Log on to Workflow client

You can log on to the Workflow client in one of two ways: automatic and manual. This procedure outlines the steps to manually log into the system.

Before you begin

To log in to Workflow, the system must be in a state of either Complete or Partial health. For more information, see System Health and Program Use.
Prerequisites
Windows Domain-Based Security

Procedure

  1. Use one of the following methods to log on.
    If...Then do the following...
    An instance of Workflow is not running on the workstation.
    1. Launch the Workflow client using either the Start menu or desktop icon.
    2. On the main Workflow screen, click Log in to Workflow.
      Note: You can also use this path if an instance or Workflow is already running on the workstation.
    An instance of Workflow is running on the workstation,
    1. On the Workflow toolbar, click New Session.
    The Workflow Login dialog box appears.
  2. In the Authentication Type section, select the type appropriate to your user profile.
    Select...If...
    Workflow AuthenticationYour user profile is part of the Workflow application.
    Windows Authentication

    Your user profile is part of the Windows domain.

    Important: To log in using Windows Authentication, your server and client(s) must be on a domain. The domain field is populated using the domain that the computer joins. If the user logging in is from a different domain, this field is populated using the domain that this user belongs to.
    SSO Authentication

    Your user profile is part of SSO security.

    Note: SSO Authentication is not available if it has not been enabled.
  3. In the User Name field, enter your user name.
    Note: If you are logging in using SSO Authentication, this field is labeled User ID.
  4. In the Password field, enter your password.
  5. If applicable, in the Domain field, enter the domain name.
    Note: To log in using Windows Authentication, your server and client(s) must be on a domain. The domain field is populated using the domain that the computer joins. If the user logging in is from a different domain, this field is populated using the domain that this user belongs to.
  6. Click OK.