Creating a Project

You can create a new project using a template.

This illustrates creating a process project. Note, however, that other project types do not have separate, selectable templates.

Procedure

  1. Select File > New > BPM Process Project.
  2. Complete the New BPM Process Project dialog as follows:
    Field Description
    Project name Enter a descriptive name for the project.
    Location Either accept the default location for the project (your workspace) or de-select the Use default location checkbox and click Browse to select a different location.
    Status Package life cycle status for informational purposes. How or whether you use life cycle statuses is up to you, but they are typically used as follows:
    • Under revision - for packages in development
    • Under test - for packages in User Acceptance Testing (UAT)
    • Released - for packages in production
    Id

    The identifier for the project. This defaults to:

    com.example.<projectName>

  3. Click Finish on this dialog (or on any of the subsequent dialogs) to create a project with the settings you have made to that point. Click Next to modify the default project settings and create a process using a template.
  4. On the Business Processes dialog, enter the name of the folder that you want to designate for Business Processes.

    Under Package Details, you can accept the pre-selected checkbox and either enter a filename or accept the default filename.

    By default when you create a project, a package and process is created as well. The default packages folder is called Process Packages and the default packages file is <projectName>.xpdl. Either accept the default names or rename the packages file and folder. Click Finish if you are done, or Next to specify more options.

  5. The Package Information dialog is displayed. Either accept the default properties of the package, or modify them as necessary and click Finish if you are done, or Next to specify more options.
    • Package Label
       Descriptive label for the package. Defaults to the same name as the filename of the package.
    • Package Name
      This defaults to the same name as the project.
    • Author
       Username of the user who created the package.
      Note: The name of the author can be defined in the User Name: field on Window > Preferences > User Profile. If no user is defined there, it uses the default user system property.
    • Created
        Displays the date/time that the package was created.
    • Description
       Text description of the package.
    • Documentation Location
       URL or filename of any supporting documentation.
    • Cost Unit
      The cost unit used by the users who will be using the process.
    • Language
       Provides context for user-visible language in processes. For example, annotations in a process may be in a language or character set unfamiliar to the user of the process. Use this field to specify the language used. Note that this field is informational; it does not change any system or language settings.
  6. The Select Template dialog allows you to create a process using a template. Select a template from those available and click Finish if you are done, or Next to specify more options.
  7. The Set Special Folders dialog displays the default special folders for the other asset types related to the project type you have created. Either accept the default names or enter your own names and click Finish.

    The newly-created package, process, and project are displayed in the Project Explorer.