Configuring the Oracle BPM Add-in

To be able to start a new Work Item with a document submission, you must specify your user name and the server you will submit the document to.

The steps below assume the Oracle BPM Add-in is installed.

You can configure the Oracle BPM Add-in from any of the supported Microsoft Office 2007 applications (Word, Excel, or PowerPoint).

To configure the Oracle BPM Add-in:

  1. In the Microsoft Office Ribbon, select the Business Processes tab.
  2. Click Change Settings. The Settings dialog box appears.
  3. If your server is on the local network, select it from the Server Name drop-down list.
    Note: The Oracle BPM Add-in will search for servers in the local network. If you don't see the server you want, you can click on Refresh List so that the Oracle BPM Add-in will search again. If you still don't see it, or if you don't see any servers at all, either there is no server on your local network, or your machine is somehow blocked. For example, you may have a firewall configured. Contact your network administrator for further assistance.
  4. If your server is not on the local network, select Enter URL Manually from the Server Name drop-down list, and enter a complete URL address, which should be provided by your Oracle BPM Administrator.
  5. Enter your user name and password in the Authentication section.
  6. Click Test Connection to verify that your settings are correct. The result of the test will be displayed in the status section.
  7. If the test in the previous step was successful, click Next. The Select Process dialog box appears. One or more processes should be listed.
  8. Select a process from the list. If you will always use this process, select the Always use this process option. If you don't set this option here, you can set it later when you create a Work Item.
  9. Click Next.
Parent topic: Using the Oracle BPM Add-in