Published processes

Published processes most commonly serve as templates for the building of new processes. Building a process using an installed process as a template is simpler in most cases than building a process from scratch.

The Process Library dialog, which is accessible from the Build page, lets you install published processes in your account. The processes in the Process Library were either published by or published to account groups of which the account you are using is a member. When you install a process, the process component and all of its dependent components are copied into your account. (Passwords are not included in the dependent components.) Once you install a process, you can open it in the process canvas and edit it.

Process publishing is performed in a primary account. After a process is published, the user administering the process library shares it with selected account groups that they manage.

Using Process Library

Use the Process Library dialog

Use the Process Library dialog to browse and install published processes that are available to the account you are using. The processes in this list were either published by Boomi or published to account groups of which your account is a member.

1. Click the Process Library link to open the Process Libraries dialog in the Component Explorer on the Integration Build page, or click the Explore Process Library link on the Start tab.

   • Once the dialog is open, you can sort the Process Library by Most Popular, Published Date, or Process Name.

2. Enter the name of the process you want to search in the Search processes field. As you enter, the process list is filtered to include only processes whose names or descriptions partially or completely match the typed characters.

3. Click Esc or click Close to clear the field and stop the search.

4. Select the check boxes for the publishers whose processes you want to refer in the Filter by Publisher list. This filters the list of processes by publisher name.

5. Click View for a process to display additional details about that process.

6. Click Install to initiate a request to install the process.

Process details

You can refer to the following details for more information about your selected process.

Name	Description
Process name	The name of the process.
Published	The date and time at which the process was published.
Published by	The publisher of the process. The publisher information for an account is defined on the Publisher tab in the Setup page (Setup > Publisher).
Description	A description of the process, if one was provided.
Included components	A list of all the Connectors and Components that are included in the process. If the process includes Connectors that are not available in your account, you see an indicator that you are unable to install the process.
Share	A direct link to the process installation page on Process Library.

• Click Install to initiate a request to install the process.

• Click Back to return to the process list.

Process installation

1. Click Choose to select a folder from the drop-down list or plus icon to create a new folder for the Select Installation Location field

2. Enter a name for the locally installed copy of the process in the Process Name for Local Version field. The default is the name of the published process.

3. Click Save to save the process

4. Click Install to execute the process installation request

   • Click Back to return to the process details.

After clicking the Install, Installation Complete dialog opens.

4. Click Back to Library to return to the process list

5. Click View Process to open the newly installed process for editing in the Build page.

Installing a published process

To install a published process

Use the Process Library dialog, which is accessible from the Build page, to install published processes.

1. Go to the Build page and click the Process Library link under the Component Explorer (or click Explore Process Library on the Start tab)

   The Process Library dialog opens. The published processes that are accessible to your account are listed.

2. Find the process that you want to install by browsing the list

3. Click Search processes and enter in the field to filter the list

   As you type, the process list is filtered to include only processes whose names or descriptions match the typed characters partially or completely.

   • Use the Filter by Publisher list to turn on the check boxes for the publishers whose processes you want to see.

4. Click the View button for a process

   It displays additional details about the selected process, including the date and time it was published, who published it, and a description (if one was supplied).

5. Click Install from the process list or the process details

   The process installation dialog is displayed with fields to specify the installation folder and the local process name.

6. In the Select Installation Location field, do one of the following:

   • Click Choose to select a folder from the drop-down list.

   • Click the plus icon to create a new folder.

   A copy of the published process is installed in the specified folder.

7. In the Process Name for Local Version field, replace the name of the published process with the name that you want to assign to the locally installed copy of the process.

   If the process name you specify is the same as the name of an existing process in your account, the existing process is not overwritten. Instead, the process you are installing has a number appended to the specified name when it is installed.

8. Click Install.

   A copy of the selected process is installed, and a confirmation is displayed.

9. Do one of the following:

   • To open the newly installed process in the Build page, click View Process.

   • To return to the process list, click Back to Library.

   • To close the dialog and return to the Build page, click Close.