BEA WebLogic Process Integrator

Transcription

1 BEA WebLogic Process Itegrator A Compoet of BEA WebLogic Itegratio BEA WebLogic Process Itegrator Studio Olie Help BEA WebLogic Process Itegrator Release 2.0 Documet Editio 2.0 July 2001

2 Copyright Copyright 2001 BEA Systems, Ic. All Rights Reserved. Restricted Rights Leged This software ad documetatio is subject to ad made available oly pursuat to the terms of the BEA Systems Licese Agreemet ad may be used or copied oly i accordace with the terms of that agreemet. It is agaist the law to copy the software except as specifically allowed i the agreemet. This documet may ot, i whole or i part, be copied photocopied, reproduced, traslated, or reduced to ay electroic medium or machie readable form without prior coset, i writig, from BEA Systems, Ic. Use, duplicatio or disclosure by the U.S. Govermet is subject to restrictios set forth i the BEA Systems Licese Agreemet ad i subparagraph (c)(1) of the Commercial Computer Software-Restricted Rights Clause at FAR ; subparagraph (c)(1)(ii) of the Rights i Techical Data ad Computer Software clause at DFARS , subparagraph (d) of the Commercial Computer Software--Licesig clause at NASA FAR supplemet ; or their equivalet. Iformatio i this documet is subject to chage without otice ad does ot represet a commitmet o the part of BEA Systems. THE SOFTWARE AND DOCUMENTATION ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND INCLUDING WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. FURTHER, BEA Systems DOES NOT WARRANT, GUARANTEE, OR MAKE ANY REPRESENTATIONS REGARDING THE USE, OR THE RESULTS OF THE USE, OF THE SOFTWARE OR WRITTEN MATERIAL IN TERMS OF CORRECTNESS, ACCURACY, RELIABILITY, OR OTHERWISE. Trademarks or Service Marks BEA, WebLogic, Tuxedo, ad Jolt are registered trademarks of BEA Systems, Ic. How Busiess Becomes E-Busiess, Operatig System for the Iteret, Liquid Data, BEA WebLogic E-Busiess Platform, BEA Builder, BEA Maager, BEA elik, BEA WebLogic Commerce Server, BEA WebLogic Persoalizatio Server, BEA WebLogic Process Itegrator, BEA WebLogic Collaborate, BEA WebLogic Eterprise, BEA WebLogic Server, BEA WebLogic Itegratio, E-Busiess Cotrol Ceter, BEA Campaig Maager for WebLogic, ad Portal FrameWork are trademarks of BEA Systems, Ic. All other trademarks are the property of their respective compaies. BEA WebLogic Process Itegrator Studio Olie Help Documet Editio Date Software Versio 2.0 July

3 Cotets About This Olie Help What You Need to Kow... xii e-docs Web Site... xii How to Prit the Documet... xiii Related Iformatio... xiii Cotact Us!... xiv Documetatio Covetios... xiv 1. Gettig Started with BEA WebLogic Process Itegrator Studio Loggig I to the Studio Overview of the Studio Iterface Usig the Meu Optios File Meu View Meu Cofiguratio Meu Tools Meu Help Meu Usig the Folder Tree Display Usig the Drawig Area Toolbar Relocatig the Toolbar Togglig Betwee Normal ad Iterface Views Settig Iterface View Prefereces Viewig Iboud XML Documet Data Viewig Outboud XML Documet Data Viewig Subworkflow Data Viewig Busiess Operatio Data Viewig Plug-I Data BEA WebLogic Process Itegrator Studio Olie Help iii

4 Exitig the Studio Cofigurig Plug-Is What Is a Plug-I? Accessig Plug-I Olie Help Viewig Available Plug-Is Loadig a Plug-I Cofigurig a Plug-I Deletig a Cofiguratio Cofigurig Security Uderstadig Security Settig Permissio Levels Settig User Permissios Settig Role Permissios Mappig Roles to WebLogic Server Groups Cofigurig Busiess Orgaizatios What Is a Busiess Orgaizatio? Addig a Orgaizatio Updatig a Orgaizatio Deletig a Orgaizatio Creatig a Busiess Caledar for a Orgaizatio Addig Rules to a Busiess Caledar Updatig a Caledar Deletig a Caledar Defiig Users ad Roles What Are Users ad Roles? Creatig a User Addig a User to the Curret Orgaizatio Removig a User from the Curret Orgaizatio Updatig User Properties Deletig a User from the Security Realm Creatig a Role Updatig a Role iv BEA WebLogic Process Itegrator Studio Olie Help

5 Deletig a Role Reroutig Tasks Betwee Users ad Roles Addig a Task Routig Specificatio Updatig a Task Routig Specificatio Deletig a Task Routig Specificatio Refreshig the Reroutig Task List Defiig Busiess Operatios What Is a Busiess Operatio? Defiig a Busiess Operatio Defiig Busiess Operatios for Java Classes Defiig Busiess Operatios for Sessio EJBs Defiig Busiess Operatios for Etity EJBs Updatig a Busiess Operatio Deletig a Busiess Operatio Workig with Templates ad Template Defiitios What Are Workflow Templates ad Template Defiitios? Creatig a New Template Creatig a New Template Defiitio Settig Template Defiitio Properties Defiig Workflow Variables Modifyig Variable Defiitios Viewig Variable Usage Defiig Exceptio Hadlers Opeig a Existig Template Defiitio Creatig the Workflow Diagram Addig Nodes to a Diagram Deletig a Node from a Diagram Coectig Nodes i a Diagram Savig ad Closig a Template Defiitio Copyig a Template Defiitio Copyig Etire Workflow Template Defiitios Copyig Nodes Withi Workflow Template Defiitios Pritig a Template Defiitio BEA WebLogic Process Itegrator Studio Olie Help v

6 Deletig Templates ad Template Defiitios Deletig a Workflow Template Deletig a Workflow Template Defiitio Exportig ad Importig Workflow Packages Exportig Packages Importig Packages Exportig a Template Defiitio Importig a Template Defiitio Defiig Node Properties Defiig Start Node Properties Defiig a Timed Start Node Defiig a Evet-Triggered Start Node Specifyig Multiple Start Nodes Assigig Workflow Variables Defiig Task Node Properties Viewig Task Usage Defiig Decisio Node Properties Defiig Evet Node Properties Defiig a Evet Key Viewig Evet Usage Defiig Joi Node Properties Defiig Doe Node Properties Defiig Actios What Is a Actio? What Are the Categories of Actios? Where Ca I Use Actios? Plug-I Actios Addig or Updatig a Actio Copyig Actios Withi Nodes Copyig Actios Betwee Nodes Deletig a Actio Chagig the Sequece of Actios Defiig Task Actios vi BEA WebLogic Process Itegrator Studio Olie Help

7 Mark Task as Doe Umark Task Doe Set Task Due Date Assig Task to User Assig Task to Role Assig Task Usig Routig Table Uassig Task Set Task Commet Set Task Priority Execute Task Defiig Workflow Actios Mark Workflow as Doe Abort Workflow Start Workflow Set Workflow Variable Composig XML Documets Set Workflow Commet Defiig Itegratio Actios Post XML Evet XSL Trasform Sed XML to Cliet Call Program Perform Busiess Operatio Defiig Exceptio-Hadlig Actios Ivoke Exceptio Hadler Set Workflow Exceptio Hadler Exit Exceptio Hadler Defiig Miscellaeous Actios No Operatio Sed Message Evaluate Coditio Timed Evet Cacel Workflow Evet Make Audit Etry BEA WebLogic Process Itegrator Studio Olie Help vii

8 10. Creatig Workflow Expressios What Is a Workflow Expressio? Usig the Expressio Builder Defiig the Compoets of a Expressio Defiig Fuctios Usig Operators Usig Literals Usig Variables Iterpretig Ivalid Expressio Messages Creatig XPath Expressios Usig the XPath Wizard Usig the XPath Wizard Creatig XPath Locatio Expressios Viewig XPath Locatio Expressios Testig XPath Locatio Expressios Creatig ad Testig XPath Fuctios Usig XPath Expressios ad Fuctios From the Expressio Builder Usig the XML Fider to Access XML Etities Usig the XML Fider Retrievig the Most Recetly Used XML Etities Retrievig XML Etities from the XML Repository Retrievig XML Etities from the Local File System Retrievig XML Etities from a URL Maagig the XML Repository Viewig the Cotets of the Repository Addig Folders to the Repository Updatig Folders i the Repository Deletig Folders from the Repository Addig a Etity to a Folder Updatig a Etity i a Folder Deletig a Etity From a Folder Exportig a Etity viii BEA WebLogic Process Itegrator Studio Olie Help

9 13. Moitorig Workflows Idex Usig the Workflow Moitorig Features Displayig Workflow Istaces Viewig Workflow Status Viewig Workflow Variables Deletig Workflow Istaces Viewig User Worklists Viewig Role Worklists Creatig Workload Reports Creatig Statistics Reports Viewig Statistics Reports BEA WebLogic Process Itegrator Studio Olie Help ix

10 x BEA WebLogic Process Itegrator Studio Olie Help

11 About This Olie Help This guide explais how to use the BEA WebLogic Process Itegrator Studio to create workflows. The followig topics are icluded: Chapter 1, Gettig Started with BEA WebLogic Process Itegrator Studio, describes how to log i to ad exit the Studio, ad provides a brief overview of the Studio iterface. Chapter 2, Cofigurig Plug-Is, explais how to load ad cofigure available plug-is for BEA WebLogic Process Itegrator. It also explais how to access the olie help for idividual plug-is. Chapter 3, Cofigurig Security, describes how to set user ad role permissios. It also describes how to map roles i BEA WebLogic Process Itegrator to groups i WebLogic Server. Chapter 4, Cofigurig Busiess Orgaizatios, describes how to defie a busiess orgaizatio ad how to create a busiess caledar. Chapter 5, Defiig Users ad Roles, explais how to create ad delete users ad roles, add users to a orgaizatio, ad reroute tasks betwee users ad roles. Chapter 6, Defiig Busiess Operatios, describes how to defie, update, ad delete a busiess operatio i the BEA WebLogic Process Itegrator Studio. Chapter 7, Workig with Templates ad Template Defiitios, explais how to create templates, template defiitios, ad workflow diagrams. It also describes how to export ad import workflow packages. Chapter 8, Defiig Node Properties, describes how to defie the properties for the odes or compoets available i BEA WebLogic Process Itegrator. BEA WebLogic Process Itegrator Studio Olie Help xi

12 Chapter 9, Defiig Actios, explais how to defie the followig actios: task actios, workflow actios, itegratio actios, exceptio hadlig actios, ad miscellaeous actios. Chapter 10, Creatig Workflow Expressios, explais how to use the expressio builder to create workflow expressios. Chapter 11, Creatig XPath Expressios Usig the XPath Wizard, describes how to use the XPath wizard to create XPath Expressios. Chapter 12, Usig the XML Fider to Access XML Etities, explais how to use the XML Fider to fid XML etities, ad how to maage XML etities i the XML repository. Chapter 13, Moitorig Workflows, explais how to moitor workflows at ru time. What You Need to Kow This documet is iteded for ay user ivolved i the workflow desig process. It is assumed that you are familiar with Java programmig, XML documetatio structure (XPath laguage structure), ad busiess processes ivolved i the desig of workflows. e-docs Web Site BEA product documetatio is available o the BEA corporate Web site. From the BEA Home page, click o Product Documetatio or go directly to the e-docs Product Documetatio page at xii BEA WebLogic Process Itegrator Studio Olie Help

13 How to Prit the Documet You ca prit a copy of this documet from a Web browser, oe file at a time, by usig the File >Prit optio o your Web browser. (Be sure to first click aywhere withi the HTML cotet frame you wat to prit, so that that frame is selected.) The iformatio i this olie help is also provided i PDF format o the BEA WebLogic Process Itegrator documetatio CD-ROM ad o the BEA corporate e-docs web site. You ca ope the PDF i Adobe Acrobat Reader ad prit the etire documet (or a portio of it) i book format. To access the PDFs, ope the BEA WebLogic Process Itegrator documetatio Home page, click the PDF files butto ad select the documet you wat to prit. If you do ot have the Adobe Acrobat Reader, you ca get it for free from the Adobe Web site at Related Iformatio The followig BEA WebLogic Process Itegrator documets cotai iformatio that will help you use this product: BEA WebLogic Process Itegrator Javadoc BEA WebLogic Process Itegrator Release Notes Istallig ad Cofigurig BEA WebLogic Process Itegrator Learig to Use BEA WebLogic Process Itegrator Programmig BEA WebLogic Process Itegrator Cliet Applicatios Usig the BEA WebLogic Process Itegrator Studio Usig the BEA WebLogic Process Itegrator Worklist BEA WebLogic Process Itegrator Studio Olie Help xiii

14 Cotact Us! Your feedback o the BEA WebLogic Process Itegrator documetatio is importat to us. Sed us at docsupport@bea.com if you have questios or commets. Your commets will be reviewed directly by the BEA professioals who create ad update the BEA WebLogic Process Itegrator documetatio. I your message, please idicate that you are usig the documetatio for the BEA WebLogic Process Itegrator 2.0 release. If you have ay questios about this release of BEA WebLogic Process Itegrator, or if you have problems istallig ad ruig BEA WebLogic Process Itegrator, cotact BEA Customer Support through BEA WebSupport at You ca also cotact Customer Support by usig the cotact iformatio provided o the Customer Support Card, which is icluded i the product package. Whe cotactig Customer Support, be prepared to provide the followig iformatio: Your ame, address, phoe umber, ad fax umber Your compay ame ad compay address Your machie type ad authorizatio codes The ame ad versio of the product you are usig A descriptio of the problem ad the cotet of pertiet error messages Documetatio Covetios The followig documetatio covetios are used throughout this documet. Covetio boldface text Ctrl+Tab Item Idicates terms defied i the glossary. Idicates that you must press two or more keys simultaeously. xiv BEA WebLogic Process Itegrator Studio Olie Help

15 Covetio italics moospace text moospace boldface text moospace italic text UPPERCASE TEXT Item Idicates emphasis or book titles. Idicates code samples, commads ad their optios, data structures ad their members, data types, directories, ad file ames ad their extesios. Moospace text also idicates text that you must eter from the keyboard. Examples: #iclude <iostream.h> void mai ( ) the poiter psz chmod u+w * \tux\data\ap.doc tux.doc BITMAP float Idetifies sigificat words i code. Example: void commit ( ) Idetifies variables i code. Example: Strig expr Idicates device ames, eviromet variables, ad logical operators. Examples: LPT1 SIGNON OR { } Idicates a set of choices i a sytax lie. The braces themselves should ever be typed. [ ] Idicates optioal items i a sytax lie. The brackets themselves should ever be typed. Example: buildobjcliet [-v] [-o ame ] [-f file-list]... [-l file-list]... BEA WebLogic Process Itegrator Studio Olie Help xv

16 Covetio Item Separates mutually exclusive choices i a sytax lie. The symbol itself should ever be typed.... Idicates oe of the followig i a commad lie: That a argumet ca be repeated several times i a commad lie That the statemet omits additioal optioal argumets That you ca eter additioal parameters, values, or other iformatio The ellipsis itself should ever be typed. Example: buildobjcliet [-v] [-o ame ] [-f file-list]... [-l file-list] Idicates the omissio of items from a code example or from a sytax lie. The vertical ellipsis itself should ever be typed. xvi BEA WebLogic Process Itegrator Studio Olie Help

17 CHAPTER 1 Gettig Started with BEA WebLogic Process Itegrator Studio The followig sectios provide iformatio to help you start usig the BEA WebLogic Process Itegrator Studio: Loggig I to the Studio Overview of the Studio Iterface Exitig the Studio Loggig I to the Studio 1. Select the first step i this procedure that is appropriate for your platform ad workig eviromet: l To start the Studio from the Start Meu o a Widows system, go to step 2. l To start the Studio from a Commad Prompt widow o a Widows system, go to step 3. l To start the Studio o a UNIX system, go to step 4. BEA WebLogic Process Itegrator Studio Olie Help 1-1

18 1 Gettig Started with BEA WebLogic Process Itegrator Studio 2. Choose Start Programs BEA WebLogic E-Busiess Platform WebLogic Itegratio 2.0 WebLogic Process Itegrator Start Studio to display the Logo dialog box. Go to step Go to the followig directory: wlitegratio2.0\processitegrator\bi wlitegratio2.0 is the product directory i which you istalled the BEA WebLogic Itegratio software. Type studio at the prompt to display the Logo dialog box. Go to step Go to the followig directory: wlitegratio2.0/processitegrator/bi wlitegratio2.0 is the product directory i which you istalled the BEA WebLogic Itegratio software. Execute the studio.sh script by eterig the followig commad at the prompt: sh studio.sh The Logo dialog box is displayed. 5. Eter your user ame ad password i the appropriate fields. If you have ot yet bee assiged a user ame ad password for WebLogic Process Itegrator, eter a default user ame ad password. For a list of default user ames ad passwords, see WebLogic Process Itegrator Default Users ad Passwords i Chapter 4, Startig ad Stoppig BEA WebLogic Process Itegrator Compoets, i Istallig ad Cofigurig BEA WebLogic Process Itegrator. 6. I the Server [:port] field, specify the system that is ruig the WebLogic Process Itegrator server applicatio as follows: t3://host:port l l host is the computer ame or IP address of the system that is ruig the WebLogic Process Itegrator server. Specify localhost if the server is ruig o the same computer as the Studio applicatio. port is the umber you specified for the liste port whe you istalled BEA WebLogic Server. The default is BEA WebLogic Process Itegrator Studio Olie Help

19 Overview of the Studio Iterface To log i to clustered servers, eter the followig i the Server[:port] field: t3://host1,host2,host3:port Here, host1, host2, ad host3 are the computer ames or IP addresses of the clustered WebLogic Process Itegrator servers. 7. Click OK. Overview of the Studio Iterface The followig topics provide geeral iformatio about the Studio user iterface: Usig the Meu Optios Usig the Folder Tree Display Usig the Drawig Area Toolbar Togglig Betwee Normal ad Iterface Views Usig the Meu Optios File Meu Choose File Optio to perform the fuctios described i the followig table. Meu Optio Logo Logoff Exit Fuctio Log o to the BEA WebLogic Process Itegrator server. Log off from the BEA WebLogic Process Itegrator server. Log off from the BEA WebLogic Process Itegrator server ad exit the BEA WebLogic Process Itegrator Studio. BEA WebLogic Process Itegrator Studio Olie Help 1-3

20 1 Gettig Started with BEA WebLogic Process Itegrator Studio View Meu Choose View Optio to perform the fuctios described i the followig table. Meu Optio Refresh Use color o flowcharts Syc selectio with tree Look ad feel Iterface View... Fuctio Update the iformatio if chages are made to the database by other cliet applicatios. View the workflow diagrams i color or black ad white. Sychroize the workflow compoets i the folder tree hierarchy with the workflow compoets i the drawig area. For example, clickig the Start ode i a workflow diagram opes the correspodig Start ode folder i the folder tree hierarchy. Chage the look ad feel of the Studio display. The choices are: Metal CDE/Motif Widows Display additioal visual objects to represet subworkflows, XML documets, ad plug-is. Selectig this meu item displays the Iterface View Prefereces dialog box. For details about settig iterface view prefereces, see Settig Iterface View Prefereces o page 1-8. Cofiguratio Meu Choose Cofiguratio Optio to perform the fuctios described i the followig table. Meu Optio Orgaizatios Fuctio Defie orgaizatios that represet differet busiess etities, geographical locatios, or ay other distictio relevat to the particular busiess of the compay. For details about defiig orgaizatios, see Chapter 4, Cofigurig Busiess Orgaizatios. 1-4 BEA WebLogic Process Itegrator Studio Olie Help

21 Overview of the Studio Iterface Meu Optio Busiess Operatios Evets Plugis Permissios Role Mappigs Fuctio Defie busiess operatios represetig a method call o a EJB or Java Class istace. For details about defiig busiess operatios, see Chapter 6, Defiig Busiess Operatios. Defie evet key expressios. For istructios, see Defiig a Evet Key o page View ad cofigure the available plug-is. For details about cofigurig plug-is, see Chapter 2, Cofigurig Plug-Is. Defie the user ad role permissio levels. For details about defiig permissio levels, see Settig Permissio Levels o page 3-2. Map the curretly-defied roles to WebLogic Server groups. For details about mappig roles, see Mappig Roles to WebLogic Server Groups o page 3-4. Tools Meu Choose Tools Optio to perform the fuctios described i the followig table. Meu Optio Export Package... Import Package... Show XML Fider... Fuctio Export workflow objects as a jar file. For details about exportig packages, see Exportig Packages o page Import workflow objects from a jar file. For details about importig packages, see Importig Packages o page Display the XML fider dialog box. For details about usig the XML fider, see Chapter 12, Usig the XML Fider to Access XML Etities. Help Meu Choose Help Optio to perform the fuctios described i the followig table. BEA WebLogic Process Itegrator Studio Olie Help 1-5

22 1 Gettig Started with BEA WebLogic Process Itegrator Studio Meu Optio Help Topics Plugi Help About WebLogic Process Itegrator Studio... Fuctio Access the olie help files for the Studio. Access the olie help files for the loaded plug-is. Provide software versio iformatio about the BEA WebLogic Process Itegrator Studio. Usig the Folder Tree Display The BEA WebLogic Process Itegrator Studio iterface cotais a folder tree display, which follows stadard explorer-type covetios. The followig table describes various ways you ca use the folder tree display. To perform this task... Perform the followig procedure... Display iformatio pertaiig to a orgaizatio. Expad ad view details about a item i the tree. Select the orgaizatio from the Orgaizatio drop-dow list at the top of the scree. The iformatio displayed applies oly to the selected orgaizatio. Double-click oe of the followig items to expad it ad view details about the item: Templates Caledars Users Roles Routig Workload Report Statistics Reports For example, double-click the Templates folder to display a list of workflow templates. Double-click a workflow template to display a list of all workflow template defiitios. Expadig a particular workflow template defiitio displays folders cotaiig the tasks, decisios, evets, jois, starts, does, ad variables for that workflow template defiitio. 1-6 BEA WebLogic Process Itegrator Studio Olie Help

23 Overview of the Studio Iterface To perform this task... Perform the followig procedure... Display meu optios for a item i the tree. Select a item i the folder tree ad right-click the item to display a meu cotaiig optios relevat to the highlighted item. Whe you choose a meu optio, a correspodig dialog box is displayed o the right-had side of the scree. However, right-click meus i the folder tree are cotext specific. Depedig o the cotext i which you are accessig the right-click meu, certai optios may ot be accessible. For example, if your security realm does ot permit you to add users ad roles to WebLogic Process Itegrator, the Create Role ad Add Users meu optios will ot be accessible to you. BEA WebLogic Process Itegrator allows you to have more tha oe workflow diagram ope simultaeously so you ca toggle back ad forth amog them. Usig the Drawig Area Toolbar Use the shapes (represetig the various odes or compoets of a workflow) o the workflow toolbar to draw a workflow. Workflow shapes ad coectors ca be selected ad dropped oto the workflow drawig area, allowig you to modify workflows as eeded. To ope the workflow drawig area, create a ew workflow template defiitio or ope a existig oe. For detailed istructios o performig these tasks, see Chapter 7, Workig with Templates ad Template Defiitios. To place a shape i the drawig area: 1. Click the shape o the toolbar. 2. Place your cursor o the drawig area. 3. Click agai to drop the shape oto the drawig area. To move a shape withi the diagram, click ad drag the shape with your mouse. BEA WebLogic Process Itegrator Studio Olie Help 1-7

24 1 Gettig Started with BEA WebLogic Process Itegrator Studio Relocatig the Toolbar By default, the workflow toolbar appears at the top of the drawig area. Depedig o the size of your scree, the complete toolbar may ot be visible. The toolbar caot be resized. To move the toolbar to a differet locatio o your scree: 1. Click the backgroud area of the toolbar (for example, the space betwee the Draw Coectio ad Zoom Out shapes). 2. Holdig dow the mouse key, drag the toolbar to the desired locatio. The release the mouse key. Togglig Betwee Normal ad Iterface Views Workflows ofte iteract with differet objects, such as subworkflows ad EJBs. To see the objects with which a workflow iteracts, you ca display a workflow diagram usig two views: ormal ad iterface. A ormal view displays the compoets i the workflow diagram, but ot the objects with which the workflow iteracts. A iterface view displays the compoets i the workflow diagram, plus the followig objects: subworkflows, busiess operatios, outboud ad iboud XML documets, ad plug-is. Whe you ope a template defiitio, a ormal view is displayed. To display a workflow diagram usig a iterface view, click the ico o the toolbar. Note: If the iterface view ico is ot visible o your toolbar, you may eed to move the toolbar to a differet locatio o your scree. For istructios, see Relocatig the Toolbar o page 1-8. Settig Iterface View Prefereces Withi a iterface view, you ca choose which objects to display i the workflow diagram. To specify such objects: 1. Choose View Iterface View to display the Iterface View Prefereces dialog box. 1-8 BEA WebLogic Process Itegrator Studio Olie Help

25 Overview of the Studio Iterface 2. Select the check boxes for the objects you wat to display, or clear the check boxes for the objects you do ot wat to display. The settigs are system-wide; that is, they apply to all template defiitios. They are saved from sessio to sessio i the Studio; they are ot saved as part of the template defiitio. For details about displayig workflow objects i a iterface view, see Togglig Betwee Normal ad Iterface Views o page 1-8. Viewig Iboud XML Documet Data I a iterface view, the followig ico represets a iboud XML documet i the workflow diagram. Note: The arrow poits toward the paret template ode to idicate iboud directio. A iboud XML documet ico is displayed for start ad evet odes that respod to icomig XML documets. Hover the mouse poiter over the XML documet ico i the workflow diagram to display a text box that idicates the type (iboud or outboud), root, ad key of the XML documet. Viewig Outboud XML Documet Data I a iterface view, the followig ico represets a outboud XML documet i the workflow diagram. Note: The arrow poits away from the paret template ode to idicate outboud directio. BEA WebLogic Process Itegrator Studio Olie Help 1-9

26 1 Gettig Started with BEA WebLogic Process Itegrator Studio A outboud XML documet ico is displayed if either a Sed XML to Cliet or Post XML Evet actio is defied for a object. You ca obtai iformatio about the XML documet as follows: Hover the mouse poiter over the XML documet ico i the workflow diagram to display a text box that idicates the type (iboud or outboud), root, ad key of the XML documet. Double-click the XML documet ico to display the dialog box for the defied actio (either Sed XML to Cliet or Post XML Evet). Alteratively, you ca select the ico, right-click it, ad select Properties from the pop-up meu to display the appropriate dialog box. For details about the Sed XML to Cliet ad Post XML Evet actios, see Sed XML to Cliet o page 9-31 ad Post XML Evet o page Viewig Subworkflow Data I a iterface view, the followig ico represets a subworkflow i the workflow diagram. A subworkflow ico is displayed if a Start Workflow actio is defied for a object. You ca obtai iformatio about the subworkflow as follows: Hover the mouse poiter over the subworkflow ico to display a text box that idicates the ame of the called subworkflow. Double-click the ico to display the Start Workflow dialog box. Alteratively, you ca select the subworkflow ico, right-click o it, ad select Properties to display the Start Workflow dialog box. For details about the Start Workflow actio, see Start Workflow o page Viewig Busiess Operatio Data I a iterface view, the followig ico represets a busiess operatio i the workflow diagram BEA WebLogic Process Itegrator Studio Olie Help

27 Overview of the Studio Iterface A busiess operatio ico is displayed if a Perform Busiess Operatio actio is defied for a object. You ca obtai iformatio about the busiess operatio as follows: Hover the mouse poiter over the busiess operatio ico i the workflow diagram to display a text box that idicates the ame of the busiess operatio to be performed. Double-click the busiess operatio ico to display the Perform Busiess Operatio dialog box. Alteratively, you ca select the ico, right-click it, ad select Properties to display the Perform Busiess Operatio dialog box. Viewig Plug-I Data For details about busiess operatios, see Chapter 6, Defiig Busiess Operatios. I a iterface view, the followig ico, or a custom ico, represets a plug-i actio i the workflow diagram. If a ode cotais a plug-i actio, you ca obtai iformatio about the actio as follows: Hover the mouse poiter over the plug-i ico i the workflow diagram to display a text box that idicates a descriptio of the plug-i actio. Double-click the plug-i ico to display the correspodig plug-i actio dialog box. Alteratively, you ca select the ico, right-click it, ad select Properties to display the plug-i actio dialog box. Note: If a start, evet, or doe ode cotais a customized property defied by a plug-i, a small plug-i ico is displayed i the upper-right corer of the ode ico. BEA WebLogic Process Itegrator Studio Olie Help 1-11

28 1 Gettig Started with BEA WebLogic Process Itegrator Studio Exitig the Studio 1. To save chages to a workflow, right-click the workflow template defiitio ad choose Save from the meu that is displayed. 2. Choose File Exit. Note: If you try to exit the BEA WebLogic Process Itegrator Studio without first savig your chages, a dialog box prompts you to save your chages. 3. Click Yes to save your chages ad exit the Studio, No to exit the Studio without savig your chages, or Cacel to cacel the exit operatio BEA WebLogic Process Itegrator Studio Olie Help

29 CHAPTER 2 Cofigurig Plug-Is The followig sectios provide basic iformatio about loadig ad viewig plug-is i the BEA WebLogic Process Itegrator: What Is a Plug-I? Accessig Plug-I Olie Help Viewig Available Plug-Is Loadig a Plug-I Cofigurig a Plug-I Deletig a Cofiguratio What Is a Plug-I? A plug-i is a group of Java classes that exteds the fuctioality provided i selected workflow compoets. Plug-is provide a way to customize existig BEA WebLogic Process Itegrator features so they are more appropriate for your eviromet, ad to add fuctioality that is specific to your eviromet. A plug-i ca exted the fuctioality of the followig workflow compoets: Actios Doe odes Evet odes Start odes BEA WebLogic Process Itegrator Studio Olie Help 2-1

30 2 Cofigurig Plug-Is Template defiitio properties Template properties Variable types For further details about plug-is, see the followig documets: Chapter 3, Workig with Plug-Is, i Usig the BEA WebLogic Process Itegrator Studio Accessig Plug-I Olie Help Help for all plug-is is accessible from the mai meu i the Studio. To access olie help for a plug-i: 1. Choose Help Plugi Help. A meu of help files for available plug-is is displayed. 2. Select the appropriate help from the meu. The help is displayed i a Web browser usig two frames. A list of cotets is displayed i the left frame ad a title page is displayed i the right frame. 3. Use the cotets frame to avigate through the help system. The WebLogic Process Itegrator plug-i framework supports cotext-sesitive HTML help ad JavaHelp for plug-is. To access cotext-sesitive plug-i help, press the F1 key whe the plug-i-defied dialog box is displayed. Viewig Available Plug-Is To view a list of available plug-is ad the status of each, choose Cofiguratio Plugis from the mai meu i the Studio. The Plugi cofiguratios dialog box is displayed. 2-2 BEA WebLogic Process Itegrator Studio Olie Help

31 Loadig a Plug-I The iformatio displayed for each plug-i is explaied i the followig table. Plugi Name The ame for the plug-i as specified by the plug-i software. Status Loaded The plug-i is loaded. Iitialized The plug-i has bee iitialized but ot loaded. Missig The plug-i has a registered cofiguratio but is ot deployed or available. Error The plug-i threw a exceptio whe called, or requires a later versio of the plug-i framework. Start mode Automatic The plug-i is loaded each time the server is started. Maual The plug-i must be loaded maually each time you start the server. Disabled The plug-i caot be loaded. Versio The software versio for the plug-i. Vedor The compay that supplied the plug-i. You ca also obtai iformatio about a plug-i by selectig the plug-i from the list ad clickig the About butto. Loadig a Plug-I 1. From the mai meu i the Studio, choose Cofiguratio Plugis. The Plugi cofiguratios dialog box is displayed. 2. Select the plug-i you wat to load. 3. Click Load. The status of the plug-i chages to Loaded i the list. To cofigure the plug-i, see Cofigurig a Plug-I o page 2-4. BEA WebLogic Process Itegrator Studio Olie Help 2-3

32 2 Cofigurig Plug-Is Cofigurig a Plug-I 1. From the mai meu i the Studio, choose Cofiguratio Plugis. The Plugi cofiguratios dialog box is displayed. 2. Select the plug-i you wat to cofigure. 3. Click Update. A cofiguratio dialog box is displayed. 4. Select the start mode for the plug-i by clickig oe of the followig optio buttos: l l l Note: Automatic Select this optio if you wat to load the plug-i each time the server is started. Maual Select this optio if you wat to load the plug-i maually, as required. Disabled Select this optio to disable the plug-i fuctioality. The start mode does ot become effective util the ext time the server is started. 5. Specify cofiguratio settigs for the plug-i as appropriate. For details about defiig cofiguratio settigs for a plug-i, see the olie help for that plug-i. To access plug-i help, press the F1 key (for cotext sesitive plug-i help), or choose Help Plugi Help from the mai meu i the Studio ad select the appropriate plug-i help from the meu. 6. Click OK, to complete the cofiguratio, or Cacel, to cacel the operatio. Deletig a Cofiguratio You ca delete a cofiguratio for a plug-i if it is o loger eeded. Whe you delete a cofiguratio, you do ot delete the plug-i itself; you just delete its registered cofiguratio. 2-4 BEA WebLogic Process Itegrator Studio Olie Help

33 Deletig a Cofiguratio To delete a cofiguratio: 1. From the mai meu i the Studio, choose Cofiguratio Plugis to display the Plugi cofiguratios dialog box. 2. Select the plug-i whose cofiguratio you wat to delete. Note: You caot delete the cofiguratio of a plug-i uless the status of that plug-i is Missig. 3. Click Delete. The registered cofiguratio for the selected plug-i is deleted, but the plug-i remais visible i the Plugi cofiguratios dialog box. The followig table describes the actios that occur whe you restart the server after a plug-i cofiguratio has bee deleted. If the server is restarted ad the plug-i is... Not deployed Deployed The... The plug-i maager does ot search for the plug-i ad the plug-i is ot listed i the Plugi cofiguratios dialog box. The plug-i is automatically loaded usig the default cofiguratio values defied by the plug-i. BEA WebLogic Process Itegrator Studio Olie Help 2-5

34 2 Cofigurig Plug-Is 2-6 BEA WebLogic Process Itegrator Studio Olie Help

35 CHAPTER 3 Cofigurig Security The followig sectios provide basic iformatio about cofigurig security i the BEA WebLogic Process Itegrator: Uderstadig Security Settig Permissio Levels Mappig Roles to WebLogic Server Groups Uderstadig Security I BEA WebLogic Process Itegrator, you maitai security for your workflows ad their resources by doig the followig: Mappig role ad user iformatio i WebLogic Process Itegrator to BEA WebLogic Server security realms Specifyig levels of permissio for roles ad users to protect ad cotrol access to WebLogic Process Itegrator fuctios For details about BEA WebLogic Process Itegrator security, see Uderstadig Security i Chapter 4, Admiisterig Data, i Usig the BEA WebLogic Process Itegrator Studio. BEA WebLogic Process Itegrator Studio Olie Help 3-1

36 3 Cofigurig Security Settig Permissio Levels Withi WebLogic Server, there are several predefied permissio groups, or levels, to which users ad roles must belog i order to perform certai fuctios i WebLogic Process Itegrator. Roles ad users ca perform the tasks show i the followig table oly if they have the correspodig level of permissio. Permissio Level Allows User or Role to... Cofigure System Make applicatio cofiguratio chages, such as addig, updatig, ad deletig busiess caledar. Cofigure Compoets Defie, update, ad delete busiess operatios Load ad cofigure plug-is Admiister User Maage users, roles, ad orgaizatios Specify levels of permissios for users ad roles Work with task routig specificatios Moitor Istace Moitor istaces, but ot chage them Moitor busiess caledars, but ot chage them Work with workload ad statistics reports Create Template Update Template Delete Template Execute Template Create templates Update templates Delete templates Execute templates withi a particular orgaizatio 3-2 BEA WebLogic Process Itegrator Studio Olie Help

37 Settig Permissio Levels Settig User Permissios A user iherits the levels of permissios for the role to which it belogs. You ca add other levels of permissio for a user that are ot defied for the role to which it belogs, but you caot remove the permissios a user iherits from the role to which it belogs. Ay permissios you add to a user are specific to the user, ad are ot reflected i the role to which the user belogs. To set permissios for a user: 1. From the mai Studio widow, choose Cofiguratio Permissios. The Permissios dialog box is displayed. 2. Select the Users tab (if it is ot already selected). The Permissios dialog box displays all the users i the orgaizatio ad the permissios curretly assiged. If a permissio is checked, but grayed out, you caot remove that permissio because it was iherited from the role to which the user belogs. 3. Select or clear the check boxes as desired. 4. Click OK to accept the chages, or Cacel to cacel the operatio. Settig Role Permissios A role i WebLogic Process Itegrator iherits the levels of permissio from the WebLogic Server group to which it belogs. I the Studio, you ca add or remove levels of permissio for a role. Ay chages you make to a role are reflected i the group to which the role belogs, ad affect ay other roles that belog to the group. To set permissios for a role: 1. From the mai Studio widow, choose Cofiguratio Permissios. The Permissios dialog box is displayed. 2. Select the Roles tab. BEA WebLogic Process Itegrator Studio Olie Help 3-3

38 3 Cofigurig Security 3. From the Orgaizatio drop-dow list, select the orgaizatio for which you wat to set the role permissios. A role ca be a member of more tha oe orgaizatio. The Permissios dialog box displays all the roles i the orgaizatio ad the permissios curretly assiged. 4. Select or clear the check boxes as desired. 5. Click OK to accept the chages, or Cacel to cacel the operatio. Mappig Roles to WebLogic Server Groups Use the followig procedure to map curretly-defied roles to WebLogic Server groups. Note: Whe you create a ew role, you ca map the role to a existig WebLogic Server group or you ca create a ew group. For details, see Creatig a Role o page From the mai Studio widow, choose Cofiguratio Role Mappigs. The Role Mappigs dialog box is displayed. 2. From the Orgaizatio drop-dow list, select the orgaizatio cotaiig the roles you wat to assig to WebLogic Server groups. The curret mappigs are displayed i a table. 3. I the table, select the role or group you wat to remap. A drop-dow arrow appears to the right of the group ame to be chaged. 4. Click the drop-dow arrow ad, from the drop-dow list, select the ew WebLogic Server group to which you wat to map the role. 5. Click OK to complete the procedure, or Cacel to cacel the operatio. 3-4 BEA WebLogic Process Itegrator Studio Olie Help

39 CHAPTER 4 Cofigurig Busiess Orgaizatios The followig sectios provide key cocepts ad procedures for cofigurig ad workig with busiess orgaizatios i the WebLogic Process Itegrator Studio: What Is a Busiess Orgaizatio? Addig a Orgaizatio Updatig a Orgaizatio Deletig a Orgaizatio Creatig a Busiess Caledar for a Orgaizatio Updatig a Caledar Deletig a Caledar What Is a Busiess Orgaizatio? A busiess orgaizatio represets differet busiess etities, geographical locatios, or ay other class of distictio that is relevat to the particular busiess of a compay. Withi BEA WebLogic Process Itegrator, objects such as users, roles, templates, ad busiess caledars ca be mapped to oe or more busiess orgaizatios. BEA WebLogic Process Itegrator Studio Olie Help 4-1

40 4 Cofigurig Busiess Orgaizatios Addig a Orgaizatio 1. From the mai meu i the Studio, choose Cofiguratio Orgaizatios to display the Defie Orgaizatios dialog box. 2. Click Add to display the Orgaizatio Properties dialog box. 3. Eter a meaigful ID for the orgaizatio i the Orgaizatio Id field. 4. From the Caledar Id drop-dow list, select a caledar to assig to the orgaizatio. See Creatig a Busiess Caledar for a Orgaizatio o page 4-3 for details o creatig busiess caledars. 5. Click OK. Updatig a Orgaizatio 1. From the mai meu i the Studio, choose Cofiguratio Orgaizatios to display the Defie Orgaizatios dialog box. 2. Select the orgaizatio to be updated. 3. Click Update to display the Orgaizatio Properties dialog box. 4. Make chages as eeded to the Orgaizatio Id or Caledar Id field, ad click OK. Deletig a Orgaizatio 1. From the mai meu i the Studio, choose Cofiguratio Orgaizatios to display the Defie Orgaizatios dialog box. 2. Select the orgaizatio to be deleted. 3. Click Delete to display the Delete Orgaizatio dialog box. 4-2 BEA WebLogic Process Itegrator Studio Olie Help

41 Creatig a Busiess Caledar for a Orgaizatio 4. Click Yes to cofirm or No to cacel. Creatig a Busiess Caledar for a Orgaizatio 1. Right-click Caledars i the folder tree, ad choose Create Caledar to display the Caledar Properties dialog box. 2. Eter a meaigful ame for the caledar i the Name field. 3. Select a time zoe for the caledar from the Time Zoe drop-dow list. 4. Specify the period of time for which the caledar will be i effect, usig the Period From ad To caledar fields. 5. Click OK to save your chages. Addig Rules to a Busiess Caledar 1. I the caledar Properties box, click Add to display the Rule dialog box. 2. Select the Exclude or Iclude optio butto. Use Exclude to defie the caledar rules by excludig date or time rages from your caledar. Use Iclude to defie the caledar rules by specifyig date ad time rages to iclude i your caledar. 3. Defie caledar rules as follows: l Click Days to display the Days dialog box. Select the days to be icluded or excluded from the caledar ad click OK. The rule is displayed i the Rule field of the caledar Properties box. Note: l Hold the Ctrl key dow while clickig your left mouse butto to select more tha oe day of the week. Click Hours to display the Hours dialog box. Select the hours to be icluded or excluded usig the From ad To list boxes ad click OK. BEA WebLogic Process Itegrator Studio Olie Help 4-3

42 4 Cofigurig Busiess Orgaizatios l l Note: l Click Date to display the Date dialog box. Select the specific date to be icluded or excluded ad click OK. Click Moth to display the Moth dialog box. Select the moth or moths to be icluded or excluded from the caledar ad click OK. Hold the Ctrl key dow while clickig your left mouse butto to select more tha oe moth of the year. Click Date Iterval to display the Date Iterval dialog box. Select the dates of the iterval to be icluded or excluded, usig the From ad To caledar fields, ad click OK. 4. Click OK o the Rule dialog box to retur to the caledar Properties dialog box. Note: You ca update or delete a caledar rule by highlightig the rule i the Rules field of the dialog box, clickig the Update or Delete butto, ad followig the prompts. 5. Click OK i the caledar Properties box to save the caledar, or click Cacel to cacel the operatio. Updatig a Caledar 1. I the folder tree, right-click the caledar you wat to update, ad choose Properties. 2. Make the ecessary chages usig the procedures described i Creatig a Busiess Caledar for a Orgaizatio o page Click OK to save the chages, or click Cacel to cacel the operatio. 4-4 BEA WebLogic Process Itegrator Studio Olie Help

43 Deletig a Caledar Deletig a Caledar 1. Right-click the caledar you wat to delete ad choose Delete to display the Delete Caledar dialog box. 2. Click Yes to delete the caledar, or click No to cacel the operatio. BEA WebLogic Process Itegrator Studio Olie Help 4-5

44 4 Cofigurig Busiess Orgaizatios 4-6 BEA WebLogic Process Itegrator Studio Olie Help

45 CHAPTER 5 Defiig Users ad Roles The followig sectios provide iformatio about defiig users ad roles i the BEA WebLogic Process Itegrator Studio: What Are Users ad Roles? Creatig a User Addig a User to the Curret Orgaizatio Removig a User from the Curret Orgaizatio Updatig User Properties Deletig a User from the Security Realm Creatig a Role Updatig a Role Deletig a Role Reroutig Tasks Betwee Users ad Roles See Also Cofigurig Security o page 3-1 Chapter 4, Admiisterig Data, i Usig the BEA WebLogic Process Itegrator Studio BEA WebLogic Process Itegrator Studio Olie Help 5-1

46 5 Defiig Users ad Roles What Are Users ad Roles? Users ad roles are defied as follows: A user is a idividual defied i BEA WebLogic Process Itegrator as someoe who has permissio to perform tasks. A role is a commo area of resposibility or ability, or a authorizatio level that is shared by a group of idividuals. A role ca be a member of oly oe orgaizatio, but you ca use the same ame i multiple orgaizatios. For example, you ca have a role amed Supervisor defied i Org1 ad Org2. The ame of the role is the same but, i actual fact, the roles are differet. Supervisor i Org1 is ot the same as Supervisor i Org2, eve though the ames are the same. Roles are mapped to groups i WebLogic Server. Usig the previous roles ad orgaizatios as a example, you ca map Supervisor i Org1 to a group called SupervisorOrg1, ad Supervisor i Org2 to a group called SupervisorOrg2. For details about settig permissio levels for users ad roles, ad mappig roles to WebLogic Server groups, see Chapter 3, Cofigurig Security. Creatig a User Use this procedure to create a user i the WebLogic security realm. This capability is available oly if the security realm is a maageable oe. To create a user i the security realm ad WebLogic Process Itegrator database: 1. Right-click the Users folder, ad select Create Users to display the Create User dialog box. 2. Complete the fields as described i the followig table. The click OK, to create the user, or Cacel, to cacel the operatio. 5-2 BEA WebLogic Process Itegrator Studio Olie Help

47 Addig a User to the Curret Orgaizatio I this field... Do this... User Id Password ad Re-eter Password Address Default Orgaizatio Caledar Eter a uique ID for the user. The user eters this ID to log i to BEA WebLogic Process Itegrator cliet applicatios. Eter a password for the user. (Optioal) Eter the address of the user. Select a default orgaizatio for the user. (Optioal) Select a busiess caledar for the user. Addig a User to the Curret Orgaizatio Use this procedure to add a user who is already defied i the WebLogic Server security realm to the curret WebLogic Process Itegrator orgaizatio. This facility is accessible oly if the BEA WebLogic Process Itegrator Studio is operatig withi a maageable realm. 1. Right-click the Users folder, ad select Add Users to display the Add Users dialog box. A list of valid users is displayed. (Valid users are users registered i WebLogic Server.) 2. Click the check box to the left of the user you wat to add. 3. Click OK. The user is added to the folder tree. 4. Right-click the user ame i the folder tree, ad choose Properties from the pop-up meu to display the User dialog box. 5. Complete the appropriate fields as described i the followig table. The click OK, to save the ew user iformatio, or Cacel, to cacel the operatio. BEA WebLogic Process Itegrator Studio Olie Help 5-3

48 5 Defiig Users ad Roles I this field... Do this... User Id Address Default Orgaizatio Caledar Leave as is. (This field is already populated with the ame of the user beig added to the orgaizatio.) Eter the address of the user. Assig a default orgaizatio to the user. Select the appropriate busiess caledar for the user. For details about this feature, see Creatig a Busiess Caledar for a Orgaizatio o page 4-3. Removig a User from the Curret Orgaizatio 1. Right-click a user i the folder tree ad choose Remove to display the Remove User dialog box. 2. Click Yes, to remove the user, or No, to cacel the operatio. Updatig User Properties 1. Right-click a user i the folder tree ad choose Properties to display the User dialog box. 2. Make the ecessary chages to the Address, Default Orgaizatio, ad Caledar fields. 3. Click OK, to save the ew iformatio, or Cacel, to cacel the operatio. 5-4 BEA WebLogic Process Itegrator Studio Olie Help