Lab 2 - Create a new project

Lab Goal

To create a new project in Process Automation Manager

business central workbench

Help / Fast Forward

  • In case you get stuck we provide completed git repo with all assets
  • From main menu, select:
    • MENU (top) -> DESIGN: Projects
    • Import Project
  • In pop-up window, provide following:
    • Repository URL: https://gitlab.com/bpmworkshop/rhpam-rewards-repo.git
    • Click on button: Import
    • Select rewards project and click on OK to complete import

Help / Fast Forward

Post import view

If you imported the project you're fast forwarding, just jump to the Lab Completed Slide.

Business Central Layout

  • Layout of tooling in 4 groups by functionality:

Select Design Tooling

  • Hover over Design to highlight it and click on tool:

My Space

Projects, Contributors, Metrics

  • You've entered Spaces, initial MySpace is empty
  • Top left shows 3 tabs: Projects (selected), Contributors, and Metrics

Spaces

Contributors

  • Projects tab's selected by default, let's add you as contributor
  • Select the Contributors tab to open

Contributors

Overview tab

  • You see a single admin user listed, we need to add you
  • Click the far right Edit button to open pop-up:

Contributors

Adding erics as contributor

  • A single user erics is listed, select the checkbox and SAVE
  • A green pop-up, the action was successful, erics listed:

Metrics

Empty for now...

  • Click on tab Metrics to view empty tables and graphs
  • Later this fills up after you work on projects, so check back later

Projects

Viewing project options

  • Click on tab Projects getting back to main tab
  • Click on the down arrow next to Add Project to show option for case management project (just viewing now):

Projects

Let's create a new project

  • Click on Add Project, which generates pop-up:

Projects

Advanced options new project

  • Click on Show Advanced Options, we'll need these:

Projects

Add HR employee rewards

  • Fill in the project details as shown and click on Add:

Alerts

View generated alerts

  • At the bottom (expand pane if needed) see the Alerts
  • This lists the actions taken as you work with the tooling, like a log:

Breadcrumbs

Notice navigation options

  • Note generated structure at top, called breadcrumbs, for navigation (MySpace-rewards project-master branch):

Spaces

Back to MySpace view

  • Click on MySpace breadcrumb to view the project view now
  • This is the project listing with just one project you created:

Lab Completed

What you should see...

Eric D. Schabell
Global Technology Evangelist and Portfolio Architect Director
@ericschabell
http://schabell.org
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Lab 3 - Create a domain model