# Administration Module Overview

## Overview <a href="#overview-main" id="overview-main"></a>

The WorkflowGen **Administration Module** is a web application whose main functions are:

* Managing directories, groups, and users<br>
* Defining processes and global information<br>
* Defining security relating to users and processes

Since these operations are highly sensitive, access to, and management of the Administration Module should be considered carefully.

## Administration Module access

The Administration Module can be accessed through the following URL: `http://yourwebsite/wfgen/admin/default.aspx`.

{% hint style="info" %}

* `default.aspx` is optional if preconfigured as the default document of the WorkflowGen website. <br>
* &#x20;`yourwebsite` can be a DNS or an IP address; however, a DNS address is recommended to ensure a smooth transition in the event that the site is moved to different servers, or if using a web farm configuration.
  {% endhint %}

## Authentication

Depending on the authentication method chosen by the WorkflowGen Administrator, you may have to enter a username and a password when you want to log in to WorkflowGen. These login credentials can also correspond to the ones used when you open a Windows session.

## Language selection

You can choose a language from the home page of the Administration Module. If the list is not displayed, the application has been configured to use a specific language. The country beside the language allows the system to use the correct regional settings in the application (mainly in displaying dates or numeric values).

For example, **English (United Kingdom)** corresponds to an English GUI with the regional settings of the United Kingdom (date format: `dd/mm/yyyy`), while **English (United States)** corresponds to an English GUI with the regional settings of the United States (date format: `m/d/yyyy`).

Currently, you can choose from the following languages:

* English (Australia)
* English (Canada)
* English (United Kingdom)
* English (United States)
* Français (Canada)
* Français (France)
* Français (Suisse)
* Deutsch (Deutschland)
* Deutsch (Schweiz)
* Italiano (Italia)
* Português (Portugal)
* Español (España)

## Administration Module structure

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAygNgQfZYw7pQJ-%2Fadministration_module_structure_624x409.png?generation=1540843176498637&#x26;alt=media" alt=""></div>

### Banner menu

Click **Directories** in the banner menu to access the **Directories** screen.

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAyiaYgcWfNOBvTh%2Fdirectories_screen_624x274.png?generation=1540843171593795&#x26;alt=media" alt=""></div>

Click **Directories** to open the Directories list.

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0P4yqBwnHEr9y4PmK%2Fdirectory_list_624x156.png?generation=1540843139586009&#x26;alt=media" alt=""></div>

Click **Processes** in the banner menu to open the Process folders list.

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAyyIjwdZpV5Rb-F%2Fprocesses_folders_list_624x237.png?generation=1540843171594399&#x26;alt=media" alt=""></div>

Click **Participants** in the banner menu to open the Participants list.

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAz-p--x7u2ZgJKF%2Fparticipants_list_624x137.png?generation=1540843170579885&#x26;alt=media" alt=""></div>

Click **Applications** in the banner menu to open the Applications list.

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAz1J8Gm5DW66Tsi%2Fapplications_list_624x481.png?generation=1540843172262058&#x26;alt=media" alt=""></div>

Click **Categories** in the banner menu to open the Categories list.

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAz3jl3_vltX6IsT%2Fcategories_list_624x257.png?generation=1540843171156312&#x26;alt=media" alt=""></div>

Click **Global Lists** in the banner menu to open the Global Lists list.

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAz5sg47XGDy2uHX%2Fglobal_lists_list_624x166.png?generation=1540843180154538&#x26;alt=media" alt=""></div>

Click **Portal** in the banner menu to access the **User Portal**.

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAz7MTWILtASp9LO%2Fportal_624x483.png?generation=1540843172198027&#x26;alt=media" alt=""></div>

### Process workflow

On the Administration Module home page, click an entry in the process list to access the **Process workflow**, which includes the following tabs:

* **Information**<br>
* **Participants**<br>
* **Data**<br>
* **Form**<br>
* **Workflow** (in **Graphical** or **List** view)

Double-click an action in **Graphical** view or click an entry in **List** view to open the **Edit action** form, which includes the following tabs:

* **Information**<br>
* **Parameters**<br>
* **Next actions**<br>
* **Notifications**

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAz9DppK6uTXPISu%2Fedit_action_624x563.png?generation=1540843172227943&#x26;alt=media" alt=""></div>

The **Process workflow** screen also includes the following links:

* Full screen<br>
* Report<br>
* Test

### Process management

![](https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAzBkMnwG5EwrgB_%2Fprocess_management_624x98.png?generation=1540843161832760\&alt=media)

In the process management section on the Administration Module home page, click:

* **Processes** to access the Process folder list and subsequently the Process list and Process form.<br>
* **Participants** to access the Participants list and subsequently the Participants form.<br>
* **Applications** to access the Applications list and subsequently the Application form.<br>
* **Categories** to access the Categories list and subsequently the Category form.<br>
* **Global Lists** to access Global Lists (see [Global Lists](https://docs.workflowgen.com/admin/7.22/global-information/global-lists)).

### User management

![](https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAzDzlPpTwZRMxj3%2Fuser_management_624x92.png?generation=1540843161818820\&alt=media)

In the user management section on the Administration Module home page, click:

* **Directories** to access the Directories list and subsequently the Directory form (see [Directories](https://docs.workflowgen.com/admin/7.22/user-management/directories)).<br>
* **Users** to access the Users list and subsequently the User form (see [Users](https://docs.workflowgen.com/admin/7.22/user-management/users)).<br>
* **Groups** to access the Groups list and subsequently the Group form (see [Groups](https://docs.workflowgen.com/admin/7.22/user-management/groups)).<br>
* **Delegations** to access the Delegations list and subsequently the Delegation form (see [Delegations](https://docs.workflowgen.com/admin/7.22/user-management/delegations)).<br>
* **Synchronization logs** to access the Synchronizations logs list and subsequently the View log (see [Directory Synchronization](https://docs.workflowgen.com/admin/7.22/directory-synchronization)).

See [User Management](https://docs.workflowgen.com/admin/7.22/user-management) for information on how to use these features.

### Configuration Panel

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAzFuIdvyjb1TUlg%2Fconfiguration_panel_icon_110x94.png?generation=1540843170479462&#x26;alt=media" alt=""></div>

The **Configuration Panel** includes the following tabs:

* General<br>
* Portal<br>
* Administration<br>
* Directory synchronization<br>
* Remote Approval<br>
* Diagnostic<br>
* Product information

See [Configuration Panel](https://docs.workflowgen.com/admin/7.22/configuration-panel) for information on these settings.

### Resource center

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0PAzHJI4itVAHI0m6%2Fresource_center_95x86.png?generation=1540843176053279&#x26;alt=media" alt=""></div>

Click **Resource center** to access the **WorkflowGen Resource center** website.

## Nomenclature

Most of the information that is kept in the WorkflowGen database is identified through a combination internal ID name.

For technical reasons and legibility, these names must contain only characters: alphanumeric combinations, hyphen (`-`), and underscore (`_`) characters (no spaces).

Administrators can limit the characters to the ANSI table or allow the use of the entire range of alphanumeric characters, including double-byte characters (Unicode).

On the **Administration** tab in the **Configuration Panel**, select the **Name encoding restriction** checkbox. In most cases, the name must not be longer than 30 characters.

## Security

Access to the **Administration Module** is limited to users with an administrator profile and users that are participants designated as process managers. However, during the software installation, access control may be deactivated temporarily.

Once authentication is activated, the following restrictions apply:

* Administrators have no access restrictions except for the **Configuration Panel**, which requires specific access rights (see the [WorkflowGen Technical Guide](https://advantys.gitbooks.io/workflowgen-technical-reference-guide/content/) for more information).<br>
* Process managers have access to the process definition and the statistics of their folders; however, they have no control over directories, groups, user management, delegations, global participants, or application management.<br>
* Process supervisors can access the statistics of their processes from the **User Portal**, but cannot log in to the **Administration Module**.

## Deleting and archiving

To maintain the integrity of completed requests, information cannot be deleted if it relates to the process definition or to global data. Similarly, information used in real (active) requests made by users cannot be deleted.
