1|BPMS 2|Intranet 3|Document Management 4|Content Management 5|Online Commerce 6|Business Rules
Guide
AuraPortal Helium Modules
(October 28, 2015)
This publication belongs to the Documentation Service of AuraPortal (APDS) and all rights are reserved.
The reproduction total or partial of this document is not allowed, nor its transmission to third parties
without written permission by the APDS.
www.AuraPortal.com | [email protected] | Skype: AuraPortal | Tel: +34 962 954 497 |
International: +18 572 390 070
AURAPORTAL HELIUM MODULES
This document describes the structure of the AuraPortal Helium modules as of August 2015.
The following chart shows an overview of the modules, followed by the details below:
The main change is the disappearance of the WIP and WIP+ modules as they were known previously, without losing
the functionality or power; on the contrary, this modification eases the implementation in all scenarios.
The structure is now as follows:
1.
The CORE BPM module is mandatory and includes BPM Processes, Intranet/Extranet, Data Management and
Analysis, Document Management and Connectivity for all kinds of devices, external applications and databases. The other modules are optional.
Besides the CORE BPM module which is always present, the ONLINE COMMERCE module cannot function
without the presence of the CONTENT MANAGEMENT module. The other modules are all independent.
AURAPORTAL HELIUM - MODULES
Page 2 of 5
2.
When a module is purchased, its functionality will automatically be available to any user with a license,
whether an Employee, External or Guest User. This is the case in all the modules except for the WORKFLOW
EXTRANET module which only applies to External and Guest Users and the ADVANCED FORMS FOR GUEST
USERS module which only applies to Guest Users. The Employees always have access to the functions of
these two modules without requiring any additional modules.
A special feature of the CONTENT MANAGEMENT module is that it can also be used by any anonymous visitor, i.e., no license is required.
The functionality of the modules varies depending on the Nature of each User or Portal they are applied to.
The main differences are explained in the table at the end of this document.
3.
The AuraPortal licensing involves purchasing the required number of Users for each Nature, whether
Named or Concurrent licenses. This is the case for all three of the User Natures: Employee, External or Guest.
It is also possible to purchase licenses for unlimited users for each of the three Natures.
4.
The functionalities previously provided by the WIP+ Complement are now available in the following two
modules:
4.1. WORKFLOW EXTRANET. This allows External User Tasks to be linked with Guest User Tasks, i.e., tasks
can be sent between External and Guest Users without requiring an Intermediary Employee.
-
If the WORKFLOW EXTRANET module is not available, the following controls will be activated to
prevent this:

External and Guest User Tasks or Start (IM) / Intermediate (EM) Events cannot be linked unless
there is at least one TP terminated manually by an Employee between them.

There must be at least one TP terminated manually by an Employee between Start (IM) / Intermediate (EM) Events activated by Web Services or Process Deviations and an External or
Guest User Task.
-
With the WORKFLOW EXTRANET, External and Guest Users can select Personal Roles from their
Tasks in the Processes, even if the Personal Role is being used as the Performer of another Process
Task. Without the WORKFLOW EXTRANET, only Employees can make this selection.
4.2. ADVANCED FORMS FOR GUEST USERS. With this module Guest Users can edit Relation and Prefix
fields in forms, in the same way that Employees and External Users can. Without the ADVANCED
FORMS FOR GUEST USERS module, the Guest Users with see these fields in Read mode, i.e., they will
see the value of the field but they will not be able to modify it or chose another element.
5.
The other functionalities provided by the WIP+ with regard to the Guest User logins are now available without any specific module. These functionalities are:
5.1. Protection against unauthorized login attempts. When a Guest User exceeds the number of indicated attempts, the following message will appear for the duration of the determined lockout time:
The number of login attempts has been exceeded.
User temporarily blocked.
5.2. Logout Button. Guest Users have a button for logging out manually without having to wait for the automatic downtime.
AURAPORTAL HELIUM - MODULES
Page 3 of 5
The following table details the functional differences between the AuraPortal users according to their Nature:
INTRANET
EXTRANET
Employees
External Users
Guest Users
Portals
Access through
Employees Portal
External Portals
Guests Portal
Configurable Portal
Start Screen and Pages (1)
Vertical Button Panel (1)
Forms (1)
Login and Password Storage
Active Directory + SharePoint
Active Directory + SharePoint
Encrypted SQL

Email as Login

(2)
(2)

(3)




Families
Business Rules
Employees, Projects, Areas and Own Families
Accounts and Items
Open Tasks














































(4)
(4 & 5)
(3)
(4)
(4)
Documents
Libraries in SharePoint
Libraries in Dictionary
Integrated Certified Digital Signature
Guaranteed Digital Signature
Base / Automatic Documents
Annexes






(6)
(7)
(6)
Processes (BPM)
Process Start (Start Messages)
Personal Tasks
Integrated Tasks
Intermediate Messages
Advanced Forms
Task assignment with Load Balancing
Group assignment with single execution
Group assignment with multiple execution
Manual Task Delegation
Automatic Task Reassignment due to absence
Workflow between Users
Notification of Task Reception by Email
Reports, Queries and Process Monitoring
(10)
(11.1)
(8)
(11.2)
(12)
(13)













(8)
(9)
(11.2)
(13)
Others




Access to Structure
Announcement and Content Creation
AuraPortal Utilities (Uploader and Warning Bell)
Planning
(14)
(1)








(15)
(15)
Notes:
1 – This can be enhanced with the CONTENT MANAGEMENT module.
2 – Only email addresses from the Active Directory domain of the
AuraPortal server.
9 – Read Only Prefix and Relation fields.
To Edit, Guest Users require the ADVANCED FORMS FOR
GUEST USERS module.
3 – Execution = All Users | Editing = Only Employees.
10 – Task sent to Group of Employees but only one Reclaims it.
4 – Only from Processes, through Prefixes, Relations and their Viewers.
11 – (11.1) Groups of Employees
5 – Options available in the External Portals.
12 – Only Users of the own Account they belong to.
6 – Execution = All Users | Editing = Only Employees.
13 – Only available with the WORKFLOW EXTRANET module.
7 – Only Mono-Register Annexes.
14 – Only Delegated Administrators and AdminPortal.
8 – Receive & Reply = All Users | Create = Only Employees.
15 – Only with the CONTENT MANAGEMENT module.
Symbols:
AURAPORTAL HELIUM - MODULES

= Available
| (11.2) Account Profiles.
 = Available with limitations  = Unavailable
Page 4 of 5
Important Note.
The functionalities available to each AuraPortal User Nature are designed according to the different
levels of relationship the users have with AuraPortal. For example, the External and Guest Users are
designed for people external to the company and not for Employees. Given the comparative lack of
features, it is not authorized for External or Guest User licenses to be used by Employees. AURA will
not be held responsible for any damages or inconveniences that may arise as a consequence of Employees using External or Guest User licenses, as at any moment they may become blocked from the
system or lose information without prior warning. Furthermore, the offender risks being faced with significant legal consequences.
AURAPORTAL HELIUM - MODULES
Page 5 of 5