How to Successfully Set Up the WebSphere ILOG Rule Team Server

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1 IBM Software Group How to Successfully Set Up the WebSphere ILOG Rule Team Server Franck Delporte Alain Robert Senior Software Engineers - ILOG JRules 13 July 2011 WebSphere Support Technical Exchange

2 Agenda Installation Migration Security Synchronization Rule Build WebSphere Support Technical Exchange 2 of 34

3 Agenda Installation Order of Modules Database Schema Data Source Creation and Connection Pool Class Loading Policy Migration Security Synchronization Rule Build WebSphere Support Technical Exchange 3 of 34

4 Installation : Order of Modules JRules BRMS modules must be installed in specific order: Core(RS/RES) > RTS > DVS > Application Server Bundle Ex: Core > RTS > DVS > WAS Bundle Fix Pack must be installed on top of install version 7.1.1: Core > RTS > DVS 2. install version : Core > RTS > DVS 3. Finally WAS Bundle (no need to install bundle) WebSphere Support Technical Exchange 4 of 34

5 Installation : Database Schema RTS Schema is generated based on Rule Extension Model SQL can be executed by RTS Installation Manager Alternatively forward SQL script to DBA for execution Reasons: restricted DB grants, RTS on DB2 requires a 32K buffer pool,... Rule Extension Model special annotations for RTS columnname : specify a different name (to avoid SQL keywords or shorten alias length) column-length WebSphere Support Technical Exchange 5 of 34

6 Installation : Data Source Creation Use a non-xa JDBC Provider Schema and Credentials Database user default schema is used Option to specify different Schema name dbschemaname=<datasourcename>;<schemaname> WebSphere Support Technical Exchange 6 of 34

7 Installation : Data Source Connection Pool Set minimum pool size to 0 to avoid Stale Connection Issue WebSphere Support Technical Exchange 7 of 34

8 Installation : Class Loading Policy (1/2) RTS Web Module Class loader order: Classes loaded with application class loader first May need to stop WAS and clean <ProfileName>\temp directory WebSphere Support Technical Exchange 8 of 34

9 Installation : Class Loading Policy (2/2) Error example Often some JSF / faces related stack trace in the log WebSphere Support Technical Exchange 9 of 34

10 Agenda Installation Migration Locale Priority Property Security Synchronization Rule Build WebSphere Support Technical Exchange 10 of 34

11 Migration : Locale Prior to v7.1 locales could be 2 letters only (e.g. en ) Since v7.1 recommendation is to use 4 letters (e.g. en_us) To avoid conversion issues use 4 letters locale everywhere: Rule Studio: Make sure locale.properties is set to en_us (default) Vocabulary files should be en_us.voc (not _en.voc) RTS: Use SQL script to update locale (Tech Note) WebSphere Support Technical Exchange 11 of 34

12 Migration : Priority Rule Property priority property was an extension in 6.x, it is built in 7.x migration may show PRIORITY_EXT SQL error See Tech Note # WebSphere Support Technical Exchange 12 of 34

13 Agenda Installation Migration Security Standard Security Roles Adding Custom Security Role Synchronization Rule Build WebSphere Support Technical Exchange 13 of 34

14 Security : Standard Security Roles rtsadministrator - rtsuser - rtsconfigmanager - rtsinstaller Controls level of functionality ( e.g. access to Configure tab ) Security roles must be mapped to users / groups Standard JavaEE TM Security handled by Application Server WebSphere Support Technical Exchange 14 of 34

15 Security : Adding Custom Security Role (1/4) Controlling access to rule artifacts may require custom roles e.g.: PricingRuleWriter, PricingRuleReviewer,... Roles must be added in: 1.RTS application deployment descriptors 2.Security role to user/group mapping 3.RTS database Installation manager WebSphere Support Technical Exchange 15 of 34

16 Security : Adding Custom Security Role (2/4) Edit the RTS EAR deployment descriptors: META-INF/application.xml teamserver.war/web-inf/web.xml Add custom security roles in both files:... <security-role> <role-name>pricingrulewriter</role-name> </security-role> <security-role> <role-name>pricingrulereviewer</role-name> </security-role>... WebSphere Support Technical Exchange 16 of 34

17 Security : Adding Custom Security Role (3/4) Map security groups and roles WebSphere Support Technical Exchange 17 of 34

18 Security : Adding Custom Security Role (4/4) Add roles in RTS Configure Project Security WebSphere Support Technical Exchange 18 of 34

19 Agenda Installation Migration Security Synchronization General Tips UUIDs 3-Way Comparison Conflicts Rule Build WebSphere Support Technical Exchange 19 of 34

20 Synchronization : General Tips (1/2) Perform synchronization as an rtsadministrator Configure Rule Studio for HTTPS if needed -Dilog.rules.teamserver.allowSelfSignedCertificate=true Alternatively use custom protocol WebSphere Support Technical Exchange 20 of 34

21 Synchronization : General Tips (2/2) Granularity of Rule Studio RTS sync transfers Prefer several top level packages Helps avoid error: Cannot find remote element XXXX of type RulePackage (Tech Note # ) WebSphere Support Technical Exchange 21 of 34

22 Synchronization : UUIDs (1/2) UUID = Universally Unique Identifier Object identity is essential for synchronization Once a project is in RTS, do not use Refactor UUIDs Typical problems seen: Rule copied outside of Rule Perspective Refactor UUIDs for SCC branches in same workspace WebSphere Support Technical Exchange 22 of 34

23 Synchronization : UUIDs (2/2) Rule Studio RTS WebSphere Support Technical Exchange 23 of 34

24 Synchronization : 3-Way Comparison Detect changes: Publish Update Conflict WebSphere Support Technical Exchange 24 of 34

25 Synchronization : Conflicts See Tech Note # WebSphere Support Technical Exchange 25 of 34

26 Agenda Installation Migration Security Synchronization Rule Build Clean Build Performance WebSphere Support Technical Exchange 26 of 34

27 Rule Build : Clean Build Clear RTS Server Cache WebSphere Support Technical Exchange 27 of 34

28 Rule Build : Performance 1/3 Build automatically Static analysis WebSphere Support Technical Exchange 28 of 34

29 Rule Build : Performance 2/3 Storage ruleset archive build: file vs. memory teamserver.build.archive.storage WebSphere Support Technical Exchange 29 of 34

30 Rule Build : Performance 3/3 Table checks can be costly on large DT WebSphere Support Technical Exchange 30 of 34

31 Summary Mind the class loading policy on RTS web module 4 letters locale (en_us) Configure and use the right security role Handle UUIDs with care Tune rule build performance if needed WebSphere Support Technical Exchange 31 of 34

32 Additional WebSphere Product Resources Learn about upcoming WebSphere Support Technical Exchange webcasts, and access previously recorded presentations at: Discover the latest trends in WebSphere Technology and implementation, participate in technically-focused briefings, webcasts and podcasts at: Join the Global WebSphere Community: Access key product show-me demos and tutorials by visiting IBM Education Assistant: View a webcast replay with step-by-step instructions for using the Service Request (SR) tool for submitting problems electronically: Sign up to receive weekly technical My Notifications s: WebSphere Support Technical Exchange 32 of 34

33 Connect with us! 1. Get notified on upcoming webcasts Send an to with subject line wste subscribe to get a list of mailing lists and to subscribe 2. Tell us what you want to learn Send us suggestions for future topics or improvements about our webcasts to wsehelp@us.ibm.com 3. Be connected! Connect with us on Facebook Connect with us on Twitter WebSphere Support Technical Exchange 33 of 34

34 Questions and Answers WebSphere Support Technical Exchange 34 of 34

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