Try OpenEdge Now
skip to main content
Business Process Portal Manager's Guide
Using the Instance Manager

Using the Instance Manager

In today’s business environment, a system may have hundreds of performers creating thousands of instances. As a user in this type of system, you may want to modify large numbers of instances, worksteps and tasks in batches, rather than on a more time-consuming, one-by-one basis. The Instance Manager enables you to efficiently manage existing instances and their tasks in batches, by performing the following procedures:
*Search through all existing instances and their tasks. Use the Instance Manager’s Search function to filter through instances and tasks for date, name, creator, and priority attributes.
*Update batches of process instances and worksteps. All instances or worksteps, system attributes or dataslots retrieved by the Instance Manager’s Search function can be updated with a single click.
*Dynamically change instance properties at run-time. Instance Manager enables you to change application properties at the instance level and the task level, even when the application is up and running. You can change instance and task properties or change attribute or dataslot values at run-time.
Note: Instance Manager only works with existing instances and their tasks. To change template-level properties at run-time, you must use other Management features.
*Perform bulk updates of instances in Management reports. You can quickly update selected groups of user defined dataslots.
*Reassign tasks in batches. In some systems, you, as a Manager, can create hundreds of instances of an application, which are automatically assigned to you. You can then use the Instance Manager to reassign all or a selected batch of tasks to a specific performer. In case of employees on vacation or leaving the company, you can also reassign batch of these tasks to a specific performer.
*Assign "Available Status" tasks to specific performers. In Business Process Server, if the performer of a task is a group and the role is "any", then the status of this task is "Available" to any member of the group until it is actually assigned to a specific performer. Using Instance Manager, you can conveniently retrieve such groups of tasks and assign a batch of them to a specific performer or to another group.
* Launching the Instance Manager
* Reassigning Assigned Tasks
* Reassigning Available Tasks
* Updating Worksteps
* Resuming Suspended Worksteps