K2 BLACKPEARL PRODUCT DOCUMENTATION: USER GUIDE
Features
 Features
Active directory

K2 Management Console - Active Directory Service2

Active Directory Event Wizard - Overview

Active Directory Wizard in K2 Designer for SharePoint

Active Directory Event Wizard in K2 Studio and K2 Designer for Visual Studio

How to add custom properties to the Active Directory Event Wizard

 Using the SharePoint People Picker

Run As - Security Considerations

Batch Actions

How to use the K2 Worklist Batch Actions in K2 Workspace

How to use the Worklist Batch Actions in Process Portals

Adding an Action

CRM

Customer Relationship Management Introduction

Requirements and Supported Entities

How to create a New CRM Server Object

Adding a CRM Entity Service Instance

Adding a CRM Functions Service Instance

Managing CRM SmartObject

Dynamic CRM SmartObject

Creating a new CRM Service Object and SmartObject

Export and Import Prerequisites and Preparation for CRM SmartObjects

How to export the SmartObject

How to import CRM SmartObjects

Troubleshooting - SmartObject Import and Export

Using the thick client CRM Wizard

Using the thin client CRM Wizards

Troubleshooting - Error when dragging the CRM wizard onto the design canvas

Destination Users

Destination Rule

Creating Multiple Expressions

Destination Rule Planning examples

Plan per Slot - No Destination example

Environment Library

Understanding the K2 Environment Library

Managing the K2 Environment in Management Console

Creating a new environment using K2 Process Portals

Exchange

Exchange Wizard overview

Exchange Management Service in Management Console

Exchange Management Service in Management Console

Example

Inline Functions

Overview

Special considerations when using expressions

Data Type Mapping

Function Browser

Expression

Build an Expression 

Save Inline Function for reuse

Examples

IPC

IPC UI and threading

K2 Studio

K2 Studio Ribbon

Process Helper

Process Guides

Wizards

SmartObject Integration

K2 Designer for SharePoint

Overview

Functionality Matrix

Important Considerations

Accessing K2 Designer for SharePoint

Ribbon menu

Design Canvas

Working on the design canvas

Wizards

Using Process Approval

Deploying a workflow

Starting the workflow

Creating Portable Workflow

K2 Designer for Visual Studio

Creating a Project

K2 Project Properties

TFS Integration guidelines

K2 Solution Explorer

K2 Toolbar

Design canvas

Wizards

Creating SmartObjects

MSBuild

Process Management

MSBuild Using MSBuild
Notification events

Overview

Architecture

Custom Event Designer

Notification Event Designer

Object Browser

Understanding the Object Browser

Environment Browser

User Browser

Process/Activity Data Browser

Workflow Context Browser

Oracle Service

Introduction

Tables

Views

Stored Procedures

Functions

Packages

Oracle Service Instance Configuration

Edit Service Instance

How to use the Oracle Service Instance

Outcomes How to Configure Outcomes
Out of Office

Introduction

Architecture

Configuring Out of Office in K2 Process Portal

Configuring Out of Office in SharePoint Central Administration

Configuring Out Of Office in the K2 Worklist in SharePoint

Configuring Out of Office in the K2 Worklist in Workspace

Managing Out of Office in Management Console

Manager configuration in K2 Workspace

Accessing a shared Worklist

Example

Permissions

Required permissions in K2 blackpearl

Active Directory

Exchange

Setting permissions for a User or Group in K2 Process Portals

Configuring Security in K2 Workspace

Process Portal Out of the Box Reports permissions

SmartBox - SmartObject Security options

SmartBox - System Actions

K2 Web Parts permissions

Workflow Server - Process Rights

Process Portals

Creating a Process Portal Site 

Adding a K2 Process to the Process Portal

Using Process Portals

Reports

Reports in K2 Workspace

Reports in K2 Process Portals

Using RDL Reports with K2

Creating K2 Platform based RDL Reports in Visual Studio

Creating Workflow Reporting SmartObjectsView Flow

Example

Run As

Introduction

Prerequisites

Run As in K2 Workspace

Components using Run As

Security Considerations

Run Time vs Design Time

Rules

K2 Rules and Logic

Preceding Rule

Activity Start Rule

Process Rules

Destination Rule

Escalation Rule

Line Rule

Exception Rule

Succeeding Rule

SalesForce Steps to integrate with SalesForce
Service Objects

Using SmartBox Services

SmartObject Services

SharePoint BCS

BCS Introduction

BCS Integration Architecture

External List and Column data in K2

Example

SharePoint Copy and Move - Preserve Metadata and Versioning History

SharePoint List Items Wizard - Update List Item From Content Control

SharePoint List Items Wizard - Copy List Item Destination

SharePoint Document Wizard - Copy Document Destination

SharePoint Document Wizard - Move Document Destination

SharePoint Document Wizard - Update Document Metadata from Content Control

KB001352 - New functionality added to the Copy, Update and Move options available in the SharePoint List Items and Documents Wizards

SmartActions

Understanding SmartActions

Design Time

Run Time

SmartObjects

Introduction

SmartObject Principles

SmartObject Relationships

Out of the Box SmartObjects

Configuring SmartObject Access in K2 Designer for SharePoint

SharePoint SmartObject Configuration Synchronization

CRM SmartObjects

SQL SmartObjects

Creating a SmartObject

Creating a Workflow Reporting SmartObject

Creating a Workflow SmartObject

Deleting SmartObjects in K2 Studio

Deploying a SmartObject in K2 Studio

Exporting and Importing SmartObjects

Oracle SmartObject Service

TFS Integration TFS Integration Guidelines
View Flow

View Flow

Understanding the SharePoint View Flow Process

Understanding View Flow Charts

Web Parts

My Processes

Worklist Web Parts

TFS Integration Microsoft Team Foundation Server Integration Guidelines
Wizards (Thick Client)

Wizards in K2 Studio and K2 Designer for Visual Studio

 K2 Process Wizard Combinations.

Wizards (Thin Client)

Wizards in K2 Designer for SharePoint

 K2 Process Wizard Combinations.

Worklist

Worklist in SharePoint

Worklist In K2 Workspace

Worklist in Management Console

Understanding My Worklist

Worklist Actions

Batch Actions in Workspace K2 Worklist

Actions and Batch Actions in Process Portals 

 

 


K2 blackpearl Help 4.6.10 (4.12060.1690.0)