

http://www.w3schools.com/css/css_reference.asp


• CSS Creator.com: http://csscreator.com

1.2 Log-in Screen Portions of the Log-in screen are using styles and images outlined in the Forms section below. Changes made to those items will also affect items in the Log-in Screen. These items are:

• Drop-down (combo box)

• Text Box

• Button

1.2.1 Images

Item Image Directory Image Name

Main screen background image overlay

Common lower_right_overlay.gif

1.2.2 Styles

Item in login screen File Name Style Name

Main content in login screen CombinedCSSs.css watermarkBg, watermark, loginWrapper

Login fields loginfields

Login fields labels labelText

Login button bpmBtn


http://csscreator.com/



1.3 Main Screen

1.3.1 Images

Item Image Directory

Image Name Pixel Position

Toolbar with ToDo, Watch, Blank forms etc background images

Common background.gif, spacer.gif

Login info background image

bpm9ui_1.gif

Logo image bpm9ui_logo.gif

Spinning progress bar image

loading.gif

Main screen background image

Grids bpm9ui_23.gif

Main content background images

bpm9ui_12_top.gif, bpm9ui_7.gif, bpm9ui_13.gif, bpm9ui_15.gif, bpm9ui_14.gif, bpm9ui_17.gif

Paging button first icon_rogrid_first.gif X = 0 Y = 0




Image Name Pixel Position

Paging button first hover X = 0 Y = 20

Paging button first disabled

X = 0 Y = 40

Paging button previous icon_rogrid_prev.gif X = 0 Y = 0

Paging button previous hover

X = 0 Y = 20

Paging button previous disabled

X = 0 Y = 40

Paging button next icon_rogrid_next.gif X = 0 Y = 0

Paging button next hover X = 0 Y = 20

Paging button next disabled

X = 0 Y = 40

Paging button last icon_rogrid_last.gif X = 0 Y = 0

Paging button last hover X = 0 Y = 20

Paging button last disabled

X = 0 Y = 40

Paging background bpm9ui_16.gif n/a

1.3.2 Styles

Item File Name Style Name

Main screen background CombinedCSSs.css background, wrapper

Top bar with login info loginInfo

Toolbar with ToDo, Watch, Blank forms etc

topNav, navWrapper

Logo on the toolbar logo

Main content of the page

contentWrapper, contentWrapperBg

Top rounded edges topleft, topright

Bottom rounded edges footer, bottomleft, bottomright

Spinning progress bar updateProgressDiv, updateProgressImage



1.4 Form Elements In this section the elements that make up the forms rendered in the Web Client are listed. Information is given relating the styles and images that determine how they are rendered in their different states i.e. Read only and Hover.

• Check Boxes

• Radio Buttons

• Text Box

• Password

• Time

• Date

• Date Time

• Calendar

• Number and Currency

• Drop-down (combo box)

• Memo

• Signature

• Grid

• Clip Icon

• Upload

• General Buttons

• Window

1.5 Check Box

1.5.1 Images

Item State Image Directory Image Name Vertical Pixel Position

Unchecked Optional FormDecorator CheckBoxSprites.gif 5

Unchecked Hover

Optional 205

Checked Optional 425

Checked Hover

Optional 645


Unchecked Read only

CheckBoxSpritesDisabled.gif 5

Checked Read only

425

1.6 Radio Buttons


Unselected Active FormDecorator RadioButtonSprites.png 5

Unselected hover

Active 205

Selected Active 425

Selected hover

Active 645

Unselected Read only RadioButtonSpritesDisabled.png 5

Selected Read only 205

1.7 Text Box

1.7.1 Styles

Item State File Name Style Name

Border Active CombinedCSSs.css html body .RadInput_Default .riTextBox, html body .RadInputMgr_Default



Item State File Name Style Name

Background Active html body .RadInput_Default .riTextBox, html body .RadInputMgr_Default

Border hover Active html body .RadInput_Default .riHover, html body .RadInput_Hover_Default, html body .RadInput_Default .riFocused, html body .RadInput_Focused_Default

Background hover Active html body .RadInput_Default .riHover, html body .RadInput_Hover_Default, html body .RadInput_Default .riFocused, html body .RadInput_Focused_Default

Border Read only html body .RadInput_Default .riRead, html body .RadInput_Read_Default

Background Read only html body .RadInput_Default .riRead, html body .RadInput_Read_Default

1.8 Password

1.8.1 Styles Please see the styles for the Text Box above.

1.9 Time



1.9.1 Images


Icon Optional Calendar sprite.gif 100

Icon hover Optional 150

1.9.2 Styles For the time field styles, see the text box styles.

1.10 Time Picker

1.10.1 Images

Item Image Directory Image Name Vertical Pixel Position

Title bar Calendar sprite.gif 1000

Day hover 1600

1.10.2 Styles


Title bar text CombinedCSSs.css .RadCalendarTimeView_Default th

Time vertical border between columns

.RadCalendarTimeView_Default td

Hover time text color .RadCalendarTimeView_Default a

Hover time text color hover .RadCalendarTimeView_Default td.rcHover a



Hover time background .RadCalendarTimeView_Default td.rcHover a

Hover time border .RadCalendarTimeView_Default td.rcHover a

1.11 Date

1.11.1 Images

Item State Image Directory

Image Name

Vertical Pixel Position

Icon Active Calendar sprite.gif 0

Icon hover

Active 50

1.11.2 Styles For the date field styles, see the text box styles.

1.12 Date/Time

1.12.1 Images See Date and Time images.

1.12.2 Styles



See Text Box styles.

1.13 Calendar

1.13.1 Images


Double arrow left Calendar sprite.gif 200

Double arrow left hover 250

Arrow left 300





Arrow left hover 350

Double arrow right 400

Double arrow right hover

450

Arrow right 500

Arrow right hover 550

Title bar 1000

Day hover 1600

Day selected 1700

Multi-month arrows left 2095

Multi-month arrows right

2195

1.13.2 Styles


Title bar text CombinedCSSs.css .RadCalendar_Default .rcTitlebar

Title bar border .RadCalendar_Default .rcTitlebar

Border .RadCalendar_Default .rcMain

Row header and column header

.RadCalendar_Default .rcRow th,

.RadCalendar_Default .rcWeek th

Column header bottom border

.RadCalendar_Default .rcWeek th

Row header right side border top

.RadCalendar_Default .rcWeek .rcViewSel

Row header right side border

.RadCalendar_Default .rcWeek

.rcViewSel,

.RadCalendar_Default .rcRow th

Row header and column header text

.RadCalendar_Default .rcMainTable

Days background table.RadCalendar_Default

Days border .RadCalendar_Default .rcRow td

Weekday text color .RadCalendar_Default .rcMain .rcRow a, .RadCalendar_Default .rcMain .rcRow span

Weekend day text color .RadCalendar_Default .rcMain .rcWeekend a




Previous/Next month day text color

.RadCalendar_Default .rcMain

.rcOtherMonth a

Hover day border color .RadCalendar_Default .rcRow .rcHover

Hover day text color .RadCalendar_Default .rcRow .rcHover a

Selected day border color

.RadCalendar_Default .rcRow .rcSelected

Selected day text color .RadCalendar_Default .rcRow .rcSelected a

Multi-month border table.RadCalendarMonthView_Default

Multi-month background

table.RadCalendarMonthView_Default

Multi-month vertical border between months and years

.RadCalendarMonthView_Default #rcMView_Feb, .RadCalendarMonthView_Default #rcMView_Apr, .RadCalendarMonthView_Default #rcMView_Jun, .RadCalendarMonthView_Default #rcMView_Aug, .RadCalendarMonthView_Default #rcMView_Oct, .RadCalendarMonthView_Default #rcMView_Dec

Multi-month text color .RadCalendarMonthView_Default a

Multi-month text color hover

.RadCalendarMonthView_Default a:hover

Multi-month background hover

.RadCalendarMonthView_Default a:hover

1.14 Numbers

1.14.1 Styles See Text Box styles.



1.15 Currency

1.15.1 Styles See Text Box styles.

1.16 Drop-down

1.16.1 Images

Item State Image Directory Image Name Pixel Position

Unselected background

Read only ComboBox sprite.gif X = 0 Y = 65

Unselected arrow Read only X = 109 Y = 89

Unselected background

Active X = 0 Y = 0

Unselected arrow Active X = 0



Item State Image Directory Image Name Pixel Position Y = 89

Hover background Active X = 0 Y = 22

Hover arrow Active X = 37 Y = 89

Selected background hover

Active X = 0 Y = 45

Selected arrow hover

Active X = 72 Y = 89

Dropdown background

Active Common shadow_bk.png n/a

1.16.2 Styles


Dropdown border CombinedCSSs.css .RadComboBoxDropDown_Default

Dropdown background color

.RadComboBoxDropDown_Default

Dropdown hover border .RadComboBoxDropDown_Default .rcbHovered

Dropdown hover background

.RadComboBoxDropDown_Default

.rcbHovered



1.17 Memo

1.17.1 Styles


Scroll bar arrow color CombinedCSSs.css .RadForm_Default.rfdScrollBars

Scroll bar base color

Scroll bar dark shadow color

Scroll bar face color

Scroll bar highlight

Scroll bar track color

For text area see text box styles


1.18 Signature

1.18.1 Styles See text box styles.

1.19 Grid

1.19.1 Images


Image Name Vertical Pixel Position





Image Name Vertical Pixel Position

Header row column reorder arrows Grids sprite.gif 0

Header row sort arrow down 200

Header row sort arrow up 250

Pager button (first page) 252

Pager button hover (first page) 602

Pager button (previous page) 702

Pager button hover (previous page) 752

Pager button (next page) 852

Pager button hover (next page) 902

Pager button (last page) 1002

Pager button hover (last page) 1052

Page background hover (left) 1152

Page background hover (right) 1252

Page background selected (left) 1352

Page background selected (right) 1452

Pager buttons background hover 1522

Pager buttons background hover 1550

Header row background 2300

Header row column background selected

2600

Selected row background 3900

Pager background Common shadow_bk.png n/a

1.19.2 Styles


Text color CombinedCSSs.css .RadGrid_Default

Header row border .RadGrid_Default .rgHeader, .RadGrid_Default th.rgResizeCol

Sorted header row border .RadGrid_Default th.rgSorted

Header text color .RadGrid_Default .rgHeader, .RadGrid_Default .rgHeader a




Data item cell border .RadGrid_Default .rgRow td, .RadGrid_Default .rgAltRow td, .RadGrid_Default .rgEditRow td, .RadGrid_Default .rgFooter td

Alternating row color .RadGrid_Default .rgAltRow

Sorted column background color

.RadGrid_Default .rgRow

.rgSorted

Selected row border .RadGrid_Default .rgSelectedRow td, .RadGrid_Default .rgActiveRow td, .RadGrid_Default .rgHoveredRow td, .RadGrid_Default .rgEditRow td

Pager row top border .RadGrid_Default .rgPager .rgPagerCell

Pager info text color .RadGrid_Default .rgInfoPart

Pager info text color (numbers)

.RadGrid_Default .rgInfoPart strong

Pager button border .RadGrid_Default .rgPagerButton

Pager button text color .RadGrid_Default .rgPagerButton

Pager button hover text color

.RadGrid_Default

.rgPagerButton:hover

Pager text color .RadGrid_Default .rgNumPart a

Pager hover text color .RadGrid_Default .rgNumPart a:hover

Pager current page text color

.RadGrid_Default .rgNumPart a.rgCurrentPage, .RadGrid_Default .rgNumPart a.rgCurrentPage:hover

Pager current page hover text color

.RadGrid_Default .rgNumPart a.rgCurrentPage, .RadGrid_Default .rgNumPart a.rgCurrentPage:hover



1.20 Editable Grids

1.20.1 Images


Add record button EditableGrid Icon_grid_add.gif 0

Add record button hovered 20

Add record button disabled 40

Delete record button Icon_grid_delete.gif 0

Delete record button hovered 20

Delete record button disabled 40

1.20.2 Styles The Editable Grid uses the same style as founding the Grid shown above. Changes made to those items will also affect items in the Editable Grid.


1.21 Clip Icon

1.21.1 Images


Empty clip Clips clipSprite.gif 0

Empty clip hover 32

Full clip 64

Full clip hover 96

Empty clip read only 128

Empty clip read only hover 160

Full clip read only 193

Full clip read only hover 224

1.22 Upload

1.22.1 Images




See Window and Buttons.

1.22.2 Styles See Window and Buttons.

1.23 General Buttons

1.23.1 Images

Item Image Directory Image Name Horizontal Pixel Position

Background image FormDecorator button_bk.gif 0

Background image hover 600

1.23.2 Styles

Item File Name Style name

Border CombinedCSSs.css input.metabutton

Border hovered input.metabutton:hover


1.24 Window

1.24.1 Images OK button uses General Buttons’ images. Item Image Directory Image Name Pixel Position

“X” Close window Window CommandButtonSprites.gif X = 90 Y = 0

“X” Close window Hover

X = 90 Y = 20

Frame title left WindowHorizontalSprites.gif X = 0 Y = 0

Frame title right X = 0 Y = 8

Frame title center X = 0 Y = 32

Frame bottom left X = 0 Y = 62

Frame bottom right

X = 8 Y = 62

Frame bottom center

X = 0 Y = 70

Frame left WindowVerticalSprites.gif X = 0 Y = 0

Frame right X = 9 Y = 0

Upload window icon_fileupload.gif n/a




Item Image Directory Image Name Pixel Position icon

Error window icon icon_alert.gif n/a

Confirm Action icon

WindowHorizontalSprites.gif X = 0 Y = 78

Alert icon Common inform_alert.gif n/a

Confirm action icon

inform_confirm.gif n/a

1.24.2 Styles

OK button uses General Buttons’ styles

Item File Name Style name

Title bar text color CombinedCSSs.css . div.RadWindow_Default .rwTitlebarControls em

1.25 Folder Elements In this section the elements that make up the folders rendered in the Web Client are listed. Information is given relating the styles and images that determine how they are rendered in their different states i.e. Hover.

1.25.1 Form tabs

Images

Item Image Directory Image Name Pixel Position

Tab unselected (left side)

TabStrip TabStripStates.png X = 0 Y = 2

Tab hover (left side) X = 0 Y = 26

Tab selected (left side) X = 0 Y = 54

Tab unselected (right side)

X = 300 Y = 2

Tab hover (right side) X = 300 Y = 26

Tab selected (right side)

X = 300 Y = 54




Background Common shadow_bk.png n/a

Styles


Unselected text color

CombinedCSSs.css .RadTabStrip_Default .rtsLevel1 .rtsLI, .RadTabStrip_Default .rtsLevel1 .rtsLink

Selected text color

.RadTabStrip_Default .rtsLevel1

.rtsLink:hover,

.RadTabStrip_Default .rtsLevel1

.rtsSelected

Disabled text color

.RadTabStrip_Default .rtsLevel

.rtsDisabled,

.RadTabStrip_Default .rtsLevel

.rtsDisabled:hover

1.25.2 Action Buttons

Images


Button (left) Menu rmSprite.png X = 4 Y = 25

Button (right) X = 0 Y = 50

Button hover (left) X = 4 Y = 74

Button hover (right) X = 0 Y = 90

Arrow button left X = 2 Y = 312

Arrow button left hover

X = 28 Y = 312




Arrow button right X = 365 Y = 216

Arrow button right hover

X = 477 Y = 216

Styles


Text color CombinedCSSs.css .actionbuttons .RadMenu_Default .rmLink .rmText

Hover text color

.RadMenu_Default .rmLink:hover .rmText,

.RadMenu_Default .rmFocused .rmText

1.26 Adding Custom Buttons

Buttons can be added to the main toolbar by undertaking the following steps.

1. Create to images to be the on and off states of the new button. 2. Copy the images for the new buttons in to the ListButtons directory. The path to this is as follows

[Virtual Directory]\App_Themes\[Theme name]\Images\ListButtons directory. 3. Open the Default.aspx file in the root folder of the virtual directory. Locate the toolbar markup and

before the Recent content button

<telerik:RadToolBarDropDown SkinID="NavRecent" Text="<%$ Resources:BpmResources, RecentContent %>" ToolTip="<%$ Resources:BpmResources, RecentContent %>">

4. Add the following line:

<telerik:RadToolBarButton SkinID="MyPage" CheckOnClick="true" Group="NavItems" CommandName="MyPage" Text="My Page" ToolTip="My Page" />

This will add an extra toolbar button on the toolbar. Make sure you provide a command name other than the ones in the other toolbar buttons, as this is used to distinguish which button was pressed.

5. Open up the Default.skin file and locate the following line: <telerik:RadToolBarButton skinid="NavReports" imageurl="Images/ListButtons/reports_off.gif" HoveredImageUrl="Images/ListButtons/reports_on.gif" CheckedImageUrl="Images/ListButtons/reports_on.gif" ImagePosition="AboveText" runat="server" />

6. Add the following line:


<telerik:RadToolBarButton skinid="MyPage" imageurl="Images/ListButtons/MyPage_off.gif" HoveredImageUrl="Images/ListButtons/MyPage_on.gif" CheckedImageUrl="Images/ListButtons/MyPage_on.gif" ImagePosition="AboveText" runat="server" />

7. Note that SkinID needs to match that one on the toolbar button. Here we just reference our new images for the buttons. If we run the application now we should see the new button on the toolbar as it appears in the picture below: Toolbar with the new button:

Original Toolbar:

1.27 Changing the order of the buttons

The order in which buttons appear in the main toolbar can be changed by undertaking the following steps:

1. Open the Default.aspx file in the root folder of the virtual directory using an editor such as Visual Studio. Following a default installation this file should be located: C:\\Files\Metastorm\BPM\Web\Default.aspx.

2. Find the section of code that controls the order of the button appearance and change, See below the default code and the order it causes the buttons to be rendered.

<Items>

<telerik:RadToolBarButton SkinID="NavToDo" CheckOnClick="true" Group="NavItems" CommandName="Todo"

Text="<%$ Resources:BpmResources, ToDoList %>" ToolTip="<%$ Resources:BpmResources, ToDoList %>" />

<telerik:RadToolBarButton SkinID="NavWatch" CheckOnClick="true" Group="NavItems" CommandName="Watch" Text="<%$ Resources:BpmResources,WatchList %>" ToolTip="<%$ Resources:BpmResources, WatchList %>" />

<telerik:RadToolBarButton SkinID="NavBlank" CheckOnClick="true" Group="NavItems"




CommandName="Blank" Text="<%$ Resources:BpmResources, BlankForms %>" ToolTip="<%$ Resources:BpmResources, BlankForms %>" />

<telerik:RadToolBarButton SkinID="NavAdmin" CheckOnClick="true" Group="NavItems" CommandName="Admin" Text="<%$ Resources:BpmResources, AdminForms %>" ToolTip="<%$ Resources:BpmResources, AdminForms %>" />

<telerik:RadToolBarButton SkinID="NavReports" CheckOnClick="true" Group="NavItems" CommandName="Report" Text="<%$ Resources:BpmResources, Reports %>" ToolTip="<%$ Resources:BpmResources, Reports %>" />

<telerik:RadToolBarDropDown SkinID="NavRecent" Text="<%$ Resources:BpmResources, RecentContent %>"

ToolTip="<%$ Resources:BpmResources, RecentContent %>"> ... </Items>

3. Then alter the order to your own needs. In the example below we have moved the To Do list to the icon so that it appears between the Reports Button and the Recent Content button.

<Items> <telerik:RadToolBarButton SkinID="NavWatch" CheckOnClick="true" Group="NavItems"

CommandName="Watch" Text="<%$ Resources:BpmResources,WatchList %>" ToolTip="<%$ Resources:BpmResources, WatchList %>" />

<telerik:RadToolBarButton SkinID="NavBlank" CheckOnClick="true" Group="NavItems" CommandName="Blank" Text="<%$ Resources:BpmResources, BlankForms %>" ToolTip="<%$ Resources:BpmResources, BlankForms %>" />

<telerik:RadToolBarButton SkinID="NavAdmin" CheckOnClick="true" Group="NavItems" CommandName="Admin" Text="<%$ Resources:BpmResources, AdminForms %>" ToolTip="<%$ Resources:BpmResources, AdminForms %>" />

<telerik:RadToolBarButton SkinID="NavReports" CheckOnClick="true" Group="NavItems" CommandName="Report" Text="<%$ Resources:BpmResources, Reports %>" ToolTip="<%$ Resources:BpmResources, Reports %>" />

<telerik:RadToolBarButton SkinID="NavToDo" CheckOnClick="true" Group="NavItems" CommandName="Todo"

Text="<%$ Resources:BpmResources, ToDoList %>" ToolTip="<%$ Resources:BpmResources, ToDoList %>" />

<telerik:RadToolBarDropDown SkinID="NavRecent" Text="<%$ Resources:BpmResources, RecentContent %>"

ToolTip="<%$ Resources:BpmResources, RecentContent %>"> ...

</Items> 3. Refresh your browser window to view the changed web client.


1.28 Display the contents of an external site External web sites can be embedded in the main page of the version 9.0 web client; the steps below show how the Metastorm web site can be displayed in this way.

1. Using the Metastorm ContentViewer control from the Metastorm.Web.WebControls assembly we can take

a URL and display its contents. 2. Open the Default.aspx.cs file from the virtual folder, following a default install the path should be C:\Program

Files\Metastorm\BPM\Web\Default.aspx.cs. 3. Locate the SwitchContents method in the Default.aspx.cs file. In the default case of the switch statement

which is currently empty provide the following code bellow the comment indicating that you can add code at this point:

// Put here logic for any custom content.

if (!(currentControl is ContentViewer)) { newControl = new ContentViewer() { Location = "http://www.metastorm.com" };

}

4. Note the Location property which refers to the Metastorm web site in step 3. If we browse to the

Metastorm web client now and press the "My Page" button (added to the toolbar by following the steps here) we should see something like this:




2 CLIENT MODIFICATIONS

Modification to the way the web client appears can be undertaken by altering the appSettings in the web.config file. During a default install the web.config file would be located in the following location: C:\Program Files\Metastorm\BPM\Web Date, time formats: Two application settings show below are responsible for the way the date and time are show in the web client, such as the last Updated time that is displayed on the ToDo and Watch Lists. The table below shows the accepted formats. we will not support format characters like F, D, G.

<add key="DateFormat" value="d/M/yy"></add> <add key="TimeFormat" value="h:mm tt"></add>

Format Pattern Description

d The day of the month. Single-digit days have no leading zero. (Only if used in the context of a longer pattern. A single "d" on its own represents the Short date pattern.)

dd The day of the month. Single-digit days have a leading zero. ddd The abbreviated name of the day of the week. dddd The full name of the day of the week. M The numeric month. Single-digit months have no leading zero. (Only if used in the context of a longer

pattern. A single "M" on its own represents the Month day pattern.) MM The numeric month. Single-digit months have a leading zero. MMM The abbreviated name of the month. MMMM The full name of the month. y The year without the century. If the year without the century is less than 10, with no leading zero. (Only if

used in the context of a longer pattern. A single "y" on its own represents the Month year pattern.) yy the year without the century. If the year without the century is less than 10, with a leading zero. yyy The year in four digits, including the century. gg The period or era (e.g. "A.D."). This pattern is ignored if the date to be formatted does not have an

associated period or era. h The hour in a 12-hour clock. Single-digit hours have no leading zero. hh The hour in a 12-hour clock. Single-digit hours have a leading zero. H The hour in a 24-hour clock. Single-digit hours have no leading zero.



Format Pattern Description

HH The hour in a 24-hour clock. Single-digit hours have a leading zero. m The minute. Single-digit minutes have no leading zero. (Only if used in the context of a longer pattern. A

single "m" on its own represents the Month day pattern) mm The minute. Single-digit minutes have a leading zero. s The second. Single-digit seconds have no leading zero. (Only if used in the context of a longer pattern. A

single "s" on its own represents the sortable time pattern.) ss The second. Single-digit seconds have a leading zero. t The first character in the AM/PM designator. (Only if used in the context of a longer pattern. A single "t"

on its own represents the short time pattern.) tt The AM/PM designator.

Numeric formats: The two application settings show below are responsible for the way currency and numeric fields are formatted and can be updated to reflect the accepted localized way of formatting numbers. <add key="GroupSeparator" value=","></add> <add key="DecimalSeparator" value="."></add>

Default help URL: The url that will be launched when a user presses the help button on the form/folder window if and only if a processes designer has not specify a url in the solution. If there is a url specified in the solution then that is the one that will be launched.

<add key="DefaultHelpUrl" value="http://metastorm.com"></add>

Lists page size: Determines the number of rows that will be displayed in a single page in the web client. For example the application setting show below would constrain the web client's lists such as the ToDo List and Watch List to only show 10 rows at a time.

<add key="ListsPageSize" value="10"></add>

Allow users to update their own rendering of the web client: When set to a value of "1" the following application setting will allow users to alter the other application settings mentioned above via a Metastorm form. When set to a value of "0" the update cannot be made.

<add key="AllowUsersToOverrideLocaleSettings" value="1"></add> Automatic refresh of alert lists: When set to a value of “1”, the TODO and Watch lists will be automatically updated whenever a folder is submitted.

Output Cache: This application setting specifies the numbers of seconds to cache ASP.NET form HTML page output. If this application setting is set to zero or removed then the performance feature will be disabled.

<add key="OuputCacheTimeout" value="90" />

What’s being cached:-



The web client performance feature is designed to cache ASP.NET form HTML page outputs deployed using the Designer ASP.NET deployment service. Therefore, if the above application setting is non zero then the followings will be cached:

• Blank forms

• Administration forms

• Folder pages Please note that native reports are not cached.


3 WEB HELP

The version 9.0 web client comes with Web Application level help in Français, Deutsch, Español and English. This functions in a similar manner to the web client’s language support:

• it is set by the browser locale

• it has a default if the localized version is not available for the browser locale.

• it can be overridden by a server administrator in the web.config file.

The install process creates a Web Help folder that contains a series of sub folders with all the localized versions of the system help. If the web.config DefaultHelpUrl setting is blank the server matches the web client locale with the sub-folder name and uses the localized help, if not it sends the default. Administrators can override the web application help file by supplying a Web DefaultHelpUrl which is used instead of the web client’s help system. (Note that over-riding help at this level is inadvisable for customers serving multiple locales, since all users will see the same help files, irrespective of their own language settings.) <add key="DefaultHelpUrl" value="http://MBPMV9/Metastorm/webhelp/Using_Metastorm_BPM_with_Internet_Explorer.htm"></add>




4 METASTORM BPM URLS

The Metastorm BPM version 9.0 web client provides URLs to integrate its contents into other web applications or portals outside the framework of the standard Metastorm browser interface. This section describes the URLs regarding:

• the Blank Forms list

• the Administration Forms list

• the Reports list

• the To Do list

• the Watch list

• Folders

• a Blank Form opening a form, or external form

• an Administration Form

• a Report

The Blank Forms list URL will display the standard browser Blank Forms page. Users will see only the blank forms allocated to their roles. Similarly, the Administration Forms list URL and the Reports List URL will displays their standard page also with user specific content. The To Do list and Watch list URLs will display a user’s To Do list or Watch list. The Folders URL will open a specific folder. This URL could be used, for example, in an email sent by the Process Engine to a particular user to provide them with a hypertext link that can be clicked on to open the folder. This URL generates an HTML page displaying the folder corresponding to the folder ID specified in the URL (see syntax in the following table). The Blank Form URL could be placed on any web page to initiate a procedure. When the Blank Form URL is used, the Process Engine responds with a page that displays the blank form associated with the highest priority creation action in the map named in the URL (see syntax in the following table). An additional query parameter allows a different creation action to be specified. The Administration Form URL will open a specific administration form. The following table lists each of the URLs and provides their syntax:

URL Description

Blank Forms list http://<Web Server>/<Web Client Virtual Directory>/ListViewer.aspx?Type=Blank&Client=External[&Group=<Group Name>]



URL Description

Administration Forms list http://<Web Server>/<Web Client Virtual Directory>/ListViewer.aspx?Type=Admin&Client=External[&Group=<Group Name>]

Reports list http://<Web Server>/<Web Client Virtual Directory>/ListViewer.aspx?Type=Report&Client=External[&Group=<Group Name>]

To Do list http://<Web Server>/<Web Client Virtual Directory>/ListViewer.aspx?Type=ToDo&Client=External

Watch list http://<Web Server>/<Web Client Virtual Directory>/ListViewer.aspx?Type=Watch&Client=External

Folders http://<Web Server>/<Web Client Virtual Directory>/eFolder.aspx?FolderID=<Metastorm Folder ID>&Client=External

Blank Form (form, or external form)

http://<Web Server>/<Web Client Virtual Directory>/eForm.aspx?Map=<Metastorm Map Name>&Client=External[&Action=<Action Name>]

Administration Form http://<Web Server>/<Web Client Virtual Directory>/eForm.aspx?Map=<Administration Forms Group Name>&Client=External[&Action=<Administration Form Name>]

Report

http://<Web Server>/<Web Client Virtual Directory>/eReport.aspx?Map=<Reports Group>&Client=External[&Action=<Report Name>]

When using the blank forms list, or administration forms list URL, the list may be filtered by group using the optional Group field shown above. When using the blank form URL to open administration forms, the <Administration Forms Group Name> field specifies the name of the top level administration form container (as defined in the Designer), and the <Administration Form Name> field specifies the administration form name. The Metastorm BPM version 9.0 Designer supports multiple deployment services. For the web client, Metastorm forms are deployed in the Metastorm Process Engine Repository in ASP.NET format. A virtual path provider has been created to allow the web client to access the ASP.NET forms in the repository. The URL below is not intended to provide integration to the Metastorm BPM version 9.0 web client. Customers and partners should still use the eForm.aspx URL to integrate Metastorm forms into their applications and portals. Customers configuring a web server for public access could however use this URL to restrict the Metastorm form(s) guest users have access to. http://<Web Server>/<Web Client Virtual Directory>/[Forms|Folders|Reports]/{Map Name}/{Locale ID}/{Form Name}.aspx Note: ListViewer.aspx is the replacement file for the obsolete eList.ashx handler. Requests to the eList.ashx handler are still being supported through URL mapping. Some browsers have problems with URLs containing spaces. If you experience such problems, replace each space with %20. Note: Please ensure that Client=External is included in each external URL. This field is required to be used by all external applications. Note: Please ensure disallowed URL characters are URL encoded before submitting them to the web server.



5 QUERY STRING PARAMETERS

The query string fields supported by the URLs outlined in the Metastorm BPM URLs Table are shown below: Field Description

Type Supported by eList.ashx and ListViewer.aspx. The following values can be specified in this query field:

• Todo – Displays a Metastorm Enterprise todo list.

• Watch – Displays a Metastorm Enterprise watch list.

• Blank – Displays a Metastorm Enterprise blank form list.

• Admin – Display a Metastorm Enterpise administration form list

• Report – Display a Metastorm Enterpise native report list.

FolderID Supported by eFolder.aspx. Specifies the folder id of the Metastorm Enterprise folder to open.

Map Supported by eForm.aspx. Specifies the name of the Metastorm Enterprise process.

Action Supported by eForm.aspx. Specifies the action name, administration form name or report name, depending on the context.

SN Supported by all URLs. Specifies the Metastorm Enterprise session id.

Service Supported by all URLs. Specifies the Metastorm Enterprise engine service.

ForceLogin Supported by all URLs. This value can either be True or False. The Metastorm Enterprise web client will force user to log on if this value is set to True. This query field is primarily for enterprise intranet users to access the Metastorm Enterprise web client using the URLs in Table 1 on a server configured for public access.

LaunchURL LaunchURL=http://<return URL> The LaunchURL parameter determines which web page should be displayed when the Submit

button is selected. The reserved values of LaunchURL=MetastormCloseWindow will attempt to close the browser window when a form is

submitted. Backward compatibility support.

CancelURL CancelURL=http://<return URL> The CancelURL parameter determines which web page should be displayed


when the Cancel button is selected. CancelURL=MetastormCloseWindow will attempt to close the browser window when a form is cancelled. Backward compatibility support.

Note: If a URL is used as the source (i.e., SRC=<Metastorm URL>) of a frame, the frame must have a name in order for the redirection parameters to work correctly.




6 NON REGISTRY SETTINGS

This topic outlines the non registry settings that can be altered by the Metastorm Administrator:

• Web Client Web.Config setting

• Requiring Logins for Attachments from Guest Users

• Automatically Refreshing Alerts Lists

• Web Interface Browser Settings

6.1 Web Client (Web.Config) settings

The Web Client’s Web.Config file contains a number of application settings that determine its behavior. By default, this file is located in the \Program Files\Metastorm BPM\Web folder.

6.1.1 Requiring Logins for Attachments from Guest Users This setting determines whether users using Public Access need to login before they can add, read and delete attachments.

Key Values

Enable Public Attachment • 1, to allow guest users to add, read and delete attachments without authentication.

• 0, to require authentication from guest users, in order to add, read and delete attachments.

6.1.2 Automatically Refreshing Alerts Lists

This setting enables an organization to turn on the automatic refresh of To Do lists and Watch lists in the Web Client. With this capability, when a folder is opened from a To Do or Watch list and an action is taken and committed, the list from which the folder was opened will be refreshed. Organizations should weigh the benefits of this setting against the impact on performance of the system of repeatedly refreshing the To Do list.

Key Values

Auto Refresh Alert Lists • 1, to enable automatic refreshing of To Do and Watch Lists.


• 0, to disable this feature.

6.2 Web Interface Browser Settings

You can change the format in which the Web Interface presents data. These settings are Configurable during installation.




7 IIS

7.1 Configuring IIS

This section describes the levels of security which affect software applications installed under IIS:

• IIS security

• File System Security - on the folders which IIS uses to map to its web site directories and virtual sub-folders

• Resultant security policies - the mix of policies that result from the local policy settings and any other domain-applied or Active directory-applied policies)

• Locked Down IIS Web Servers

• IIS and Windows 64 bit Operating System

Note: IIS on Windows Server 2003 x64 can run either 32 bit ASP.NET applications or 64 bit. It cannot run both. As with previous version of BPM, IIS needs to be set to use the 32 bit .NET framework for the Web client to work. Please see the link below for instructions on how to do this:

http://support.microsoft.com/kb/894435

7.2 IIS Security For each virtual folder or real folder on an IIS Web server, there are settings which affect whether you can read, write, browse folder contents or execute scripts and executables. The virtual folders required by Metastorm BPM are setup during installation with the required security settings. In IIS 6 the installation also sets a Web Extension to allow Metastorm ISAPI extensions to run.

To check these settings, start the Internet Information Services administrative tool.

7.2.1 Metastorm Virtual Folder

Each virtual folder setup by Metastorm BPM has anonymous access and integrated authentication enabled with the exception of the MetastormAdministration virtual folder which has anonymous access disabled.

1. Right-click on the resources virtual folder. The default name for this folder is Metastorm. 2. Select the Properties… menu option. 3. Review the settings on the Virtual Directory tab.



For Metastorm BPM, Read rights on the Metastorm virtual folder (containing all of the Metastorm Javascript/CSS/HTML files) are a minimum requirement.

Execute Permissions must be set to "Scripts only".

7.2.2 Extensions Virtual Folder

The extensions virtual folder, whose default name is escripts, is where extensions are installed. This folder does not need Read, Write or Directory Browsing permissions. It only requires that scripts or executables can be run.

Execute Permissions must be set to “Scripts and Executables”.

7.3 File System Security

It is a requirement that the IIS anonymous user (defaults to the IUSR_<machine name> account) and the IIS launching user (defaults to IWAM_<machine name> account) have Read rights to the following folders/files:

• Program Files\Metastorm\BPM\Web and all sub-folders

• Program Files\Metastorm\BPM\IIS extensions folder (IIS launching account only)

• The system registry

In addition, the ASP.NET Machine Account (defaults to ASPNET) has to have write access to ASP.NET temporary folder (for example, C:\WINDOWS\Microsoft.NET\Framework\<versionnumber>\Temporary ASP.NET Files).

7.4 Locked Down IIS Web Servers The Metastorm web extensions write all server-side events to the Windows Event Log.

In order to register itself as an event source, it must have read and write access privilege for the Event Log.

IIS servers that have been locked down using Microsoft utilities or deployment on later operating systems like Windows XP Professional or Windows 2003, have fewer security rights than default platform deployments. Metastorm web access functions normally under these secure conditions but access to the application Event Log is blocked by default. Please enable access to this for the IIS anonymous/launching account if you wish events to be recorded.

7.5 IIS and Windows 64 bit Operating System IIS on Windows Server 2003 x64 can run either 32 bit ASP.NET applications or 64 bit. It cannot run both. As with previous version of BPM, IIS needs to be set to use the 32 bit .NET framework for the Web client to work. Please see the link below for instructions on how to do this:http://support.microsoft.com/kb/894435

Note: The Metastorm DSN is not displayed in the ODBC Data Source Administrator. To change the DSN configuration edit the registry key HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\ODBC\ODBC.ini.

7.5.1 Troubleshooting Windows 64 bit COM+ and the Engine may stop working when Windows 64 bit is used. To resolve problems refer to: http://support.microsoft.com/kb/910383/en-us.

7.6 Configuring IIS on Windows Server 2008 and Vista

Users of Microsoft Windows Server 2008 in addition to the default settings will need IIS Metabase Compatibility to be installed and enabled on their systems before installing the Web features. The Anonymous



http://support.microsoft.com/kb/910383/en-us



authentication feature of IIS also needs to be enabled on the system in order for the Web Client and the Administrative Tools to be setup correctly.

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