File Options

Use the File options to manage process app files, set options, and exit SBM Composer. Depending on your theme settings, these options are available in the upper left corner from the File tab, the Composer Start button, or a drop-down menu. For details, refer to Theme Options.

Command Description
New

Opens the Create New Process App dialog box, in which you create a process app based on a template. Templates are grouped into these categories:

  • Process app with basic application or orchestration elements
  • Process app with basic application elements and custom forms with auto-sections
  • Empty process app
  • Templates stored on your file system

See Create New Process App Dialog Box.

Open

Opens the Open Process App dialog box, in which you can open a process app that is stored on your computer (the Local Cache) or a process app that was checked into the repository.

See Open Process App Dialog Box.

Import and Export | Import

Import and Export | Import as New

Use to import a process app blueprint. Refer to Importing a Process App.

Import and Export | Export

Validates the process app that is open, and opens the Save As dialog box, in which you navigate to the directory where you want to store the process app.

The export feature lets you send process app blueprints to others who do not have access to your repository. It also lets you export a process app and send the blueprint file to someone else to load into Application Repository, effectively publishing the process app.

See Exporting a Process App.

Import and Export | Upgrade Snapshot

You cannot promote a process app snapshot if it was created in an earlier version of SBM Composer. SBM Composer has a feature that upgrades older process app snapshots to the latest version.

This command opens the Upgrade Process App Snapshot dialog box, which lets you do this.

After the process app is upgraded and saved to a file, the upgraded snapshot file must be loaded into Application Repository (using the Load from File command) and then promoted from Application Repository into the SBM Server (using the Promote command).

See Upgrading a Snapshot.

Compare | With Local File

Opens the Compare Process App dialog box, in which you select a process app stored on the file system of your computer to compare to the open process app.

Use the comparison to determine the modifications that would be required to change from the open process app to the process app you selected for comparison.

See Comparing and Merging Process Apps.

Compare | With Published Process App

Opens the Select Published Process App dialog box, in which you select a process app stored in the repository to compare to the open process app.

Use the comparison to determine the modifications that would be required to change from the open process app to the process app you selected for comparison.

See Comparing and Merging Process Apps.

Save

Saves a process app to the Local Cache. This lets you save your work without having to check the process app in to the repository.

For detailed information about this feature, see Saving a Process App.

Repository | Get Latest of All

Opens the Get Latest Design Elements dialog box, with all design elements selected. Use this dialog box to get the latest version of the design elements from the repository, overwriting any changes you made since checking in the design elements.

See Concurrent Development and Get Latest Design Elements Dialog Box.

Repository | Check Out All

Opens the Check Out Design Elements dialog box, with all design elements selected. Design elements must be checked out of the repository before you can edit them.

See Concurrent Development and Check Out Design Elements Dialog Box.

Repository | Check In All

Opens the Check In Design Elements dialog box, with all design elements selected. All design elements must be checked in to the repository before you can publish a process app.

See Concurrent Development and Check In Design Elements Dialog Box.

Repository | Undo Check Out All

Opens the Undo Check Out for Design Elements dialog box, with all design elements selected. Use this dialog box to discard any changes you made to the selected design elements since you checked them out, and leave the elements checked in and unchanged in the repository.

See Concurrent Development and Undo Check Out Design Elements Dialog Box.

Repository | Refresh Status All

Refreshes the status of the selected design elements from the repository. For example, this command refreshes the repository status of design elements that were recently checked out by someone else.

Validate Validates the open process app. A process app must be validated before it can be published.
Publish

Opens the Publish Process App dialog box, in which you identify the version of the process app and specify whether the process app can be deployed by others. A process app must be published before it can be deployed.

Note: Process apps are automatically published as part of the deployment process. Use the Publish command if you have privileges to publish a process app, but do not have privileges to deploy a process app.

See Publishing a Process App and Publish Process App Dialog Box.

Deploy | Deploy

Opens the Deploy Process App dialog box, in which you select the environment to which you want to deploy, identify the version of the process app, and specify whether the process app can be deployed by others.

You access the Deploy Options dialog box from the Deploy Process App dialog box. Use the Deploy Options dialog box to configure e-mail notifications that are sent when a process app is deployed, and map endpoints.

See Deploying a Process App, Deploy Process App Dialog Box, and Deploy Options Dialog Box.

Deploy | Quick Deploy

Deploys a process app without prompting you to provide information in the Deploy Process App dialog box.

See Deploying a Process App.

Delete Process App | From Local Cache Only

Deletes the open process app from the Local Cache.

Delete Process App | From Local Cache and Remote Repository Deletes the open process app from both the Local Cache and the repository. Deleting a process app from the repository does not affect any environments to which it has been deployed.

See Deleting a Process App.

Close Closes the open process app.
SBM Composer Options Opens the SBM Composer Options dialog box. See SBM Composer Options.