First Steps

Before you can start building business solutions in ProcessMIX, you need to complete few simple initial steps. With the help of the instructions presented below, you can get familiar with the platform, set up the environment, create and deploy your first application in no time.

The following steps describe one-time activities that you need to do to get started:

1. Go to the ProcessMIX registration page.

2. Create an account.

   • After entering your email address and clicking on the Register button, you will need to verify your email address. Follow the link provided in the email, and then set your password.

3. Create an organization and choose a subscription plan.

   • After successful registration, you will be redirected to the platform's Home screen. It will open the organization creation wizard with a first step already activated. Enter the name of your organization, its website URL, if you have one, and pick an appropriate subscription plan to suit your initial needs.

     • If your account was added via an invitation to become a member of an existing organization, instead of the wizard page you will be taken directly to the Repositories page of your organization.

     • If you are already a member of some existing organization and see the welcome screen, then you need to wait for the owner or administrator of the inviting organization to add you to its team.

   • After selecting the subscription plan, click on Create and Subscribe.

     • For paid plans, you will be redirected to the initial payment page. Subsequent recurring payments will be automatically charged on a monthly basis.

     • After making a successful initial payment, you will be taken to the organization home page, where you can verify that your subscription is now active, and begin creating a repository and a project to work with.

     • If the initial payment fails, you will see that your subscription is inactive and be able to retry the payment with the same or another card.

4. Optionally, invite other team members to collaborate.

   • If you plan to work on a project as a team, you will need to go to the organization's Users section by clicking on the corresponding icon on the left panel of the Home application. Open the All users group, and in the central part of the application, click on the plus button, where you need to enter the email of the user to whom you want to grant access to the resources of your organization.

   • Note: Users must be pre-registered on the platform.

5. Create your first repository.

   • To create your first repository, you need to go to the Repositories and Projects section (located on the left panel of the Home application) and click on the New Repository button. On the pop up, you need to enter the name of the repository and its ID.

6. Create your first project.

   • To create your first project, you need to go to the Repositories and Projects section (located on the left panel of the Home application) and click on the New Project button, where you need to select the repository in which you want to create the project, enter the name of the project and its ID.

   • Note: The project ID must be unique across the entire platform, so if you see an error that a project with the same ID already exists, you need to enter a different project ID and click on the Create button.

7. Grant project access to other users.

   • If you plan to work as a team, then you need to give users access to the project. To do this, in the Repositories and Projects section, open the project to which you want to grant access to a team member, and in the right panel of the application, open the Project Users panel, click on the Add User button, enter the user’s email and assign them a role: Editor or Viewer.

   • Note: The owner of the organization and its administrators have access to all projects of the organization.

Congratulations! You are now ready to start working on your first project.

Working on Your Project

To open the project, go to the home screen, click on the Repositories tab, and on the right side open the Project panel. In the central part of the window, you will see the history of the project, which will subsequently display all the committed changes made by all members who have access to the project. After creating the project, you will only see the starting commit. Click on it, and you will see buttons: Work and View. Click on the Work button, and the IDE application (Integrated Development Environment) will open in a new browser tab.

1. It is time to build your first application.

   • You can start by learning from and copying the example logic presented in our How-to Videos section.
2. The first thing you usually do is defining data structures that your flows will operate upon, as described in the Structure builder guide.
3. Next, you need to create a first flow, specify its execution channel (such as REST) and declare its input and output data parameters, as shown in the Flow builder guide.
4. You can also create decision logic assets such as Dictionaries, Decision tables, Scorecards and PMML models, and add them as execution steps to your flow.
5. To get data from external sources or call external services, you need to use connectors such as REST, SOAP, EVM Blockchain, S3 or relational database, as explained in the Connector builder guide.
6. Integrate all your created artifacts into the flow: check the Flow builder guide.
7. Periodically you need to make sure that the error panel does not show any errors, or fix those that are reported: see the Error panel guide.
8. Once the logic is built and errors are fixed, your project is ready to be deployed and executed, as shown in the Deploy and Use guide.
9. At this point you can debug and test your logic: refer to the Debug and Test helper guides for details.
10. Once everything is tested and the expected results are produced, you can deploy the project to other environments (e.g. Production) and start calling its endpoints from your frontend/client applications, or run scheduled flows as batch jobs. Alternatively, you can get a copy of the generated application jar or war file by exporting them from the project menu, as described in the Deploy and Use guide.