Administrator Guide

Summer 2018

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Step 3. Create Processes

A process collects data from fields in the process and sends the output from its actions to other fields.

You must create the following two processes for each search service and meta service:

Parent process. Process that runs on the Cloud Server.

Subprocess. Process that runs on a secure agent.

On the

Design Home

page, click

New

Processes

Click the start icon and configure the following process properties in the

Process Properties

dialog box:

Name: Name of the process and the name that appears when the process is available for use in other objects, such as embedded guides or subprocess steps.
Applies To: Type of object associated with the process. Select a process object from the list.
Description: Description of the process.
Tags: Category name to group processes.
Run Process On: Specifies where you can run the processes.; Based on the type of process you create, select one of the following options:
Cloud Server
Specific secure agent
Run As: Specifies whether to run the process as the current user or system.; If you select
Current User
, the process uses the same privileges as the user who is running the process.; If you select
System
, the process uses system-level permissions to enable actions.

The following image shows the process properties:

In the General tab, you configure process properties, such as name and description.

On the

Start

tab, select

Output field is whole payload

Click

Click the process icon, and perform the following tasks to configure step properties in the

Property Sheet

panel:

Select

Service Call

as the step type.

You can also create an Assignment Step.

Enter a title for the step.

From the

Action

list, select the service connector, and the action that you created.

Click

Apply

The following image shows the step information:

The Property Sheet shows the step information such as the step type, the title, and the action.

Click

Save

to save the process.

Click

Publish

to publish the process.

On the

Design Home

tab, click

Processes

, and click the parent process that you created.

The properties of the process appears at the bottom of the screen. Use the Service URL to create a search connection in CC360.

Rename Saved Search

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Administrator Guide

Administrator Guide

Step 3. Create Processes