IBM TRIRIGA Application Platform Version 3 Release 4.0. Connector User Guide

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1 IBM TRIRIGA Application Platform Version 3 Release 4.0 Connector User Guide

2 Note Before using this information and the product it supports, read the information in Notices on page 64. This edition applies to version 3, release 4 of IBM TRIRIGA Application Platform and to all subsequent releases and modifications until otherwise indicated in new editions. Copyright International Business Machines Corporation 2011, All rights reserved. US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

3 Contents ABOUT THIS GUIDE... 1 Conventions... 1 Intended Audience... 1 Prerequisites... 1 Support CONNECTOR FOR ESRI GEOGRAPHIC INFORMATION SYSTEM... 2 GIS Portal Section... 3 Creating a Custom GIS Portal Section... 4 GIS Tab... 4 GIS/Esri Integration Points... 4 Configuring the IBM TRIRIGA ArcGIS mapping tool... 5 Creating a GIS Map Record... 5 Specifying whether the ArcGIS API Is Online or Hosted... 9 Specifying the Location of Your Online API... 9 Specifying the Location of Your Hosted API Switching from Hosted API to Online API and Vice Versa Troubleshooting GIS sections TRIRIGA INTEGRATION OBJECT Creating Integration Objects Data Map Tab Selecting a Form Defining the Fields Query For Outbound Section Selecting a Query Schemes Database Scheme File Scheme File to DC Scheme Http Post Scheme Outbound Formats Other Ways to Trigger Integration Triggering Integration from an Object... 38

4 Triggering Integration from a URL Error Handling Geocode Example Additional Resources Upgrading the TRIRIGA Integration Object Object Glossary Standard Workflows Standard Queries Standard Lists Determining the Integration Version User Guides APPENDIX A: CLASS LOADERS AND SERVLET PROXIES Custom Class Loaders Accessing Custom Java Classes from a Custom Task Loading your Files into the Class Loader Development Mode Servlet Proxies Configuring a Servlet Proxy Accessing a Connector Troubleshooting Class Loaders and Servlet Proxies INDEX NOTICES Privacy Policy Considerations Trademarks... 66

5 About This Guide This user guide describes the procedures for implementing IBM TRIRIGA connector products. Conventions This document uses the following conventions to ensure that it is as easy to read and understand as possible: Note A Note provides important information that you should know in addition to the standard details. Often, notes are used to make you aware of the results of actions. Tip A Tip adds insightful information that may help you use the system better. Attention An attention notice indicates the possibility of damage to a program, device, system, or data. Intended Audience This document is intended for users who are implementing one of the IBM TRIRIGA connector products. Prerequisites This guide assumes that the reader has a basic understanding of the IBM TRIRIGA Application Platform and the fundamental concepts required to operate the webbased IBM TRIRIGA system. Support IBM Software Support provides assistance with product defects, answering FAQs, and performing rediscovery. View the IBM Software Support site at Copyright IBM Corporation 2011,

6 1. Connector for Esri Geographic Information System A geographic information system (GIS) is a system for capturing, storing, analyzing, and managing data and associated attributes that are spatially referenced to Earth. In the strictest sense, it is an information system capable of integrating, storing, editing, analyzing, sharing, and displaying geographically referenced information. In a more general sense, GIS is a tool that makes it possible for users to create interactive queries, analyze spatial information, edit data, integrate maps, and present the results of these tasks. Geographic information system technology is used for resource management, asset management, environmental impact assessment, urban planning, sales, marketing, logistics, and many other activities. For example, GIS makes it possible for facility managers to easily assess impacts on facility assets in the event of a natural disaster, or GIS can be used to find a site for a new business to take advantage of a previously underserved market. Tools and data that enable the GIS feature come from both IBM TRIRIGA and Esri. The breakdown is as follows: Source IBM TRIRIGA Esri What is provided An initial set of building data used to query the Esri ArcGIS server. A ClassLoader object that contains the logic to render the Esri JavaScript viewer. For more information about class loaders, see Custom ClassLoader in Appendix A. Tools to configure the basemaps, layers, spatial references, widgets, and queries used in the rendered GIS Map areas within IBM TRIRIGA. The geographical and geospatial data (Data Services). The IBM TRIRIGA system obtains this data through REST API services on Esri servers. The actual map view. The ArcGIS server, whether the services offered online or the services hosted on a proprietary server, renders the maps and handles your geoprocessing. Geoprocessing for drive time or distance radii. Geoprocessing is provided by the ArcGIS server. Geocoding for gathering the latitude and longitude coordinates of addressable objects or identifiers that represent the features. This is provided by the ArcGIS server. The Esri JavaScript API. It renders the viewer to provide data from the server and to provide basic interaction with the map data. The standard configuration is defined in the IBM TRIRIGA GIS Map object. Copyright IBM Corporation 2011,

7 Esri offers a number of data services, including the Spatial Query data service. These services are used by GIS to determine the geographies the user sees within the current map view. A GIS map can be displayed in two areas in IBM TRIRIGA applications: as a portal section or in a tab. The same full-featured functionality is available each time a map is displayed. The versions of the IBM TRIRIGA Application Platform and the IBM TRIRIGA applications that support the GIS features described in this chapter are defined in the IBM TRIRIGA Application Platform Compatibility Matrix, which can be found at the following link: i/ibm+tririga1/page/support+matrix. GIS Portal Section A GIS portal section points to an internal web page that contains a GIS map. The map has a default GIS Map record associated to it that defines what to render. The URL section names of the internal web pages are as follows: triurl - GIS - Environmental Manager/Planner (US Govt) triurl - GIS - Environmental Manager/Planner When a user signs in to the application, the URL is called to load the web page that contains the map. Based on the map defined in the URL parameter, a list of executable reports is returned. The first report in that list runs, and the results are returned to the map. Reports can be metric queries or standard queries. The reports define what a user sees in the bubble markers for the locations or features. These queries also populate the table of data in the viewer. There is a one-to-one correlation between the bubble markers on the map and the data in the table. The table contains the same fields that the bubble marker contains, because the source data for both is the same report. With map widgets, the user can pan or zoom or find locations. The user can also create and edit features on the map and assign those features to an IBM TRIRIGA object. The pinpoints on the map show the locations that are returned from the query. Each location has a bubble marker (hover text) that displays information related to the location. If the query is a metric query, the bubble markers display the metric results. And the colors of the location pinpoint icons match the thresholds represented by the Copyright IBM Corporation 2011,

8 metric results. If the query is a standard query, the location pinpoint icons are colored blue. The default colors are blue, red, green, and yellow. You can use your own icons on the map to represent the location pinpoints on the screen. The query that is associated to the map in a portal section does not affect or react to any other data on the portal. GIS is a stand-alone application inside of a portal section. A GIS section includes a Save Preferences button. This feature saves the current map extent and view. The next time the user signs in, the saved settings override the default in the URL parameter of the portal section URL. If the user did not save preferences, the section shows the default view as defined in the URL parameter string. The user preferences are stored per user, per map. When the user changes to a different map, the preferences for the original map are not applied to the second map. Instead the second map is displayed with the default settings for that map, unless the user previously saved preferences for the second map. Creating a Custom GIS Portal Section The following steps describe how to create a custom GIS portal section. For an example, you can use one of the as-delivered portal sections for reference: triurl GIS Environmental Manager/Planner or triurl GIS Environmental Manager/Planner (US Govt). To Create a Custom GIS Portal Section Step 1 Create a new GIS Map object. Define the initial extents, basemaps, layers, and queries to be applied to the map when it renders in the portal section. For this example, the map is named My First Map. Step 2 Create a new portal section of type External. Enter a URL as shown in the following example: /html/en/default/rest/esrijs?map=my First Map. The map parameter value of My First Map tells the viewer to render that record. GIS Tab When a user has appropriate licenses, as-delivered Location, Geography, and RE Transaction Plan records include a GIS tab. This tab contains a map that pinpoints the location of the record, and the map extent is the localized area. A default query renders the map. The query is specified in the URL as a parameter string that determines which queries to execute. The URL for the GIS tab is defined in the Form Builder. GIS/Esri Integration Points Copyright IBM Corporation 2011,

9 To display maps, IBM TRIRIGA communicates with a mapping service provided by the Esri ArcGIS server. IBM TRIRIGA communicates to the Esri ArcGIS server with Java, JavaScript, and HTML. Use the Esri JavaScript API to make the service calls to the Esri ArcGIS server and to IBM TRIRIGA with its native HTTP Service protocol. Actions that are provided on IBM TRIRIGA records (for example, the Geocode Address action) use a custom task that makes calls to the services. The following fields on each of the as-delivered Location forms and business objects support this custom task: Field trigislatitudenu trigislongitudenu Description Contains the latitude of the geocode point. Contains the longitude of the geocode point. Configuring the IBM TRIRIGA ArcGIS mapping tool Use the IBM TRIRIGA ArcGIS mapping tool to configure your connection from IBM TRIRIGA to the Esri ArcGIS server. The IBM TRIRIGA ArcGIS mapping tool is located in Tools > System Setup > GIS Map. Each record in the GIS Map object contains the metadata that defines how the map is used, including basemaps, layers, queries, and widgets. Creating a GIS Map Record To create a GIS Map record Step 1 Go to Tools > System Setup > GIS Map > Add. The name you enter for the map must be different from the name of any other GIS Map record in the system. Step 2 Complete the Initial Extents section. The Initial Extents section defines the initial extents and the default value for the spatial reference, the well-known ID (WKID). These values establish the boundaries of the map when it first opens in a portal section or tab. You must validate that the WKID is appropriate for the basemaps and layers that you specify. To save the existing extents and WKID set on the current map, go to the Preview tab. Select the Show Details tab above the map and select the Set As Default hyperlink. Selecting Set As Default stores the existing extents and WKID set on the current map to the Initial Extents section of the General tab. If your basemaps are not WKID 4326 or WKID , you must specify a geometry service to handle your point projection conversions. You specify a geometry service in Copyright IBM Corporation 2011,

10 To create a GIS Map record the Options tab. Step 3 Complete the Query List section. Any query that is supported by the IBM TRIRIGA Report Manager can be included in the Query List section. The query with the lowest value in the Display Order field is displayed by default. A user can select another query by clicking the Show Details tab above the map, selecting the query from a drop-down list, and running that query. Metric queries behave differently in GIS than they do in other areas of IBM TRIRIGA. Metric queries for other areas of IBM TRIRIGA have a Show By/Group By drop-down box and filter drop-down menus. In GIS, metric query data is filtered and grouped by the geographical data that is displayed in the current map view. For the results of a metric query to display correctly, the structure of the metric query must be tabular and the query can only include one aggregation setting. For pinpoints to show up on the map to represent the query results, the query must include display columns that are labeled Longitude and Latitude. The points must be stored in IBM TRIRIGA as Geographic Latitude and Longitude representing spatial reference WKID To show an image for your results, include an image field from your object. The field must be labeled Image. The image displays in the table results for that column and at the top of the Info Window. When a query runs, if the query filter includes the trigislatitudenu and trigislongitudenu fields to represent the Latitude and Longitude fields used to pinpoint the item on the map, the Esri JavaScript viewer automatically adds filters to the query to only return results within the given extents of the map. The map can return a maximum of 1000 records. Note that the actual field names are the only way that filters can be added. If you use fields other than trigislatitudenu and trigislongitudenu, there is no way to add a filter. Step 4 Complete the Basemaps section. The Basemaps section identifies the maps that are available for display. The basemap with the lowest value in the Display Order field is displayed by default. The user can select another basemap by clicking the Show Details tab above the map and selecting from the Switch Basemap drop-down list. Additional information about the map provided by the map vendor displays when the user selects the Show Details tab. The Basemap record requires you to specify the REST URL of the Esri server that is providing the map service. If the URL is correct and valid, the basemap service description that is provided by the Esri server renders on the bottom of the GIS Base Map form. If, instead of the basemap service description, nothing displays or you see an error, confirm that your Esri server has the Basemap service enabled with REST endpoints. You can change the icon that shows when the basemap shows in the Switch Basemap list in the Show Details tab of the map. When the Thumbnail URL field points to a Copyright IBM Corporation 2011,

11 To create a GIS Map record valid image, it is displayed in the Switch Basemap list. If you do not specify a value, the default image appears. Step 5 Complete the Layers section. The Layers section identifies the layers that are available for display on top of the basemap. When the Default check box is selected, the layer displays when the map renders. A user adds or removes a layer by clicking the Show Details tab above the map and selecting or clearing the check box next to the name of the layer. When the user selects a layer with associated legend information, a column on the right of the map lists the legend that corresponds to the layer. When multiple layers are displayed, the legends are listed in display order. As the user modifies the extents on the map by zooming, the data in the legends updates to reflect the correct level of detail. If the map has a layer that is set as a default, the legend does not display until the user clicks either the Show Details tab or the Show Table tab. This conserves space on the map when it is viewed in smaller spaces, such as a portal. The column that displays the legends disappears after the last layer is removed. The Layers record requires you to specify the REST URL of the Esri server that is providing the map service. If the URL is correct and valid, the basemap service description that is provided by the Esri server renders on the bottom of the GIS Base Map form. If, instead of the basemap service description, nothing displays or you see an error, confirm that your Esri server has the Layers service enabled with REST endpoints. Step 6 Click the Options tab. Icons. The color of a pin on the map can represent the data value. When the query used to determine the points to display on the map is a metric query, the colors of the pins represent where the value of each result falls within the thresholds defined in the metric query. For example, assume the threshold defined in the metric query is that a value of 1 through 3 is low and should have the color red representing a negative result. If the result is 2, the pin is displayed with the icon file contained in the Red Icon field. The Blue Icon field is used for a value that is returned by a standard query. You can change the icons that are displayed by uploading your files into the Icons section. An icon file can be in any format used to render on the web, for example, a JPG file or a PNG file. If you do not change the icon files, the asdelivered icons are used. Widgets. You use the Widgets section to add a geoprocessor, to provide an overview map, or to add custom widgets. To define a widget, upload the JavaScript for the widget in the Code field. The as-delivered Widgets section contains example widgets from Esri. These widgets are not tied to IBM TRIRIGA and are only included for purposes of illustration. Most widgets become available to the user by clicking the Show Details tab above the map. With the as-delivered geocoding widget, the user can direct the map to latitude/longitude coordinates or to an address. Copyright IBM Corporation 2011,

12 To create a GIS Map record The as-delivered drive time widget displays radii for 1, 2, and 3 minute drive times from the point selected. A user opens the as-delivered overview map by clicking the arrow that is in the upper right corner of the map display. The sample overview map shows a condensed version of the map and contains a pane that can be moved. The user drags that pane to navigate much larger regions of the map without having to zoom out. With the as-delivered editor widget, a user can draw a line, polygon, or point on an Esri map. The entity is saved on the Esri map if the user associated the feature to one of the records in the query or selected the Show All Features check box. The as-delivered editor widget is named sampleeditor.js. You can use that file as an example of how to create custom editor widgets. In the as-delivered sample editor widget, a feature can be associated with a TRIRIGA ID by entering a value in one of the number fields or text fields in the information panel. In the sample, the Issue Id field is used. You can use this same method in another editor widget to associate a feature to a value. A user can draw a feature and associate it to a TRIRIGA record by clicking the Show Table tab and selecting the Associate to selected feature icon for TRIRIGA record in the table. The next time that the record is queried, the feature displays on the map. This method uses the TRIRIGA ID as the common ID between TRIRIGA and Esri. When enabled, the as-delivered editor widget interferes with the bubble marker information provided by the pins. At the time of this release, there is no known workaround. With the as-delivered proximity widget, when a user clicks a point on the map, the server processes a distance radius from that map. The data displayed on the map changes to only show buildings that fall within that proximity boundary. The proximity boundary is determined by the server. Custom widgets are made up of compartmentalized JavaScript code specific to Esri widget functionality. This is a low-level feature that makes it possible for you to apply a custom Esri widget based on the Esri JavaScript API version 3.3. A custom widget might be something as simple as a map overlay or as complex as polygon editing. When you add your code to the binary field in the widget, if it is part of the GIS Map object, it appends that code to the rendered map at runtime. Widget Group Access. Identify the security groups that are authorized to access widgets in addition to members of the Admin Group. Users in one of the listed security groups or in the Admin Group can see a widget when the Add Security check box in the Widgets section is selected. Geometry Service. When a geometry service is specified, that service is used to process transformation of projections for the Esri JavaScript viewer. You can reference that service in widgets and use that service for point projection. Step 7 Click the Preview tab to see the map that is configured. A user can save the basemap and extents of their current view by clicking the Show Copyright IBM Corporation 2011,

13 To create a GIS Map record Details tab and then the Save Preferences button. Clicking the Clear Preferences button returns the basemap and extents to the default values in the GIS Map record. This information is saved by an association from the GIS Map record to the GIS User Preferences object. The user can store preferences for each map. A user can see the data that is represented on the map in a table by clicking the Show Table tab. When the user selects a row in the table, the map zooms to the point on the map corresponding to that record and centers there. When viewing the table results, you can click the Export link in the upper-right corner of the table to download the results as a tab delimited text file. The value in the Constructed URL field on the Preview tab and the System tab is the URL for the map that is displayed in the Preview tab. You can copy this value to paste into a Location record to tie it to the map. Specifying whether the ArcGIS API Is Online or Hosted Your ArcGIS API can be from an online server or an internal hosted server. A resource file in the EsriJS ClassLoader record specifies where your API is sourced. The resource file for an online API must be named EsriJS_arcgis.js. The resource file for a hosted API, usually behind a firewall, must be named Esri_API_3.3.zip. The first time that any user loads any map, the software looks for these two files and connects to the service defined by the file that is in the EsriJS ClassLoader record. If neither file is present, a warning message is displayed. If both files are present, the online server is used. To navigate to the EsriJS ClassLoader record, go to Tools > System Setup > System > Class Loader. Specifying the Location of Your Online API You specify the location of your external online API in the resource file in the EsriJS ClassLoader record. The resource file must be named EsriJS_arcgis.js. After you complete the steps to create your EsriJS_arcgis.js file, the next time that any user accesses any GIS map, that map and all future maps are sourced from the external online API. To create an EsriJS_arcgis.js file Step 1 Go to and copy that file. It defines the service to which you subscribed. Rename the downloaded file EsriJS_arcgis.js. The Esri JavaScript Copyright IBM Corporation 2011,

14 To create an EsriJS_arcgis.js file API must be sourced from a CDN provided by Esri and must be version 3.3. Step 2 Open the EsriJS ClassLoader form and add a resource file named EsriJS_arcgis.js. Upload your EsriJS_arcgis.js file. Save the record. Step 3 In the Navigation Builder, search for and add the GIS Map Manager Query to your navigation. You use this query to access the configuration manager for GIS. Step 4 Refresh your screen and navigate to the GIS Map tab that you just added. Open the Default Map record. Under Basemaps, click Find and bring in one of the default maps provided by Esri. Step 5 Save the record. Click the Preview tab. The Preview tab shows the basemap you added. Confirm that the map is displayed. Step 6 To display the map in tab sections and portal sections, copy the Constructed URL field and paste it into the Custom and External URL fields in records where the map is to display. The value for the Default Map is /html/en/default/rest/esrijs?map=default Map. Specifying the Location of Your Hosted API You specify the location of your internal hosted API in the resource file in the EsriJS ClassLoader record. The resource file must be named EsriJS_API_3.3.zip. After you complete the steps to create your EsriJS_API_3.3.zip file, the next time that any user accesses any GIS map, that map and all future maps are sourced from your internal hosted API. To create an Esri_API_3.3.zip file Step 1 Go to and download the ArcGIS API for JavaScript v3.3 API (arcgis_js_v33_api.zip). Extract the files from that compressed file. Step 2 Navigate to arcgis_js_v33_api\library\3.3\jsapi\init.js and open it with a text editor. Search for and modify the [HOSTNAME_AND_PATH_TO_JSAPI] to refer to the BASE_URL variable. Pay attention to the location of the quotation marks. Find [HOSTNAME_AND_PATH_TO_JSAPI] in this line from the file from Esri: location.protocol) + '//' + "[HOSTNAME_AND_PATH_TO_JSAPI]js/dojo/dojo" Change that line to the following: location.protocol) + '//' + BASE_URL +"js/dojo/dojo" Save the init.js file. Copyright IBM Corporation 2011,

15 To create an Esri_API_3.3.zip file Step 3 Navigate to arcgis_js_v33_api\library\3.3\jsapi\dojo\dojo\dojo.js and open it with a text editor. Search for and modify the [HOSTNAME_AND_PATH_TO_JSAPI] to refer to the BASE_URL variable. Pay attention to the location of the quotation marks. Find [HOSTNAME_AND_PATH_TO_JSAPI] in this line from the file from Esri: location.protocol) + '//' + "[HOSTNAME_AND_PATH_TO_JSAPI]js/dojo/dojo" Change it to the following: location.protocol) + '//' + BASE_URL +"js/dojo/dojo" Save the dojo.js file. Step 4 Navigate to arcgis_js_v33_api\library and select the 3.3 folder. Create a compressed file of that folder named EsriJS_API_3.3.zip. Step 5 Open the EsriJS ClassLoader form and add a resource file named EsriJS_API_3.3.zip. Upload your EsriJS_API_3.3.zip. Remove the EsriJS_arcgis.js file from the resource files. Save the record. Step 6 In the Navigation Builder, search for and add the GIS Map Manager Query to your navigation. You use this query to access the configuration manager for GIS. Step 7 Refresh your screen and navigate to the GIS Map tab that you just added. Open the Default Map record. Under Basemaps, click Find and bring in one of the default maps provided by Esri. Step 8 Save the record. Click the Preview tab. The Preview tab shows the basemap you added. Confirm that the map is displayed. Step 9 To display the map in tab sections and portal sections, copy the Constructed URL field and paste it into the Custom and External URL fields in records where the map is to display. The value for the Default Map is /html/en/default/rest/esrijs?map=default Map. Switching from Hosted API to Online API and Vice Versa You can change from an internal hosted ArcGIS API to an online one, and back. The Resource Files section of the EsriJS ClassLoader record identifies the ArcGIS API in use. After you change the ArcGIS API, the next time that any user accesses any GIS map, that map and all future maps are sourced from the new API. To change the ArcGIS API Step 1 Open the EsriJS ClassLoader form. Copyright IBM Corporation 2011,

16 To change the ArcGIS API Step 2 Find the new API and add it to the Resource Files section. Step 3 Remove the old API from the Resource Files section. Troubleshooting GIS sections GIS Tips The rate at which the map refreshes when the user zooms in and out depends on the speed of the user s Internet connection. Each time a user moves the map, a call is made to respond and redraw the map. The user s Esri JavaScript viewer handles these actions. The time it takes to redraw the map depends on the speed of the network that is used. If you use an online service such as Esri, the commands are communicating over HTTP. If you use an in-house Esri server, your intranet determines the latency. The labels within the bubble markers and in the table are defined by IBM TRIRIGA queries. To put a marker on the map, the data must contain fields that are labeled Latitude and Longitude. And the query that is used to display the data must pull the Latitude and Longitude fields from the data. When both conditions are met, the point that represents the Latitude and Longitude is marked on the map. To display a location s image in the bubble markers, the location data must contain a field that is labeled Image. And the query that is used to display the data must pull the Image field from the data. When both conditions are met, the Image displays on the map. If locations do not appear on your GIS map, the cause might be one of the following: The locations are not geocoded. In order for a location to display on the map, the record must be geocoded. Your query does not return results. Your ArcGIS server is down or not responding. Use these standards for IBM TRIRIGA data to work properly with Esri: All queries must resolve to a list of locations or entities. The system is designed to have an initial query and a basemap. A standard query can bypass these requirements and display any geocoded results returned on the map. The query must return columns with the latitude and longitude in the results. Duplicate records in the table are caused by a data issue with your hierarchy structures. GIS uses a flattened hierarchy table. You can rebuild the flattened hierarchy structure. To rebuild the flattened hierarchy structure: 1. Go to Tools > Builder Tools > Data Modeler. Copyright IBM Corporation 2011,

17 GIS Tips 2. Select Utilities > Hierarchy Structures. The Hierarchy Structure Manager displays all hierarchies that are defined in the flattened hierarchy table. 3. For each of the following three hierarchies, click the hyperlinked name, then click the Generate Data link: All Geographies, Building Spaces, and Buildings and Land. If your GIS section contains a blank white screen instead of a map, check the following conditions: The GIS configuration pages are set up properly. Your ArcGIS server is up. The ArcGIS ClassLoader is not set to debug mode. You have a license to use the GIS map. The Resource File section of the EsriJS Class Loader instance only contains the following four files: TRIRIGAIntegration.jar, EsriJS.jar, EsriJS_Assets.zip, and EsriJS_LanguagePack.zip. If your set of files is not correct, click Find and associate the correct files to the Resource Files section. These four resource files come with the asdelivered software, but it is up to you to add the online or offline API provided by Esri to enable the GIS map functionality. If a message indicates that you do not have a GIS license, make sure your IBM TRIRIGA license file or files are up to date. You define the URLs and ports that are used for creating the GIS map. You define basemaps, layers, and widget services such as the geometry service. The only exception is the Esri JavaScript API sourced from the Esri CDN. For more information about the services that are used with that API, see The offline API is self-contained and can be used behind your firewall. Copyright IBM Corporation 2011,

18 2. TRIRIGA Integration Object The TRIRIGA Integration Object is a utility business object that contains the metadata that controls integration between IBM TRIRIGA and external systems. With the TRIRIGA Integration Object, an application builder uses standard IBM TRIRIGA tools, such as workflow and queries, to create integration touch points. The TRIRIGA Integration Object has a point-and-click interface and includes options for different types of integrations. You access the TRIRIGA Integration Object from Tools > System Setup > Integration > Integration Object. The fields, sections, and tabs in the Integration Object form hide and show dynamically as you enter data into the form. You are presented with only the fields, sections, and tabs that are pertinent to the integration you are defining. The general process flow is to create the Integration Object record and then run that record. After the integration process completes, the record includes a section that contains the history of what happened when you ran the integration. Also, the record includes a tab that contains the records that were affected by the response. If there are any failures, you can find a detailed description of the failure and a method you can use to manually edit the failed step and resubmit it. Creating Integration Objects To Create an Integration Object Record Step 1 Go to Tools > System Setup > Integration > Integration Object. Click the Add action. Step 2 Specify the details to define the integration. Step 3 Click the Create action. An initial Integration Object form has two sections in the General tab, the General section and the Execute History section. The fields in the General section identify how the integration you are creating functions. The following table describes these fields. Field Name Name Description The published name. The value of this field must be unique. Tip Use the object scheme - direction format for the name. For example, an inbound integration for People from a database would be named People database inbound. Copyright IBM Corporation 2011,

19 Field Name Scheme Direction Debug Description The payload, protocol, and transport for the data. The four scheme types are: Database, File, File to DC, and Http Post. The direction the integration travels from the view point of IBM TRIRIGA. The two options are Inbound and Outbound. Each option dictates the elements that are displayed in the form and that can be configured for the integration. If you select the Debug check box, debugging is enabled for the integration. Using the Debug check box avoids having to bounce the server or to enable debugging with the Administrator Console. When active, debugging logs verbose data to the server.log file. If you are in a production environment or a performance testing environment, do not select the Debug check box. After you create the record, use the Execute action to start the integration. This action runs the triintegration - Execute workflow, which is described in more detail here. The Integration Object record becomes read only and the status changes to Processing. When the integration processing is complete, if there were no errors, the Integration Object record transitions back to the Ready state. If an error occurred during processing, the status displays as Failed, and the object is not transitioned. You must then manually inspect the errors that occurred. You can override the inspection and transition the record back to the Ready state by clicking the Complete action. The Delete action is available, but hidden. You also can take advantage of the Copy action to duplicate the Integration Object instance. When you use object migration to move Integration Object instances from one environment to another, before you use an Integration Object in the new environment you must open any Integration Object and run the ReMap action. The ReMap action updates all of the IDs that have been saved in your data maps and response maps. These maps contain IDs for modules, business objects, forms, and smart record data. It is important that you run ReMap to be sure that the IDs are updated for the new environment. The following lifecycle diagram shows the state transitions for an Integration Object record. Copyright IBM Corporation 2011,

20 State Transitions for an Integration Object Record The records in the Execute History section contain the details about each integration. Each detail record contains the status, processing counts, and duration of the run. When an integration has errors, it also includes a log of the errors and a query section that lists the individual records that failed. When the Integration Object is triggered from a workflow, the Integration Object record that contains the full overview of errors also contains a truncated message in a hidden text field that can be displayed to the user, for example in an Attention message. Note The Integration Object for outbound objects can process a maximum of 1000 records at one time. If there are more than 1000 records to be exported, create your workflow logic to run the Integration Object until all records have been processed. Data Map Tab The Data Map tab is present in the Integration Object form when you select the inbound direction for the integration. You use the Map section on the Data Map tab to map the data from the external source to fields within the IBM TRIRIGA business object. The Map section can have two native IBM TRIRIGA fields: Integration Map and Last Updated. The rest of the page uses the servlet proxy technology to display data during communication with the data source through the IBM TRIRIGA Connector for Business Applications. The Integration Map field is a binary field that stores the mapping that you define for how data is to be imported. The file is stored and parsed as a JavaScript Object Notation (JSON) object that contains the information that is collected from the Data Map tab. This data is stored as application instance data. Copyright IBM Corporation 2011,

21 Selecting a Form To map data to the correct objects within IBM TRIRIGA, you must select a form in the Map section. To Select a Form in the Map Section Step 1 Select a module. Step 2 Select a business object. Step 3 Select the form. When you select the form, a tree representation of the form is displayed. The Default Action field is used if the record to be imported cannot be found and must be created. If the record exists, the default action is ignored and the record is updated. The actions that are in the Default Action list are the transitions from the null state that are available for the record. The form is displayed in a tree format with icons representing the type of object of the section or field in the tree. The hierarchy of the form tree is Form -> Tab -> Section -> Field. Icon Representation Comment Form Tab Smart Section Graphics Section Query Section Multi-tab Section Locator Field Regular Field Date Field Triggers a popup to define how to identify the data element. There is more information about using smart sections here. Cannot be mapped Cannot be mapped Cannot be mapped Acts as a standard field, but the integration fails if the data cannot be located or is not unique Text fields treated as strings Not displayed in the tree. You use the table to the right of the form tree to define the date format for the incoming data, so that it can convert to IBM TRIRIGA date format correctly. Strike Read Only field A field with a strikethrough cannot be mapped, but it can be used as a key field to help identify the record. Copyright IBM Corporation 2011,

22 Icon Representation Comment Red Required field It is required to create the record. This integration record fails if it is not mapped. In the form tree, the labels display with names in parentheses. When you click a form name, tab, or section, the element is expanded. If it is a field, it is added to the table of columns on the right of the page. If it is a field from a smart section, you use the popup window to further identify the element. Defining the Fields You define the fields in the Integration Object on the right side of the form. Field Base Parent Description The Base Parent field is used for hierarchy objects, such as Location, Organization, and Geography, to identify the root of the hierarchy. To ensure that the record is created under the correct root of the hierarchy, you must specify the path in the Base Parent field. If you do not specify the path in the Base Parent field, the record is created at the same level as the root and you cannot see or get to the record from the form. Example (JBOSS): \Location Example (WebLogic): \\Location Type The metadata definition of the system field type. All fields are treated as strings. Example: List External The name of the external field that you want to map to IBM TRIRIGA. Because these values can be used for database columns or for formatted files, do not use spaces, special characters, or numbers. Example: User_Language Note When this column is used in the Response Map tab, the External field represents either nothing, or an xpath string, or a jsonpath string. iskey To update records in IBM TRIRIGA, you need the record ID to identify the record. If you select iskey, the value for that row of data is used as a filter for the queried object so that exactly one record ID is returned. If no record IDs or multiple record IDs are returned, the Copyright IBM Corporation 2011,

23 Field isparent Description row creates a record with all values for the row. Select isparent to identify this record as being a parent of another object so that the hierarchy can be created. When you select isparent, you use the popup window to select the business object, form, and field. When the record is sent to IBM TRIRIGA, if the Integration Object finds that this incoming record has a field that is defined as a parent, the value for the incoming record is used as a filter in the query that is used to capture the record ID for the parent. For the record to be placed as a child of another record, you must submit the update or create with the record ID of the parent in the request. If you define this value in the map, this is handled automatically. If the parent is not found or multiple parents are returned based on the value submitted, then a warning is logged and the record is created at the same level as the root. Default You can use the Default field to specify constant values to be applied for all instances of the record. If the Default field is populated, the External value is ignored and the integration assumes that the column exists only in this mapping. Example: US English If you specified the Database scheme, you must run the Generate SQL for Table section action. Default values are set at the staging table ddl and are ignored at run time. Default values are only used at run time for File or Http Post schemes. Note After your mappings are complete, you must click the Save Map action. If you click either the Save form action or the Save & Close form action, your mappings are lost; they are not saved. When you save the map, the data you specified is collected and stored in the Integration Map field in the Map section. The format of the field is a JSON object in a text file. Using Smart Section Fields A smart section is a section that is used to link to another business object. The data that is displayed on the primary record reflects data in a different object. A smart section field is a field that is linked to a smart section. For more information about smart sections, see the Application Building for the IBM TRIRIGA Application Platform 3 book. Copyright IBM Corporation 2011,

24 The IBM TRIRIGA Connector for Business Applications must have the record ID of the linked smart section. To get this value, the Integration Object takes the data value submitted for the field you identify, uses the value as a filter to query for the object, and returns a single record. This value is then passed to the IBM TRIRIGA Connector for Business Applications. Each smart section field represents a link to another business object. When you select a field, you use the popup window to select the form to use as a filter. Next choose the field to be used as a filter to retrieve the record ID. In the smart section popup window, if you select the Should this record fail if the association cannot be made check box and the lookup for the record ID cannot find exactly one record, the submission of the record fails. If this check box is not selected and the record ID cannot be found, a warning is written to the log, but the record is created or updated. Query For Outbound Section The Query For Outbound section is present in the General tab when you select the outbound direction for the integration. The fields to be exported are copied from the IBM TRIRIGA database with the query identified in this section. Selecting a Query Outbound integrations can be defined using either a query from the IBM TRIRIGA Report Manager or a dynamic query. Report Manager Query If you use a query from the Report Manager, To select a query in the Query For Outbound section Step 1 Select a module. Step 2 Either select a business object and a query name, or select Module Query and enter the query name. Step 3 Select the action name for the action to be performed on the record after it has been exported. For example, you can call a workflow to flag the record to not be exported again. If you leave this field blank, no action is triggered. Step 4 Optional: Select to include the record ID. You can use the query label as an element. For XML-defined exports, there is a binary field for use with an XSLT to do transformations. The record ID adds the field TRIRIGA_RECORD_ID for file outputs and adds recordid for XML and JSON exports. Copyright IBM Corporation 2011,

25 Use the Report Manager to define the query. For more information about creating queries with the Report Manager, see the IBM TRIRIGA Application Platform 3 Reporting User Guide book. The mapping of data is done in the query definition. The report labels you specify for each field must represent the external table name, XML node name, label value, or the text field header column name. Dynamic Query If you use a dynamic query, the Integration Object form changes. The query name elements in the Query For Outbound section disappear and the Data Map tab is added to the form. You use the Data Map tab to create a map to dynamically call your query. In this use of the Data Map tab, instead of defining how inbound data is to be mapped, you are selecting the fields to be exported and the labels represent the external data source to which the fields are mapped. You use a dynamic query to specify default data for fields. For example, if you use the Http Post scheme and need to pass a static parameter or value. For default data to work correctly with a dynamic query, you first define your data map with the default data set and then you use the Generate SQL for Table section action. This sets the column to use the default data for new inserts. You must use a dynamic query if you are using the Database scheme and need to export blobs. You can select binary, note, or Document Manager content fields for export. Schemes A scheme defines the payload, protocol, and transport for the data. The following table summarizes each scheme and includes a hyperlink to more information. Scheme Description Inbound Outbound Database Uses a database table for importing or exporting data Yes Yes File Imports or exports using standard files Yes Yes File to DC Loads files into DataConnect staging tables Yes No Http Post Exports data via HTTP protocol No Yes Database Scheme The Database scheme uses a database table to import or export data. When you select the Database scheme, the Integration Object form expands to open the Database section, in which you add or find data sources that can connect to your database. Copyright IBM Corporation 2011,

26 When you select the Database scheme to import data, you use the Database section to define the database tables from which to import data and you use the Data Map tab to map the external database tables to IBM TRIRIGA fields. When you select the Database scheme to export data, you use the Query for Outbound section to define the data to be exported. The fields in the Database section identify the data source. Field Datasource Name Description The Datasource Name is a locator field that represents connections to various databases. You use this field to predefine data source access with a username, password, and connection string that can be reused for multiple Integration Objects. You can connect to as many databases as needed. Click the search icon to see the list of existing data sources. From this list, you can add new data sources as needed. The name of the data source is used as a filter to find the correct data source when the Integration Object runs. Table Name The name of the table from which the integration pulls data (inbound direction) or to which the integration exports data (outbound direction). The Database section bar actions provide useful tools. Action Test DB Connection Generate SQL for Table Description You select the Test DB Connection action to verify that the server can communicate with the database. The table name is used to run a select 1+1 from [table name] query to the database. The color of the Database section header changes to red if an error occurred. To view the errors, review the server logs in the IBM TRIRIGA administrator console. For information about the administrator console, see the IBM TRIRIGA Application Platform 3 Administrator Console User Guide book. You select the Generate SQL for Table action to create generic SQL to define your database table. Enter the name of the new database table and complete the mapping on the Data Map tab before clicking this action. Each table used for inbound transactions must have the following columns: IMD_ID The transaction id. Unique to each entry in the table. Copyright IBM Corporation 2011,

27 Action Description IMD_STATUS The default status of Ready is used to identify records to be processed. The other states used are Processing, Completed, and Failed. IMD_MESSAGE Used if there are any errors importing the row to contain the errors. The same errors are also displayed in the Integration Object form. TRIRIGA _RECORD_ID The internal record ID that IBM TRIRIGA uses to identify the record being updated or created. This sample code was generated for a People inbound integration using the fields defined above: Generate Test Data -- Auto generated script for MSSQL. CREATE TABLE example_people_in ( IMD_ID NUMERIC (18, 0) IDENTITY(1,1) NOT NULL, IMD_STATUS VARCHAR(1000) COLLATE SQL_Latin1_General_CP1_CS_AS null DEFAULT 'Ready', IMD_MESSAGE VARCHAR(1000) COLLATE SQL_Latin1_General_CP1_CS_AS null, TRIRIGA_RECORD_ID VARCHAR(1000) COLLATE SQL_Latin1_General_CP1_CS_AS null, TRI_ID VARCHAR(1000) COLLATE SQL_Latin1_General_CP1_CS_AS null, FIRST_NAME VARCHAR(1000) COLLATE SQL_Latin1_General_CP1_CS_AS null, LAST_NAME VARCHAR(1000) COLLATE SQL_Latin1_General_CP1_CS_AS null, LANGUAGE VARCHAR(1000) COLLATE SQL_Latin1_General_CP1_CS_AS null ) This action is only available in the inbound direction. You select the Generate Test Data action to load your database with test data. After you create the database table and can connect to it, you can load your database with test data. You use the test data to run simple functional testing to verify that the mappings are correct and that the integration process works correctly. Enter the number of rows to be inserted into the database table in the Test Rows field. The data generated is created as alphanumeric values. If you specify a default value on the Data Map tab, that value is inserted for all rows. This is useful when the field might be a locator field, a number field, a date field, or a list that requires a specific value. If an external system is populating the staging database, the external system only needs to populate the non-metadata fields. The IMD_* columns are auto-populated. After the record is updated or created, the TRIRIGA_RECORD_ID contains the record ID that identifies this record in IBM TRIRIGA internally. Blobs are supported for both inbound and outbound transactions in the Database scheme. The types of blobs supported are binary fields, note fields, and Document Manager content. Image fields are not supported. You can only export blob fields if you use the Is Dynamic option in the Query For Outbound section. When importing or Copyright IBM Corporation 2011,

28 exporting Document Management objects, there is no actual value for the binary content of the document on the object. Instead, you select any base object column (for example, a text field in the General section) to use as a place holder for your content. The external name can be whatever you want, but the Default Value column must be CONTENT. This is the trigger that connects the Document Manager object to the content. File Scheme The File scheme imports from standardized delimited flat files or exports to formats that include standardized delimited flat files and JSON, XML, or XSLT files. You can read from or write to anywhere on the network that the server can access. When you select the File scheme, you use the File section to define the file. This section has different elements depending on whether the direction is inbound or outbound. This table describes the elements used for both. Element File Name File Path Delimiter Test File Access Description The name of the file to be imported or exported. The network folder containing the file. The delimiter used for the file. The three options are Tab \t, Pipe, and Double Colon ::. You select the Test File Access action to determine if the integration object can connect to the file. After the connection is established, a workflow runs that attempts to read the file. The workflow also attempts to create a file in the directory specified, write to it, and then delete it. If everything is successful, then the color of the section bar changes to green and the text on the section bar changes to File Access Successful. File Scheme Inbound When you select the File scheme to import data, you can manually provide a binary field that is a copy of the integration field to be imported. You can use a manual field to assist in testing, so that localized processing can be repeated without overwriting the import file. After a file has been imported, it is renamed with the processing date and moved to a folder named processed. If there are multiple workflow agents running in your IBM TRIRIGA environment, you must verify that either all servers have access to the file location or be sure that there is a copy of the file on all servers. This is because the workflow that runs during Copyright IBM Corporation 2011,

29 the Execute process for the integration needs to have access to the file regardless of which workflow agent starts the workflow. File Scheme Outbound When you select the File scheme to export data, additional fields in the File section provide information to the integration. Field Overwrite Export Type File Header Description If you select the Overwrite check box, the file to be exported is named the File Name and overwrites any existing file with the same name. If this check box is cleared, the current timestamp is appended to the name of the file. You choose the format of the outbound file. You can select the Flat option for standard delimited files, JSON, or XML. JSON and XML adhere to the guidelines in the Outbound Formats section of this document. This field is only available when the value of Export Type is Flat. If you enter a value in the File Header field, the text entered into this field is written to the export file before any other data is written to the file. For example, if you need to add copyright or processing instructions, you could place it here and the data in this field will be printed before the header columns are printed. File to DC Scheme The File to DC scheme imports delimited files into IBM TRIRIGA DataConnect staging tables. Use the File to DC scheme if you do not have access to, or the training required to use, an ETL tool. With this scheme you can use workflows to process and validate data, giving you additional control over error handling. For information about DataConnect, see the DataConnect chapter in the Application Building for the IBM TRIRIGA Application Platform: Data Management book. When you select the File to DC scheme, the Integration Object form expands to open a Database section, a File section, and a DataConnect section, as well as adding a Data Map tab. After you define your mapping, save the map, and run the integration object, the entries are inserted into the DataConnect staging tables with an upsert action. You must select one or more fields in the Data Modeler as a key. DataConnect uses the keys to determine if it needs to do an insert or an update to the row. Copyright IBM Corporation 2011,

30 Database Section The fields in the Database section identify the data source. Field Datasource Name Description The Datasource Name is a locator field that represents connections to various databases. You use this field to predefine data source access with a username, password, and connection string. You can connect to as many databases as needed. Click the search icon to see the list of existing data sources. From this list, you can add new data sources as needed. The name of the data source is used as a filter to find the correct data source when the Integration Object runs. You must select a data source object that gives you access to the IBM TRIRIGA S_ staging tables. Table Name The name of the table from which the integration pulls data. For testing, you must use the value DC_JOB. The Database section action tests the database connection. The File to DC scheme is completely separate from the TRIRIGA internal APIs and uses the Connector for Business Applications to communicate with TRIRIGA. However, the API does not allow for inspection or manipulation of the DataConnect-related information. The File to DC scheme has code that goes directly against the database to inspect, read, and write to. The following summarizes the access that is required to the tables needed for the File to DC scheme. The tables other than DC_JOB and the S_ tables are used to determine the columns available for the DataConnect objects and must have Read capabilities for the user selected in the data source. Table Read Write IBS_SPEC_TYPE_STAGE IBS_SPEC_TYPE SYS.COLUMNS (MSSQL) SYS.TABLES (MSSQL) IBS_MODULE ALL_TAB_COLUMNS (ORACLE) X X X X X X DC_JOB X X Copyright IBM Corporation 2011,

31 Table Read Write S_ tables X X File Section You use the File section to define the path on the computer or network to the file you want to import. Element File Name File Path Delimiter Test File Access Description The name of the file to be imported. The network folder containing the file. The delimiter used for the file. The three options are Tab \t, Pipe, and Double Colon ::. You select the Test File Access action to determine if the integration object can connect to the file. After the connection is established, a workflow runs that attempts to read the file. The workflow also attempts to create a file in the directory specified, write to it, and then delete it. If everything is successful, then the color of the section bar changes to green and the text on the section bar changes to File Access Successful. You can manually provide a binary field that is a copy of the integration field to be imported. You can use a manual field to assist in testing, so that localized processing can be repeated without overwriting the import file. After a file has been imported, it is renamed with the processing date and moved to a folder named processed. If there are multiple workflow agents running, you must verify that either all servers have access to the file location or be sure that the file is on all servers. This is because the workflow that runs during the Execute process for the integration needs to have access to the file and path specified. DataConnect Section The DataConnect section defines elements required for DataConnect functionality. Field Business Object Concurrency Description The business object that this integration uses to trigger the workflow that is tied to DataConnect. The business objects are in the tridataconnectjob module. Select whether the DataConnect job runs as a single thread Copyright IBM Corporation 2011,

32 Field Description transaction or as a multi-tread transaction. DataConnect Type 1 Standard Creates one job for the one business object selected. When this integration object runs, the process flow is a. New job number created from max DC_JOB number. b. New entry inserted into DC_JOB table with new job number, business object, and a status of 1 (New). c. Staging Table is loaded with job number, form name, state of 2 (Ready) and action of 4 (Upsert). d. DC_JOB table is updated to status of 2 (Ready). 2 - Multi The integration loads multiple staging tables and runs them as one job. You must select a value for IntegrationObject Dependent. The objects do not need to be correlated, but they are all available in the workflow. When this integration object runs, the process flow is, a. New job number created from max DC_JOB number. b. New entry inserted into DC_JOB table with new job number, business object, and a status of 1 (New). c. Staging Table is loaded with job number, form name, state of 2 (Ready) and action of 4 (Upsert). d. Query for the IntegrationObject Dependent and repeat steps a through c until an object reached no longer has an IntegrationObject Dependent defined. e. DC_JOB table is updated to status of 2 (Ready). IntegrationObject Dependent This field is used only when the value of DataConnect Type is 2 Multi. It identifies the locator field to the other Integration Objects. Data Map Tab In the File to DC scheme, you use the Data Map tab to define the mappings between the delimited file uploaded and the columns in the staging table defined for the object you select. Copyright IBM Corporation 2011,

33 The Integration Map field is a binary field that stores the mapping that you define for how data is to be imported. The file is stored and parsed as a JavaScript Object Notation (JSON) object that contains the information that is collected from the Data Map tab. This data is stored as application instance data. The list of modules is limited to the modules that have business objects that have been identified as Has Staging Table in the Data Modeler. The list of business objects is specific to those that are marked for Has Staging Table. When a business object is selected, a query runs and displays the database columns available in the staging table associated with the business object. The name of the staging table is populated in the Staging Table field and is read only. You must specify a value in the Form field for the process to work correctly. The list on the left side shows the fields defined in the Data Modeler as staging table fields. The elements that are grayed out with a strikethrough are used by the automatic process and cannot be mapped. The other fields are available and when clicked add another row to the table on the right. The External column defaults to the column name, but you can change it to match your file header. The iskey, isparent, and Default columns are read only and are not used. Because you are mapping your file to the staging database columns, the first row of the file must have columns that match the External column. The sequence of the columns does not matter, but the column names are case sensitive. For example, if the External columns in the map are listed as Field1, Field2, Field3, then the actual external columns can be Field2, Field1, Field3. As long as the names are identical, the fields are applied correctly. After your map is complete, you must click the Save Map action. If you click either the Save form action or the Save & Close form action, your mappings are lost. When you save the map, the data you specified is collected and stored in the Integration Map binary field in the Map section. Http Post Scheme The Http Post scheme exports data to a server using HTTP protocol. When you select the Http Post scheme, the Integration Object form expands to open an Http Post section and a Query for Outbound section, as well as adding a Response Map tab. Http Post Section You use the Http Post section to define the server to which the data is sent. Tokens can be added to the values of the Http URL, Http URI, and Headers fields. A token is a value that is sourced from the query results for this post. The token name must exactly match the column label in your query. For example, to add the value Copyright IBM Corporation 2011,

34 from the column labeled accountid in your query results to the Http URI field, enter /ws/account/{accountid}/property in the Http URI field. At runtime, it renders the value returned in the query result. If the value of accountid is 123, then the URI sent is /ws/account/123/property. The values in the last result row provide the tokens when a batch request is made using tokens. Field Post Type Description The format of the post. If you select XML format, the Query for Outbound adds an XSLT for further transformation. JSON Runs the query specified in the Query for Outbound section, converts the results to JSON format, and applies that as the entity of the request made to the specified HTTP URL. To batch all records as one submission, do not specify a response type. To make a separate request for each record returned by the query, specify a response type. This matches up the request/response to the correct records. PARAMETER Runs the query specified in the Query for Outbound section, converts each row into Post parameter name and value pairs, and submits each record separately. No batch submission. QUERY_STRING Runs the query specified in the Query for Outbound section, converts each row in URLappended, query string parameter name and value pairs, and submits. Although there is no data in the body of the HTTP request and the URL has values appended to it, the request type is Post, not Get. XML Runs the query specified in the Query For Outbound section, converts the results to XML format, and applies that as the entity of the request made to the specified HTTP URL. To batch all records as one submission, do not specify a response type. To make a separate request for each record returned by the query, specify a response type. This matches up the request and response to the correct records. Copyright IBM Corporation 2011,

35 Field Response Type Description The format for the response sent for each request. When selected, the integration expects the response to match up to fields defined in the Response Map tab. Flat JSON The response expects a simple response string to be mapped to a field in IBM TRIRIGA. For example, if the response prints Success or Failure, you can map that string as-is to a field that can be used as a decision point in a post-processing workflow. The response expects a response in the form of a JSON object. You define the JSONPath as the external field in the Response Map tab. JSONPath is a standardized, dot notation syntax to traverse a JSON object to a specific value. The Response Map used to map a field to an IBM TRIRIGA value expects only simple definitions. If the element you want to map is in an array, you must specify the index of the array you want to continue down. For example, candidates[0].location.x returns in the following JSON object: { "spatialreference" : { "wkid" : }, "candidates" : [ { "address" : "6720 Via Austi Pky, Las Vegas, NV, 89119", "location" : { "x" : , "y" : }, "score" : 100, "attributes" : { } }, { "address" : "6721 Via Austi Pky, Las Vegas, NV, 89119", "location" : { "x" : , "y" : }, "score" : 79, "attributes" : { XML } ] } } The response expects the response to be in the form of an XML object. You define the XPath as the external field in the Response Map tab. XPath is a standard, slash notation Copyright IBM Corporation 2011,

36 Field Description syntax to traverse a XML object to a specific node or value. For more information on XPath, see or s.html Although XPath provides a way to do complex definitions, the Response Map used to map a field to an IBM TRIRIGA value expects only simple definitions. If the element you want to map is in an array, you must specify the index of the array you want to continue down. For example, //root/candidate/location[2]/x returns 5 in the following XML object: <root> <candidate> <location> <x>1</x> <y>2</y> </location> <location> <x>5</x> <y>6</y> </location> </candidate> </root> After the integration process completes, the records that were affected by the response are listed in the Associations tab of the integration instance record with an association string of Sourced. Http URL Http URI Request Method The dynamic portion of the location of the server receiving the data. For example, when there is a production server and a test server, the value of the Http URL field changes to identify the server to be used and the value of the Http URI field does not change. The static portion of the location of the server receiving the data. For example, when there is a production server and a test server, the value of the Http URI field does not change; however, the value of the Http URL field changes to identify which server is to be used. The HTTP request method. DELETE GET POST The origin server is to delete the resource identified by the value of the value of the Http URI field. The origin server is to return a copy of the data for the resource identified by the value of the Http URI field. The origin server is to add the resource enclosed in the request as a new subordinate of the Copyright IBM Corporation 2011,

37 Field Description PUT resource identified by the value of the Http URI field. The origin server is to update the entity identified by the value of the Http URI field. Content-Type The format of the request header used to specify data in the body of an entity. The Content-Type contains a list of tested formats for the request data. To use a Content-Type that is not in the list, you can add a custom Content-Type entry to the Headers field and leave this value blank. Note: While technically you should not experience any problems with setting the Content-Type and sending the Request Entity in the same type, IBM TRIRIGA has only validated the Content- Types in the list. Omit Request Entity Send As Batch Headers If selected, the body of the request is excluded from the request. If selected, the records identified in the query are sent in a group instead of one at a time. You can add custom headers to be sent with the request in the format {name}:{value}. For example, to send userid with the value in the header, set the value of this field to userid: Unlike the Add To Header field, which is only used to encode authentication parameters, any name:value pairs that are specified in the Headers field are always added to the request. For example, the values for the Content-Type field provide some basic, commonly used options for Content-Type. You can provide your own value for Content-Type adding your own header of Content-Type:myCustomContentType. You use the other fields in the Http Post section to define the security. Field UserName Parameter Description This option only affects the Http Post scheme when the UserName field has a value. If your post does not require user name and password parameters, the UserName Parameter field must be blank. UserName Add To Header If your post does not require a user name and password, the UserName field must be blank. This option only affects the Http Post scheme when the UserName field has a value. Copyright IBM Corporation 2011,

38 Field Description If selected, the values in the UserName Parameter field and the Password Parameter field are added to the header of the request going out. The values of each are the corresponding UserName and Password fields. No encoding is provided. However, this option can be used as SSO where the token must be applied to the header. Use Auth Basic This option only affects the Http Post scheme when the UserName field has a value. If selected, the UserName field and the Password field must have values. When selected, an Authorization Basic encoding entry is added into the header of the request going out. The user name and password are concatenated with a colon : and then Base64 encoded. This is a standard security protocol. Use MaxAuth This option affects the Http Post scheme only when the UserName field has a value. If selected, the UserName field and the Password field must have values. When selected, a MAXAUTH entry is added to the header of the request that is going out. The UserName and Password are concatenated with a colon : and then Base64 encoded. This is the security protocol for IBM Maximo. If the UserName field has a value and both the Use Auth Basic check box and the Add To Header check box are selected, the scheme uses Use Auth Basic. If the UserName field has a value and the Add To Header check box, Use Auth Basic check box, and Use MaxAuth check box are all checked, the Use MaxAuth check box takes precedence. If the UserName field has a value and neither the Use Auth Basic check box nor the Add To Header check box is selected, the values in the UserName Parameter field and the Password Parameter field are added as post variables of the request going out. The values of each are the corresponding UserName and Password fields. No encoding is provided. Response Map Tab The Response Map tab maps the response parameters from the request to an existing IBM TRIRIGA record. The Response Map tab organization is exactly like the Data Map tab. It is used differently than the Data Map tab, and response mapping is only allowed for simple field values. Outbound Formats Copyright IBM Corporation 2011,

39 Element JSON Description You can select JSON as the Post Type for the Http Post scheme or as the Export Type for the File scheme. When you select JSON, the Query for Outbound section displays the Include Record ID check box. The format of the JSON object has two objects: data and header. The data object contains an array of objects containing the label name and value for the columns from the outbound query and also includes the boid and recid if specified. The following example shows a typical default JSON structure: XML { } "data": [ { [column_label] : [column_value], "boid": , "recid": }, ], "header": [ "[column_label]", ] You can select XML as the Post Type for the Http Post scheme or as the Export Type for the File scheme. When you select XML, the Query for Outbound section contains the Include Record ID check box, the XSLT binary field to contain the XSLT for any customized export formats, and the Use Query Label As Element check box, which determines whether the export uses the label from the query as the XML node. The default XML structure includes three nodes for each column: field, label, and value. The following example shows this default XML structure: <query> <continuetoken/> <results total="13"> <result recordid=" " associatedrecordid="null" boid="106402"> <columns> <column> <field>triidtx</field> <label>hr_id</label> <value> </value> </column>... </columns> </result>... </results> </query> If the Use Query Label As Element check box is selected, the default XML structure changes. The label and value nodes are merged by using the label as a node. The following example shows the default Copyright IBM Corporation 2011,

40 Element Description XML structure when the Use Query Label As Element check box is selected: <query> <continuetoken/> <results total="13"> <result recordid=" " associatedrecordid="null" boid="106402"> <columns> <column> <field>triidtx</field> <HR_ID> </HR_ID> </column>... </columns> </result>... </results> </query> XML query results for dates include the raw values (the value stored in database) and the display value(the formatted value displayed to the user) and function as follows: The following example shows the XML structure when the Use Query Label As Element check box is not selected. displayvalue is added to the XML results. <column> <field>date</field> <label><![cdata[date]]></label> <value><![cdata[ ]]></value> <displayvalue><![cdata[02/04/2014]]></displayvalue> </column> <column> <field>datetime</field> <label><![cdata[date_time]]></label> <value><![cdata[ ]]></value> <displayvalue><![cdata[02/04/ :30:00]]></displayValue> </column> The following example shows the XML structure when the Use Query Label As Element check box is selected. [name]_display is added to the XML results. <column> <field>date</field> <Date><![CDATA[ ]]></Date> <Date_display><![CDATA[02/04/2014]]></Date_display> </column> <column> <field>datetime</field> <Date_Time><![CDATA[ ]]></Date_Time> <Date_Time_display><![CDATA[02/04/ :30:00]]></Date_Time_display> </column> Schema validation is available for the XML that implements XSLT. You can use one of the following methods to trigger schema validation: Either - In the XSD Location field, type the URL to a public hosted Copyright IBM Corporation 2011,

41 Element Description schema validation. Or - In the XSD Location field, type the path containing the full name of the XSD that is uploaded into the XSD Files field. The file in the XSD Files field must be a.zip file. If schema errors are found during the validation, the errors are logged in the Integration instance record. If the XSD Location field is empty, no schema validation occurs. When the Validate Only check box is selected, the records are not submitted. Instead, the information is collected, formatted, and validated against the schema. If no errors are found, the Integration Object record returns to the Ready state and the Execute History section shows the process and that the record count is zero. If errors are found, the Integration Object record is in the Failed state and the Execute History section shows the process and a count of the errors found. The error messages are captured in the instance record. The Http Post scheme can call out to a URL and retrieve (and process) multiple records in the response. This feature is only available when the value of Response Type is XML. No query is needed; however, if you do submit a query, it should be limited to one record only as multiple records will make multiple calls. If you do not specify a query, you must set the Request Type to empty. In the Response Map external field column, you must represent the section of the XML that is repeatable with the token [i]. If you set a key, it will update the record based on that. In the following example, to map to the Name node in the XML, you would set //result[i]/columns/column/name, and to get the recordid attribute you would set //result[i]/@recordid. <?xml version="1.0" encoding="utf-8"?> <query> <continuetoken/> <results total="6"> <result recordid=" " associatedrecordid="null" boid=" "> <columns> <column> <field>trinametx</field> <Name><![CDATA[Default Map]]></Name> <Name_display><![CDATA[Default Map]]></Name_display> </column> <column> <field>triidtx</field> <ID><![CDATA[001]]></ID> <ID_display><![CDATA[001]]></ID_display> </column> </columns> </result> <result recordid=" " associatedrecordid="null" boid=" "> <columns> <column> <field>trinametx</field> Copyright IBM Corporation 2011,

42 Element XSLT Description... <Name><![CDATA[SecondMap]]></Name> <Name_display><![CDATA[SecondMap]]></Name_display> </column> <column> <field>triidtx</field> <ID><![CDATA[002]]></ID> <ID_display><![CDATA[002]]></ID_display> </column> </columns> </result> The XSLT field is a binary field that can be used to house the style sheet to convert the default XML format from the outbound query to the format that your interface requires. This field is not required and if left blank exports the values from the query with the default XML structures. If the XSLT field is populated, you can use either the default or query label as element options to pass to your XSLT to further process or transform your data. Selecting the Use Query Label As Element check box helps to identify the columns in your XSLT file for processing. You can find a utility for testing XSLT in real time at the following link: simple Other Ways to Trigger Integration Integration can be triggered from the Execute action on the Integration Object form. You also can trigger integration if you need to filter the query used for an outbound integration with data from the currently running process. Additionally, the Integration Object makes it possible for external systems to call into TRIRIGA to trigger the Execute action or to retrieve the results of a TRIRIGA query in JSON format. Triggering Integration from an Object The following example demonstrates how to filter a query used for an outbound integration with data from the currently running process. For example, you made changes to a subset of records, but you only want to send a record when a user clicks an action. You can use a special Custom task object built into the Integration ClassLoader that uses workflow variables to set data. By using this feature, you can build out the subset of records in the workflow using the common methods and then pass the subset by reference to the Custom task and assign the Integration Object to trigger to a workflow variable named IntegrationObject. The workflow below demonstrates the absolute minimum to enable this functionality to work. Copyright IBM Corporation 2011,

43 Example: Basic Workflow The Class Name field for the Custom task is set to Integration:com.tririga.custom.integration.Parameter. You must use this class name when implementing this method. The Parameter class inside of the Integration ClassLoader is implementing the CustomParamBusinessConnectTask Java Interface class with a signature of: public CustomParamTaskResult execute(tririgaws client, Map params, long userid, Record[] records) The params arguments are the assigned IntegrationObject variable so that the process has the instructions it needs to continue the integration. The records argument is the Records section in the Custom task where you assign the records to use for the workflow process. Instead of triggering the event on one object, you are passing two sets of objects to an event. The Parameter looks for the Integration Object from the IntegrationObject variable and processes the results in the records argument passed in by running the query specified in the Integration Object Query for Outbound section and filtering by the record IDs of the records passed in. By doing this, you are exporting with the common utilities, but you are no longer bound by all or nothing queries or by triggering the event directly from the Integration Object Execute action. Copyright IBM Corporation 2011,

44 To continue with the scenario, make the workflow asynchronous and set it to run when a person record is saved. Example: Start Task In the Query task named Query For Integration Object in the example, you query for the Integration Object that you want to trigger and then filter the results of that query by name. You must have only one result. Copyright IBM Corporation 2011,

45 Example: Query Task named Query For Integration Object In the Variable Definition task named Define IO as Variable in the example, you define the Integration Object as a variable. The result of the query in the previous task is now assigned to this variable. Copyright IBM Corporation 2011,

46 Example: Variable Definition Task named Define IO as Variable In the Variable Definition task named IntegrationInstance in the example, you define the Integration Instance object as a variable. This variable is used for the return value from the Custom task at the end of the example. Example: Variable Definition Task named IntegrationInstance In the Query task named Query for subset of people in the example, you get the filtered set of records to be processed for the integration. The task calls a query named triemployee Find and filters for records where the value of the trifirstnametx field contains Rodrigo. Copyright IBM Corporation 2011,

47 Example: Query Task named Query for subset of people For any business object that is used in the Query that is passed to the Integration Object, you must include the trirecordidsy field in the business object definition. At runtime, the Integration Object uses the trirecordidsy field to retrieve the remaining fields in the object defined in the Data Map. In the Custom task named Custom Task in the example, you pass the results of the Query for subset of people task as the list of records. The Class Name is Integration:com.tririga.custom.integration.Parameter to define the ClassLoader object named Integration and the path to the implementation class named Parameter that understands how to receive and process this information. The Parameter class expects a variable named IntegrationObject to connect to the metadata. The return variable is needed to get the Integration Instance record. The name of the return value must be IntegrationInstance. Copyright IBM Corporation 2011,

48 Example: Custom Task Triggering Integration from a URL An external system can call into IBM TRIRIGA by passing parameters to trigger the Execute action of an Integration Object or to retrieve the results of a query in JSON format. Triggering an event externally from a URL that includes the credentials can only be performed on IBM TRIRIGA Application Platform version 3.3 and later. Authentication can be specified in one of three ways: You can add the credentials to the Http Request Header in the form of Basic Authorization. You can add USERNAME and PASSWORD parameters with their values to the header of the Http Request in plain text. You can add the USERNAME and PASSWORD parameters with their values to the query string of the Http Request or as Post parameters, in plain text. Copyright IBM Corporation 2011,

49 Triggering the Execute Action To trigger an Integration Object externally, you set the credentials and then pass the added parameter of ioname in the query string with the name of the Integration Object. For example, to trigger a Geocode Address Integration Object, you would call the following URL: system&password=admin&ioname=geocode +Address This returns Successful if it was able to trigger the action on that record, or it returns the error message if there was an error. Calling the Execute action on an Integration Object is an asynchronous event, so it is not possible to get the results of a process synchronously. Should you need more immediate feedback of the results, you could tie a notification event to the completion of the Integration Object to have the IBM TRIRIGA system notify you when the processing is complete. Another option is to poll IBM TRIRIGA for that information. Retrieving Query Results Any query defined in the Report Manager can be executed from a web address originating outside of IBM TRIRIGA. To specify the query, you use following parameters: Parameter Required / Optional Description action Required Must be set to query module Required if no continue token used The name of the module of the query you are calling. bo Optional The business object for the query. If there is more than one, omit this parameter. query Required if no continue token used The name of the query to execute. f Optional The format you want returned. Options are: json (default) minimized JSON string pjson JSON string in print format that makes it easier to read xml minimized XML string pxml XML string in print format that makes it easier to read tab tab delimited text ct Required if requesting next batch A continue token is returned when the results of the query are larger than the 1000 result default. When attempting to retrieve the next batch of records, you need to pass this parameter with the token specified in the previous response. Copyright IBM Corporation 2011,

50 For example, this specifies a query for all employees: system&password=admin&action=query&module=tripeople&bo=tripeople &query=triemployee+-+find&f=pjson Error Handling If there are failures during an integration, the record is not saved. The integration summary displays the errors that occurred, and each record that failed is represented as a Failure record. A Failure record contains an instance record representation that you can manually edit and resubmit. The Resubmit Record field in an Instance Failure record is a note field that contains the key value pairs that represent the business object that you were trying to create or update. You can manually edit the data in the Resubmit Record field and then click the ReSubmit form action to resubmit the record. When a resubmitted record completes successfully, the name of the record changes from Failure to Successful and the text in the Error Message field and the Resubmit Record field is cleared. The Integration Instance records counts are updated to reflect the correct values, that is, the number in the Records Successful field is increased by one and the number in the Records Failed field is decreased by one. When the Record Failed count is equal to zero, click the Complete action on the Integration Object form. Geocode Example You can set up an Integration Object record that uses the Http Post scheme to export information to an Esri server and map data from the response back to the Location records to update the geocodes. Note that the Http URL in this example provides Esri geocoding services through their REST API. The Esri geocoding service expects the request to contain parameters in the string to know what addresses to geocode. The response is in JSON format. The web address in this example is er/findaddresscandidates Copyright IBM Corporation 2011,

51 Geocode Example: General Tab You use the Data Map tab to define the fields to be extracted from IBM TRIRIGA. The values in the External column are the names used for the parameters added to the query string. In the example, there are two additional parameters, outsr and F, that specify the WKID and format that the Esri service expects. The other fields are dynamically pulled from the Location records in IBM TRIRIGA. Geocode Example: Data Map Tab The Response Map tab handles the response from Esri and maps the latitude and longitude to the Location record. Note that since the response is in JSON format, the syntax in the External columns is in JSONPath. Copyright IBM Corporation 2011,

52 Geocode Example: Response Map Tab When the Execute action is triggered, the following occurs: 1. The values in the Data Map tab are used to construct a dynamic query and the query is called. 2. Because the value of the Post Type field is QUERY_STRING, each result from the query is transformed into something similar to the following URL (the actual parameters depend on the data in IBM TRIRIGA): AddressCandidates?Address=6720+Via+Austi+Pkwy&ZIP=89119&City=Las+Vegas& State=Nevada&outSR=102100&f=json 3. The response looks like the following JSON object: { "spatialreference": { "wkid":102100,"latestwkid":3857 }, "candidates": [{ "address":"6720 Via Austi Pky, Las Vegas, NV, 89119", "location": { "x": , "y": }, "score":100, "attributes": { }, { }, { } "address":"6720 Via Austi Pky, Las Vegas, NV, 89119", "location": { "x": , "y": }, "score":100, "attributes": { } "address":"6721 Via Austi Pky, Las Vegas, NV, 89119", Copyright IBM Corporation 2011,

53 "location": { "x": , "y": }, "score":79, "attributes": { }, { } "address":"via Austi Pky, Las Vegas, NV, 89119", "location": { "x": , "y": }, "score":100, "attributes": { }] } } 4. The values in the Response Map tab specify that the integration needs to extract candidates[0].location.y and candidates[0].location.x from the JSON object and map them to the trigislatitude and trigislongitude fields in IBM TRIRIGA. 5. The Location record is updated with the new data. 6. Since no action was specified for the data being sent out of IBM TRIRIGA in the Query for Outbound section, no actions are triggered on the Location data. 7. The final tally of the integration process is collected and an Execute History object is created with the information and any errors that may have occurred. Additional Resources Upgrading the TRIRIGA Integration Object When a new installer is available for the IBM TRIRIGA Application Platform, you can specify whether the platform installer is to update the TRIRIGA Integration Object when it runs. To signal to the platform installer that it should not upgrade the TRIRIGA Integration Object, before starting the platform installer, create an Integration Object record named IGNORE_UPGRADE. Do not execute the record; the record only has to be present in the system. Then, when the platform installer runs, it does not update the Integration Object even if the platform installer build is newer than the current installed platform version. If you do not create an Integration Object record named IGNORE_UPGRADE, when the platform installer runs, it updates the Integration Object if the platform installer build is newer than the currently installed platform version. Copyright IBM Corporation 2011,

54 Object Glossary The following objects are the elements in the Integration Object. They are delivered with this adapter and are listed here for quick reference. Object Integration Object (triintegration) Description triintegration is the primary business object. It contains the integration metadata definition. DataSource (tridatasource) triintegrationi nstance (triintegration Instance) Instance Failure (triintegration InstanceFailure ) This object contains property settings for connecting to a database. This object is referenced in the Integration Object as a single-record smart section. This allows the reuse of datasource definitions across multiple Integration Object definitions. This object contains the information about a specific instance of an integration run. It contains the counts, the time it took to run, a collection of error messages (if any), and a query section with details for each record that failed. The object has associations to records that were affected by the response. This object is contained within the Integration Object record as the Execute History section. This object contains details of a single record that failed for an inbound integration. It contains the error message for the failure and a simplified representation of the record that was submitted that can be manually edited and resubmitted. Integration ClassLoader The Integration Object requires the use of a TRIRIGA ClassLoader instance object named Integration. The Integration ClassLoader object is made up of three elements in the Resource Files query section. They are TRIRIGAIntegration.jar, TRIRIGAIntegration_Assets.zip, and jtds jar. Note IBM TRIRIGA is delivered with the Oracle JDBC driver, which you use when connecting to an Oracle database. IBM TRIRIGA does not include a database driver for MSSQL. If you are connecting to a MSSQL server database, you must include a MSSQL driver such as the jtds jar and create a Resource File with this library included, attached to the Integration ClassLoader object. Copyright IBM Corporation 2011,

55 Object Description TRIRIGAIntegrat ion.jar TRIRIGAIntegrat ion_assets.zip This Java jar file contains all of the classes used for the TRIRIGA Integration Object components. The Java classes in this jar are written to work in conjunction with the TRIRIGA Integration Object. There are Custom workflow task entry points as well as a communication layer used by the TRIRIGAIntegration_Assets.zip file elements. This zip file contains all of the HTML, JavaScript, CSS, and images used by the DataMap custom tab on the Integration Object for inbound integrations. The JavaScript communicates with the Java API of IBM TRIRIGA Connector for Business Applications with the use of URI-based Servlet Proxy handles. The server side elements are contained within the TRIRIGAIntegration.jar. Standard Workflows Workflow triintegration - Execute Description Asynchronous This workflow is triggered when the user selects the Execute action. This is the primary workflow. The following diagram shows the standard workflow: Copyright IBM Corporation 2011,

56 Workflow Description The workflow controls the status displayed to the user. The Trigger Integration task is a Custom workflow task that calls Integration:com.tririga.custom.integration.Integrati on and is the primary entry point for all Integration Objects. The information about what to do during the integration is defined in the Integration Object and is passed by record ID to the Custom task. triintegration - Generate SQL for Table triintegration - Generate Test Data triintegration - HideShow Data Sections Synchronous This workflow is triggered from the Database section action to generate the SQL for use with your staging tables. Synchronous This workflow is triggered from the Database section action to generate randomized data that populates your staging tables to be used for testing, such as functional testing or load testing. Synchronous This workflow is triggered from the initial loading of a new Integration Object as well as various elements on the form as an OnChange workflow. This workflow shows and hides the form elements as needed for the integration you are defining. Copyright IBM Corporation 2011,

57 Workflow triintegration - PreLoad triintegration - Reset MetaData triintegration Resubmit triintegration - Test DB Connection triintegration - Test File Access tridatasource - Reset Metadata tridatasource - Test DB Connection Description Synchronous This workflow is called when a new Integration Object is opened. It calls the triintegration ResetMetaData and triintegration HideShow Data Section workflows. Synchronous This workflow resets the form elements that are to be blanked out. It is called from the triintegration PreLoad workflow. Asynchronous This workflow is triggered when you resubmit a failed record from the triintegrationinstancefailure record. Synchronous This workflow is triggered from the Database section action to call select count(1) from {table_name} on the database defined to validate that it can communicate and execute SQL commands on that database. Synchronous This workflow is triggered from the File section action to Create, Read, and Delete a file to the directory or network location specified. Asynchronous This workflow resets the tridatasource record. Synchronous This workflow is triggered from the tridatasource record to call select count(1) from {table_name} on the database defined to validate that it can communicate and execute SQL commands on that database Standard Queries Manager Default - Integration Objects triintegration - get Instances triintegration - getintegrationobject tridatasource - getintegrationobject datasource triintegrationfailures - Get all failures Copyright IBM Corporation 2011,

58 Standard Lists The lists are in the triintegration module. tridataconnecttypeli tridbdrivername trifileexporttypeli triintegrationdirection triintegrationfiledelimiter triintegrationposttypeli triintegrationtype Determining the Integration Version To determine which version of the Integration Object you have installed, you go to the web address. The result displays the build date, number, and version number for the version you are currently running. User Guides See the following IBM TRIRIGA user guides for more information about the IBM TRIRIGA Application Platform, such as workflows, the Data Modeler, business objects, forms, queries, state transitions, the IBM TRIRIGA Connector for Business Applications, ClassLoaders, and Servlet Proxy. Application Building for the IBM TRIRIGA Application Platform 3 Application Building for the IBM TRIRIGA Application Platform 3: Data Management IBM TRIRIGA Application Platform 3 Connector User Guide (this book) IBM TRIRIGA Connector for Business Applications 3 Technical Specification Copyright IBM Corporation 2011,

59 Appendix A: Class Loaders and Servlet Proxies The extended functionality from IBM TRIRIGA connectors uses class loaders, resource files, custom tasks, custom parameters, custom transitions, servlet proxies, the Java programming language, and the IBM TRIRIGA Connector for Business Applications web service interface. With IBM TRIRIGA connectors, you can write extended functionality and distribute that functionality in an object migration package. Connectors use the ClassLoader business object and resource files, and custom workflow components such as CustomTask, CustomParameters, and CustomTransitions. The servlet proxy is an extension of class loaders. The servlet proxy gives a handle to the Java IBM TRIRIGA Connector for Business Applications (CBA) API. CBA uses Java servlet-style programming for integration into external systems with custom form components. Before you create IBM TRIRIGA connectors, you must be familiar with the IBM TRIRIGA Application Platform builder tools, the IBM TRIRIGA Connector for Business Applications web interface, and the Java programming language. A connector can be implemented with the Java programming language only. Custom Class Loaders The IBM TRIRIGA Custom ClassLoader components work in tandem to deploy Java classes into the application server domain. Below is a diagram of how that works: Copyright IBM Corporation 2011,

60 Custom ClassLoader Accessing Custom Java Classes from a Custom Task When you create a ClassLoader instance, you can add custom Java classes to the class path of the application server in one of three ways: Parent First, Parent Last, and Isolated. These classes can be accessed via a Custom task in workflow for programmatic interaction or can be extended to work as a Java servlet. Either method extends the form capabilities for portal sections and custom tabs in objects. To access your classes from a Custom task that is loaded through the ClassLoader, make sure that the following elements are in place. To Access Your Classes from a Custom Task Step 1 Start your class packages with one of the following three structures. Any other structure is blocked. com.tririga.ps com.tririga.appdev com.tririga.custom Step 2 Specify the ClassLoader name followed by a colon in the ClassName field in the workflow Custom task. Copyright IBM Corporation 2011,

61 To Access Your Classes from a Custom Task For example, if you have a ClassLoader instance named MyClassLoader and your entry class is com.tririga.custom.myclassloader.hello, the value in your ClassName field is: MyClassLoader:com.tririga.custom.myclassloader.Hello When you use this naming convention, workflow can search for your class within the context of the specified class loader. Step 3 Implement one of the com.tririga.workflow.pub.customtask objects available from the as-delivered TririgaCustomTask.jar in the <IBM_TRIRIGA_INSTALL_FOLDER>/tools/BusinessConnect folder. For development, you must include the TririgaBusinessConnect.jar file and the TririgaCustomTask.jar file in your IDE classpath. If you include these libraries in the ClassLoader business object, they are ignored. To research how a Custom task is implemented and what it offers you, read the Custom Task section of the Workflow chapter in the Application Building for the IBM TRIRIGA Application Platform 3 book. The ClassLoader object only provides an easy handle to hot deploy and safely manage your Custom task implementations. It does not add to or change the functionality of a Custom task. The Application Building for the IBM TRIRIGA Application Platform 3 book instructs you to put your files into the application server lib directory. You can forego that step, which gets complicated when you have multiple servers. Instead, add the class loader to the database and have the container intelligently extract and use the classes. Loading your Files into the Class Loader You put your files into the class loader to make them available. Follow these steps to load your files into the class loader. To load your files into the class loader Step 1 Go to Tools > System Setup > System > Class Loader. Step 2 Select Integration. Provide a unique name and the class loader type. In the Resource Files section, add your classes and form assets, such as HTML, Flash, js, image, and property files. In each resource file record, upload the file to be used for this class loader in the Resource File field. A resource file can be used in more than one class loader. Copyright IBM Corporation 2011,

62 To load your files into the class loader A good rule of thumb is to prefix library names with an abbreviation of the class loader and the real name of the library. If you are uploading a.jar file, only the.class files are loaded into the class path. If you have many assets (for example, html files, js files, and image files), you can collect them into a compressed file and upload them as a single file. You also can upload a file individually, such as a configuration file, so that you can more easily modify it. Development Mode In development mode, you can change files and see your changes with a refresh of the page without uploading them to the ClassLoader object. If you have access to the <IBM_TRIRIGA_INSTALL_FOLDER>/userfiles/<ClassLoaderName> folder, you can select the Development Mode check box in the ClassLoader object. When this check box is selected, the class loader ignores the revision number and pulls from the <IBM_TRIRIGA_INSTALL_FOLDER>/userfiles/<ClassLoaderName> folder. The file types that you can change include HTML, JS, flash, and images. Attention If you clear the Development Mode check box, the system pulls the latest files from the class loader and can overwrite your work. Copyright IBM Corporation 2011,

63 Servlet Proxies The servlet proxy is an extension of the class loader. You use it to develop servletstyle classes that can render, redirect, and communicate with form assets within your ClassLoader object. The assets must be uploaded to the ClassLoader object as resource files. The following diagram shows how the Servlet Proxy works on the server: Servlet Proxy Copyright IBM Corporation 2011,

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