Install and support

ProcessTrek runs inside your own Case360 web application. There is nothing to run besides the web application itself, and no separate server process.

1. Download

Download processtrek.zip

The zip contains one file, processtrek-<version>.jar. Unzip it first.

2. Install

1. Stop the Case360 web application (Sonora) on the application server.
2. Copy processtrek-<version>.jar into the WEB-INF/lib folder of the Sonora web application (the deployed sonora.war or its exploded folder). Remove any older processtrek-*.jar from that folder first.
3. Start the application again. No servlet, filter or configuration change is needed.
4. Open https://<your-server>/<context-root>/processtrek/, for example /sonora/processtrek/. Sign in to Case360 as usual; the editor reuses your browser session.

If your environment is built as an EAR or WAR from source, add the jar to the web module's WEB-INF/lib and rebuild. To upgrade, replace the jar and restart.

3. Activity definitions and your licence key

Each activity type (Start, Queue, Script, Send and so on) is described by a small XML definition that belongs to a licensed Process Designer installation. Supply them in one of two ways:

• Your own definitions (no key needed). Copy the *.xml files from the Workstep Definitions folder of your own Process Designer installation into a definitions/ folder next to the editor's index.html. A single user can instead use Import activity definitions... in the editor and pick that folder.
• Licence key. After purchase we email you a licence key (we issue them by hand, normally within 24 hours). Either save it as a file named licence.key next to index.html, or open Licence... in the editor, paste the key and press Use this licence.

A licence belongs to one customer and is valid for one year from issue; the expiry date is shown in the editor's status area. Expiry is checked against the clock of the computer running the browser. The key is checked in your browser and is never sent anywhere. Keep it private: please do not share it.

Without definitions the editor still opens, but shows an "Activity definitions not installed" banner and cannot validate for upload or export.

4. Check it works

The editor opens, the status area shows the activity definitions source, and you can open a process exported from Case360 or a Visio .vsd file. You can try the editor without installing anything in the live demo.

Support and contact

Email Email us. Please include:

• your order or licence reference and the name on the licence;
• your Case360 version, application server and browser;
• what you did, what you expected, and any message shown (a screenshot helps).

Lost your licence key or did not receive it? Write to the same address and mention your order. For demos, sales questions and anything else: Email us.

Email support