Informatica MDM Multidomain Edition (Version 9.6.1) Informatica Data Director (IDD)-Interstage Integration Guide

Transcription

1 Informatica MDM Multidomain Edition (Version 9.6.1) Informatica Data Director (IDD)-Interstage Integration Guide

2 Informatica MDM Multidomain Edition Informatica Data Director (IDD)-Interstage Integration Guide Version September 2013 Copyright (c) Informatica Corporation. All rights reserved. This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or international Patents and other Patents Pending. 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4 Table of Contents Preface.... iii Informatica Resources.... iii Informatica My Support Portal.... iii Informatica Documentation.... iii Informatica Web Site.... iii Informatica How-To Library.... iv Informatica Knowledge Base.... iv Informatica Support YouTube Channel.... iv Informatica Marketplace.... iv Informatica Velocity.... iv Informatica Global Customer Support.... iv Chapter 1: Introduction Overview Prerequisites Chapter 2: Informatica Component library for Fujitsu Interstage About Informatica Component Library for Fujitsu Installing Fujitsu Component Library Add a Server Connection Modify the Application Variables for the Imported Application... 6 Business Processes Process User Defined Attributes (UDA) Roles Process Fragments INFA Patterns Merge Workflow Process Exception Complex Types SIF Integrations Chapter 3: Configuring Interstage Configuring an ORS to Use Fujitsu Interstage Creating a User with Privileges to Fujitsu Interstage Updating the IDD Configuration File Automatic Initiation of Merge Tasks Creating a new application Chapter 4: WebSphere-specific Interstage Configuration Websphere specific configuration of Interstage Table of Contents i

5 Index ii Table of Contents

6 Preface The Informatica Data Director (IDD)-Interstage Integration Guide describes: Concepts that are useful for working with the integration between the Informatica Data Director (IDD) and Fujitsu's Interstage BPM. Installation process for the Fujitsu Component Library Websphere specific configuration of Interstage and the process of updating the IDD Configuration File This document is intended to be used by customers, partners, and Informatica Professional Services consultants as a hands-on integration guide for all IDD deployments that ease communication with the MDM Hub from a Fujitsu workflow process. Informatica Resources Informatica My Support Portal As an Informatica customer, you can access the Informatica My Support Portal at The site contains product information, user group information, newsletters, access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library, the Informatica Knowledge Base, Informatica Product Documentation, and access to the Informatica user community. Informatica Documentation The Informatica Documentation team takes every effort to create accurate, usable documentation. If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through at infa_documentation@informatica.com. We will use your feedback to improve our documentation. Let us know if we can contact you regarding your comments. The Documentation team updates documentation as needed. To get the latest documentation for your product, navigate to Product Documentation from Informatica Web Site You can access the Informatica corporate web site at The site contains information about Informatica, its background, upcoming events, and sales offices. You will also find product and partner information. The services area of the site includes important information about technical support, training and education, and implementation services. iii

7 Informatica How-To Library As an Informatica customer, you can access the Informatica How-To Library at The How-To Library is a collection of resources to help you learn more about Informatica products and features. It includes articles and interactive demonstrations that provide solutions to common problems, compare features and behaviors, and guide you through performing specific real-world tasks. Informatica Knowledge Base As an Informatica customer, you can access the Informatica Knowledge Base at Use the Knowledge Base to search for documented solutions to known technical issues about Informatica products. You can also find answers to frequently asked questions, technical white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team through at KB_Feedback@informatica.com. Informatica Support YouTube Channel You can access the Informatica Support YouTube channel at The Informatica Support YouTube channel includes videos about solutions that guide you through performing specific tasks. If you have questions, comments, or ideas about the Informatica Support YouTube channel, contact the Support YouTube team through at supportvideos@informatica.com or send a tweet Informatica Marketplace The Informatica Marketplace is a forum where developers and partners can share solutions that augment, extend, or enhance data integration implementations. By leveraging any of the hundreds of solutions available on the Marketplace, you can improve your productivity and speed up time to implementation on your projects. You can access Informatica Marketplace at Informatica Velocity You can access Informatica Velocity at Developed from the real-world experience of hundreds of data management projects, Informatica Velocity represents the collective knowledge of our consultants who have worked with organizations from around the world to plan, develop, deploy, and maintain successful data management solutions. If you have questions, comments, or ideas about Informatica Velocity, contact Informatica Professional Services at ips@informatica.com. Informatica Global Customer Support You can contact a Customer Support Center by telephone or through the Online Support. Online Support requires a user name and password. You can request a user name and password at The telephone numbers for Informatica Global Customer Support are available from the Informatica web site at iv Preface

8 C H A P T E R 1 Introduction This chapter includes the following topics: Overview, 1 Prerequisites, 1 Overview The Informatica 9.1 release includes out-of-the-box integration between the Informatica Data Director (IDD) and Fujitsu s Interstage BPM. This document describes how to create an IDD deployment that uses Fujitsu instead of built-in Hub tasks for workflow. Prerequisites The prerequisites for integrating Informatica Data Director (IDD) and Fujitsu s Interstage BPM are: 1. Install build 515 of Fujitsu Interstage BPM version 11.2 Both the Interstage BPM engine and Studio are required. Instructions for installing Interstage BPM are available from Fujitsu and are not provided as part of this implementation guide. 2. Install Informatica MDM Hub. For instructions on installing the MDM Hub, see Informatica MDM Installation Guide. 1

9 C H A P T E R 2 Informatica Component library for Fujitsu Interstage This chapter includes the following topics: About Informatica Component Library for Fujitsu, 2 Installing Fujitsu Component Library, 2 Business Processes, 8 Process User Defined Attributes (UDA), 9 Roles, 9 Process Fragments INFA Patterns, 9 Merge Workflow Process Exception, 10 Complex Types, 10 SIF Integrations, 12 About Informatica Component Library for Fujitsu The Informatica Component Library for Fujitsu provides components that ease communication with the MDM Hub from within a Fujitsu workflow process. Also, library components are used by the IDD to understand information contained in Interstage business processes. Installing Fujitsu Component Library 1. Launch the Interstage Business Process Manager Studio. 2. Select File > Import Bar File from the menu bar. 2

10 3. Browse to the location of the IDD-InformaticaFujitsuLibrary.bar file within the Resource Kit. This file is located in the samples/bpm/fujitsu directory within the Resource Kit. 4. Open the IDD-InformaticaFujitsuLibrary.bar file. The default application name INFA appears in the Import as field. 5. Change the default application name, INFA to one of your choice, if required. 6. Click Next and Finish. 7. The application with all the process definitions will be imported and shown in the navigator. 8. Right-click Process Fragments on the navigator and click Import from the menu. Installing Fujitsu Component Library 3

11 9. Browse to the location of the INFA Patterns folder within the Resource Kit. This file is located in the samples/ BPM/Fujitsu directory within the Resource Kit. 10. Click the INFA Patterns folder and click OK. The reusable process fragments that can be imported are shown. 4 Chapter 2: Informatica Component library for Fujitsu Interstage

12 11. Select all fragments by selecting the checkbox next to INFA Patterns. 12. Click Finish. All the reusable components are imported under Process Fragments. Add a Server Connection 1. From the main menu, select Window > Preferences. 2. Select Server connection settings and click New. 3. In the Server Connection Setting dialog, enter the server connection parameters. The Base URL is <host>:<port>/console/_wfxml/<tenantname>. Installing Fujitsu Component Library 5

13 4. Click OK Modify the Application Variables for the Imported Application 1. Select the imported application. 2. Right-click the application and select Properties from the menu. 6 Chapter 2: Informatica Component library for Fujitsu Interstage

14 3. In the Properties dialog, select Application Variables to update the WSDL and the end point URL for the SIF services. Note: Changing the WSDL and the endpoint URL will update all web services used in the process definitions under the selected application. 4. Right-click the application and click Upload Application from the menu. Installing Fujitsu Component Library 7

15 5. Choose the appropriate server connection and click Next to upload the application. 6. Log in to Fujitsu Interstage BPM Tenant Console. 7. Set the application to online: a. Select the System Administration heading. b. Choose the application that you previously imported. c. Select Start. 8. Publish all the process definitions that will be used in the integration. The state of the process definitions is Draft when uploaded. Once published, the state changes to Published Business Processes Informatica provides several business processes out-of-the-box (OOB) that can be used with the IDD. These business processes represent a one-step and two-step approval process, a merge process and an unmerge process. In addition to the OOB business process, customers can develop their own business processes to use within the IDD. 8 Chapter 2: Informatica Component library for Fujitsu Interstage

16 Process User Defined Attributes (UDA) All business processes that interact with the IDD must contain an input variable (UDA) called InfaTask of type INFATask (INFATask#urn:informatica.fujitsu.api). When the IDD starts a business process, it provides the initial values for this variable that are used throughout the life of the business process. Roles The OOB business processes use the following roles for assignment of human tasks: DataSteward Manager SrManager These roles must already exist or be created in the Interstage BPM server environment for the task assignment to function correctly. The roles can be created using the Fujitsu Interstage BPM Console. Process Fragments INFA Patterns Informatica patterns are provided to support the OOB Informatica business processes. The OOB services are limited to those required to execute the provided business processes. These processes can also serve as an example for implementing new business processes that can interoperate with the IDD. Process User Defined Attributes (UDA) 9

17 Merge Workflow Process Exception The IDD Setup Merge Task service does not specify a Merge action for the IDD Activity called Merge. However, the outgoing arrows on the Merge activity node have the Merge action as the Merge workflow process has some special handling in the IDD. This special handling automatically specifies a Merge action to the workflow process when a Merge is performed in a task context within the IDD. Note: When customizing the Merge workflow process, do not change the handling of the Merge action after the Merge activity. Complex Types An extensive list of complex types is included in the IDD-InformaticaFujitsuLibrary as part of the Resource Kit. The schemas mdns.xsd, rns.xsd and tns.xsd contain complex types used to communicate with SIF APIs. These types can be passed to SIF APIs and used to receive objects returned from SIF API calls. The INFATaskSchema.xsd schema contains complex types that support the IDD integration. These complex types are used in all business processes that communicate with the IDD to store information that the IDD provides. Additionally, they provide the information that the IDD requires to execute activities in a business process. 10 Chapter 2: Informatica Component library for Fujitsu Interstage

18 INFATask This data type represents a task that is usable by the IDD. This data type contains additional complex types, described in the following sections, that are required by the IDD to display and process tasks. TaskData This data type contains all of the metadata about a task instance. The IDD manages this information in cooperation with the Interstage server. INFARecordKey This data type represents a single data record associated with a task. An instance of this type represents either a base object record or an XREF record. Developers do not need to set values for this object manually in most cases because the data is provided and consumed by the IDD. INFATaskAction The IDD allows interaction with tasks through a set of task actions that are displayed in the data view when in a task context as shown in the following screenshot: This data type represents the definition of a task action that can be used to act on the task within the IDD. This information must be set in an INFATask prior to reaching an Activity node to specify the actions that should be available in the IDD UI. The properties of a task action are: Name The internal name of the action. Display Name The name of the action to display in the UI. If not specified, the value for Name is used. Cancel A boolean value that specifies whether this action will cancel the business process execution closeview A boolean value that specifies whether this action should close the data view after it executes. manualreassign This parameter is not currently used and will be ignored if specified. The following code snippet shows an example of how to define the two actions for a task: SubmitForApproval and Reassign task actions. Any of the INFA Patterns starting with "IDD Setup " can also be used as an example to setup actions. This can either be done in a prologue action of a previous step or in the epilogue action of the current activity node. Example: var i=1; uda.infatask.infatask.actions.infataskaction[i].name="submit For Approval"; uda.infatask.infatask.actions.infataskaction[i].cancel=false; uda.infatask.infatask.actions.infataskaction[i].closeview=true; uda.infatask.infatask.actions.infataskaction[i].manualreassign=true; i++; uda.infatask.infatask.actions.infataskaction[i].name="reassign"; uda.infatask.infatask.actions.infataskaction[i].cancel=false; Complex Types 11

19 uda.infatask.infatask.actions.infataskaction[i].closeview=true; uda.infatask.infatask.actions.infataskaction[i].manualreassign=true; TaskType This data type contains information used by the IDD to present a task. This information must be set in an INFATask prior to reaching an IDD Activity node to specify the actions that should be available in the IDD UI The properties of a task type are: Name - The internal name of the task type. Display Name - The name of the task type to display in the UI. If not specified, the value for Name is used. Description - An internal description that is not displayed to the user within IDD. Pending BVT - A boolean value that indicates whether the best version of truth (BVT) that is displayed in the data view, when the task is opened, should include pending data. dataupdatetype - Determines the Hub State to use when saving changes made in the data view in the context of the task. - ACTIVE means that changes to a record are saved in the active state. - PENDING means that changes to a record are saved in the pending state. displaytype - Determines how the data view is presented when a task is opened from a user s Inbox. - NORMAL means that the data view is present as when a record is opened. - MERGE means that the data view is presented with the potential matches child tab selected. The record that is associated with the task for merging is highlighted for identification. - UNMERGE means that the data view is presented with the cross-references dialog open. The record that is associated with the task for unmerging from the parent is highlighted for identification. The following example shows how to set up a task for use in the IDD. Any of the INFA Patterns starting with IDD Setup can also be used as an example to setup a task type. This can either be done in a prologue action of a previous step or in the epilogue action of the current activity node. Example: uda.infatask.infatask.tasktype.displayname="merge"; uda.infatask.infatask.tasktype.description="merge step in the workflow"; uda.infatask.infatask.tasktype.pendingbvt=false; uda.infatask.infatask.tasktype.dataupdatetype="active"; uda.infatask.infatask.tasktype.displaytype="merge"; SIF Integrations Any INFA Pattern that starts with Hub corresponds to an operation that is performed using the SIF APIs. Each SIF INFA Pattern uses the application variables WSDLUrl and EndPointURL and has input and output mappings. Input mappings are used to map workflow variables to web service inputs. Output mappings are used to map web service outputs to workflow variables. 12 Chapter 2: Informatica Component library for Fujitsu Interstage

20 SIF Integrations 13

21 C H A P T E R 3 Configuring Interstage This chapter includes the following topics: Configuring an ORS to Use Fujitsu Interstage, 14 Creating a User with Privileges to Fujitsu Interstage, 15 Updating the IDD Configuration File, 15 Automatic Initiation of Merge Tasks, 17 Creating a new application, 17 Configuring an ORS to Use Fujitsu Interstage The Hub Console contains a workbench for managing workflow configuration for each ORS called Workflow Manager. The Workflow Manager allows configuration of connections to workflow servers. Also, it allows association of each ORS with a configured external workflow engine or the default Informatica MDM Hub (Siperian) task engine. Note: Each ORS may be configured to use exactly one workflow engine. All ORS configured for use with a single IDD instance must be associated with the same workflow engine. To configure an ORS to use Fujitsu Interstage: 1. Launch the Hub Console. 2. Open the Workflow Manager. 3. Configure a new Fujitsu Interstage server connection. 14

22 4. Click the ORS Workflow Mapping tab. 5. Select the Fujitsu Interstage server to use from the drop-down list next to the ORS you wish to configure. Creating a User with Privileges to Fujitsu Interstage Users must be registered both in Fujitsu Interstage and in the MDM Hub to be usable in the IDD. To avoid having to maintain users in two systems, users who are configured to use Fujitsu Interstage can be set to authenticate externally directly against the Fujitsu Interstage server, using the FujitsuAuthenticationProvider. This provider is available outof-the-box and may be configured using the Security Access Manager in the Hub (SAM). Alternatively, users may be configured within both the MDM Hub and Fujitsu Interstage separately but with the same user name and password. Updating the IDD Configuration File The IDD configuration file contains the task definition for an IDD instance. The task definition for an IDD instance that uses Fujitsu Interstage as its workflow engine is simpler than one that uses the built-in task engine. Only task type entries are required to identify workflow processes that can be initiated by the IDD. Task assignment configuration and task action entries are not required for configuring the IDD-Fujitsu Interstage integration. If these extraneous tags are specified, they are ignored. The attributes and schema are documented in the Informatica Data Director Implementation Guide. The only attribute of note is the tasktypeid. The value of this attribute is the name of the business process definition as seen in the Fujitsu Interstage Business Process Manager Studio. This name can be located on the General properties tab of a business process definition. Creating a User with Privileges to Fujitsu Interstage 15

23 Example: The following example shows the default task configuration for workflows provided by Informatica OOB. <tasks includeunassignedtasks="true"> <!-- Task Definitions --> <tasktype tasktypeid="infa One-Step Approval" name="onestepapprovalworkflow" displayname="one Step Approval Workflow" creationtype="none"> <description>update a record and require the user to go through an approval process before completing the task.</description> </tasktype> <tasktype tasktypeid="infa Two-Step Approval" name="twostepapprovalworkflow" displayname="two Step Approval Workflow" creationtype="none" defaultapproval="true"> <description>update a record and require the user to go through an approval process before completing the task.</description> </tasktype> <tasktype tasktypeid="infa Update With Approval" name="updatewithapprovalworkflow" displayname="update With Approval Workflow" creationtype="create"> <description>update a record and do not require the user to go through an approval process before completing the task. The approval step is optional. </description> </tasktype> <tasktype tasktypeid="infa Merge" name="mergeworkflow" displayname="merge Workflow" creationtype="merge"> <description>merge two records together.</description> </tasktype> <tasktype tasktypeid="infa Unmerge" name="unmergeworkflow" displayname="unmerge Workflow" creationtype="unmerge"> <description>unmerge an XREF record from a Base Object record.</description> </tasktype> </tasks> 16 Chapter 3: Configuring Interstage

24 Automatic Initiation of Merge Tasks The MDM Hub has the ability to automatically initiate merge processes in Fujitsu Interstage for manual matches in the Hub. To configure this capability, the following properties must be set in the cmxserver.properties file. fujitsu.merge.workflow.name This property must be set to the name of the workflow process definition to be started for each match table record. The OOB value for this property is Infa Merge. See the Updating the IDD Configuration File section for instructions on finding the name of the business process definition in Fujitsu. sip.task.assignment.interval The property should be set to the frequency, in minutes, to run the assignment daemon. fujitsu.application.name This property should be set to the name of the application to be used with this integration. For the OOB application, the default name is INFA or the value should match the name of the application that was set (if other than INFA) when the IDD-InformaticaFujitsuLibrary was imported. fujitsu.tenant.name This property should be set to the name of the tenant to which the application was uploaded. The default value for this property is Default. This document only describes task properties specific to the IDD-Fujitsu integration. For information on additional properties related to tasks, see the IDD Implementation Guide. Creating a new application To create a new application for use with IDD: 1. Create a new application in Studio. 2. Import the INFATask schema to the new application. Right-click on the Schema folder under the application and click Import from the menu. The Import dialog is displayed. Automatic Initiation of Merge Tasks 17

25 3. Browse to select the FujitsuMDMTaskSchema.xsd schema under samples/bpm/fujitsu directory in the Resource Kit. 18 Chapter 3: Configuring Interstage

26 4. As an alternative to step 3, the schema may be imported directly from a URL instead of a file. Instead of browsing for a XSD file, click on the URL radio button and enter the URL of the WSDL. 5. Import the SIF services schema to the new application from a URL. Example: request/wsdl 6. For sorting and filtering to work in the task inbox of the IDD, all process definitions of the application used in IDD must contain the following String UDA s. These must also be marked as Worklist UDA s. The UDA values must be initialized from the InfaTask complex UDA before an activity node. SubjectAreaUid Title TaskType Creating a new application 19

27 20 Chapter 3: Configuring Interstage

28 C H A P T E R 4 WebSphere-specific Interstage Configuration This chapter includes the following topic: Websphere specific configuration of Interstage, 21 Websphere specific configuration of Interstage For the integration to work on Websphere Application Server, the value of the properties ProactiveNotificationEnabled and ProactiveSQNotificationEnabled must be set to false. To do this: 1. Login to the IBPM Tenant Manager Console with the URL, TenantManager.page. 2. Click on System Properties. The System Properties dialog appears. 3. Update the values of the properties ProactiveNotificationEnabled and ProactiveSQNotificationEnabled to false. 4. Save and restart the IBPM server. 21

29 I N D E X A Add 5 application 17 Application Variables 6 Automatic Initiation 17 B Business Process Manager Studio 15 business processes 8 D DataSteward 9 F Fujitsu Component Library installing 2 Fujitsu Interstage 14, 15 Fujitsu Interstage server 15 Fujitsu workflow process 2 Fujitsu s Interstage BPM 1 FujitsuAuthenticationProvider 15 H human tasks 9 I IDD configuration file 15 Imported Application 6 Merge 10 Merge activity 10 Merge Tasks 17 P Process Exception 10 Process Fragments 9 R Resource Kit 10 S schemas 10, 17 Security Access Manager 15 Server Connection 5 SIF Integrations 12 Studio 17 U User Defined Attributes 9 W Websphere Application Server 21 workflow 1, 10 Workflow Manager 14 M mappings 12 22