Bundle Templates Processes

Owned by Juan Carlos Yujra
Last updated: Apr 27, 2017
3 min read

General Overview

The bundle templates are used for the Trial Server. "Trial Documentation" This means when a new user creates a Trial Version of ProcessMaker, it is used these templates. We also use the bundle templates in the sales server and local sales server. Every sales rep has a PM workspace that has all the bundle templates configured, Dashboards, KPI's, and the enterprise plugins. All the mentioned servers should be upgraded every time that a new version of ProcessMaker is released. There is a difference between upgrading the trial server and others server. The trial server has amounts of workspaces. Therefore, Sales Engineering created a method to upgrade it. See documentation Here! 

Templates for WEB

List of the templates we use as shown below. Most of the templates have its own documentation.

Processes
   Operations
	1. Supplier Registration - Review Document
	2. IT Service Request - Review Document
	3. Purchase Request - Review Document
   Finance
	1. Expense Report - Review Document
	2. Invoice Approval - Review Document
   HR
	1. Leave of Absence - Review Document
	2. Employee On-boarding
	3. Employee Off-boarding	  	 

Plugins
    1. ProcessMakerBundle.tar (Used in the trial server and sales server)
    2. Intercom Plugin (Used only in the trial server)
  
Features
    1. Dashboards
    2. KPI's
    3. Data Reporting Tool

Note: The trialbundle.tar template has been generated in PM v3.1. 
      The trialbundle.tar file should be renamed to colosaTpl.tar in the trial server due to this name is hard coded in the plugins that use the trial server.


Steps to Restore the Web bundle templates

Find the bundle templates in a google folder Here!.

Find the details of every file in the google folder as follows;

1. The file trialbundle.tar is the template (ProcessMaker workspace backup),
2. The plugin.singleton is the configuration of that workspace. (The singleton file is different for the Trial server it has to enabled all enterprise plugins, this file you can find in the trial server. Ask to DevOps for accessing)
3. The ProcessMakerBundle.tar is the plugin that we use in the two process. Purchase Process and Leave of Absence Process.

Follow these below instructions to restore them. Go to your ProcessMaker installation folder and execute these commands;

1. Copy the files to your server
2. cp trialbundle.tar /opt/processmaker/shared/backups/
3. cd processmaker
4. ./processmaker workspace-restore -o trialbundle newWorkspace
5. cp plugin.singleton /opt/processmaker/shared/sites/newWorkspace/

Template for Mobile

The mobile template is used for the trial server. Below is shown in details:

Process
    1. Material Ordering
Plugins
    1. Intercom Plugin
Features
    1. Dashboards
    2. KPI's
    3. Simple Report
    4. SLA Report
        
Note: The mobileTpl.tar template has been generated in PM v3.0.1.8. However, the process works pretty well in the v3.1.

Steps to Restore the Mobile bundle templates

Find the Mobile bundle templates in a google folder Here!. This process is not documented yet.

Find the details of every file in the google folder as follows;

1. The file mobileTpl.tar is the template (ProcessMaker workspace backup),
2. The plugin.singleton is the configuration of that workspace.

Follow these below instructions to restore them. Go to your ProcessMaker installation folder and execute these commands;

1. Copy the files to your server
2. cp mobileTpl.tar /opt/processmaker/shared/backups/
3. cd processmaker
4. ./processmaker workspace-restore -o mobileTpl newWorkspace
5. cp plugin.singleton /opt/processmaker/shared/sites/newWorkspace/