Deploy Mobility Access

This section provides instructions on how to deploy Mobility Access on your PPM instance.

Note: Before you deploy the Mobility Access, you must purchase a Mobility Access site license key for your PPM instance. Because this is a site license rather than a user license, you are not required to assign the license to PPM users.

Install Mobility Access

To deploy the Mobility Access feature on your PPM instance, you need to download and install the Mobility Access add-on.

To install the Mobility Access add-on:

  1. Stop the PPM Server.

  2. Make sure that you have installed the Mobility Access license key.

    License key example:

    com.kintana.core.server.MOBILITY_ACCESS_LICENSE_KEY=a54x051fmn67e64325839055039e395c8

  3. Download the ppm-<ppm_version>-mobility-access.jar file from the Software Licenses and Downloads Portal.

    Note: The ppm-<ppm_version>-mobility-access.jar file is available on the Software Support site only if you have a Mobility Access license key.

  4. Navigate to the <PPM_Home>/bin directory, and run the following command:

    ./kDeploy.sh -mobility-access

  5. Start the PPM Server.

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Enable the Mobility Access Service

After your install the Mobility Access, you need to enable and schedule the Mobility Access Service.

To enable and schedule the Mobility Access Service:

  1. Log on to PPM.

  2. From the menu, click Open > Administration > Schedule Services.

  3. Locate the row that displays Mobility Access Service.

  4. In the Status column, select Enabled.

  5. In the Schedule Type column, select the type of expression used to schedule the service: Simple or Cron. The default value is Simple, and is set to 30 seconds.

    Caution: If you use a cron expression to schedule a service, keep in mind that cron expressions take into account the TIME_ZONE parameter setting for the PPM Server on which the service runs. In a server cluster environment, servers can run on machines located in different time zones.

  6. In the Schedule column, do either of the following:

    • To schedule the service using a simple expression, type a number in the first field and then from the list on the right, select the time unit: seconds, minutes, or hours.

    • To schedule the service using a cron expression, in the text field, type an expression up to 40 characters. For details on how to compose a cron expression, under the Schedule Type column header, click the Help button ().

  7. Click Save.

    The changes take effect immediately without restarting the PPM Server.

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Add Mobility Access to decision step notifications

After you deploy Mobility Access, you can configure the decision steps in your workflows to be acted upon by assigned recipients from their email inboxes and PDAs.

Tip: If you create a validation for a workflow step source, keep in mind that the Mobility Access feature does not support the use of single quote (`) characters in validation names.

To configure a notification with mobile access on a decision workflow step:

  1. On the PPM Workbench shortcut bar, click Configuration > Workflows.

  2. Open a workflow.

  3. On the Layout tab in the Workflow window, double-click a decision step.

  4. In the Workflow Step window, click the Notifications tab.

  5. Click New.

    The Add Notification for step window opens to the Setup tab.

  6. Select the Enable Decision by Email checkbox.

    The Enable Decision by Email checkbox is enabled only after you installed and enabled the Mobility Access. For details, see Install Mobility Accessand Enable the Mobility Access Service.

  7. From the Event list, select Eligible.

      Tip:
    • We recommend that you not specify All, Specific Result, or Specific Error as the triggering event.
    • Selecting the Enable Decision by Email checkbox defaults the Interval list value to Immediate, which is the only interval that Mobility Access supports.

  8. In the Recipients section, do either of the following:

    • To add new recipients for the step, click New, and then use the Add New Recipient window to select the notification recipients: users, security groups, or tokens.

    • To specify the users or groups listed on the Security tab for the step as notification recipients, click Copy Security.

    You can only specify PPM users who have permission to act on the workflow step as notification recipients.

  9. Click the Message tab and configure the body of the notification. For details, see Configure message content.

  10. Click OK.

Once an entity using the workflow advances to the workflow step for which you have set up the notification, the specified recipients can act on the step from their email inboxes or PDAs.

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See also: