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OBPM 11g Demo

Environment Setup Guide

02.11.2010

Alerant Inc.

OBPM 11g Demo - Environment Setup Guide

Table of Contents

1. 2. 3. 4. 4.1 4.2 4.3 4.4 4.5 4.6

Process Definition ................................................................................................... 3 Installing SOA/BPM Suite on a Local Environment ................................................. 4 Using Amazon EC2 ................................................................................................... 5 Configuring the Domain .......................................................................................... 6 Configuring the database connection ................................................................................ 6 Configuring OID (optional, only on local environment) ....................................................... 6 Adding users and groups ................................................................................................. 6 Configuring BAM .............................................................................................................. 7 Configuring e-mail notifications (only on local environment) ............................................... 8 Deploying and configuring the process .............................................................................. 8

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1.

Process Definition

This document covers the necessary steps to set up the environment for the following process:

The process is about delivery handling. Three different roles are participating: supplier, purchasing clerk, purchasing manager. It starts by receiving an order made up of multiple order items. The supplier must review the order. For each order item he can announce delivery or submit a modification request. If there are open modification requests or delivery announcements, the purchasing clerk must act on the modification requests and acknowledge the delivery announcements. A business rule will decide whether manager involvement is needed. If manager approval is needed, he will need to approve the modification requests as well. The supplier must review the results of his modification requests. If the supplier decides not to create any more modification requests and not to announce further deliveries, the process will check if all order items have been announced for delivery. If not, the non-delivered order items have to be approved by the purchasing clerk.

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2.

Installing SOA/BPM Suite on a Local Environment

The following steps are needed if you are to run the demo on a local computer. (1) The following binaries are need to be installed in this order, the wizards will guide you through the setup process of each: Oracle 10g XE Universal (or any other Oracle database) Repository Creation Utility 11.1.1.3.0 Weblogic 10.3.3 + Coherence - Package Installer SOA Suite 11.1.1.2.0 SOA Suite 11.1.1.3.0 (patch on 11.1.1.2.0 with BPM) JDeveloper 11.1.1.3.0 (2) After starting JDeveloper the following extensions need to be downloaded and installed: soa-jdev-extension bpm-jdev-extension (3) Create DB schemas with the help of the Repository Creation Utility. Following schemas are needed: prefix_MDS (Metadata Services) prefix_SOAINFRA (SOA Infrastructure) prefix_ORASDPM (User Messaging) prefix_ORABAM (Business Activity Monitoring) (4) After the successful installation a new domain needs to be created with the following options (the default setting are OK in every step): Oracle BPM Suite Oracle SOA Suite Oracle Enterprise Manager Oracle Business Activity Monitoring Oracle WSM Policy Manager Oracle JRF - 11.1.1.0

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3.

Using Amazon EC2

A prepared image for Amazon EC2 is available where all the necessary components are installed, that can be used for demonstration purposes as well. (1) Log in to Amazon EC2. (2) Go to AWS Management Console. (3) Select "Security Groups" from the left-hand side menu and create a new group called obpmgroup. Make sure following ports are opened (all TCP): (a) 22 (b) 1521 (c) 7001 (d) 8001 (e) 9001 (4) Select "Key Pairs" from the left-hand side menu and create a new key pair called obpmkey. Make sure you save the private key to your local drive. (5) If using Windows, the saved key will have a format not understood by PuTTY. If using PuTTY for SSH, run PuTTYgen to create a PuTTY-compatible key format from the downloaded one. (6) Select AMIs from the left-hand side menu, and browse for Public Images. Select the AMI with the id ami-e041b489. (7) Click on Launch. A wizard will come up. (8) Set the instance type to "Extra Large" if high performance is needed (the default setting "Large" is sufficient for local testing purposes). (9) Go through the wizard selecting the previously created key pair and security group, other settings can be left as default. (10) Start the created instance. Once it has started, it will receive a public DNS. Use it to connect to the instance. (11) Connect to the instance through SSH with the user root, using the downloaded (or in case of Windows PuTTY-compatible) key. (12) Accept the agreement and set oracle user's password to welcome1. Once this has been set, the user oracle with the supplied password can also be used to connect to the instance. All servers are started automatically. (13) If you've finished working, stop the instance. Note that on-demand instances are always started on the first available machine so the public DNS will change every time the instance is restarted. Further information about the prepared image can be found at http://blogs.oracle.com/bpm/2010/06/bpm_11gr1_now_available_on_ama.html. This description is about a previous version of the image, but the accessibility information is the same for the image mentioned in step 6) as well.

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4.

Configuring the Domain

4.1 Configuring the database connection

(1) Run the create_user.sql with the SYSDBA user. (2) Run the order.sql with the freshly created user ordermanagement (password ordermanagement). (3) Run the po_head.sql with the ordermanagement user. (4) Run the po_line.sql with the ordermanagement user. (5) Configure the environment.properties in the scripts directory. (6) Run the configureDBAdapter.bat from the scripts directory. This will create the dataSource to the ordermanagement schema and also configure the SOA DB adapter to use this dataSource. This bid is signed by Chief Executive Officer Tamás Szabó, who is also the authorized representative of the company.

4.2 Configuring OID (optional, only on local environment)

(1) Log on to the admin console with the user weblogic. (2) Go to Security Realms/myrealm/Providers. (3) Add a new provider called OracleInternetDirectoryAuthenticator. (a) Set the host to "10.24.1.52". (b) Set the principal to "cn=orcladmin". (c) Set the credentials to the password of the admin user of OID. (d) Set the User Base DN to "cn=Users,dc=alerant,dc=hu". (e) Set the Group Base DN to "cn=Groups,dc=alerant,dc=hu". (f) Leave the other attributes unchanged and save the changes. (g) Update the default authenticator's control flag to optional. (h) Move CompanyOID provider to the top of the provider list. CompanyOID with the type

(4) Set the provider specific attributes of the newly created provider to the following:

4.3 Adding users and groups

(1) If OID is configured, add the following users there. (2) If OID is not configured, add the users through Weblogic console (Security tab).

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Role Supplier

Purchasing Clerk Purchasing Manager

Group ASupplier BSupplier CSupplier AClerks BClerks CClerks AManager BManager CManager

User us ts ms uc tc mc um tm mm

Password

Alerant12

BuyerId/VendorId ASupplier BSupplier CSupplier A B C A B C

4.4

Configuring BAM

If using Amazon EC2, steps 1-9 can be ignored. (1) Log in to Weblogic Console with the user Weblogic. (2) Under the deployment locate "OracleBAMAdapter". On its configuration tab under "Outbound Connections" two connections can be seen. Open both with the "+" signs and you should see "eis/bam/rmi" and "eis/bam/soap". (3) Configure both of them to match the BAM server parameters (host, port, user, password). For user/password use the weblogic user. After entering the values, make sure you check all the checkboxes and click save. (4) If asked, create a deployment plan. (5) Redeploy the "OracleBAMAdapter" so it uses the new deployment plan. (6) Log in to Enterprise Manager with the user Weblogic. (7) Drill down to "Weblogic Domain", "soa_server1". From the drop down field select "System MBean Browser". (8) Expand Application Defined MBeans, oracle.as.soainfra.config, Server: soa_server1, BPMNConfig and click on the bpmn entry. Clear the value of the "DisableActions" attribute and press Apply. (9) Import the data needed for BPM processes into BAM by running $SOA_HOME$/bam/samples/bam/monitorexpress/setup.bat. You need to enter the username and password of weblogic user multiple times. You must run $SOA_HOME$/../wlserver_10.3/common/bin/commEnv.bat before running setup so that the environment is set up correctly. (10) Log in to Oracle BAM using Internet Explorer with user weblogic. (11) Locate the Data Object TEMPLATE_BI_Partition_Composite_Process in the BAM Architect under Samples/MonitorExpress. (12) (13) Rename it to BI_DEFAULT_Project1_TestProcess. Go to the layout tab and add following fields:

(a) METRIC_totalAmount as an Integer (b) METRIC_vendorId as a String (14) Open BAM Active Studio to create a BAM report. Create a new report with the vertical tiles.

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(15)

Name the report order amount distribution.

(16) Create a 3D Bar Chart on the left-hand side. Use the Data Object previously created. Select METRIC_vendorId for the "Group by" parameter, METRIC_totalAmount for the "Chart values" and "Average" for the function. (17) Create a 3D Pie Chart on the left-hand side. Use the Data Object previously created. Select METRIC_vendorId for the "Group by" parameter, METRIC_totalAmount for the "Chart values" and "Percentage of total" for the function. (18) Save the report under Shared Reports/Samples/Monitor Express.

4.5

Configuring e-mail notifications (only on local environment)

An SMTP server installed on the server host is a prerequisite for this step. (1) Log in to Enterprise Manager with user weblogic. (2) Drill down to SOA/soa-infra and from the drop-down box select "Workflow notification properties" and set the notification mode to "Email". Apply the change. (3) Drill down to User Messaging Service/usermessagingdriver-email (soa_server1) and from the drop-down box selects "E-mail Driver Properties". Set the following attributes: (a) Set OutgoingMailServer to "localhost". (b) Set OutgoingDefaultMailAddress to [email protected] (c) Leave the other attributes unchanged and apply the changes. (4) Restart all servers.

4.6

Deploying and configuring the process

(1) Run the deploy.bat from the scripts directory adding the revision of the BPM composite as an argument. (2) In order to get a more detailed overview of process instances it is best to adjust the audit level of deployed composites. This can be done in Enterprise Manager. Drill down to SOA/soa-infra and from the drop-down box select "Common properties" and set the audit level to "Development". Apply the change. This step is not necessary if using Amazon EC2.

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