Title Page

webMethods Product Suite Version 7.1 Getting Started with My webMethods

Copyright
& Docu‐
ment ID

Cerebra, Glue, Infravio X‐Broker, Infravio X‐Registry, Infravio, My webMethods Server, My webMethods, webMethods Access, webMethods Administrator,
webMethods Broker, webMethods Central Configuration, webMethods Dashboard, webMethods Designer, webMethods Developer, webMethods Fabric,
webMethods Glue, webMethods Infrastructure Data Collector, webMethods Infravio X‐Broker, webMethods Infravio X‐Registry, webMethods Installer,
webMethods Integration Server, webMethods logo, webMethods Mainframe, webMethods Manager, webMethods Modeler, webMethods Monitor,
webMethods Optimize for Infrastructure, webMethods Optimize for Process, webMethods Optimize, webMethods Portal, webMethods Process Engine,
webMethods Servicenet, webMethods Task Engine, webMethods Trading Networks, webMethods Workflow, and webMethods are either registered
trademarks or trademarks of webMethods, Inc.
Acrobat, Acrobat, and Reader are registered trademarks of Adobe Systems Incorporated. Amdocs and ClarifyCRM are registered trademarks of Amdocs.
Ariba is a registered trademark of Ariba, Inc. BEA, BEA WebLogic Server, Jolt, and Tuxedo are registered trademarks, and BEA WebLogic Platform is a
trademark of BEA Systems, Inc. Action Request System, BMC Software, PATROL, and Remedy are registered trademarks of BMC Software, Inc. BroadVision
is a registered trademark of BroadVision, Inc. Chem eStandards and CIDX are trademarks of CIDX, The Chemical Industry Data Exchange. SiteMinder and
Unicenter are registered trademarks of CA, Inc. PopChart is a registered trademark of CORDA Technologies, Inc. Kenan and Arbor are registered trademarks
of Alcatel‐Lucent. Data Connection and SNAP‐IX are registered trademarks of Data Connection Corporation. D&B and D‐U‐N‐S are registered trademarks of
Dun & Bradstreet Corporation. Eclipse is a trademark of Eclipse Foundation, Inc. Entrust is a registered trademark of Entrust, Inc. papiNet is a registered
trademark of the European Union and the United States. Financial Information eXchange, F.I.X, and F.I.X Protocol are trademarks of FIX Protocol Ltd.
UCCnet and eBusinessReady are registered trademarks, and 1SYNC and Transora are trademarks of GS1 US. Hewlett‐Packard, HP, HP‐UX, OpenView, PA‐
RISC, and SNAplus2 are trademarks of Hewlett‐Packard Company. i2 is a registered trademark of i2 Technologies, Inc. AIX, AS/400, CICS, ClearCase, DB2,
Domino, IBM, Informix, Infoprint, Lotus, Lotus Notes, MQSeries, OS/390, OS/400, RACF, RS/6000, SQL/400, S/390, System/390, VTAM, and WebSphere, and
z/OS are registered trademarks; and Communications System for Windows NT, DB2 Universal Database, IMS, MVS, and SQL/DS are trademarks of IBM
Corporation. InnoDB is a trademark of Innobase Oy. Itanium is a registered trademark of Intel Corporation. Linux is a registered trademark of Linus
Torvalds. W3C is a registered trademark, and X Window System is a trademark of the Massachusetts Institute of Technology. MetaSolv is a registered
trademark of Metasolv Software, Inc. ActiveX, Microsoft, Outlook, Visual Basic, Visual SourceSafe, Windows, Windows NT, and Windows Server are
registered trademarks of Microsoft Corporation. Six Sigma is a registered trademark of Motorola, Inc. Firefox and Mozilla are registered trademarks of the
Mozilla Foundation. MySQL is a registered trademark of MySQL AB. nCipher is a trademark of nCipher Corporation Ltd. Eclipse is a trademark of Eclipse
Foundation, Inc. Entrust is a registered trademark of Entrust, Inc. papiNet is a registered trademark of the European Union and the United States. Financial
Information eXchange, F.I.X, and F.I.X Protocol are trademarks of FIX Protocol Ltd. UCCnet and eBusinessReady are registered trademarks, and 1SYNC and
Transora are trademarks of GS1 US. Hewlett‐Packard, HP, HP‐UX, OpenView, PA‐RISC, and SNAplus2 are trademarks of Hewlett‐Packard Company. i2 is a
registered trademark of i2 Technologies, Inc. AIX, AS/400, CICS, ClearCase, DB2, Domino, IBM, Informix, Infoprint, Lotus, Lotus Notes, MQSeries, OS/390,
OS/400, RACF, RS/6000, SQL/400, S/390, System/390, VTAM, and WebSphere, and z/OS are registered trademarks; and Communications System for Windows
NT, DB2 Universal Database, IMS, MVS, and SQL/DS are trademarks of IBM Corporation. InnoDB is a trademark of Innobase Oy. Itanium is a registered
trademark of Intel Corporation. Teradata is a registered trademark of NCR Corporation. Netscape is a registered trademark of Netscape Communications
Corporation. ServletExec is a registered trademark, and New Atlanta is a trademark of New Atlanta Communications, LLC. SUSE is a registered trademark
of Novell, Inc. Appia is a registered trademark and Javelin Technologies is a trademark of NYFIX, Inc. CORBA is a registered trademark of Object
Management Group, Inc. JD Edwards, OneWorld, Oracle, PeopleSoft, Siebel, and Vantive are registered trademarks; and Infranet, PeopleSoft Pure Internet
Architecture, Portal, and WorldSoftware are trademarks of Oracle Corporation. Perforce is a trademark of Perforce Software. JBoss and Red Hat are
registered trademarks of Red Hat, Inc. PIP and RosettaNet are trademarks of RosettaNet, a non‐profit organization. SAP and R/3 are registered trademarks
of SAP AG. PVCS is a registered trademark of Serena Software, Inc. SWIFT and SWIFTNet are registered trademarks of Society for Worldwide Interbank
Financial Telecommunication SCRL. SPARC and SPARCStation are registered trademarks of SPARC International, Inc. BAAN and SSA are registered
trademarks; and SSA Global is a trademark of SSA Global Technologies, Inc. EJB, Enterprise JavaBeans, Java, JavaServer, JDBC, JSP, J2EE, Solaris, Sun, and
Sun Microsystems are registered trademarks; and Java Naming and Directory Interface, JavaServer Pages, SOAP with Attachments API for Java, and SunSoft
are trademarks of Sun Microsystems, Inc. Sybase is a registered trademark of Sybase, Inc. VERITAS is a registered trademark, and VERITAS Cluster Server is
a trademark of Symantec Corporation. UNIX is a registered trademark of The Open Group. Unicode is a trademark of Unicode, Inc. VeriSign is a registered
trademark of Verisign, Inc.
Software AG and all Software AG product names are either trademarks or registered trademarks of Software AG.
Other product and company names mentioned herein may be the trademarks of their respective owners.
Copyright © 2007 webMethods, Inc. All rights reserved.
Copyright © 2007 Software AG and/or its suppliers, Uhlandstrasse 12, 64297 Darmstadt, Germany. All rights reserved.

Document ID: WEBM-GS-71-20070831

 Contents

Contents

About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

webMethods Components and Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Chapter 1. Logging Into and Logging Out of My webMethods . . . . . . . . . . . . . . . . . . . . . 7

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Logging Into My webMethods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Logging Out of My webMethods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Changing Your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Chapter 2. Familiarizing Yourself with My webMethods . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Format of the My webMethods Home Page and Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Navigation from the My webMethods Home Page and Custom Pages . . . . . . . . . . . . . . . . . . . . 15
Format of Monitoring and Administration Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Navigation within the Monitoring or Administration Navigation Paths . . . . . . . . . . . . . . . . . . . . . 18
Standard Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Selections Available in the Navigation Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Monitoring Navigation Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Administration Navigation Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Search Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
My webMethods Home Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Chapter 3. Viewing and Updating Your My webMethods Profile . . . . . . . . . . . . . . . . . . . . 33

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Identifying Yourself to My webMethods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Specifying How My webMethods Should Notify You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Setting Your User Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Chapter 4. Using Search Panels to Search for Data to Display . . . . . . . . . . . . . . . . . . . . . 39

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Determining the Fields that Keywords are Searched Against . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Performing Keyword Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
How My webMethods Searches for Keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Performing Basic and Advanced Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Finding More Information About How to Perform a Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Getting Started with My webMethods Version 7.1 3

 Contents

Saving Your Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Re-executing a Saved Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Modifying a Saved Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Deleting a Saved Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Setting Search Options for a My webMethods Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Defining How My webMethods Displays Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Setting the Table Format Used for Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Sorting the Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Defining the Number of Search Results Rows to Display Per Page . . . . . . . . . . . . . . . . . . . . . . 55
Setting the Columns to Display and Their Display Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Working with Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Taking Action Against Items in the Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Taking Action Against Multiple Items in the Search Results . . . . . . . . . . . . . . . . . . . . . . . . 57
Adding Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Taking Action Against a Single Item in the Search Results . . . . . . . . . . . . . . . . . . . . . . . . . 58
Adding Search Results to Your Home Page or Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Exporting Search Results to a .csv File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Chapter 5. Managing the Content on Your Home Page and Custom Pages . . . . . . . . . . 61
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Adding Content to Your Home Page and Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Removing Content from Your Home Page and Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Managing the Display of Information on Your Home Page and Custom Pages . . . . . . . . . . . . . . . . . 64
Defining the Layout of Your Home Page and Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Re-arranging the Portlets Displayed on Your Home Page and Custom Pages . . . . . . . . . . . . . 66
Minimizing and Maximizing Portlets on Your Home Page and Custom Pages . . . . . . . . . . . . . . 66
Adding Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Displaying Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Deleting Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Getting Started with My webMethods Version 7.1 4

 About This Book

About This Book

This guide is for users of My webMethods, which is a Web‐based, administration and

monitoring user interface for managing your webMethods components. It provides
procedures for navigating and using the basic features of My webMethods, including how
to customize the My webMethods Home page to include content that is pertinent to you.
For a list of webMethods components and tasks available via My webMethods, see the
table in “Selections Available in the Navigation Paths” on page 20. For complete
information about how to perform the tasks that use these webMethods components, see
the appropriate guide for the component. The table that lists the available tasks also
includes the titles of the guides where you can find more information about a task.

webMethods Components and Versions

The following table lists the webMethods components and versions of each component
that this guide describes.

webMethods Component Version

My webMethods Server 7.1
webMethods Broker 7.1
webMethods Monitor 7.1
webMethods Optimize for Infrastructure 7.1
webMethods Optimize for Process 7.1
webMethods Task Engine 7.1
webMethods Trading Networks 7.1

Document Conventions

Convention Description
Bold Identifies elements on a screen.
Italic Identifies variable information that you must supply or change
based on your specific situation or environment. Identifies terms the
first time they are defined in text. Also identifies service input and
output variables.

Getting Started with My webMethods Version 7.1 5

 About This Book

Convention Description
Narrow font Identifies storage locations for services on the webMethods
Integration Server using the convention folder.subfolder:service.
Typewriter Identifies characters and values that you must type exactly or
font messages that the system displays on the console.
UPPERCASE Identifies keyboard keys. Keys that you must press simultaneously
are joined with the “+” symbol.
\ Directory paths use the “\” directory delimiter unless the subject is
UNIX‐specific.
[] Optional keywords or values are enclosed in [ ]. Do not type the [ ]
symbols in your own code.

Additional Information
The webMethods Advantage Web site at http://advantage.webmethods.com provides you
with important sources of information about webMethods products:
Troubleshooting Information. The webMethods Knowledge Base provides
troubleshooting information for many webMethods products.
Documentation Feedback. To provide feedback on webMethods documentation, go to
the Documentation Feedback Form on the webMethods Bookshelf.
Additional Documentation. Starting with 7.0, you have the option of downloading the
documentation during product installation to a single directory called
“_documentation,” located by default under webMethods installation directory. In
addition, you can find documentation for all webMethods products on the
webMethods Bookshelf.

Getting Started with My webMethods Version 7.1 6

Chapter 1. Logging Into and Logging Out of My webMethods

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Logging Into My webMethods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Logging Out of My webMethods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Changing Your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Getting Started with My webMethods Version 7.1 7

 1. Logging Into and Logging Out of My webMethods

Overview
My webMethods is a Web‐based, monitoring and administration user interface for
managing your webMethods components. When you log into My webMethods, you are
logging into all webMethods components that are incorporated into My webMethods.
Your user name and password will be the same for all underlying webMethods
components.
For example, if you have webMethods Monitor and webMethods Optimize for Process
installed, when you log into My webMethods, the system automatically logs you into both
webMethods Monitor and webMethods Optimize for Process with a single login. When
you log out of My webMethods, My webMethods logs you out of all underlying
webMethods components.

Logging Into My webMethods

My webMethods has a user interface that you access via a Web browser.

Important! Because My webMethods uses JavaScript and cookies, you must ensure that
your Web browser is set up to allow cookies and allow JavaScript to execute. For more
information about how to verify that your Web browser settings, see the help for your
Web browser.

To log into My webMethods

1 Access the My webMethods Login page by entering a URL in a Web browser:

http://host:port/mywebmethods

where:
host is the host name of the machine on which My webMethods Server is
installed.
port is the port on which My webMethods Server listens for incoming requests.
The default port for My webMethods is 8585.
For example, if the host name is rubicon.company.com and it uses the default port
(i.e., 8585), enter the following URL:
http://rubicon.company.com:8585/mywebmethods

Getting Started with My webMethods Version 7.1 8

 1. Logging Into and Logging Out of My webMethods

2 On the Login page, type your My webMethods user name and password. The user
name is case insensitive.

Note: When logging in, the value you specify in the user name is case insensitive.
However, after logging in, My webMethods uses the case of the user name that is
defined in your user account. For example, if the user account is defined as
“Administrator”, you can log in using “administrator”. When My webMethods needs
to use the user name, for example, for HTTP authentication, it will use the version
defined in the user account, which is “Administrator”.

Note: For instructions about how to change your My webMethods password, see
“Changing Your Password” on page 9.

3 Click Login.
After you log in, My webMethods displays your home page. Your home page is your
start page; that is it is the first page displayed when you log in to My webMethods.
Your home page is always the My webMethods Home page. For more information
about the My webMethods Home page and how you can customize it, see “My
webMethods Home Page” on page 30 and Chapter 5, “Managing the Content on Your
Home Page and Custom Pages”.

Logging Out of My webMethods

Perform the following procedure to log out of My webMethods.

To log out of My webMethods

Click the Logout link, which is located at the top of all My webMethods pages.

Changing Your Password

Change your password by editing the fields on the User Information tab of your profile.

To change your My webMethods password

1 Click the My Profile link, which is located at the top of all My webMethods pages.
2 On the User Information tab, type your new password in the Password field.
3 In the Confirm Password field, type your new password again for confirmation.
4 Click Apply.

Getting Started with My webMethods Version 7.1 9

 1. Logging Into and Logging Out of My webMethods

Getting Started with My webMethods Version 7.1 10

Chapter 2. Familiarizing Yourself with My webMethods

Format of the My webMethods Home Page and Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . 12

Format of Monitoring and Administration Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Standard Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Selections Available in the Navigation Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Search Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

My webMethods Home Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Getting Started with My webMethods Version 7.1 11

 2. Familiarizing Yourself with My webMethods

Format of the My webMethods Home Page and Custom Pages

When you log into My webMethods, the system displays the My webMethods Home
page. You customize the home page to contain the content in which you are interested by
adding portlets to your home page. To add a portlet you click the Add to Custom Page
icon that is found on the title bar of portlets that are displayed within the My webMethods
pages.

In addition to the My webMethods Home page, you can also create one or more custom
pages that contain content that you select. Similar to the home page, you add content to a
custom page by adding portlets to a custom page. You might create custom pages to
group information for similar tasks on a single page. The custom pages that you create are
specific to your user account and not shared with other users.

For more information about your home page and custom pages, see “My webMethods
Home Page” on page 30, “Custom Pages” on page 31 and Chapter 5, “Managing the
Content on Your Home Page and Custom Pages”.

Getting Started with My webMethods Version 7.1 12

 2. Familiarizing Yourself with My webMethods

The following shows the format of the My webMethods Home page and custom pages.

logged in user
standard links

navigation bar

page name

View list

Create New
Page button

portlet
controls

page content

Getting Started with My webMethods Version 7.1 13

 2. Familiarizing Yourself with My webMethods

The following table describes the features of the home page and all custom pages:

Feature of the page Description

logged in user My webMethods always displays the user name of the logged in
user at the top of the page.
standard links The standard links provide access to My webMethods pages and
actions that are available to all users. My webMethods always
displays standard links at the top right of the page. For more
information, see “Standard Links” on page 19.
navigation bar The navigation bar provides access to other My webMethods
pages. On your home page and custom pages, the navigation bar
contains only a single navigation control that provides access to
the three primary areas of My webMethods, that is:
Home to access to your home page and custom pages

Monitoring to access the Monitoring navigation path

Administration to access the Administration navigation path

Access to the Monitoring and Administration navigation paths
is dependent on the webMethods components that are installed,
as well as access that an administrator has granted you. When
you rest your mouse pointer on the navigation bar, My
webMethods displays the selections that are available to you, if
any. For more information, see “Navigation from the My
webMethods Home Page and Custom Pages” on page 15.
After selecting either Monitoring or Administration, the navigation
bar will contain additional controls to access pages within the
selected navigation path. For more information, see “Format of
Monitoring and Administration Pages” on page 16.
page name The name of the My webMethods page.
View list The View list provides access to your custom pages. For more
information about custom pages, see “Custom Pages” on
page 31 and “Displaying Custom Pages” on page 67.
Create New Page The Create New Page button allows you to create new custom
button pages. For more information about custom pages, see “Custom
Pages” on page 31 and “Adding Custom Pages” on page 67.

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Feature of the page Description

portlet controls The portlet controls are icons that appear on the title bar of each
portlet on the home page and custom pages. Use these controls
to move the portlet to another location on the page,
minimize/maximize the portlet, and delete the portlet from the
page. For more information about performing these tasks, see
Chapter 5, “Managing the Content on Your Home Page and
Custom Pages”.
page content The remainder of the page contains the page content. As you use
My webMethods, you add the content you want available on
your My webMethods Home page and the content you want
available on each of your custom pages. In this example, only
one portlet, which was named “Sales Summary,” has been added
to the home page. For more information, see Chapter 5,
“Managing the Content on Your Home Page and Custom
Pages”.

Navigation from the My webMethods Home Page and Custom

Pages
On the My webMethods Home page and custom pages, the navigation bar contains a
single navigation control that provides access to the primary areas of My webMethods.
When you rest your mouse pointer on the navigation bar, My webMethods displays the
selections that are available to you, as shown below:

The three primary areas of My webMethods are:

Home, which allows you to access your My webMethods Home page and custom
pages
Monitoring, which allows you access to the Monitoring navigation path that you use for
monitoring your systems
Administration, which allows you access to the Administration navigation path that you
use for administering webMethods components
The selections that My webMethods lists are dynamic based on the webMethods
components that you have installed and the functionality to which you have been granted

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access. If you have been granted access to only one navigation path, My webMethods
displays that navigation path option along with Home; for example, if you have access
only to the Monitoring navigation path, My webMethods displays only Home and Monitoring.
If you have no access to the Administration navigation path nor the Monitoring navigation
path, My webMethods displays only Home.
After selecting a navigation path (either Monitoring or Administration, My webMethods
updates the navigation bar to include additional selections that are specific to the selected
navigation path. Each navigation path has a separate set of functions. In other words, if
you select Administration, My webMethods displays the administration functions that are
available to you; you will not see the monitoring functions available in the Monitoring
navigation path. For more information, see “Navigation within the Monitoring or
Administration Navigation Paths” on page 18.
For a list of all possible selections in each navigation path and the webMethods
components required for each, see “Selections Available in the Navigation Paths” on
page 20. For information about granting access to tasks, see the My webMethods Server
Administrator’s Guide.

Format of Monitoring and Administration Pages

When you select either Monitoring or Administration from the navigation bar, My
webMethods displays the navigation bar with functions that are available in the selected
navigation path.
For example, if you select Administration, My webMethods will update the navigation bar
as shown below:

The selections available in the navigation bar are dynamic based on the webMethods
components that you have installed and the functionality to which you have been granted
access.
When you make a selection from the navigation bar, My webMethods displays a page for
the selected function. The following shows the typical format of most Monitoring and
Administration pages.

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standard links
logged in
user

navigation
bar

page
content, page name
which
often
includes...

...a search
panel
and...
...search
results

The following describes the features of a typical page within the Monitoring and
Administration navigation paths.

Feature of the page Description

logged in user My webMethods always displays the user name of the logged in
user at the top of the page.
standard links The standard links provide access to My webMethods pages and
actions that are available to all users. My webMethods always
displays standard links at the top, right of the page. For more
information, see “Standard Links” on page 19.

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Feature of the page Description

navigation bar The navigation bar provides:
Access to pages within the selected navigation path
For more information, see “Navigation within the Monitoring
or Administration Navigation Paths” on page 18.
Access to the alternative navigation path
To access the alternative navigation path (e.g., the Monitoring),
select the navigation path from the navigation bar.
Access to your home page and custom pages
To access your home page and custom pages, select Home from
the navigation bar; this selection is always available.
page content The bottom of the page displays the content that is specific to the
navigation selection that you made. Based on the selection, the
page content might contain a search panel that allows you to
search for information. For more information, see “Search Panel”
on page 29.

Navigation within the Monitoring or Administration

Navigation Paths
There are typically multiple levels of navigation. The functions that are available within a
navigation path are dynamic based on the webMethods components that you have
installed and the functionality to which you have been granted access.
In the sample shown in “Format of Monitoring and Administration Pages” on page 16,
the Administration navigation path contains four administration functions; that is,
System-Wide, Analytics, Business, and My webMethods. The next to a name of a function
indicates there is another level of navigation. When you rest your mouse pointer over the
function that contains the , My webMethods displays additional selections that are
available within the selected function. The example below shows the selections that are
available within the Analytics administration function:

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The next to the name of a selection indicates that there is another level of navigation.
When you rest your mouse pointer over the selection, My webMethods displays
additional options, as shown below:

Standard Links
The following table describes the standard links that appear at the top of every page of
My webMethods.

Use this link... To...

My Profile Access your profile. You use your profile to change your password
and specify user information, notification settings, and
preferences. For more information about your profile, see
Chapter 3, “Viewing and Updating Your My webMethods
Profile”.
Help View a list of the webMethods documentation where you can find
information about webMethods components that are incorporated
into My webMethods.
About Displays a link to the Advantage Web site.
Logout Log out of My webMethods. For more information, see “Logging
Out of My webMethods” on page 9.

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Selections Available in the Navigation Paths

The navigation selections that you will see in My webMethods are determined by both the
following:
webMethods components that are installed. For more information, see “Monitoring
Navigation Path” on page 20 and “Monitoring Navigation Path” on page 20.
Functionality to which you have been granted access. For more information, see the My
webMethods Server Administrator’s Guide.
The following sections list all possible functions available in the Monitoring and
Administration navigation paths. For each navigation paths, the following information is
included:
All possible functions in the navigation paths

A description of each function

The webMethods component(s) required for My webMethods to include the function

in the navigation paths
The webMethods guide that contains information about the function

Note: For a list of the webMethods components you have installed, click the About link,
which is one of the standard links at the top of all My webMethods pages.

Monitoring Navigation Path

The following table lists all possible functions in the Monitoring navigation path along with
the webMethods component(s) that must be installed before My webMethods includes
the function in the navigation path.

This Monitoring
function... Has these navigation selections... Required webMethods components
System-Wide Problems to locate problems with process Optimize for Infrastructure
instances and to view information related Optimize for Process
to the KPI rules that a process instance has
For more information, see the webMethods
violated. Additionally, use Problems to
Optimize for Infrastructure User’s Guide and
view problems where system components
the webMethods Optimize for Process User’s
are out of compliance and to view
Guide.
information about the event rules and
threshold rules that were violated.

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This Monitoring
function... Has these navigation selections... Required webMethods components
System-Wide System Overview to view a summary of all Optimize for Infrastructure
(continued) system components. Use this task to view Optimize for Process
the performance of the entire system at a
For more information, see the webMethods
high level.
Optimize for Infrastructure User’s Guide and
the webMethods Optimize for Process User’s
Guide.
Six Sigma Summary to view six sigma Optimize for Process
information for process instances.
For more information, see the webMethods
Optimize for Process User’s Guide.
Rules to manage KPI, event, and threshold Optimize for Infrastructure
rules. Within this selection, you can Optimize for Process
navigate to:
For more information, see the webMethods
Rule List to create rules to notify you Optimize for Infrastructure User’s Guide and
when a process or resource becomes the webMethods Optimize for Process User’s
problematic and requires user Guide.
attention.
Rule Filters to edit data collection
filters.

Note: You can also navigate to these

functions using Administration > Analytics >
Rules.

Business Process Analytics to analyze information Optimize for Process

about the performance of processes.
For more information, see the webMethods
Optimize for Process User’s Guide.
Business Overview to view the status of Optimize for Process
business processes.
For more information, see the webMethods
Optimize for Process User’s Guide.
Process Instances to view details about Monitor
individual process instances, including Optimize for Process
drilling down to view information about
For more information, see the webMethods
steps within a process. You can also use
this link to suspend and resume processes. Monitor User’s Guide or the webMethods
Optimize for Process User’s Guide.

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This Monitoring
function... Has these navigation selections... Required webMethods components
Business Tasks to view tasks that have been Task Engine
(continued) assigned to you. Within this selection, you My webMethods Server
can navigate to:
For more information, see the webMethods
My Inbox to view your task inbox. Task Engine User’s Guide.

Task List Management to monitor and

manage your running tasks. Use the
task list to suspend, resume, assign,
delegate, and resubmit tasks, among
other activities.
Task Charts to view basic task charts.

[Task Type] to view all of the tasks of

this type that are assigned to you
(there is a separate [Task Type]
selection for each type of task assigned
to you).
Integration B2B to monitor Trading Networks Trading Networks
transactions and other data related to
For more information, see the webMethods
exchanging data with trading partners.
Trading Networks User’s Guide.
Also to set Trading Networks‐specific My
webMethods preferences.
Transactions to track and manage
documents that Trading Networks has
processed.
Tasks to view the status and detail of
delivery and service execution tasks
that Trading Networks creates when
processing documents.
Activity Log to view log entries for
activity occurring within the Trading
Networks system.
User Preferences to set Trading
Networks‐specific user preferences.

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This Monitoring
function... Has these navigation selections... Required webMethods components
Integration Services to view log data that an Monitor
(continued) Integration Server has logged for a service
and to resubmit services. For more information, see the webMethods
Monitor User’s Guide.
Documents to view and resubmit
documents that have been logged to the
logging database.
Reports Process Instances to generate aggregate Monitor
reports on process instances.
For more information, see the webMethods
Monitor User’s Guide.
Process Models to generate aggregate Monitor
reports on process models.
For more information, see the webMethods
Monitor User’s Guide.
Task Users to generate aggregate reports on Monitor
users that participate in tasks. Task Engine
For more information, see the webMethods
Monitor User’s Guide and webMethods Task
Engine User’s Guide.
Task Roles to generate aggregate reports on Monitor
roles that are involved in tasks. Task Engine
For more information, see the webMethods
Monitor User’s Guide and webMethods Task
Engine User’s Guide.

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Administration Navigation Path

The following table lists all possible functions in the Administration navigation path along
with the webMethods component(s) that must be installed before My webMethods
includes the function in the navigation path.

This
Administration
function... Has these navigation selections... Required webMethods components
System-Wide B2B Permissions to manage permissions that Trading Networks
control access to Trading Networks data and
actions. Within this selection, you can navigate For more information, see the
to: webMethods Trading Networks
Administrator’s Guide.
Data Permissions to identify data sets and
indicate the actions roles can take against
Trading Networks data in the data sets.
General Functional Permissions to indicate the
Trading Networks actions that roles can
perform. These permissions govern Trading
Networks data not covered by data
permissions.
User Management to manage users, groups, and My webMethods Server
roles. Within this selection, you can navigate to:
For more information, see the My
Roles to add, edit, and delete roles. webMethods Server Administrator’s
Guide.
Groups to add, edit, and delete groups.

Users to add, edit, and delete users.

Certificates to manage authentication

certificates.
Calendars Management to configure and manage Task Engine
calendars. Within this selection you can navigate My webMethods Server
to:
For more information, see the
Business Calendars to add, edit, and delete webMethods Task Engine User’s
business calendars. Guide.

User Calendars to add, edit, and delete user

calendars.

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This
Administration
function... Has these navigation selections... Required webMethods components
System-Wide Environments to configure environments for Broker
(continued) Optimize for Process and Optimize for Optimize for Infrastructure
Infrastructure. Within this selection, you can Optimize for Process
navigate to: My webMethods Server
Database Pool Configuration to maintain a For more information, see the
common list of database pools for webMethods Central Configuration
webMethods servers in an environment. and Deployment Guide.

Define Environments to define environments

and common configurations for Optimize for
Process and Optimize for Infrastructure
components.
System Information to: Optimize for Infrastructure
Optimize for Process
Set up logging, and view information about
the Analytic Engines, Web Service Data For more information, see the
Collectors, and Prediction Engine. webMethods Optimize for
Infrastructure Administrator’s Guide,
View information for common configuration the webMethods Optimize for Process
environments. You can view the operational Administrator’s Guide, and the
status and component ID, host and port webMethods Central Configuration
information for a components in your and Deployment Guide.
webMethods environments.
Messaging Broker Servers to manage and monitor Broker Broker
Servers, Brokers, document types, client groups,
For more information, see the
and clients.
webMethods Broker Administrator’s
Broker Territories to create and manage Broker Guide.
territories and gateways.
Naming Directories to create and configure
administered objects used by JMS.
Settings to configure parameters relating to the
operation of the Broker user interface on My
webMethods
Log to view error and activity messages
generated by the Broker user interface

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 2. Familiarizing Yourself with My webMethods

This
Administration
function... Has these navigation selections... Required webMethods components
Analytics Rules to manage KPI, event, and threshold rules. Optimize for Infrastructure
Within this selection, you can navigate to: Optimize for Process
Rule List to create rules to notify you when a For more information, see the
process or resource becomes problematic webMethods Optimize for
and requires user attention. Infrastructure User’s Guide and the
webMethods Optimize for Process
Rule Filters to edit data collection filters. User’s Guide.

Note: You can also navigate to these functions

using Monitoring > System-Wide > Rules.

KPIs to configure Key Performance Indicators Optimize for Infrastructure

(KPIs). Within this selection, you can navigate to: Optimize for Process
Business Data to configure KPIs for business For more information, see the
data. webMethods Optimize for
Infrastructure Administrator’s Guide
System Data to configure KPIs for system and the webMethods Optimize for
data. Process Administrator’s Guide.
Dimensions to define dimensions.

KPI Hierarchies to view a graphical hierarchy

of your system components to help you
understand the hierarchy and
interdependency of these components.
Monitored Components to configure components of Optimize for Infrastructure
the system, such as Integration Servers, that are Optimize for Process
automatically monitored.
For more information, see the
webMethods Optimize for
Infrastructure Administrator’s Guide
and the webMethods Optimize for
Process Administrator’s Guide.
Prediction to create prediction templates. Optimize for Process
For more information, see the
webMethods Optimize for Process
User’s Guide.

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This
Administration
function... Has these navigation selections... Required webMethods components
Business Business Processes to configure process models Monitor
and to identify the process models that you want Optimize for Process
to monitor using Monitor and Optimize for
For more information, see the
Process.
webMethods Monitor User’s Guide or
the webMethods Optimize for Process
Administrator’s Guide.
business Overview to configure the display of Optimize for Process
processes in the tree that My webMethods
For more information, see the
displays on the Monitoring > Business > Business
webMethods Optimize for Process
Overview page.
Administrator’s Guide and the
webMethods Optimize for Process
User’s Guide.
Data Management to archive and delete logging Monitor
data from the Process Audit database.
For more information, see the
webMethods Monitor User’s Guide.
Tasks to administer generic tasks that have been Task Engine
published to My webMethods Server. From here
For more information, see the
you can enable, disable, delete, and start tasks, as
webMethods Task Engine User’s
well as modify task rules.
Guide.
Integration B2B to manage Trading Networks partner Trading Networks
management and configure Business Activity
For more information, see the
Monitoring for Trading Networks data.
webMethods Trading Networks
Partner Profiles to add, edit, and delete Administrator’s Guide.
Trading Networks profiles and extended
profile fields
Profile Groups to add, edit, and delete Trading
Networks profile groups.
Partner Certificates to query for partner
certificates that are expired or expiring soon
Public Queues to add, edit, and delete Trading
Networks public queues.
Business Monitoring to configure TN
document types for BAM (Business Activity
Monitoring) and globally enable all the TN
document types for monitoring.

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This
Administration
function... Has these navigation selections... Required webMethods components
Integration B2B Settings to set configuration settings for Trading Networks
(continued) Trading Networks
For more information, see the
Administrative Preferences to set administrative webMethods Trading Networks
settings, including identifying the Trading Administrator’s Guide.
Networks server that My webMethods
Server is to interact with.
Server Settings to set Trading Networks Server
configuration properties.
My webMethods System Settings to change the host names and port Monitor
numbers that My webMethods uses to Optimize for Infrastructure
communicate with the Integration Server, the Optimize for Process
Analytic Engine, and the webMethods Task Task Engine
Engine.
For more information, see the
webMethods Monitor User’s Guide,
the webMethods Optimize for
Infrastructure Administrator’s Guide,
the webMethods Optimize for Process
Administrator’s Guide, and the
webMethods Task Engine User’s
Guide.
Directory Services to configure external directory My webMethods Server
services you want to use with My webMethods.
For more information, see the My
webMethods Server Administrator’s
Guide.
Email Servers to configure the mail server settings My webMethods Server
used by My webMethods Server when
processing e‐mail messages. For more information, see the My
webMethods Server Administrator’s
Guide.
Cluster Settings to define the URL to use to access My webMethods Server
My webMethods in a clustered environment and
For more information, see the My
to configure different roles of My webMethods
Server clustered nodes. webMethods Server Administrator’s
Guide.
Data Sources to connect to external data sources, My webMethods Server
such as databases, and make them available to
For more information, see the My
My webMethods Server.
webMethods Server Administrator’s
Guide.

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Search Panel
To search for data you use a search panel. My webMethods search panels typically use the
format described in this section. The two main areas of the search panel are the search bar
and the search results.

search bar

search results

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The following table describes the areas of the search panel:

Area of the page Description

search bar You use the search bar to define the criteria My webMethods is to
use to search for information. You can also use it to specify options
that are specific to the page; for example, you can set an option to
have My webMethods automatically execute a saved search when
you access the page.
search results My webMethods displays the results of the search in the search
results area, which is below the search panel. The search results
are in either a standard‐format table or in a tree format.

For more information about using the search panel, see Chapter 4, “Using Search Panels
to Search for Data to Display”.

My webMethods Home Page

When you log into My webMethods, the system displays your home page. Your home
page is always the My webMethods Home page.
Initially, the My webMethods Home page contains only a single instruction portlet that
provides information about the home page and how to add content and customize it. You
can remove this instruction portlet. For more information, see “Removing Content from
Your Home Page and Custom Pages” on page 63.
As you work with My webMethods, you navigate through the user interface to display
information that you need or that you are interested in. My webMethods displays all
information in the user interface using portlets. When you encounter information that is
vital for you or that you use frequently, you can add it to your home page by designating
that you want My webMethods to include the portlet on the My webMethods Home page.
For example, assume you are responsible for tracking the tasks that must be performed
before a new employee starts. To track the status, you navigate to the Monitoring >
Processes > Process Instances page to view the progress of the new employee business
process. Rather than navigate to and search for the information about the new employee
business process each time you need it, you can search for the information one time, and
add the content about the new employee business process to your My webMethods Home
page. Then each time you need the latest information about the new employees, it will be
immediately available on your home page. When you no longer need immediate access to
the information, you can remove content from your home page. For more information
about the My webMethods Home page, see Chapter 5, “Managing the Content on Your
Home Page and Custom Pages”.
Alternatively, rather than using your My webMethods Home page, you can create custom
pages for information that is of interest to you. For more information, see “Custom Pages”
below.

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Custom Pages
In addition to the My webMethods Home page, you can create other custom pages; that is
additional pages where you manage the content that appears on the page. You might want
to create custom pages to group information for similar tasks on a single custom page. For
example, if you are responsible for tracking new employees, you might create a “New
Employee” custom page and add information related to new employees, such as,
information about the running instance of a new employee process. The custom pages
that you create are only for your own use.
To navigate to one of your custom pages, you first navigate to your home page. From your
home page, you select the name you assigned to your custom page from the View list.
For more information about custom pages, see Chapter 5, “Managing the Content on Your
Home Page and Custom Pages”.

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Getting Started with My webMethods Version 7.1 32

Chapter 3. Viewing and Updating Your My webMethods
Profile

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Identifying Yourself to My webMethods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Specifying How My webMethods Should Notify You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Setting Your User Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

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Overview
The system maintains a profile for each user of My webMethods. You access your profile
via the My Profile standard link. The following table lists the settings you can update from
your profile:

Setting For more information, see...

My webMethods password “Changing Your Password” on
page 9
Identify and locale “Identifying Yourself to My
webMethods” on page 34
Notification information “Specifying How My webMethods
Should Notify You” on page 36
Number of search results to display “Defining the Number of Search
Results Rows to Display Per Page”
on page 55
Home and custom page layout preferences “Managing the Display of
Information on Your Home Page
and Custom Pages” on page 64

Identifying Yourself to My webMethods

Your identification information is listed on the User Information and User Profile tabs of your
profile.
User Information tab. Your first and last name are on the User Information tab.

User Profile tab. Several fields that provide optional information that you can supply
about your identity.

To identify yourself to My webMethods

1 Click the My Profile link, which is located at the top of all My webMethods pages.
2 On the User Information tab, use the First Name and Last Name fields to specify your
name.
3 Click the User Profile tab.

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4 Specify the following optional information:

In this field... Specify...

Middle Name Your middle name.

Title Your title, for example, Mr., Mrs., or Ms. If the title you want
to use does not appear in the list, select Other. My
webMethods prompts you for the title you want to use.
Name Suffix The suffix that should appear after your name, if any, for
example, Jr., Sr., PhD, III. If the suffix you want to use does
not appear in the list, select Other. My webMethods prompts
you for the suffix you want to use.
Preferred Your language and locale. The Default selection indicates
Language/Locale you want to use the language installed on My webMethods
Server.
Country/Region ID The country where you are located.
Address 1 Your street address.
Address 2
City The city where you are located.
State/Province The state or province where you are located.
Postal Code Your postal code, for example, a ZIP Code if you are located
in the United States.
Custom Address Optionally, additional information that is needed when
more than a postal code is required for your address, for
example, special instructions.
Phone 1 Area Code Your area code.
Phone 1 Number Your phone number.
Phone 1 Extension Your extension, if any.
Phone 1 Country Code The country code associated with your phone number.
Default Date Format The date format you want My webMethods to use when
displaying dates. For more information about date formats,
see the Javadoc for SimpleDateFormat.
Default Time Format The time format you want My webMethods to use when
displaying times. For more information about time formats,
see the Javadoc for SimpleDateFormat.
Default Time Zone The time zone that My webMethods uses when displaying
times.

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In this field... Specify...

Default Number Format The format that My webMethods uses when displaying
numbers. For more information about number formats, see
the Javadoc for DecimalDateFormat.
Default Currency The format that My webMethods uses when displaying
Format currency. For more information about currency formats, see
the Javadoc for DecimalDateFormat.

Note: Not all portlets make use of the defaults that you specify in Default Date Format,
Default Time Format, Default Time Zone, Default Number Format, and Default Currency Format.
5 Click Apply.

Specifying How My webMethods Should Notify You

Your notification settings are listed on the User Information and Notifications tabs of your
profile. My webMethods uses the notification settings that you specify when it needs to
send you a notification. For example, if the system is configured to send you a notification
when a rule is violated, My webMethods uses these settings to determine how to contact
you.
User Information tab. Your e‐mail address is on the User Information tab.

Notifications tab. Additional notification methods that My webMethods can use to

notify you.

To specify how My webMethods is to notify you

1 Click the My Profile link, which is located at the top of all My webMethods pages.
2 On the User Information tab in the E-mail Address field, type your e‐mail address.
3 Click the Notifications tab.
4 Specify the following optional information for where you want to receive
notifications:

In this field Specify...

Pager Text Address Your page text address.

Mobile Phone Text Your mobile phone address.
Address
Instant Messenger Service The instant messenger service that My webMethods can
use when sending you a notification.

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In this field Specify...

Instant Messenger User The user name to use with the instant messenger service.
Name
Text Encoding The type of text encoding My webMethods is to use with
the corresponding notification method.

5 Click Apply.

Setting Your User Preferences

1 Click the My Profile link, which is located at the top of all My webMethods pages.
2 Click the User Preferences tab.
3 Set the following user preferences:

For this preference... Specify...

Items Per Page The default number of rows that My webMethods displays
in portlets that list items in rows, for example in search
results. You can select one of the following:
Default to allow the system to determine the number of
items to display per page.
A number to indicate the number of items you want the
system to display per page.
Show All to have the system display all items on a single
page.
Home Page Template The template you want My webMethods to use for the
layout of your home page and all of your custom pages. For
more information about how to select a template, see
“Defining the Layout of Your Home Page and Custom
Pages” on page 64.

4 Click Apply.

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Chapter 4. Using Search Panels to Search for Data to
Display

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Determining the Fields that Keywords are Searched Against . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Performing Keyword Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Performing Basic and Advanced Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Saving Your Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Setting Search Options for a My webMethods Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Defining How My webMethods Displays Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Working with Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

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 4. Using Search Panels to Search for Data to Display

Overview
My webMethods uses a standard search panel for all searches in the user interface. The
following table describes the types of searches you can perform, the tab of the search
panel that you use to perform the search, and when the type of search is available for your
use.

Search
Type of Search Description Panel Tab Availability
keyword Search for data that contains the Keyword Whether keyword
keywords and/or exact phrases searching is available
that you specify. depends on the data
being searched.
For instructions on how to
perform a keyword search, see
“Performing Keyword
Searches” on page 42.
basic Search using basic search Basic Whether basic
criteria when a keyword search searching is available
is not available. depends on the data
being searched.
advanced Search using keywords and Advanced Advanced searching is
exact phrases along with only present when the
additional search criteria to data being searched
produce a detailed search for warrants detailed
specific information. search criteria for
specific information.
For more information, see
“Performing Basic and
Advanced Searches” on
page 43.

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 4. Using Search Panels to Search for Data to Display

Search
Type of Search Description Panel Tab Availability
saved You can re‐execute searches by Saved Re‐executing saved
saving the criteria for a search. searches is always
When you save a search, you available from a search
provide a name for the search panel.
criteria. Then when you want to
re‐execute the search, you select
the criteria by the name you
assigned it. You can save and
re‐execute keyword and
advanced searches.
For instructions on how to save
search criteria and re‐execute
searches, see “Saving Your
Search” on page 47

You can set default search options for each My webMethods page that has a search panel.
For example, you can set the tab of the search panel that you want My webMethods to
display when it displays the My webMethods page and whether you want My
webMethods to automatically execute a search when it displays the My webMethods
page. For more information, see “Setting Search Options for a My webMethods Page” on
page 49.
My webMethods displays the results of your search in either a standard‐format table or a
tree format. You can customize the display of the search results, for example, you can
select the columns you want included in the display. For more information about display
options and a description of standard‐format table and tree format, see “Defining How
My webMethods Displays Search Results” on page 51.
You can take actions against the items in the search result. For example, if your search was
for logged services data, from the search results, you might resubmit a service. For more
information, see “Working with Search Results” on page 57.

Determining the Fields that Keywords are Searched Against

The fields against which My webMethods matches keywords is different based on the
page you are viewing. Use the Keyword Search Help to determine the fields that My
webMethods will use to find matching entries.

To determine the fields against which vb searches

Click or rest your mouse pointer on the Keyword Search Help icon. My webMethods

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 4. Using Search Panels to Search for Data to Display

displays text that lists the fields that it will search against.

Performing Keyword Searches

Use a keyword search to locate entries that contain the keywords and/or exact phrases that
you specify.

How My webMethods Searches for Keywords

When searching for keywords, My webMethods searches across one or more fields. To
determine the fields that My webMethods searches, see “Determining the Fields that
Keywords are Searched Against” on page 41. Keyword searches are not case sensitive.
You can use the following special characters in your keywords:
Embed an asterisk (*) any place within a keyword to match multiple characters. The asterisk
functions as a wildcard character. For example, if you want to locate all entries that
contain the letter “b” and “c” with any number of characters between, type b*c as the
keyword.
Enclose a keyword in quotations (“ ”) to match an exact phrase. For example, if you want to
locate all entries that contain the phrase “123 Main Street”, type “123 Main Street”.
Note that search for exact phrases is also not case sensitive.
My webMethods performs an AND operation on the keywords you specify. In other
words, all keywords that you specify must be present for My webMethods to include an
entry in the search results. Additionally, My webMethods searches as if you had enclosed
each keyword within asterisks. For example, if you specify the keyword bbb, My
webMethods searches as if you specified *bbb* and returns entries that:
Are equal to the keyword itself, e.g., bbb

Start with the keyword, e.g., bbbc

End with the keyword, e.g., abbb

Have the keyword embedded, e.g., abbbc

My webMethods does not take the order in which you specify keywords into
consideration. It returns entries regardless of the order in which the keywords occur.
If you do not specify any keywords, My webMethods returns all entries in the search
results up to the defined maximum results allowed. The defined maximum number of
search results for a keyword search is set by My webMethods and is typically 200 results.
If you want to define the maximum number of results, use the Max Results or No Maximum
fields on the Options tab. For more information, see “Setting Search Options for a My
webMethods Page” on page 49.

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 4. Using Search Panels to Search for Data to Display

Note: My webMethods searches across a variety of data sources and databases. Some of
the data sources and databases do not allow searches that contain certain
non‐alphanumeric characters. If you specify non‐alphanumeric characters in a keyword
and the data source or database does not support searching with those characters, rather
than issuing an error and requesting you retype your keywords, My webMethods
continues with the search. However, My webMethods will replace the non‐supported
character with a wildcard character that matches a single character. As a result, your
search results might include additional entries that do not exactly match the search
criteria you specified.

To perform a keyword search

1 Click the Keyword tab.

2 In the text box, type the keywords that you want to use for your search. For
information about what you can specify, see “How My webMethods Searches for
Keywords” on page 42.
3 Click Go to initiate the search.
My webMethods displays the results in a table format. For more information, see
“Defining How My webMethods Displays Search Results” on page 51 and “Working
with Search Results” on page 57.

Tip! If you will need to perform this search again in the future, you can save and name
the search criteria. Then to re‐execute the search, you simply need to select the search
criteria that you want to execute. For more information, see “Saving Your Search” on
page 47.

Performing Basic and Advanced Searches

If the search panel includes a Basic or Advanced tab, you can perform these types of
searches. A basic search is typically available in place of a keyword search. An advanced
search is typically available when a keyword search is available and it provides additional
search criteria to allow you to perform a detailed search for specific information.
The search criteria fields available for basic and advanced searches vary because they
include fields specific to the page you are viewing. For example, assume My webMethods
is displaying the monitoring Process Instances page, which displays information about
process instances. The Advanced tab on the Process Instances page includes fields to allow
you to search for specific process instances; for example, it includes a field that you can
use to locate process instances that are based on a specific process model and a field that
you can use to locate process instances that have a specific status (e.g., completed status).

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 4. Using Search Panels to Search for Data to Display

Although the search criteria on an Advanced tab is specific to the page you are viewing,
one field that is often included on the Advanced tab is a field to specify a time period, for
example, a date and time range to restrict the search. Typically, this criterion is called the
Range search criterion. The table below provides information about how the Range search
criterion typically functions.

Criteria Description
Range If the data that My webMethods is to search has a time aspect associated
with it, the Range list is available to restrict the search within a specified time
period.
The Range list contains:
Several options that allow you to select a relative time period (e.g.,
Today, Last 7 days, Last Month)
Custom option that allows you to specify an exact time period. When
you select Custom, you must also fill in the Start Date, End Date, and Times
fields to specify the exact time period.

Important! If you use the Custom option to specify an exact time period, My
webMethods returns data within the exact time period that you specify. If
you add the search results to your home page or a custom page, the data
added will be static; that is the data displayed will always be for the exact
time period that you specified. If you want the data to be dynamic, use one
of the relative time period options (e.g., Last 7 days). For more information,
see “Adding Search Results to Your Home Page or Custom Pages” on
page 59.

To perform a basic or advanced search

The procedure for performing a basic or advanced search varies based on the page you
are viewing. See the appropriate guide that contains information about the task you are
using. For a list of guides, see the “Finding More Information About How to Perform a
Search” on page 45.
My webMethods returns all entries in the search results up to the defined maximum
results allowed. The defined maximum number of search results for a search is set by My
webMethods and is typically 2000 results. If you want to define the maximum number of
results, use the Max Results or No Maximum fields on the Options tab. For more information,
see “Setting Search Options for a My webMethods Page” on page 49.

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 4. Using Search Panels to Search for Data to Display

My webMethods displays the search results in a table format. For more information, see
“Defining How My webMethods Displays Search Results” on page 51 and “Working with
Search Results” on page 57.

Tip! If you will need to perform this search again in the future, you can save and name the
search criteria. Then to re‐execute the search, you simply need to select the search criteria
that you want to execute. For more information, see “Saving Your Search” on page 47.

Finding More Information About How to Perform a Search

The search fields that are available for basic and advanced searches depend on the
monitoring or administration function that you are using. The details about the search
fields that are available for you and what to specify for those fields are contained in other
webMethods guides. The table below identifies the guide that you should use based on
the function that you have selected:

Monitoring
Functions For more information
System-Wide For Problems, see the webMethods Optimize for Infrastructure
User’s Guide and the webMethods Optimize for Process User’s
Guide.
For System Overview, see the webMethods Optimize for
Infrastructure User’s Guide and the webMethods Optimize for
Process User’s Guide.
For Rules > Rule Lists, see the webMethods Optimize for
Infrastructure User’s Guide and the webMethods Optimize for
Process User’s Guide.
Business For Process Instances, see the webMethods Monitor User’s Guide.

For Business Overview, see the webMethods Optimize for Process

User’s Guide.
For Tasks, see the webMethods Task Engine User’s Guide.

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 4. Using Search Panels to Search for Data to Display

Monitoring
Functions For more information
Integration For Services and Documents, see the webMethods Monitor User’s
Guide.
For B2B > Transactions, see the webMethods Trading Networks
User’s Guide.
For B2B > Tasks, see the webMethods Trading Networks User’s
Guide.
For B2B > Activity Log, see the webMethods Trading Networks
User’s Guide.
Reports For all selections, see the webMethods Monitor User’s Guide.

Administration
Functions For more information
Messaging For all functions, see the webMethods Broker Administrator’s
Guide.
Analytics For Rules > Rule Lists, see the webMethods Optimize for
Infrastructure User’s Guide and the webMethods Optimize for
Process User’s Guide.
For KPIs > Business Data, see the webMethods Optimize for
Infrastructure Administrator’s Guide and the webMethods
Optimize for Process Administrator’s Guide.
For KPIs > System Data, see the webMethods Optimize for
Infrastructure Administrator’s Guide and the webMethods
Optimize for Process Administrator’s Guide.
For KPIs > Dimensions, see the webMethods Optimize for
Infrastructure Administrator’s Guide and the webMethods
Optimize for Process Administrator’s Guide.
For Monitored Components, see the webMethods Optimize for
Infrastructure Administrator’s Guide and the webMethods
Optimize for Process Administrator’s Guide.

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 4. Using Search Panels to Search for Data to Display

Administration
Functions For more information
Business For the Business Processes task, see the webMethods Monitor
User’s Guide.
Integration For B2B > Partner Profiles, see the webMethods Trading Networks
Administrator’s Guide.
For B2B > Partner Certificates, see the webMethods Trading
Networks Administrator’s Guide.

Saving Your Search

If you will frequently need to perform the same search, you have the option of saving
your search query. Saving search query is especially useful when performing advanced
searches that you have constructed with multiple search criteria or search filters. After
you save a search, rather than entering the same search criteria each time you want to
execute the search, you can simply select a saved search and re‐execute it. You can save
keyword and advanced searches.

Tip! As an alternative to or in addition to saving a query, if you want immediate access to

your search results, add the results to your home page or a custom page. Each time you
display the page, the search results will be available. For more information, see “Adding
Search Results to Your Home Page or Custom Pages” on page 59.

To save search criteria that you want to re-execute in the future

1 Perform the search that you want to save. For more information about performing a
search, see one of the following:
“Performing Keyword Searches” on page 42
“Performing Basic and Advanced Searches” on page 43
2 Click Save. My webMethods displays the Save Search dialog box.
3 In the Search Name field, type the name you want to assign to the search.
4 Click OK.

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 4. Using Search Panels to Search for Data to Display

Re-executing a Saved Search

Perform the following procedure to re‐execute a search that you previously saved.

To re-execute a saved search

1 Click the Saved tab.

2 Select the search you want to re‐execute from the Saved Search list.

Tip! If you are unsure of the search criteria for the selected search, click Details. My
webMethods displays the saved search criteria.

3 After selecting the search you want to re‐execute, click Go.

Modifying a Saved Search

You can modify the search criteria for a saved search and re‐save the search to keep your
modifications.

To modify the search criteria for a saved search

1 Click the Saved tab.

2 Select the search you want to re‐execute from the Saved Search list.
3 Click Details. My webMethods displays all search criteria including both:
Search fields that you specified when you saved the search, so you can change
them if necessary. My webMethods displays your current settings in these search
fields.
Search fields that you did not previously set, but might want to set when
changing your search criteria.
4 Make your changes to the search criteria.
5 To save your changes, click Save.

Deleting a Saved Search

If you no longer need a saved search, you can delete it.

To delete a saved search

1 Click the Saved tab.

2 Select the search you want to delete from the Saved Search list.

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 4. Using Search Panels to Search for Data to Display

Tip! If you are unsure of the search criteria for the selected search, click Details. My
webMethods displays the saved search criteria.

3 After selecting the search you want to delete, click Delete.

Setting Search Options for a My webMethods Page

For each My webMethods page that has a search panel, you can define search options that
apply specifically to that page. These search options can include:
The search panel tab (e.g., Keyword or Advanced) you want My webMethods to display
by default when you initially access the My webMethods page
Whether you want My webMethods to automatically execute a search when you
initially access the My webMethods page, and if so, the saved search you want My
webMethods to execute
The maximum number of search results that you want My webMethods to retrieve
before stopping execution of a search.

To set search options for a My webMethods page

1 Access the My webMethods page for which you want to set search options.
2 Click the Options tab.
3 To define the search panel tab you want My webMethods to display when you
initially access the My webMethods page, use the Search Tab field. Select one of the
following:

Selection... Description

Keyword My webMethods displays the Keyword tab. This selection is

only available when the search panel includes an Keyword tab.
Basic My webMethods displays the Basic tab. This selection is only
available when the search panel includes an Basic tab.
Advanced My webMethods displays the Advanced tab. This selection is
only available when the search panel includes an Advanced tab.
Saved My webMethods displays the Saved tab. This selection is
always available in the Search Tab list.
Saved - Details My webMethods displays the Saved tab with the fields that
show the details about the saved search criteria displayed.
This selection is always available in the Search Tab list.

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 4. Using Search Panels to Search for Data to Display

4 To select a saved search to load, and optionally execute, use the Selected Saved Search
field and the Run selected saved search when window is displayed check box:
a Use the Selected Saved Search field to identify a saved search you want loaded when
you initially access the My webMethods page.
If you do not select the Run selected saved search when window is displayed check box
(which is described in the step below), My webMethods does not automatically
execute the search when you access the My webMethods page; it will execute the
search when you click Go. If you set the Search Tab field to Saved or Saved - Details,
when you initially access this My webMethods page, My webMethods displays
the saved search that you select on this tab.
If you do not select a saved search in the Selected Saved Search field, My
webMethods will not load nor execute a search when you initially access the
page.
b If you want My webMethods to execute the saved search that you selected in the
Selected Saved Search field, select the Run selected saved search when window is
displayed check box. When you select this check box, My webMethods
automatically executes the selected saved search when you access the My
webMethods page and displays its results, regardless of your setting in the Search
Tab field.
5 To define the maximum number of search results that you want My webMethods to
retrieve before it stops execution of a search, use the Max Results field or No Maximum
check box.
To define a maximum number of search results, type a number in the Max Results field.
Use Max Results if you are only interested in the most recent information. By
setting a limit, your searches will run more quickly and you will receive your
search results faster.
If you want to always view all search results, select the No Maximum check box. When
you select the No Maximum check box, your searches can potentially be long
running, and you might have to wait before My webMethods displays your
search results.
6 Click Save to save your search options.

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 4. Using Search Panels to Search for Data to Display

Defining How My webMethods Displays Search Results

My webMethods displays search results in a table format. The table format is in one of the
following formats:
Standard-format table. My webMethods can use a standard‐format table for data that is
either non‐hierarchical or hierarchical. If the search results are non‐hierarchical, this is
the only format that My webMethods will make available to display the search
results.

Tree format. My webMethods can use a tree format if the search results are hierarchical.
When data is presented in a tree format, My webMethods sometimes provides you
with the option to display hierarchical search results either in the standard‐format
table or tree format. When you use a tree format, My webMethods automatically
expands the search results tree to the nodes where the matches are found. After My
webMethods displays search results, you can click a button to reformat the results
into either format. Additionally, My webMethods also sometimes allows you to set a
display option to define the format to use by default when displaying hierarchical
search results.

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 4. Using Search Panels to Search for Data to Display

The following table lists the possible display options that might be available for you to use
for search results and the sections in this chapter where you can find more information
about the display option. Whether display options are available at all and which options
you can use depend on the page that My webMethods is displaying.

Display Option For more information, see

Table format to use for search results (standard vs. tree) “Setting the Table Format
Used for Search Results”
Define the default table format to use when the on page 53
search results are hierarchical.
Convert tree format search results to
standard‐format table after My webMethods initially
displays the results.
Sort order of search results “Sorting the Search
Results” on page 54
Define the default sort order for search results.

Re‐sort search results after My webMethods initially

displays the results.

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 4. Using Search Panels to Search for Data to Display

Display Option For more information, see

Number of search results rows “Defining the Number of
Search Results Rows to
Define the default number of rows to use for Display Per Page” on
displaying search results on all My webMethods page 55
pages.
Override the default number of rows for a specific
My webMethods page.
Columns displayed “Setting the Columns to
Display and Their Display
Define the columns to use in the search results and Order” on page 56
the order in which the columns appear.

Setting the Table Format Used for Search Results

If the search results are hierarchical, you can display the results in either standard‐format
table or tree format. For a My webMethods page where search results can be hierarchical,
you can sometimes define a default format for the search results that apply specifically to
that page. You can determine whether you can set a default table format by the presence
of absence of the fields described in the procedure below. Additionally after My
webMethods displays search results in your selected default format, you can still convert
the search results to the alternate format.

To set the default table format for a My webMethods page where search results are hierarchical

1 Access the My webMethods page for which you want to set display options.

2 Click Display Options, which is located at the top right of the search results panel.
My webMethods replaces the search results with fields to allow you set your display
options.
3 Select the default you want to use for the search results (Table or Tree) from the View
Results As list. My webMethods only displays the View Results As field if the search
results for the page are hierarchical.
4 Click Save.

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 4. Using Search Panels to Search for Data to Display

To view search results in the alternate table format

To view the search results in the alternate table format, click a button that is located in the
top right of the search results:
If the search results are currently displayed as a tree and you want to view them in a
standard‐format table, click View As Table.
When My webMethods is displaying hierarchical results in standard‐format table, the
table includes only entries that match your search criteria. You will not see the parent
information for the matching entries.
If the search results are currently displayed in a standard‐format table and you want
to view them in a tree format, click View As Tree.
Parent entries that might not specifically match your search criteria are included
when their children match the search criteria.

Sorting the Search Results

For each My webMethods page that contains a search panel, you can sometimes define a
default sort order that My webMethods uses when displaying search results. The default
applies specifically to that page. Whether you can specify a sort order depends on the
page. You can determine whether you can set a sort order by the presence of absence of
the sort fields described in the procedure below.
After My webMethods displays search results in your selected default sort order, you can
still re‐sort the search results.

To set the default sort order for search results on a specific a My webMethods page

1 Access the My webMethods page for which you want to set display options.

2 Click Display Options which is located at the top right of the search results panel.
My webMethods replaces the search results with fields to allow you set your display
options.
3 In the Sort By field, select the column name that you want to use to sort the search
results.
4 For Sort Order select either Ascending or Descending to specify the sort order.
5 Click Save.

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 4. Using Search Panels to Search for Data to Display

To re-sort the search results

To re‐sort the search results, click the column heading of the column that you want to use
to sort the search results. My webMethods indicates the current sort order by displaying a
icon or icon next to the column header of the column that is currently being used for
sorting:
A indicates the results are sorted in ascending order

A indicates the results are sorted in descending order.

For example, if your search results contain a column labeled PROCESS and you want to
sort the data alphabetically based on the process name, click the PROCESS column
heading.

Defining the Number of Search Results Rows to Display Per

Page
In your user preferences, you can set a default number of rows that My webMethods
displays on each page of the search results. For example, if a search produces 18 results
and you define the number of rows to display per page as 10, My webMethods displays
your results in 2 pages, 10 results on the first page and the remaining 8 results on the
second.
Additionally, you can override the default you specify in your user preferences to set the
number of rows that you want My webMethods to display on a specific My webMethods
page.

Tip! If you want to take the same action against all results from a search, set the number of
rows to show all. Then, you can use Select All to select all items in the search results,
allowing you to act on all items at one time. For example, you might want to do this if you
need to perform a bulk delete of several items. For more information about acting on
search results, see “Taking Action Against Items in the Search Results” on page 57.

To define the number of rows that My webMethods displays on all My webMethods pages by default

1 Click the My Profile link, which is located at the top of all My webMethods pages.
2 Click the User Preferences tab.
3 In the Items Per Page field, select one of the following:
Default to allow the system to determine the number of search results to display
per page.

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 4. Using Search Panels to Search for Data to Display

A number to indicate the number of search results you want the system to display
per page.
Show All to have the system display all search results on a single page.
4 Click Apply.

To override the default number of rows you set in your user preferences

1 Access the My webMethods page for which you want to set display options.

2 Click Display Options, which is located at the top right of the search results panel.
My webMethods replaces the search results with fields to allow you set your display
options.
3 In the Number of Rows to Display field, select the number of rows you want My
webMethods to use when displaying search results on this My webMethods page.
4 Click Save.

Setting the Columns to Display and Their Display Order

For each My webMethods page, you can customize the columns that My webMethods
displays in the search results. Additionally, you can specify the order in which you want
the columns to appear.

To customize the display of columns for the search results

1 Access the My webMethods page for which you want to set display options.

2 Click Display Options, which is located at the top right of the search results panel.
My webMethods replaces the search results with fields to allow you set your display
options.
3 To specify the columns that you want included, in the COLUMN DISPLAY section of the
screen, move the columns to the Selected box.
4 To specify the order in which My webMethods displays the columns in the search
results, move the column names up and/or down in the list.
5 Click Save to save your column display changes.

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Working with Search Results

The following table lists how you can use the search results.

Task For more information, see...

Perform actions against items returned in the “Taking Action Against Items in the
search results. For example, edit an entry. Search Results” on page 57
Add the search results to your My “Adding Search Results to Your
webMethods Home page. Home Page or Custom Pages” on
page 59
Export the search results to a “Exporting Search Results to a .csv
comma‐delimited text file (.csv file). File” on page 59

Taking Action Against Items in the Search Results

Typically, you will be able to perform actions against items listed in the search results.
Actions that might be available can fall into one of three categories:
Actions against multiple items in the search results (e.g., deleting one or more items)

Action to add an item

Actions against a single item in the search result (e.g., editing an item or displaying
details about an item)
For information about the actions available in a specific search panel and more details
about how to perform the actions, see the appropriate guide that is associated with the
task. For a list of guides, see “Finding More Information About How to Perform a Search”
on page 45.

Taking Action Against Multiple Items in the Search Results

If you can take actions against multiple entries in the search results, My webMethods
displays a function bar at the top of the search results. The function bar contains a button
for each action you can perform. For example, on the Monitoring > Processes > Process
Instances page, there is a Resubmit button that allows you to resubmit one or more process
instances. In the search results, you mark each process instance that you want to resubmit,
and then click Resubmit.

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 4. Using Search Panels to Search for Data to Display

To act against multiple items in the search results

1 Select the items by selecting their check boxes.

To select all items on the currently displayed page of the search results, click
Select All. To deselect all items that you have selected on the currently displayed
page, click Select None.
2 After selecting the items you want to act on, click the appropriate button (e.g., Delete)
in the function bar.

Tip! If you want to take the same action against all results from a search, first update the
number of rows to display in the search results to show all search results on a single page.
Then, you can use Select All to select all items in the search results, allowing you to act
on all items at one time. For information about setting your preference, see “Defining the
Number of Search Results Rows to Display Per Page” on page 55.

Adding Items
If you can add an item, My webMethods displays a button you can use to add items in the
function bar. For example, on the Monitoring > System‐Wide > Rules > Rule List page,
there is a Create Rule button. To add a new rule, click Create Rule.

To add an item

Click the add button, which is typically labeled “Add” or “Create”. If My webMethods
displays additional screens, supply the requested information to describe the new item
you are adding.

Taking Action Against a Single Item in the Search Results

If you can take actions against individual items in the search results, My webMethods
displays action icons in the rows for items. The action icons are displayed on the right
unless you re‐ordered the column displays to place them in a different location.

Two common action icons are the Edit icon that you use to edit information for an item
in the search results and the Detail icon that you use to display detail information for
an item in the search results.

To act against a single item in the search results

Click on the appropriate icon for the item you want to act on.

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 4. Using Search Panels to Search for Data to Display

Adding Search Results to Your Home Page or Custom Pages

If you want immediate access to your search results, you can add the search results to
your home page or a custom page.

Note: For more information about customizing the content of your My webMethods Home
page, see Chapter 5, “Managing the Content on Your Home Page and Custom Pages”.

To add search results to your home page or custom pages

1 Click Add to Custom Page, which is located at the top right of the search results.

Important! If your search includes a criterion that specifies an exact time period, for
example using the Custom selection of the Range search criterion, when you add the search
results to your home or custom page, the data is static; that is the data displayed will
always be for the exact time period that you specified. For more information about the
Range search criteria, see “Performing Basic and Advanced Searches” on page 43.

2 From the Add to Page list, select the page to which you want to add the search results.
3 In the Target Name field, specify the name you want to appear in the title bar of the
portlet when it appears on your home or custom page.
4 Click Add to Custom Page.

Exporting Search Results to a .csv File

You can export search results to a a comma‐delimited text file (.csv file) if the search
results panel includes the Export Table function.
After exporting search results to a .csv file, you can then import the .csv file into Microsoft
Excel, Microsoft Access, or any other application that accepts the .csv file format.

To export search results

1 Click Export Table, which is located in the top right of the search results.
2 From the Character Encoding list, select the character encoding to use.
3 Click Export.
4 In the File Download dialog box, click Save to indicate you want to save the search
results to a file.
5 In the Save As dialog box, browse to the location where you want to save the .csv file.

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 4. Using Search Panels to Search for Data to Display

6 Click Save.

Note: To open a .csv file saved with UTF‐16 LE encoding in Excel 2000 or earlier, you will
need to import the file using Data > Get External Data > Import Text File and follow the
instructions in the Import Wizard.

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Chapter 5. Managing the Content on Your Home Page and
Custom Pages

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Adding Content to Your Home Page and Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Removing Content from Your Home Page and Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Managing the Display of Information on Your Home Page and Custom Pages . . . . . . . . . . . . . 64

Adding Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Displaying Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Deleting Custom Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

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 5. Managing the Content on Your Home Page and Custom Pages

Overview
When you log into My webMethods, the system displays your My webMethods Home
page. If you navigate to other pages, you can return to your My webMethods Home page
by selecting Home from the navigation bar. You navigate to your custom pages by first
accessing the My webMethods Home page.
The My webMethods Home page and custom pages are similar in that you add the
content you want on these pages. The procedures for managing the content on the My
webMethods Home page and custom pages are the same. The following table lists tasks
this chapter provides for working with the My webMethods Home page and your custom
pages:

Task For more information, see...

Add information to your home and custom pages. “Adding Content to Your
You can add information that is vital to you or that Home Page and Custom
you use frequently. Pages” on page 62
Remove information that you no longer need from “Removing Content from Your
your home and custom pages. Home Page and Custom
Pages” on page 63
Update how My webMethods displays information “Managing the Display of
on your home and custom pages. Information on Your Home
Page and Custom Pages” on
page 64
Create a new custom page. “Adding Custom Pages” on
page 67
Navigate to a custom page. “Displaying Custom Pages” on
page 67
Delete custom page that you no longer need. “Deleting Custom Pages” on
page 68

Adding Content to Your Home Page and Custom Pages

As you work with My webMethods, you navigate through the user interface to display
information that you need or that you are interested in. My webMethods displays the
information in the user interface using portlets. When you encounter information that is
vital for you or that you frequently use, you can add it to your My webMethods Home
page or a custom page. There is no limit to the number of portlets that you can add.
The portlets that you add maintain their context when the system displays them on your
home or custom pages. For example, you select to add a monitor that is displaying order

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 5. Managing the Content on Your Home Page and Custom Pages

cycle time to your home page. When you view your home page, the portlet will display
the monitor specifically for order cycle.
Additionally, the content on the home or custom page displays information for the current
time period, not the information that My webMethods was displaying when you added
the portlet. My webMethods refreshes the information on the home or custom page every
two minutes.

Note: If you are adding search results to your home or custom page and your search
criteria included a criterion that specifies an exact time period (for example, by using the
Custom selection of the Range search criteria), the portlet on your home or custom will
contain static data; that is the data displayed will always be for the exact time period that
you specified. For more information about the Range search criteria, see “Performing Basic
and Advanced Searches” on page 43.

To add content to your home or custom page

1 Click Add to Custom Page, which My webMethods displays at the top right of
portlets in the user interface.
2 From the Add to Page list, select the page to which you want to add the search results.
3 In the Target Name field, specify the name you want to appear in the title bar of the
portlet when it appears on your home or custom page.
4 Click Add to Custom Page.

Note: For information about where My webMethods adds the portlet to your home or
custom page, see “Defining the Layout of Your Home Page and Custom Pages” on
page 64.

Removing Content from Your Home Page and Custom Pages

When you no longer need information that you have previously added to your home or
custom page, you can remove the portlet.

To remove content from your home or custom page

Click Delete, which My webMethods displays at the top right of portlets that are on
your home or custom page.

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 5. Managing the Content on Your Home Page and Custom Pages

Managing the Display of Information on Your Home Page and

Custom Pages
You define how you want My webMethods to display the content on your home and
custom pages by:
Defining a basic layout for portlets added to the home and custom pages

Re‐arranging the portlets to move them to the location where you want them

Minimizing portlets that you do not need to view, but that you still want to keep on
your home or custom page
Maximizing portlets that you previously minimized when you need to view them
again

Defining the Layout of Your Home Page and Custom Pages

To define the layout for your home page and custom pages, you select a template that
specifies the basic areas where portlets can be displayed. Because each portlet is defined
as optimal for either one‐column formatting or two‐column formatting, the template
specifies two main areas:
One-column area that uses the entire width of the page. My webMethods displays
portlets that are optimal for one‐column formatting in this area; that is, portlets that
require the entire width of the page for display.
Two-column area where each column uses half the width of the page. My webMethods
displays portlets that are optimal for two‐column formatting in this area; that is,
portlets that require half the width of the page for display.

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 5. Managing the Content on Your Home Page and Custom Pages

Each template defines the order in which you want the one‐column and two‐column areas
to appear; that is, whether you want the one‐column area to appear before the
two‐column area or vice versa. The following table describes the templates you can use:

Template Description
Template 1:2 Use the Template 1:2 template to have My webMethods display
the one‐column area first followed by the two‐column area.

Template 2:1 Use the Template 2:1 template to have My webMethods display
the two‐column area first followed by the one‐column area.

You can select one layout that My webMethods uses for your home page and all your
custom pages.
When you add a portlet to your home or custom page, My webMethods adds the portlet
to the next available space within the appropriate area (i.e., one‐column area or
two‐column area). For example, if you add a portlet that uses one‐column formatting, My
webMethods will place the portlet last in the designated one‐column area. If you would
like the portlet to display higher within the designated area, you can move it; for more
information, see “Re‐arranging the Portlets Displayed on Your Home Page and Custom
Pages” on page 66.

Note: You cannot change the color scheme, graphic images, or any other aspect of the skin
and shell of the My webMethods Home page.

To define the template to use for the layout of your home page and all your custom pages

1 Click the My Profile link, which is located at the top of all My webMethods pages.
2 Click the User Preferences tab if it is not already selected.
3 For Home Page Template, select the template that you want to use.
4 Click Apply.

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 5. Managing the Content on Your Home Page and Custom Pages

Re-arranging the Portlets Displayed on Your Home Page and

Custom Pages
You can change the order in which My webMethods displays the portlets on your home
and custom pages. When you re‐arrange the portlets, you can move one‐column format
portlets only to any location within the one‐column area of the page. Similarly, you can
move two‐column format portlets only to any location within the two‐column area of the
page. For more information about designating the one‐ and two‐column areas, see
“Defining the Layout of Your Home Page and Custom Pages” on page 64.

To move a portlet on your home or custom page

1 Click Move, which My webMethods displays at the top right of portlets that are on
your home or custom page, and drag the portlet to the new location.
2 Confirm your changes by clicking Save in the confirmation box.

Minimizing and Maximizing Portlets on Your Home Page and

Custom Pages
If there are portlets on your home or custom pages that you do not want to view at
present, but that you still want to keep on the page, you can minimize the portlet. When
you minimize a portlet, My webMethods displays only the title bar of the portlet. When
you need to view the portlet again, you can maximize it.

To minimize a portlet on your home or custom page

Click Minimize, which My webMethods displays at the top right of portlets that are on
your home or custom page.

To maximize a portlet on your home or custom page

Click Maximize, which My webMethods displays on the title bar of a minimized portlet.

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 5. Managing the Content on Your Home Page and Custom Pages

Adding Custom Pages

You can create as many custom pages as you need. Create custom pages to group related
information and tools that you frequently use to make it easy for you to reference them.
For example, you might be involved with several projects and want to create a separate
custom page for each project. The custom pages that you create are specific to your user
account and not shared with other users.

To add a custom page

1 If you are not currently viewing your home page, select Home from the navigation bar
to view the home page.
2 Click Create New Page. My webMethods displays the Create New Custom Page page.
3 On the Create New Custom Page page, fill in the following fields:

In this field... Specify...

New Custom A name for your custom page. My webMethods uses this name in
Page Title the View list on your home page. It is the name you will select to
navigate to this page.
Description A description for the custom page.

4 Click OK.
Your new custom page will contain default content, which is a single instruction
portlet that provides information about how to add content and customize your new
custom page. You can remove this instruction portlet; for more information, see
“Removing Content from Your Home Page and Custom Pages” on page 63.

Displaying Custom Pages

To view custom pages that you have created, use the View list on your home page.

To view a custom page

1 If you are not currently viewing your home page, select Home from the navigation bar
to view the home page.
2 Select the page you want to view from the View list.

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 5. Managing the Content on Your Home Page and Custom Pages

Deleting Custom Pages

If you no longer need a custom page that you have created, you can delete it.

To delete a custom page

1 If you are not currently viewing your home page, select Home from the navigation bar
to view the home page.
2 Select the page you want to delete from the View list.
3 With the page that you want to delete being displayed, click Delete This Page.

Getting Started with My webMethods Version 7.1 68

 Index

Index

Symbols Naming Directories 25

" " (quotations) Settings 25
using in keyword searches 42 My webMethods
* (asterisk) Cluster Settings 28
using in keyword searches 42 Data Sources 28
.csv file, exporting seach results to 59 Directory Services 28
Email Servers 28
System Settings 28
A
navigation 18
About standard link 19
System-Wide
adding B2B Permissions 24
content to custom pages Calendars Management 24
portlets 63
Environments 25
search results 59 System Information 25
content to home page User Management 24
portlets 63
advanced search 49
search results 59 automatically executing for a page 50
custom pages 67 definition 40
Administration navigation selection 15
finding more information on available fields 45
Administration pages maximum results 44, 50
Analytics performing 44
KPIs 26
saving 47
Monitored Components 26 search results
Prediction 26 columns displayed 56
Rules 26
defining maximum results 50
Business
how displayed 51
Business Overview 27 number of rows in results 55
Business Processes 27 sorting 54
Data Management 27
standard-format table 51
Tasks 27 tree format 51
description of elements on page 17 when available 40
format of pages 16
asterisk ("*")
Integration using in keyword searches 42
B2B 27
B2B Settings 28
B
Messaging
Broker Servers 25 basic search 49
Broker Territories 25 automatically executing for a page 50
Log 25 definition 40

Getting Started with My webMethods Version 7.1 69

 Index

exact time period and adding results to hiding content 66

custom pages 59, 63 information to add 62
home page 59, 63 maximizing portlets 66
finding more information on available fields 45 minimizing portlets 66
maximum results 50 moving portlets 66
saving 47 navigation from 15
search results overview 31
columns displayed 56 re-arranging content 66
defining maximum results 50 re-displaying hidden content 66
how displayed 51 tasks you can perform 62
number of rows in results 55 templates for layout 64
sorting 54 where new content is placed 65
standard-format table 51
tree format 51 D
when available 40 definitions
advanced search 40
C basic search 40
changing custom page 12
how you are notified 36 keyword search 40, 42
password 9 My webMethods Home page 62
profile 9, 34, 36, 55, 65 saved search 41
saved search criteria 48 deleting
your e-mail address in profile 36 content from custom pages 63
your identification information in profile 34 content from My webMethods Home page 63
columns, setting for search results 56 custom pages 68
converting search results mass deletes in search results 55, 58
standard-format table 54 saved searches 48
tree format 54 displaying
creating custom pages 67 custom pages 67
csv file, exporting search results to 59 My webMethods Home page 62
custom pages 15 saved search criteria 48
adding content search results
portlets 63 columns used 56
search results 59 display options 52
search results when exact time period on search 44, 59, 63 standard-format table 53
creating 67 tree format 53
defining template to use 65 documentation
definition 12 additional 6
deleting 68 feedback 6
deleting content 63
description of elements on page 12, 14 E
displaying 67 e-mail address, updating one in profile 36
format 12, 14

Getting Started with My webMethods Version 7.1 70

 Index

executing using quotations 42

action against multiple search results 57 when available 40
action against single search result 58
advanced searches 44 L
keyword searches 43 location of page content 15
saved searches 48 logging into My webMethods 8
exporting search results to .csv file 59 logging out of My webMethods 9
Login page 9
H Logout standard link 19
Help standard link 19
Home navigation selection 15 M
home page, See My webMethods Home page maximum search results
advanced search 44
I defining maximum for a search 50
identification information of user keyword search 42
updating 34 Monitoring navigation selection 15
User Information tab 34 Monitoring pages
User Profile tab 34 Business
Business Overview 21
K Process Analytics 21
keyword search 49 description of elements on page 17
automatically executing for a page 50 description of selections 20
definition 40, 42 format of pages 16
determining data that will be searched 41 Integration
exact matching 42 B2B 22
how keywords used 42 Documents 23
matching multiple characters 42 Services 23
maximum results 42, 50 navigation 18
performing 43 Processes
saving 47 Process Instances 21
search results Tasks 22
columns displayed 56 Reports
defining maximum results 50 Process Instances 23
how displayed 51 Process Models 23
number of rows in results 55 Task Roles 23
sorting 54 Task Users 23
standard-format table 51 System-Wide
tree format 51 Problems 20
special characters Rules 21
asterisk 42 Six Sigma Summary 21
quotations 42 System Overview 21
using asterisks 42 My Profile standard link 19

Getting Started with My webMethods Version 7.1 71

 Index

My webMethods Integration > B2B 27

description 8 Integration > B2B Settings 28
logging into 8 Messaging > Broker Servers 25
logging out of 9 Messaging > Broker Territories 25
page layout 18 Messaging > Log 25
profile, tasks 34 Messaging > Naming Directories 25
view list of installed components 19 Messaging > Settings 25
My webMethods Home page My webMethods > Cluster Settings 28
accessing 62 My webMethods > Data Sources 28
adding content My webMethods > Directory Services 28
portlets 63 My webMethods > Email Servers 28
search results 59 My webMethods > System Settings 28
search results when exact time period on search 44, 59, 63 System-Wide > B2B Permissions 24
defining template to use 65 System-Wide > Calendars Management 24
deleting content 63 System-Wide > Environments 25
description of elements on page 12, 14 System-Wide > System Information 25
format 12, 14 System-Wide > User Management 24
hiding content 66 Administration selection 15
information to add 62 available selections are dynamic 15, 20
location of page content 15 custom pages 15
maximizing portlets 66 Home selection 15
minimizing portlets 66 how to navigate My webMethods pages 18
moving portlets 66 levels of navigation 18
navigation from 15 Monitoring pages
overview 30 Business > Business Overview 21
re-arranging content 66 Business > Process Analytics 21
re-displaying hidden content 66 description of selections 20
standard links 14, 17 Integration > B2B 22
tasks you can perform for 62 Integration > Documents 23
templates for layout 64 Integration > Services 23
where new content is placed 65 Processes > Process Instances 21
Processes > Tasks 22
N Reports > Process Instances 23
navigation Reports > Process Models 23
Administration pages Reports > Task Roles 23
Analytics > KPIs 26 Reports > Task Users 23
Analytics > Monitor Components 26 System-Wide > Problems 20
Analytics > Prediction 26 System-Wide > Rules 21
Analytics > Rules 26 System-Wide > Six Sigma Summary 21
Business > Business Overview 27 System-Wide > System Overview 21
Business > Business Processes 27 Monitoring selection 15
Business > Data Management 27 My webMethods Home page 15
Business > Tasks 27 notification settings of user

Getting Started with My webMethods Version 7.1 72

 Index

m Notifications tab 36
Notifications tab 36 tasks you can perform 34
updating 36 template for layout of custom pages 65
User Information tab 36 template for layout of home page 65
updating 9, 34, 36, 55, 65
O user identification information 34
Options tab, search panel 49 User Information tab 9, 34, 36
User Preferences tab 55, 65
User Profile tab 34
P
page layout
Q
Administration pages 16
custom pages 12, 14 quotations (" ")
Monitoring pages 16 using in keyword searches 42
My webMethods Home page 12, 14
pages in My webMethods S
page content 18 saved searches
search panel automatically executing 50
overview 29 definition 41
tab displayed by default 49 deleting 48
search results modifying search criteria 48
column order 56 re-executing 48
columns displayed 56 viewing saved criteria 48
how displayed 51 saving searches
number of rows in results 55 how to 47
standard-format table 51 reasons to 47
tree format 51 search options, setting 49
password, changing 9 search panel
portlets Advanced tab 40
adding to custom pages 63 Basic tab 40
adding to home page 63 default tab to display 49
maximizing display on custom pages 66 Keyword tab 40
maximizing display on home page 66 Options tab 49
minimizing display on custom pages 66 page layout 29
minimizing display on home page 66 Saved tab 41
re-arranging on custom pages 66 search bar 30
re-arranging on home page 66 search options 49
removing from custom pages 63 where search results displayed 30
removing from home page 63 search results
where added to custom pages 65 setting default format, standard-format table vs. tree format 53
where added to home page 65 sorting 54
profile searching
defining number of search results to display per page 55 advanced search
notification settings 36 definition 40

Getting Started with My webMethods Version 7.1 73

 Index

finding more information on available fields 45 time period

how to execute 44 exact time period and adding results to custom pages 59,
maximum results 44 63
when available 40 exact time period and adding results to home page 59, 63
automatically executing a saved search 50 Range field 44
basic search specifying 44
definition 40 types of 40
finding more information on available fields 45 using asterisk as wildcard 42
when available 40 sorting search results 54, 55
data to search 41 standard links
determining data that will be searched 41 About 19
differences between types of searches 40 description of all standard links 19
exact strings 42 Help 19
how keywords used 42 list of 19
keyword search location of 14, 17
definition 40, 42 Logout 19
how to execute 43 My Profile 19
maximum results 42 start page, See My webMethods Home page
when available 40
maximum results T
advanced searches 44 tabs, search panel, default to display 49
defining 50 templates for layout of custom pages 64
keyword searches 42 templates for layout of My webMethods Home page 64
saving tree format, search results 51
deleting saved searches 48 troubleshooting information 6
how to save 47
modifying saved search criteria 48 U
reasons to save 47
updating
re-executing 48
how you are notified 36
viewing saved search criteria 48
password 9
search results
profile 9, 34, 36, 55, 65
controlling number of results displayed per page 55
saved search criteria 48
exporting to .csv file 59
your e-mail address in profile 36
how displayed 51
your user identification information in profile 34
sorting 54, 55
URL to access My webMethods 8
standard-format table 51
User Information tab
taking action against all results 55, 58
changing password 9
taking action against multiple results at one time 57
notification settings 36
taking action against single result 58
user identity information 34
tasks you can perform against search results 57
User Preferences tab
tree format 51
number of rows per page in search results 55
template for layout of custom pages 65
template for layout of home page 65

Getting Started with My webMethods Version 7.1 74

 Index

User Profile tab, user identity information 34

V
viewing
custom pages 67
My webMethods Home page 62
saved search criteria 48

W
wildcard characters used in searches 42

Getting Started with My webMethods Version 7.1 75