Creating a HATS v7.1 Portlet Using Web Express Logon (WEL) and Portal Credential Vault

Transcription

1 Creating a HATS v7.1 Portlet Using Web Express Logon (WEL) and Portal Credential Vault

2 Lab instructions The objective of this exercise is to illustrate how to create a HATS portlet that uses Web Express Logon to provide users with single sign on capability to their host application. The end user of the HATS portlet application will not be prompted for host credentials. In this lab exercise, the host credentials are automatically obtained from the Websphere Portal Server Credential Vault and inserted into the host terminal data stream for automatic sign on. Learning objectives Build a HATS v7.1 Portlet Insert and use business logic to access global variables to read and write information to the Portal Credential vault Configure a session to use Web Express Logon, and use the Portal Credential Vault as the repository Use Global variables to perform sophisticated screen recognition Configure the Portal Credential Vault for use with HATS and Web Express Logon Total time: 90 minutes Skill level Intermediate to advanced Audience Programmer Requirements IBM Rational Application Developer (or above) IBM Rational Host Access Transformation Services (HATS) 7.1 WebSphere Portal Toolkit WebSphere Portal v6.0 Test Environment Prerequisites Basic IDE skills Basic understanding of terminal applications Conventions used in this lab Bold font for user interface controls Mono-spaced font for user input and code blocks Italic font for variable names and glossary terms Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 2

3 Create a HATS Portlet 1. Click Create HATS Project ( )from the HATS toolbar. 2. Complete the resulting panel as follows: 3. Type cicsa as the project name. 4. Select Web project. 5. Select WebSphere Portal v6.0 as the Target server. 6. Select the default EAR file name, WPS6_EAR, which will only be used in the studio test environment. 7. Select IBM Portlet as the Portlet API (WEL is not yet supported for JSR 168 Portlet). You will notice a warning at the top of the wizard now that can be ignored. 8. Do not check the Add administrative console support. Administrative console support is not recommended for portlets. 9. You may optionally type additional description and comments such as those indicated in the figure below to fully document your project. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 3

4 10. Fill out the Connection Settings panel using the values listed below, then click Next. 11. Type zserveros.dfw.ibm.com in the Host name field. 12. Type 23 in the Port field. 13. Select 3270E from the Type drop-down list. (Note: if your host is an iseries host, look for comments in the business logic generated later in this lab for adjustments to make) 14. Select 24x80 from the Screen size drop-down list. Note: This host name must match the host name that the Portal administrator uses when creating the Credential Vault slot, The host name must also match the value assigned to the global variable, host. 15. Click Next >. 16. Configure a custom Project Theme. 17. Click Custom. 18. You may select the Project Theme options of your choice. This lab was written for a Custom appearance with the following settings selected: Automatic field advance Field extended attributes Keyboard support Overwrite mode Rendering using Monospaced font Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 4

5 19. Click Next >. 20. Select Blank.jsp from the Template table, and then click Finish to build the HATS portlet, cicsa. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 5

6 Create business logic classes In this section you will create two business logic classes. These classes are required to control the operation of the screen customization events at logon, and to modify the user s credential in the Portal Credential vault when they change. Both of these classes will be placed in the same package, credentialvault. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 6

7 Getcredentials The Getcredential business class reads the slot, host, and applic variables. These variables are required to query the Credential Vault, via the getglobalvariable() method. The getglobalvariable() method returns the user s credentials or a null value if no credentials are found. If a value other than null is returned, the credstatus global variable is set to found, else a value of not_found is set. The status of this global variable is important in the screen customization event logic. All queries to the Credential Vault are always made relative to the current user. Do not modify or remove any of the methods included by the wizard. 21. Select the Create a Java file to Run Custom Business Logic wizard from the toolbar. 22. On the Create a Java class panel select the cicsa project, type Getcredentials as the Class name, type credentialvault as the package name. 23. This class file requires that both global variable helper methods and portlet sample methods be selected, so ensure that there are checks in both of these boxes. 24. Click Finish to build the class file shell. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 7

8 25. Copy the business logic shown below from the sample getcredentials.txt. This file is found on the HATS Materials page, or you may copy it from below. 26. Below is the business logic required to add to the class just created. The source is provided in two places, here below in this document for your reference. In addition a file, getcredentials.txt, has been provided to on the Web site. //Initialize local variables. String credstatus = null; String[] cred = null; String host = null; String slot = null; Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 8

9 String applic = null; //retrieve part one of the slot_id, as defined by the SLOT_ID in the WEL configuration panel slot = blinfo.getglobalvariable("slot").getstring(); //retrieve part two of the slot_id, the host system address as defined in the project host = blinfo.getglobalvariable("host").getstring(); //retrieve part three of the slot_id, the application ID //if you implement this to an iseries, the application ID is not used. //In that case you must comment out the following statement applic = blinfo.getglobalvariable("applic").getstring(); //this next statement attempts to receive the host credentials cred = getusercredential(blinfo, slot, host, applic); //The next two println statements are only used for debugging purposes //Remove these two println statements before deploying System.out.println("Get: Slot="+slot+"_"+host+"_"+applic); if (cred!= null) else credstatus= "found"; credstatus= "not_found"; setglobalvariable(blinfo,"credstatus", credstatus); System.out.println("Get: credstatus="+credstatus); 27. Copy the sample text and paste it into the execute method just below the comment //add code here to perform your business logic. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 9

10 28. Save the file by clicking the save icon,, or press Ctrl+S. 29. Close the window. Setcredentials 30. Select the Create a Java file to Run Custom Business Logic wizard from the toolbar. 31. On the Create a Java class panel select the cicsa project, type Setcredentials as the Class name, and type credentialvault as the package name. This class file requires that both global variable helper methods and portlet sample methods be selected, so ensure that there are checks in both of these boxes. 32. Click Finish to build the class file. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 10

11 33. Below is the business logic required to add to the class just created. The source is provided in two places, here below in this document for your reference. In addition a file, setcredentials.txt, has been provided to on the Web site. This code is shown in the example below //Define the variables required String[] cred = null; String uid = null; String pword = null; String host = null; String slot = null; String applic = null; // retrieve the global variable = slot Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 11

12 // this variable defines part one of the Credential Vault slot_id slot = blinfo.getglobalvariable("slot").getstring(); // retrieve the global variable = host that defines the system being accessed // this variable makes the second part of the full Credential Vault slot_id host = blinfo.getglobalvariable("host").getstring(); // retrieve the global variable = applic // this variable makes the third part of the full Credential Vault slot_id applic = blinfo.getglobalvariable("applic").getstring(); // retrieve the global variable = password // this class is called when a valid password entered by the user pword = blinfo.getglobalvariable("password").getstring(); // retrieve the global variable = user uid = blinfo.getglobalvariable("user").getstring(); //The following is a debug statement that should be removed before placing it into production. System.out.println("Set: User="+uid+" Password="+pword+" Slot="+slot+" host="+host+" Application="+applic); /** * This statement will replace the one below if using an iseries host * setusercredential(blinfo, slot, uid, pword, host, null); */ //Insert the user's credentials into the credential vault setusercredential(blinfo, slot, uid, pword, host, applic); //Clear the user ID and the password global variable. //These statement are here for customers who are concerned that this data //remains in memory longer than necessary. setglobalvariable(blinfo,"user", null); setglobalvariable(blinfo,"password", null); 34. Copy the sample text and paste it into the execute method just below the comment //add code here to perform your business logic. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 12

13 35. Save the file by clicking the save icon,, or press Ctrl+S. 36. Close the window. Add Actions to the Start Event The following actions are set in the Start Event. Define a global variable, credstatus, and set to not_found Define a global variable, host, and set to the value of the host address to zserveros.dfw.ibm.com Define a global variable, slot, and set it to the value of the slot ID specified when the Credential Vault is defined, CICS. This value must match the Slot_ID in the Web Express Logon Credential Mapper configuration. Define a global variable, applic, and set the value to the application ID used when creating the Web Express Logon macro, e.g. cicsa. Finally, the business logic class, getcredentials, must be added as the last action in the Start Event. This class is used to determine if the appropriate credentials already exist in the vault for the current user. Note: All the values are case sensitive. Add global variable credstatus 37. Click the Events tab of the project settings and click Start in the Application Events section. 38. Click the Actions tab and then click Add to add the credstatus global variable. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 13

14 39. Select Set global variable and then click Next. 40. Type credstatus in the name field, type not_found in the value field as shown below, and click Finish. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 14

15 Add global variable - slot 41. Add another global variable, slot, and type CICS in the value field and then click Finish. Add global variable - host 42. Add another global variable, host, and type zserveros.dfw.ibm.com in the value field and then click Finish. Add global variable applic 43. Add another global variable, applic, and type cicsa in the value field and then click Finish. Add business logic - Getcredentials Now add the Getcredentials business logic class to the Start Event in order to properly set the value of credstatus. 44. Click Add, select Execute Business logic and click Next. 45. Click Browse to get a list of the available business logic classes, select Getcredentials and click OK. 46. Click Finish to store the action. Start Event actions The actions in the Start Event should look similar to that shown in the figure below. The items may be in any order with one exception, the Run a Java method action must be the last item in the actions list. 47. Click the Run a Java method action and use the Down button to push it to the bottom of the list. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 15

16 48. Save the file by clicking the save icon,, or press Ctrl+S. 49. Close the window Configure Portlet for Web Express Logon This section explains how to enable Web Express Logon for the Portlet. 50. Select the cicsa Settings window. 51. Click the Connections tab, highlight the connection then click Edit. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 16

17 52. Click the Security tab to configure Network Security plug-in. 53. Check Use Web Express Logon then click Configure. 54. Select WebSphere Portal Network Security from the Plug-in type drop-down box then click the Credential Mapper Plug-ins tab. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 17

18 55. Click the Credential Mapper Plugins tab. 56. Click Add and select WebSphere Portal Credential Vault Credential Mapper from the drop-down list, then click OK. 57. Select AuthType_3270Host, type a host mask, *.dfw.ibm.com, to identify the host system. 58. Type CICS as the SLOT_ID and 2 as the SLOT_TYPE. Notes: The host mask may be explicit as we have specified; however, you may also supply a mask of only wild cards, such as *. For example *.dfw.ibm.com would match any host that end in in dfw.ibm.com. The SLOT ID may be any value that you choose, but remember that the value specified here must also be used in the slot global variable. An administrative slot, SLOT_TYPE of 2, is recommended. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 18

19 59. Save the file by clicking the save icon,, or press Ctrl+S. 60. Select main.hco, then save the file by clicking the save icon,, or press Ctrl+S. 61. Close all open panels. Record cicsa macro For this system a macro is required to select the cicsa application and position the system at the CICS logon panel. The Host Terminal Emulator will be used to create this macro. 62. Click on any icon in the cicsa project, right mouse click and select Open HATS Host Terminal -> main. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 19

20 63. Click the Create Screen Capture icon ( ) to capture the DemoNet screen for future use in a later step to automate the login process. 64. Type DemoNet as the screen name and click Finish. 65. Click Record Macro icon ( ) to start recording a macro that will automatically select the CICSA application when the DemoNet menu is recognized 66. Type cicsa as the macro name. Click Finish. 67. Type DemoNet as the screen name. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 20

21 68. Recognize the starting screen by dragging the dotted yellow rectangle (elastic) around the DemoNet logo. No other options are required to be selected on this panel. 69. Click Finish. 70. Type cicsa on the command line and press Enter. 71. Click the Stop Macro icon ( ) to stop recording the macro. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 21

22 72. Type CICSACB2 as the screen name. 73. Identify ending screen for the cicsa macro by selecting the top three lines of the screen with the yellow elastic. 74. Clear the Total number of fields, Number of input fields, and Cursor position checkboxes. 75. Click Finish. 76. Click the Save Macro icon ( ) 77. Capture the CICS sign-on screen for later use by clicking the Create Screen Capture icon ( ) on the Host Terminal toolbar. 78. Accept the default name for the screen, SignonToCics and click Finish. Customize DemoNet screen A screen customization for the DemoNet welcome screen is required with an action to play the cicsa macro to when the DemoNet screen is recognized. 79. Minimize the Host Terminal session for use later. 80. Expand the Screen Captures folder then right click on DemoNet and then click New HATS -> Screen Customization. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 22

23 81. Accept the default name of DemoNet and click Next. 82. Select Use a previously captured screen and select DemoNet from the dropdown list. 83. Identify the screen by stretching the elastic around the DemoNet logo on the screen then click Next. 84. Clear the check from Apply a transformation. 85. Check Play a macro. 86. Select cicsa from the macro dropdown list. 87. Click Finish. 88. Close the window. Record the Web Express Logon macro This section will instruct you on how to record the Web Express Logon macro. 89. Restore the minimized Host Terminal session. The host may terminate the host session due to inactivity, so you may need to disconnect and reconnect the session, or play the cicsa macro again. 90. Click the Record Macro icon, and when asked if you want to record a new macro or append to the open macro, click New. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 23

24 91. Type cicsawel as the name of the macro and click Finish. 92. Name the screen SignonCICS. 93. Place the elastic around the first three lines of the display in order to identify the correct screen. 94. Click Finish. 95. Click the mouse into the first position of the user ID field until you see a mouse click action appear within the Macro Navigator on the left side of the window. It may take 2 or 3 clicks to set the action. 96. Click Add Prompt Action ( ) from the toolbar to insert the prompt for the user ID. Note: The WEL Credential Mapper uses global variables to pass the host user ID and password to the macro processor. Therefore a prompt action is required to retrieve the user ID and password from the global variable and place the data in the terminal presentation space. Extract actions are used when data is to be extracted from a host screen and placed into a global variable. 97. Complete the Add Prompt Action panel as follows. 98. Type user as the name of the prompt, this is the global variable name, 99. Select Use Web Express Logon and ensure Prompt type is set to User ID Type cicsa into the Application ID field Click OK Type atdemo into prompt for the User ID and click OK. This value is used to facilitate the recording of the macro in the live Host Terminal session. It is not recorded Use the mouse to click and place the cursor in the password field. Again, you may have to click more than once Click Add Prompt Action again to insert the prompt for the password Type password as the name, check Use Web Express Logon, select Password as the Prompt type, Type cicsa into the application ID field, and then click OK. Note: The application ID must be entered here again and it must match the value entered when defining the user ID prompt. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 24

25 107. Type demo4you into the prompt for the password and click OK Press Enter to submit the login When you see the screen that shows DFHCE3549 Sign-on is complete (Language ENU). beginning on row 24 column 1, press the Stop Macro icon on the toolbar Type the message number shown at the bottom of the screen as the screen name, DFHCE Specify the screen recognition criteria as follows: 112. Drag the yellow elastic around the message to recognize the screen Clear the checkboxes for Total number of fields Number of input fields Cursor position checkboxes 115. Click Finish Click the Save Macro icon ( ) on the toolbar Click the Screen Capture icon on the toolbar ( ). This screen signifies a successful logon and must be customized in order to store a new user s credentials the first time they log in. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 25

26 118. Type DFHCE3549 for the screen name and then click Finish Minimize the Host Terminal window. Create CICS customization to execute WEL macro 120. Expand the Screen Captures folder, then right mouse click on SignonToCics and then click New HATS >Screen Customization Type SignonToCics_WEL as the name of the new screen customization and then press Next Select Use a previously captured screen and select SignOnToCics Draw the yellow elastic to include the first three lines and then click Next. Note: Make sure that you do not include within the identified area any information that may change, or your screen recognition will fail when that data changes Clear Apply a transformation Check Play a macro, and select cicsawel from the dropdown list Click Finish Click the Screen Recognition Criteria tab, then click the twisty next to Add and select Global Variable Criterion The global variable credstatus must be tested to see if its value is found. Perform the following steps on this panel Select credstatus from the Global variable drop-down list 130. Select Check the string value of this global variable Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 26

27 131. Set the Global variable string value to equal to 132. Type found in the String value field 133. Click OK Save the file by clicking the save icon,, or press Ctrl+S. then close the window. Customize SignonToCics screen to capture credentials If the global variable credstatus is not equal to found, then a transformation must be applied, and once it is determined that the user has successfully logged in, the user s credentials are to be placed into global variables for storing into the Credential Vault From the Screen Capture folder right mouse click on SignonToCics and then click New HATS -> Screen Customization Accept the default name of SignonToCics and press Next Select Use previously captured screen and select SignOnToCics Draw the yellow elastic around the title then click Next Click Use existing transformation 140. Select default.jsp from the dropdown list Click Finish. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 27

28 142. Click the Actions tab Click Add to add an advanced action Click Extract global variable and then click Next Click on the Input checkbox to underline the input fields so that you can see them. Use the elastic to extract the Userid input field and then click Next. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 28

29 146. Type user in the Name field and press Finish Add another extract global variable action, this time use the elastic to capture the password. The password field is defined as a hidden field, so you my get the following pop-up window Click Yes Press Next. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 29

30 150. Type password as the global variable name then press Finish The transform must be performed first. This means that the extracts are performed after the user has entered the data. If necessary, highlight Apply a transform and press Up until the Apply a transform action is listed first Clear Send a host key when action list completes to cause screen to change Click the Screen Recognition Criteria tab, then click the twisty next to Add and select Global Variable Criterion. The only time this screen is to be executed is when the user credentials are not present in the credential vault; therefore, a condition must be added to the customization to test for the presence of the credentials The global variable credstatus must be tested to see if its value is not_found. Perform the following steps on this panel Select credstatus from the Global variable drop-down list Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 30

31 156. Select Check the string value of this global variable 157. Set the Global variable string value to equal to 158. Type not_found in the String value field 159. Click OK Save the file by clicking the save icon,, or press Ctrl+S. and then close the window. Customize DFHCE3549 This screen is used when credentials are present in the vault and the WEL macro is to be used. We will create the screen customization now, but disable the resulting transformation until the credentials are set in the vault From the Screen Captures folder, right mouse click on DFHCE3549 -> New HATS -> Screen Customization to start the Screen Customization Wizard On the Screen Customization panel accept the default name of DFHCE3549 and then click Next Click Use a previously captured screen and select DFHCE3549. You can uncheck the Input checkbox if you no longer want to see the input fields higlighted On the Screen Recognition Criteria panel stretch the yellow elastic around the message number 165. On the Actions panel click Blank in the Select a pattern section and then click Finish When the Insert Host Component screen is shown, just press the Cancel button. Transform DFHCE3549 The DFHCE3549 screen is the screen presented to all users when login is completed. The user is positioned on this screen when they complete their logon, but there is no menu or instructions on what to do next. This section is intended to provide a customized screen from which to initiate the CICS applications. The screen will be transformed to provide a drop-down list of applications from which the user may select, and a button to press to type the transaction code and launch the transaction Make sure you are on the Design tab and in the Free Layout Mode as shown below Click the Layout Mode icon and if necessary select Free Layout Tables to switch to Free Layout Mode. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 31

32 169. On the DFHCE3549.jsp page we will add a simple instruction to select the application, a drop-down list of applications, and add a button to press to launch the application If the Palette is not visible click Window -> Show View -> Palette Click HATS Components in the Palette panel Right mouse click on the HATS form and select Insert -> Paragraph -> Heading 2. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 32

33 173. Draw a box across the entire width of the form in which to insert the heading Click into the box and type Select Desired Application: 175. Click outside the box back onto the free form You will now add an input field which you will define as a drop down list. Open the HATS Components section of the palette and click on the Input field component. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 33

34 177. Use the mouse and drag the component onto the HATS form as shown below When the Screen Region panel appears 179. Check Hidden and Input next to Highlight fields Draw the elastic around the first 8 characters in row Click Finish Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 34

35 182. To modify the properties of the component do the following: 183. Click the Properties tab of the panel below the DFHCD3549.jsp You should be in the Design tab of DFHCD3549.jsp. Click on the component to highlight it. You may have to click more than once. It should show HATS:Component on the tab on the left in the Properties view and Input field should be selected under Components Under Widgets, click Drop-down (data entry) Click on the Widget Settings button. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 35

36 187. Complete the Drop-down (data entry) panel as follows Clear the check from Use project defaults Check Fill from string Type the following string into the List items field: Account Management=menu;Share Trading=mytd; 191. Click OK. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 36

37 192. Now add a button to submit the transaction by performing a right mouse click on any blank area of the HATS form and selecting HATS Tools -> Insert Host Keypad -> Individual Key. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 37

38 193. Check the Enter key then click OK If necessary, use the mouse to draw a field in which the button will be placed The resulting form will look similar to the figure below Click the Preview tab to display how the screen should look when transformed. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 38

39 197. To preview the transformation in the Host Terminal view follow these instructions (if you get any script runtime errors, you can ignore them and just press the No button): 198. Click the Design tab Press Ctrl+S to save the changes 200. Restore the Host Terminal 201. Click Host Screen Preview 202. Now, we don t want this screen transformed until after the user credentials have been set into the vault by performing a regular signon when we first run on the portal server. To do this, open DFHCE3549 from the Screen Customizations folder and click on the Actions tab. Uncheck the Apply a transformation check box, then Save the file. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 39

40 Create StoreCredentials This screen customization, StoreCredentials, is to be recognized and the actions performed when the user manually logs in and credentials must be stored into the vault. To do this an additional screen recognition criteria must added to test to see if credstatus=not_found. When the DFHCE3549 screen appears and credstatus=not_found, an action to execute the setcredentials business logic to store the credentials is required to be run prior to the screen transform. Follow the instructions below to build this screen customization From the Screen Capture folder right mouse click on DFHCE3549 then click New HATS -> Screen Customization Type StoreCredentials as the name and then click Next On the Screen Recognition Criteria screen, click Use a previously captured screen and select DFCE Draw the elastic around the DFHCE3549 message on the last row and then press Next On the Actions page do the following: 208. Select Apply a transformation 209. Select Use existing transformation and select DFHCE3549.jsp from the drop down list Check Add advanced actions to allow additional actions to be added Click Next. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 40

41 212. On the Advanced Actions panel click Add in order to add the business logic that must be run to update the Credential Vault Select Execute Business logic and then click Next. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 41

42 214. On the Define Action Properties panel perform the following actions Click the Browse button to display the list of classes from which to select Select credentialvault.setcredentials from the list Click OK Click Finish to add the method as one of the actions to be performed when this screen is recognized. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 42

43 219. The Run a Java method action must be listed before the Apply a transform action. If it is necessary to move the Run a Java method action, then highlight it and press Up until it is listed first Uncheck Send a host key when action list completes to cause screen to change Click Finish It is necessary to add to the condition that the global variable credstatus must be equal to not_found in order to apply this customization, so double click StoreCredentials in the Screen Customizations folder Click the Screen Recognition Criteria tab then click the twisty next to Add and select Global Variable Criterion to add the global variable condition. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 43

44 224. Select the credstatus global variable from the drop-down list Select Check the string value of this global variable Select equal to from the drop-down list Type not_found Click OK Press Ctrl+S to save the customization then close the window. Test the portlet You are ready to test it in the WebSphere Portal Server Test Environment Right click on the cicsa project and select Debug on Server Click Yes when asked if you want to see the display (debug) terminal Click Manually define a new server when the Define a New Server panel appears Select WebSphere Portal v6.0 Server and then click Next > Type passw0rd in the WebSphere administrator password field and press Next >. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 44

45 235. Type passw0rd for the Portal administrator password Click Next > Click Finish. Note: This process will take several minutes, please be patient. You may monitor the progress by monitoring the Console. Logon to the Portal Server 238. If Automatic Logon is not set in the Websphere Portal Server settings, you will get the Login screen below. Type wpsadmin as the user ID and passw0rd as the password and then click Login in. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 45

46 239. Click the Getting Started section when the browser opens to the application If necessary, click the Rational portlets tab. The HATS panel as shown below will be displayed, but you must first define the Credential Vault slot that the HATS project will use. Define HATS Credential Vault slot In this section you will define the Credential Vault slot to be used by the HATS Portlet. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 46

47 241. Click the Welcome tab Click Administration to access the administration functions Click Access to access the Credential Vault administrative panels. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 47

48 245. Click Credential Vault to access the Credential Vault functions Click Add a vault slot to add the HATS slot. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 48

49 247. Type CICS zserveros.dfw.ibm.com cicsa as the slot name to be used by WEL when accessing this zseries host Click new in the column labeled Vault resource associated with vault slot. Do not use an existing slot or the project will not work Type HATSPortlet in the field next to new Click OK. Notes: Do not share the segment because each user must have unique credentials. If you do not assign a vault resource, then if you ever delete the slot, the data will not be cleared. This could be important as you test your application. The name of the resource can be anything you wish. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 49

50 The panel shown below will be displayed when the Credential Vault slot has been successfully created. Notice message VAUL0014I The vault slot was created successfully is displayed. Test the portlet You have configured the Credential Vault so you may now test your portlet. Switch back to the Rational portlets tab. The CICS Signon panel is displayed because the first time the user starts the project the credentials are not in the Credential Vault The user should type the host ID, atdemo, and Password, demo4you, in the appropriate fields and press the Enter key to log on When the user is successfully logged on they will see the screen shown below. The HATS portlet has now captured your host credentials and stored them into the Credential Vault Select the drop-down list, select Account Management, and click the ENTER button. The figure below will be displayed. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 50

51 254. Now to test the automatic logon functions of the portlet you must disconnect, change the screen event DFHCE3549 to apply the transformation, and reconnect the portlet. Disconnect from the host by clicking Disconnect Go back to you HATS project and open DFHCE3549 from the Screen Customizations folder. On the Actions tab, select the check box for Apply a transformation and Save the file. Make sure the application gets republished Click Restart. Your credentials will be found in the Credential Vault and the Web Express Logon macro will automatically log you on. You should now see the screen shown above signifying that the WEL macro process worked. Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 51

52 Conclusion You used HATS V7.1 to accomplish the following tasks: Built a HATS v7.1 Portlet Inserted and used business logic to access global variables Inserted and used business logic to read and write information to the Portal Credential vault Configured a session to use Web Express Logon that used the Portal Credential Vault as the repository Used Global variables to perform sophisticated screen recognition Transformed a sample application page using the new Free Layout mode Used Host Terminal Preview Tab to preview transformations Configured the Portal Credential Vault for use with HATS and Web Express Logon You should now be familiar with building HATS portlets, using global variables to make decisions as to what screen to display, and how to enable and use Web Express Logon. Please report any errors in this tutorial to Lori Ruffing (lruffing@us.ibm.com). Creating a HATS Portlet Using Web Express Logon and Portal Credential Vault 52