IBM Business Process Manager Banking Pack version 7.5. Installation Guide

Transcription

1 IBM Business Process Manager Banking Pack ersion 7.5 Installation Guide

2 This edition applies to the ersion 7.5 of IBM Business Process Manager Banking Pack and to all subsequent releases and modifications until otherwise indicated in new editions. IBM welcomes your comments. You can send them to the following address: IBM Corporation Information Deelopment Burnet Road, Austin, TX U.S.A. Include the title of this book, and the page number or topic related to your comment. When you send information to IBM, you grant IBM a nonexclusie right to use or distribute the information in any way it beliees appropriate without incurring any obligation to you. Permissions for the use of these publications are granted subject to the following terms and conditions. Personal Use: You may reproduce these publications for your personal, non-commercial use proided that all proprietary notices are presered. You may not distribute, display or make deriatie work of these publications, or any portion thereof, without the express consent of IBM. Commercial Use: You may reproduce, distribute, and display these publications solely within your enterprise proided that all proprietary notices are presered. You may not make deriatie works of these publications, or reproduce, distribute or display these publications or any portion thereof outside your enterprise, without the express consent of IBM. Except as expressly granted in this permission, no other permissions, licenses, or rights are granted, either express or implied, to the publications or any information, data, software or other intellectual property contained therein. IBM reseres the right to withdraw the permissions granted herein wheneer, in its discretion, the use of the publications is detrimental to its interest or, as determined by IBM, the aboe instructions are not being properly followed. You may not download, export, or re-export this information except in full compliance with all applicable laws and regulations, including all United States export laws and regulations. IBM MAKES NO GUARANTEE ABOUT THE CONTENT OF THESE PUBLICATIONS. THE PUBLICATIONS ARE PROVIDED "AS-IS" AND WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.

3 Contents Preface Chapter 1. Business Process Manager Industry Packs Introduction Current State of Enterprise IT Ecosystem IBM Business Process Manager Suite Improing Time-to-Value for Business Process Management Solutions IBM Business Process Manager Industry Packs... 4 Aailable Business Process Manager Industry Packs. 6 Chapter 2. Planning the Business Process Manager Banking Pack installation Detailed installation requirements Prerequisite tasks for the installation Chapter 3. Installing the Business Process Manager Banking Pack Installing using the product launchpad program.. 11 Installing using the product launchpad program - Snapshot Installing using the product launchpad program - Steps Installing the Asset Optimization Utility Modifying an existing installation using the Installation Manager Modifying an existing installation using Installation Manager - Snapshot Modifying the Business Process Manager Banking Pack installation - Steps Optional: Configuring the New Account Opening Solution Scenario Prerequisite tasks for installing the Solution Scenario Installing and configuring the New Account Opening Solution Scenario Chapter 4. Verifying a successful installation of Business Process Manager Banking Pack Verifying a successful installation using the Asset Naigator Verifying a successful installation using the installation locations Chapter 5. Uninstalling the Business Process Manager Banking Pack Uninstalling the New Account Opening Solution Scenario Uninstalling the New Account Opening Solution Scenario on the IBM Business Process Manager Standard Uninstalling the New Account Opening Solution Scenario on the IBM Business Process Manager Adanced Uninstalling the Asset Optimization Utility Uninstalling the Business Process Manager Banking Pack using the Installation Manager Uninstalling using the Installation Manager - Snapshot Uninstalling using the Installation Manager - Steps Uninstalling the Business Process Manager Banking Pack using scripts Chapter 6. Migrating the Business Process Manager Banking Pack Migrating from an earlier ersion to ersion Migrating scenarios for the Business Process Manager Banking Pack ersion Migrating from ersion to ersion Migrating from ersion 6.2 to ersion Migrating from ersion 7.0 to ersion Migrating from ersion to ersion Migrating from the Feature Pack to ersion Migrating from ersion to ersion Chapter 7. Troubleshooting the IBM Business Process Manager Banking Pack installation Recoering from a failed installation Known issues and limitations Index Notices and Trademarks Copyright IBM Corp. 2006, 2011 iii

4 i IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

5 Preface About this guide This guide explains how to install the IBM Business Process Manager Banking Pack. The instructions in this document are only for the Microsoft Windows platform. Audience This installation guide assists administrators in performing serer-side installations. It is assumed that you are knowledgeable with the prerequisite software requirements and the optional software requirements that sere as a platform or tooling for the Business Process Manager Industry Packs. Organization This document has been organized as follows: Chapter 1: Business Process Manager Industry Packs introduction: Proides introduction to the IBM Business Process Manager Banking Pack. Chapter 2: Planning the Business Process Manager Banking Pack installation: Proides the hardware and the software requirements for the IBM Business Process Manager Banking Pack. Chapter 3: Installing the IBM Business Process Manager Banking Pack: Proides information about successfully installing and uninstalling the IBM Business Process Manager Banking Pack. Chapter 4: Verifying the a successful installation of IBM Business Process Manager Banking Pack: Proides information about the erification of the IBM Business Process Manager Banking Pack. Chapter 5: Uninstalling the IBM Business Process Manager Banking Pack: Proides information about the uninstallation of the IBM Business Process Manager Banking Pack. Chapter 6: Migrating the IBM Business Process Manager Banking Pack: Proides information about the migration of the IBM Business Process Manager Banking Pack. Chapter 7: Troubleshooting the Business Process Manager Banking Pack installation: Proides information about troubleshooting the IBM Business Process Manager Banking Pack. Copyright IBM Corp. 2006, 2011

6 i IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

7 Chapter 1. Business Process Manager Industry Packs Introduction An oeriew of the IBM Business Process Manager Industry Packs and the underlying IBM Business Process Manager (BPM) foundation is proided in this section. The Business Process Manager Industry Packs include specific packs for the Banking, Healthcare, and Telecom domains that can be used to create BPM Solutions. Current State of Enterprise IT Ecosystem Across enterprises, there has been a strong momentum for deployment of business solutions while aoiding the replacement of existing assets. Business Process Management (BPM) and serice-oriented architecture (SOA) are the primary themes underlying most of these enterprise initiaties. Howeer, there are some difficulties that are associated with the deployment of such industry solutions applications. During the last decade, large and mid-size enterprises hae inested millions of dollars to automate their business processes. These inestments hae focused on arious business applications, ranging from core transaction processing to Customer Relationship Management (CRM). With the adancements in telecommunication infrastructure, it has also been possible for an enterprise to connect with a dierse set of stakeholders in its ecosystems, such as customers, distributors, or suppliers. Enterprises hae strien to use this new interconnected world to drie down operational costs, increase efficiencies, and proide faster responses to arious stakeholders. Howeer, it has not been an easy task. In the search to automate most parts of business processes, enterprises created a huge store of information assets sering unique needs. These assets sered unique audiences lines of businesses, processes, serices, roles, regions, modes of access, and so on. This has led to the creation of what is called as an Information Technology (IT) hairball in the enterprise ecosystem. This IT hairball has also led to maintenance challenges that are typically rooted in automation that hae too many connections throughout the back-end system of the organization. The creation of support requirements and many existing embedded systems produces rigid processes that make incremental changes difficult. IBM 2007, 2011 IBM 2006,

8 Figure 1. Current State of Enterprise IT Ecosystem Business scenarios hae also undergone a dramatic change during the last decade. The business pressures are the same, but the speed of achieing results has increased rapidly whether it is the launch of new and innoatie products, customized offerings for niche markets, or een shortening the change cycles. This means the rate at which business processes need to change now is much higher, thus pushing the operational side of the business to be highly agile and dynamic. IT has become the core component of business operations, and therefore it is expected to meet these business challenges despite complex processes and systems. IT also faces a proprietary applications issue that is making it difficult to interoperate across the ecosystem. Also, more than 50% of the budget is deoted to maintenance costs, which stifles innoation. Gien this context, enterprises hae found BPM-based solutions proide both the flexibility and responsieness that these enterprises need to better use their IT inestments. To maximize business agility and to aoid implementing broad processes through an indiidual application, business leaders today want to use flexible, modular, and prebuilt components that create a more dynamic IT enironment. BPM solutions bring this ision into reality. IBM proides a strong technology platform to support the deelopment of BPM solutions using SOA as a foundation architecture. SOA and BPM are key principles and methodologies behind the IBM technology platform for BPM solutions. SOA is a business-drien IT architectural approach that supports integrating the business as linked, repeatable business tasks, or serices. BPM is a discipline that combines software capabilities and business expertise to accelerate process improement and promote business innoation. To gain additional benefit and alue from SOA, enterprises are combining the principles of BPM with the flexibility proided by SOA to moe their leels of innoation and operational excellence higher. The foundational components of BPM solutions are composed of modeling and simulation, business actiity monitoring, rules and process execution, content-centric processing, and prebuilt industry content. 2 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

9 Many of the organizations that hae adopted SOA and BPM together are maximizing those inestments by aligning their business intent and IT execution using dynamic business processes. These dynamic business processes can be deliered across multiple constituents, channels, and serice leels. IBM Business Process Manager Suite The IBM Business Process Manager (BPM) Suite contains key functions to control and manage business processes across their life cycles, and emphasizes business user inolement and collaboration for multiple roles within an organization. The IBM Business Process Manager deliers dynamic BPM capabilities to assemble and manage composite business applications. It includes components that help enterprises implement BPM solutions. The IBM Business Process Manager is aailable in the following three ersions: IBM Business Process Manager Express IBM Business Process Manager Standard IBM Business Process Manager Adanced IBM Business Process Manager Express and IBM Business Process Manager Standard proide you with powerful business process modeling, simulation, execution, analysis, and reporting features to help you optimize the performance of your business processes. To create an adanced BPM solution, you need to use the following products along with the IBM Business Process Manager Standard. IBM Integration Designer IBM Integration Designer integrates data and applications to create technical solutions for complex business processes. IBM Process Serer IBM Process Serer is a high-performance business engine that helps you form processes to meet business goals. It proides the ability to deploy standards-based business integration applications in a serice-oriented architecture (SOA), which takes eeryday business applications and breaks them down into indiidual business functions and processes, rendering them as serices. IBM Business Monitor IBM Business Monitor is a comprehensie business actiity monitoring (BAM) software that proides an up-to-date iew of your business performance. It also proides certain predictions so that action can be taken before problems occur. IBM Business Process Manager proides an end-to-end platform for managing, changing, and optimizing business processes. It proides the design time tools and runtime enironment to help you build more flexible and responsie BPM solutions. These solutions proide process automation functionalities that can streamline business actiities and reduce redundancies. As a result, these operational efficiencies can help reduce cycle times and bring products to the marketplace much faster and at lower costs. These solutions are used to conert insight into actions by proiding real-time isibility and analytics that help drie smarter decisions and actions. These solutions can help organizations adapt and respond dynamically to changes faster and with fewer IT resources. Chapter 1. Business Process Manager Industry Packs Introduction 3

10 Improing Time-to-Value for Business Process Management Solutions In a Business Process Management (BPM) solution project, operational capabilities are exposed and abstracted from many different Information Technology (IT) assets into units of different functions called serices. These assets can be reused across the enterprise, increasing the deployment speed of IT solutions and thus reducing IT maintenance costs. Enterprises that decide to deelop BPM solutions face the following challenges: Lack of a consistent framework to build BPM solutions that can be easily extended to meet the changing business needs Duplicate assets tend to eole within an organization for multiple products, processes, channels, roles, and regions due to absence of a framework Long analysis-and-design cycles spent in industry-specific tasks such as business process modeling, and serice specifications Higher deelopment costs, risks, and time when new BPM solutions are deeloped from scratch Leads to rip-and-replace of existing applications because of proprietary domain models and interfaces Neer-ending custom integration and higher maintenance costs like monolithic or custom applications that use proprietary definitions Industry content that is pre-tested and pre-certified on serice-oriented architecture (SOA) and BPM technology platforms is proided to fill this gap by accelerating the deliery of BPM solutions. IBM Business Process Manager Industry Packs IBM Business Process Manager Industry Packs is a set of prebuilt, industry-specific assets for the IBM Business Process Manager Express, Standard, and Adanced editions. The BPM Industry Packs integrate seamlessly with the IBM BPM components and proide a ariety of assets that help accelerate and enhance BPM solution deliery. The BPM Industry Packs is also extensible and open for configuration and customization based on the key business needs of the organization. BPM solutions based on the BPM Industry Packs can help enterprises to better understand, automate, and optimize their processes, support changing business needs, and increase their competitie edge. The BPM Industry Packs are pre-tested and pre-certified on the IBM BPM platform to enable consumability and proide ready-to-use industry-specific assets. BPM Industry Packs proide a set of design time and deelopment time assets that help jump-start the deliery of industry-specific BPM solutions. These packs are not packaged applications that can be deployed off-the-shelf to sole a specific business problem. Rather, these are prebuilt assets that can be reused for multiple lines of businesses, regions, processes, and serices in a gien industry ertical or its subset. Enterprises adopt industry standards to ensure consistency and encourage reuse; howeer, consuming a standard in a particular solution is often a challenge. BPM Industry Packs address this challenge by proiding IBM BPM assets that can be used to assemble solutions based upon standards. The BPM Industry Packs assets are deried from industry standard definitions and IBM best practices and help customers realize the benefits of consistency and reuse. 4 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

11 The BPM Industry Packs also proide the required discipline that is needed to proide consistent multiple projects with a common architecture and methodology. Their architecture and methodology make it easier to extend BPM solutions based on the dynamic business needs. They also ensure goernance across the life cycle of BPM solutions. Some key architecture guidelines that frame the design and architecture of BPM Industry Packs are gien below: Goerning architecture to interoperate methods, tools, and assets The architecture is based on the BPM methodology and the serice-oriented architecture (SOA) methodology, that is, Model, Assemble, Deploy, Manage, and Goern. Prebuilt industry content that is primarily deried from subsets of industry standards and industry best practices These industry contents do not define their own unique standards, as they are based on industry standards. Facilitate deliery of IBM BPM solutions across an entire industry segment BPM Industry Packs facilitate assembly of end to end BPM solutions that cross departmental silos and integrate point applications to delier broad alue to the organization. Extensibility to support unique customer needs IBM BPM solutions proide the ability to enterprises (and their business partners) to add their own content or extend the content proided as part of the BPM Industry Packs to meet unique business needs. Benefits of using the BPM Industry Packs approach Facilitates more rapid BPM solution deelopment because of its specific industry participants design. Ensures consistency and reuse for locations, product lines, and processes, because it is optimized for industry standards and best practices. Proides isibility into reuse across the organizational ecosystem due to alignment with top-down decomposition of an industry domain. Helps speed time-to-market by using serice decompositions that ensure consistency and reuse. Helps simplify interoperability by defining the common language to facilitate interoperability between disparate Information Technology (IT) assets. Helps speed time-to-market with prebuilt, often reused, and industry standards-specific common transactional functions. Enables standardized connectiity to disparate applications in the IT ecosystem with prebuilt serices that are based on industry standards. Expands the use within an enterprise, or enhances the security of publishing to a broader partner ecosystem. Enables clients and partners to plug in their SOA assets into predefined serice decompositions. Chapter 1. Business Process Manager Industry Packs Introduction 5

12 Aailable Business Process Manager Industry Packs IBM Business Process Manager Industry Packs include specific packs for industries spread across different domains. The detailed list of each aailable pack and the domain it coers is proided in this section. The following figure proides information about the positioning and packaging of BPM Industry Packs. The top leel consists of the industry-specific Business Process Management (BPM) solutions that are aailable from IBM and its business partners or can be built by customers themseles. The middle layer shows the BPM Industry Packs that proides prebuilt industry assets, which can be reused across these composite applications. At the lowest leel is the WebSphere BPM offering, where the industry pack assets are pre-certified, tested, and supported. Figure 2. Positioning and packaging of BPM Industry Packs The key facts related to the BPM Industry Packs are listed below: Aailable for same erticals such as Healthcare, Telecom, and Banking. Consists of two primary components. Asset Library that is used across multiple processes in a gien industry domain. Solution Scenarios that are aailable for specific use cases. These scenarios sere as a starting point for POCs and solution implementations. Proide common reference architecture across all industry packs. Based on industry standards and IBM best practices. Certified and supported by IBM. 6 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

13 BPM Industry Packs include specific assets for industries spread across different industry segments. The detailed list and the industry segments that the BPM Industry Packs coers is proided below. IBM Business Process Manager Banking Pack The BPM Banking Pack focuses on the core banking, front office, and payments capabilities of financial serices enterprises. Currently, the aailable assets are primarily in the Payments segment. IBM Business Process Manager Healthcare Pack The BPM Healthcare Pack focuses on the payers, proiders, and public health agencies. Currently, the aailable assets are primarily in the Payer segment. IBM Business Process Manager Telecom Pack The BPM Telecom Pack focuses on the operations support systems / business support systems (OSS/BSS) and media life cycle processing areas for telecommunication serice proiders. Chapter 1. Business Process Manager Industry Packs Introduction 7

14 8 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

15 Chapter 2. Planning the Business Process Manager Banking Pack installation Planning the IBM Business Process Manager Banking Pack installation inoles understanding the hardware and software requirements for the installation, along with the prerequisite tasks that need to be performed for a successful installation. Detailed installation requirements Before you begin installing the IBM Business Process Manager Banking Pack, you must reiew the hardware and software requirements. Note: Reiew all the hardware and software requirements before installing the BPM Banking Pack. To iew the most updated requirements, isit Hardware Requirements Table 1. Hardware requirements Requirement Desktop platforms: Microsoft Windows Serer 2003 (Enterprise Edition, R2 Enterprise Edition, Standard Edition, R2 Standard Edition; 32-bit, 64-bit), Microsoft Windows Serer 2008 (Enterprise Edition, Standard Edition; 32-bit, 64-bit), Microsoft Windows Serer 2008 (R2 Enterprise Edition, R2 Standard Edition; 64-bit), Microsoft Windows XP (Professional; 32-bit, 64-bit), Microsoft Windows XP (Professional; 32-bit) with Federal Desktop Core Configuration (FDCC), Microsoft Windows Vista (Enterprise, Business, Ultimate; 32-bit, 64-bit), Microsoft Windows Vista (Enterprise; 32-bit) with FDCC, Microsoft Windows 7 (Ultimate, Professional, Enterprise; 32-bit, 64-bit): Intel Pentium at 500MHz or faster; Intel EM64T or AMD Opteron (32-bit kernel support only) DVD drie Minimum 3 GB physical memory; 8 GB recommended Note: The recommended configuration is 8 GB RAM and a 64-bit installation. Minimum 4 GB aailable disk space for installation. For installer execution, approximately 600 MB of space is required in the /tmp directory Note: The table proides the minimum hardware requirements for the BPM Banking Pack. For the Operating System requirements, refer to the documentation for your Operating System. Software requirement The software requirements for the BPM Banking Pack are as follows. Table 2. Software requirements Requirement IBM BPM Banking Pack ersion 7.5 Web browsers: Microsoft Internet Explorer 7 or later, Internet Explorer 8 recommended Mozilla Firefox 3.6 IBM 2007 IBM 2006,

16 Bundled software included with the BPM Banking Pack WebSphere Application Serer - Community Edition ersion Optional software requirements The list of software proided in this section might be required to work with the assets that are proided with the BPM Banking Pack. Table 3. Software and supported platforms Runtime enironment IBM Business Process Manager Adanced / Standard / Express ersion 7.5 IBM Business Monitor ersion 7.5 IBM WebSphere Business Compass ersion or later IBM DB2 fix pack 4 ersion Adobe Scalable Vector Graphics (SVG) iewer ersion 3.0 Adobe Flash Player ersion Deelopment enironment IBM Business Process Manager Adanced / Standard / Express ersion 7.5 IBM Integration Designer ersion 7.5 IBM Process Designer ersion 7.5 IBM Rational Software Architect Standard Edition ersion / IBM Rational Software Architect for WebSphere ersion IBM WebSphere Business Compass ersion or later IBM InfoSphere Data Architect ersion or later IBM WebSphere ILOG Business Rule Management Systems ersion IBM DB2 fix pack 4 ersion Adobe Scalable Vector Graphics (SVG) iewer ersion 3.0 Adobe Flash Player ersion Prerequisite tasks for the installation The prerequisite tasks that need to be performed before you install the IBM Business Process Manager Banking Pack are listed in this section. Before you begin the installation, ensure that the following requirements are complete: Your system meets all hardware requirements and you hae installed all the required software and prerequisites. For more details, see Detailed installation requirements on page 9. You are installing the product as a member of the Administrator group on a Windows system. 10 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

17 Chapter 3. Installing the Business Process Manager Banking Pack Installing the IBM Business Process Manager Banking Pack inoles using the launchpad program to start the installation. You can also modify an existing installation to install additional BPM Banking Pack assets. Additionally, if you select Solution Scenarios for installation, you need to configure them to create Business Process Management (BPM) Solutions. The following figure shows the different options that are part of the BPM Banking Pack installation. Figure 3. BPM Banking Pack installation snapshot Installing using the product launchpad program The IBM Business Process Manager Banking Pack installation uses the launchpad program proided with the pack. You can install the BPM Banking Pack from the installation DVD using the launchpad program. For more information, see Installing using the product launchpad program - Steps on page 14. After you double-click the launchpad.exe, the BPM Banking Pack installation wizard for 7.5 is displayed. The IBM Installation Manager is automatically launched and is configured to install the BPM Banking Pack. Note: Ensure that IBM Installation Manager is installed on your system before installing the BPM Banking Pack. The options that are aailable in the IBM BPM Banking Pack installation wizard are proided below: Copyright IBM Corp. 2006,

18 Welcome - This option proides introductory information about the BPM Banking Pack. Release Information - This option proides information about the Release Notes that are proided with the BPM Banking Pack. Prerequisite Information - This option proides information about the hardware and software requirements that are prerequisites for the installation. Install - This option proides the install links for the IBM Installation Manager and BPM Banking Pack 7.5. First Steps - This option proides links to the BPM Banking Pack Information Center and the notices and trademarks information. Exit - This option allows you to exit the installation wizard. Installing using the product launchpad program - Snapshot The flowchart in the following figure shows the high leel steps that are performed during the installation procedure that uses the launchpad program. 12 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

19 Figure 4. Installation using the launchpad program - Snapshot Chapter 3. Installing the Business Process Manager Banking Pack 13

20 Installing using the product launchpad program - Steps Installing the IBM Business Process Manager Banking Pack using the launchpad program inoles using the IBM Installation Manager to proide the required options on each of the launchpad pages. About this task This procedure describes how to install the BPM Banking Pack using the launchpad on the Microsoft Windows operating system. The launchpad.exe file can be run directly from the installation DVD. To install the BPM Banking Pack, perform the following steps: Procedure 1. Insert the BPM Banking Pack installation DVD into the DVD drie. If autorun is enabled on your system, the BPM Banking Pack launchpad program starts automatically. If autorun is not enabled on your system, double-click the launchpad.exe file from the installation DVD to run the launchpad application. 2. From the left pane, click Install IBM Business Process Manager Banking Pack V7.5 and click the Install IBM Business Process Manager Banking Pack V7.5 link from the IBM Business Process Manager Banking Pack V7.5 Installation area. Note: When you click this link, the Installation Manager starts. 3. From the Install Packages page, expand the pack name and select the appropriate ersion, and then click Next. The Licenses page is displayed. Note: Click Check for Other Versions, Fixes and Extensions to check if the current repository contains any other ersion of the pack. Select Show all ersions to iew all the ersions that are aailable for installation. 4. From the Licenses page, reiew and accept the licensing terms, and then click Next to proceed. The location of the installation directory is displayed. Note: If you are installing the BPM Banking Pack for the first time on your system, you might see the Select a location for the shared resources directory page. If this page is displayed, proide the Shared Resources Directory as the shared directory for your Installation Manager installation. 5. From the Location page, select the Create a new package group option. You can either accept the default installation path or click Browse and proide an appropriate installation location. Reiew the information proided on the Location page and click Next. Note: Ensure that the following prerequisites are complete when you proide the installation location: Do not leae the installation path field blank. If this field is left blank, the installation will not proceed. Non-ASCII special characters in directory names are not supported. The installation directory path must not be longer than 256 characters. 6. From the Translations page, select the language of the installation and click Next. 14 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

21 Note: Depending on the language that you select, the translated ersions of the assets for that language are installed. 7. From the Install Packages page, select the assets you want to install and click Next. The assets aailable in the BPM Banking Pack are as listed on this page. Capability Models Process Models Serice Models Common Components Business Vocabulary Business Object Models Solution Scenarios Note: The Asset Naigator is also installed by default. a. Select Show dependencies and click Next to iew the dependencies related to the selected asset. 8. From the Summary page, reiew the packages that you hae selected for installation and click Install. Note: Click Repository Information to iew the download size of the files for the assets that you selected during installation. 9. On the final status page of the wizard, iew the installation status and click Finish to close the wizard. You can click View Log File to reiew the logs related to the installation. Note: If you select the Solution Scenarios asset during installation, you need to configure them. For more information, see Optional: Configuring the New Account Opening Solution Scenario on page 19 Installing the Asset Optimization Utility Before you can begin using the Asset Optimization Utility, you need to copy the related JAR file and import the related profile in IBM Rational Software Architect. About this task To install the Asset Optimization Utility, perform the following steps: Procedure 1. Install the Asset Optimization Utility by using the following steps. a. Naigate to the <Install-folder>/assets/common-components/utilties folder. b. Copy the ifw-export-to-wicp-plugin.jar file to the <SDP_HOME>/plugins folder. c. Start IBM Rational Software Architect. 2. Import the BPMIP Profile by using the following steps. a. Start IBM Rational Software Architect. b. Click File > Import. c. Expand General, select Existing Projects into Workspace, and click Next. d. In the Import Projects wizard, click Select Archie. Chapter 3. Installing the Business Process Manager Banking Pack 15

22 e. Click Browse, naigate to the <Install-folder>/assets/commoncomponents/utilties folder, and select the bpmip_profile.zip file. Figure 5. Importing the BPMIPProfile f. Click Finish. Modifying an existing installation using the Installation Manager The Modify option of the IBM Installation Manager can be used to install those assets of the IBM Business Process Manager Banking Pack that were not installed during the preious installation. Modifying an existing installation using Installation Manager - Snapshot The flowchart in the following figure shows the high leel steps that are performed when you modify an existing installation using the IBM Installation Manager. 16 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

23 Figure 6. Modifying an existing installation using Installation Manager - Snapshot Ensure that you select all the assets, including assets that were already installed during the preious installation. Chapter 3. Installing the Business Process Manager Banking Pack 17

24 Modifying the Business Process Manager Banking Pack installation - Steps During the IBM Business Process Manager Banking Pack installation, only the assets that you selected are installed. If you want to install additional assets, you must use the Modify option in the Installation Manager. The language and other features of the installed package can also be modified using this option. About this task You can change the language and the features of the installed package using the Modify option. Note: Ensure that you hae Internet access before you use the Modify wizard. If you do not hae Internet access, proide the repository preferences so that they point to a local update site. For more information, see the online help for the Installation Manager. Modify an existing installation by performing the following steps. Procedure 1. Close all the programs that are currently using Installation Manager. 2. Start Installation Manager. 3. Click Modify. The Modify Packages page is displayed. 4. Select the BPM Banking Pack installation that you want to modify and click Next. 5. Under Translations, select the check box next to the required language, and click Next. Note: Based on your selection, the selected translated ersions of the assets are installed. 6. Under Features, select the assets that you want to install. Note: The Asset Naigator is installed during modification by default. Ensure that you select all the assets required, including the assets already installed during the preious installation. If the assets installed during the preious installation are not selected, they are uninstalled from the repository. 7. Select the Show Dependencies check box to iew the assets dependencies and click Next. 8. Reiew your selections in the Adding Feature and Remoing Feature lists, and click Modify. 9. If the installation is successful, a summary page that contains a list of artifacts installed is displayed. Click Finish to close the installation wizard. 10. Optional: If you select the Solution Scenarios asset during installation, you need to configure them before using this asset. For more information, see Optional: Configuring the New Account Opening Solution Scenario on page 19. What to do next The log files related to the installation can be iewed to erify if the modification of the installation was successful. On the final summary page of the wizard, click View Log File to reiew the log files and click Finish to close the wizard. 18 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

25 Optional: Configuring the New Account Opening Solution Scenario To work with the Solution Scenario, you perform certain configurations. These configurations can be done manually or by using automated scripts. Prerequisite tasks for installing the Solution Scenario You must complete the prerequisite tasks before installing the Solution Scenario for the Business Process Manager Banking Pack. Before you begin installation, ensure that the following prerequisite tasks are completed: To work with an asset, you will need only the tools that hae been listed for the asset. For more information, see the Deelopment tools section. Your system meets all the hardware requirements and you hae installed all the required software and prerequisites. For more information, see the Detailed installation requirements on page 9 section. You install the product as a member of the administrator group on a Microsoft Windows system. You hae administratie priileges for all the IBM Business Process Manager products. For the IBM Business Process Manager Adanced, ensure that you augment the IBM Business Process Manager Adanced: Process Center (Stand-alone) profile with the IBM Business Monitor profile using the Profile Management Tool. Note: For the IBM Business Process Manager Adanced, the IBM Process Center profile is auto-augmented with the IBM Process Serer profile. Perform the following steps to map security roles: 1. Log on to the IBM Process Serer console. 2. Click Serice Integration > Common Eent Infrastructure > Eent serice. 3. Click Map security roles to users or groups. 4. Select the check boxes for the roles displayed and then click Map Special Subjects > Eeryone. 5. Sae your changes. Installing and configuring the New Account Opening Solution Scenario The Business Process Manager Banking Pack artifacts must be installed and configured before you inoke, extend, or erify the artifacts. You can use the instructions proided in this section to configure the Solution Scenario. Configuring the New Account Opening Solution Scenario on the IBM Business Process Manager Standard Before you can begin using the New Account Opening Solution Scenario, you must configure the Solution Scenario on the IBM Business Process Manager Standard. The configuration can be done manually or by using scripts. The flowchart in the following figure shows the steps that are performed during the Solution Scenario installation. Note: You can execute the Solution Scenario after you configure the Solution Scenario. For more information about executing the Solution Scenario, see the Chapter 3. Installing the Business Process Manager Banking Pack 19

26 Solution Scenario section in the Deeloper's Guide. Figure 7. Configuring the Solution Scenario Configuring the New Account Opening Solution Scenario using scripts: The assets required to execute the Solution Scenario on the IBM Business Process Manager Standard can be configured using the scripts proided with the Business Process Manager Banking Pack. Before you begin Ensure that the IBM Process Center profile is started. Ensure that you remoe the users and groups for the Solution Scenario. For more information, see Remoing the user registry in IBM Process Serer on page 61. About this task The installation script: 1. Installs the New Account Opening process application on the IBM Process Center. 20 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

27 2. Creates the required users and groups. 3. Creates and configures the database for the New Account Opening Solution Scenario. When you install the Solution Scenario asset, a script folder is also copied to the installation folder. You can use the scripts from this folder to configure the required BPM Banking Pack assets used by the Solution Scenario. The following files are aailable in the script folder for installation: installer.bat: The installer.bat file installs and updates the configuration for the Solution Scenario. readme.txt: The readme.txt file is the help file for the installation script. You can use this file to iew the parameters that are required for executing the installation script. config.properties: The config.properties file lists the configuration required for the scripts. Note: The default password is set to password for the users that are created using the script. To configure the New Account Opening Solution Scenario using scripts, perform the following steps: Procedure 1. Go to the <Install-folder>\solution-scenarios\new-account-opening\scripts folder. 2. Open the config.properties file using a text editor, update the alues for the following ariables, sae the changes, and close the file: IBM_Process_Serer_HOME HOSTNAME SOAPPORT HOSTPORT rmiport user password profilename cellname profilepath nodename Lombardi_home Note: Refer to Table 4 on page 23 for the install script parameters. Ensure that you specify the folder locations using double quotes ("). 3. Open a command prompt window. 4. Go to the <Install-folder>\solution-scenarios\new-account-opening\scripts folder. 5. Enter installer.bat and press the Enter key. 6. Enter 1 and press the Enter key when the system prompts for the edition. A message is displayed when the installation is successful. 7. Perform the following steps to work with the process application: Chapter 3. Installing the Business Process Manager Banking Pack 21

28 a. Start IBM Process Designer. b. From the Process Apps tab, click the process application name. c. Click Manage, click Add Users/Groups, and add the group for the user that you used to import the process application using the script. d. Select the check box to grant Write and Admin rights for the group that you added. e. Also, add and grant Write and Admin rights to the administrator group, such as tw_admin. f. From the Toolkits tab, click Banking Common. g. Click Manage, click Add Users/Groups, and add the group for the user that you used to import the process application using the script. h. Select the check box to grant Write and Admin rights for the group that you added. i. Also, add and grant Write and Admin rights to the administrator group, such as tw_admin. j. From the Toolkits tab, click WICP Common Data. k. Click Manage, click Add Users/Groups, and add the group for the user that you used to import the process application using the script. l. Select the check box to grant Write and Admin rights for the group that you added. m. Also, add and grant Write and Admin rights to the administrator group, such as tw_admin. n. Restart IBM Process Designer. 8. Update the enironment ariable in IBM Process Designer by performing the following steps: Note: The EditionType is set to Standard by default. You must perform this step if you hae updated the enironment ariable manually. a. Start the IBM Process Designer. b. From the Process Apps tab, click Open in Designer besides the NEW ACCOUNT OPENING process application. c. Expand NEW ACCOUNT OPENING > Setup and double-click Enironment Variables, as shown in the following figure. Figure 8. Adding enironment ariables d. Update the EditionType enironment ariable as Standard. e. Sae your changes. 22 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

29 9. Update the enironment ariable in IBM Process Admin Console by performing the following steps: Note: The EditionType is set to Standard by default. You must perform this step if you hae updated the enironment ariable manually. a. Log on to the IBM Process Admin Console as an administrator. b. Click Deployed Apps > Enironment Vars > All. c. Click New Account Opening. d. Update the EditionType enironment ariable to Standard. The following table proides the information about the parameters for the script. Table 4. Solution Scenario installation script parameters Parameter [IBM_Process_Serer_HOME] [HOSTNAME] [SOAPPORT] [HOSTPORT] [rmiport] [user] [password] [profilename] Location Specify the IBM Process Serer installation folder location. Specify the IP address of the computer. 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Naigate to the Communications area and click Ports. 4. Use the SOAP_CONNECTOR_ADDRESS alue. 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Naigate to the Communications area and click Ports. 4. Use the WC_defaulthost alue. 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Naigate to the Communications area and click Ports. 4. Use the BOOTSTRAP_ADDRESS alue. Specify the IBM Process Serer username. Specify the password for the user. Specify the profile name used. Chapter 3. Installing the Business Process Manager Banking Pack 23

30 Table 4. Solution Scenario installation script parameters (continued) Parameter [cellname] [profilepath] [Node Name] [Lombardi_home] Location 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Click the Runtime tab. 4. Use the Cell Name alue. Specify the folder path for the profile. 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Click the Configuration tab. 4. Use the Node name alue. Specify the folder path for the IBM Business Process Management installation. For example, <IBMProcessSerer_path>\BPM\ Lombardi. Configuring the New Account Opening Solution Scenario manually: You need to import New Account Opening Solution Scenario artifacts into the IBM Process Designer and update the settings that are proided in this section to configure the New Account Opening Solution Scenario on the IBM Business Process Manager Standard. Installing the process application in IBM Process Center: Import the Solution Scenario artifacts and configure IBM Process Designer to install the process application in the IBM Process Center. Before you begin Ensure that the IBM Process Serer is running. About this task To install the process application in IBM Process Center, perform the following steps: Procedure 1. Start the IBM Process Designer and log on as an administrator, such as tw_admin. 2. Click the Process Apps tab, click Import Process App, and then import the New Account Opening process application from the <Install-folder>/ solution-scenarios/new-account-opening/source/new-account-openingprocess-app.twx folder. 3. Update the enironment ariable in IBM Process Designer by performing the following steps: 24 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

31 Note: The EditionType is set to Standard by default. You must perform this step if you hae updated the enironment ariable manually. a. Start the IBM Process Designer. b. From the Process Apps tab, click Open in Designer besides the NEW ACCOUNT OPENING process application. c. Expand NEW ACCOUNT OPENING > Setup and double-click Enironment Variables, as shown in the following figure. Figure 9. Adding enironment ariables d. Update the EditionType enironment ariable as Standard. e. Sae your changes. 4. Update the enironment ariable in the IBM Process Admin Console by performing the following steps: Note: The EditionType is set to Standard by default. You must perform this step if you hae updated the enironment ariable manually. a. Log on to the IBM Process Admin Console as an administrator. b. Click Deployed Apps > Enironment Vars > All. c. Click New Account Opening. d. Update the EditionType enironment ariable to Standard. 5. Update the tracking definition to enable tracking for reports. a. Start the IBM Process Designer and log on as an administrator, such as tw_admin. b. Open the New Account Opening process application. c. Click Update Tracking Definitions and click OK. Note: Perform the following steps to work with the process application when you install the Solution Scenario using scripts or when a user who is not a member of the administrator group imports the process application. a. Start IBM Process Designer. b. From the Process Apps tab, click New Account Opening. c. Click Manage, click Add Users/Groups, and add the administrator, such as tw_admin. d. Select the check box to grant Write and Admin rights for the group. e. From the Toolkits tab, click Banking Common. f. Click Manage, click Add Users/Groups, and add the administrator, such as tw_admin. Chapter 3. Installing the Business Process Manager Banking Pack 25

32 g. Select the check box to grant Write and Admin rights for the group. h. From the Toolkits tab, click WICP Common Data. i. Click Manage, click Add Users/Groups, and add the administrator, such as tw_admin. j. Select the check box to grant Write and Admin rights for the group. k. Restart IBM Process Designer. Configuring the database: The Business Process Manager Banking Pack Solution Scenario supports data persistence and stores data in a database. You must create and configure the database in DB2 and the IBM Process Serer profile for the Solution Scenario to use the database. Before you begin 1. Update the DB2 username and password in the scripts file by performing the following steps: a. Go to the <BPM Banking Pack_Install_path>/solution-scenarios/newaccount-opening/scripts folder. b. Open the banking-new-account-opening-db.ddl file using a text editor. c. Replace the alues $DBUSER$ and $DBPASSWORD$ with the username and password for DB2, and sae the file. Note: Ensure that the user credentials that you specify for DB2 is also a member of the administrator group on your system. About this task To configure the database, perform the following steps: Procedure 1. Create the database in DB2. a. Open a command prompt window. b. Enter db2cmd and press the Enter key to open the DB2 CLP window. c. Run the following command and press the Enter key to create and configure the WICPDB database: db2 -tf create -f <BPM Banking Pack_Install_path>/solution-scenarios/new-account-opening/scripts/ banking-new-account-opening-db.ddl The database with the required tables are created and a success message is displayed. d. Close the command console window. 2. Log on to the IBM Process Serer administratie console. 3. Configure user security for the database: a. Go to Security > Global security. b. Expand Jaa Authentication and Authorization Serice and click J2C authentication data. c. Click New, specify the following details, click Apply, and then click Sae. Alias: WICP User ID: <DB2_username> Password: <DB2_password> 4. Create a JDBC proider for the database: 26 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

33 Note: You can skip this step for creating the data source, if the data source already exists. a. Go to Resources > JDBC > JDBC proiders. b. Select Node=<Node_name>, <serer1> from the list. c. Click New, enter the following alues, and then click Next: Database type: DB2 Proider type: DB2 Uniersal JDBC Drier Proider Implementation type: XA data source d. Click Next, click Finish, and then click Sae. 5. Configure the data source: a. Go to Resources > JDBC > JDBC proiders > DB2 Uniersal JDBC Drier Proider (XA). b. Click Data sources and click New. c. Enter jdbc/wicpdb for the JNDI name and click Next. d. Enter the following alues and click Next: Drier type: 4 Database name: WICPDB Serer name: Serer name or ip address of the DB2 serer, such as localhost Port number: Port number on which DB2 is running (The default alue is 50000) e. Enter the following alues and click Next: Component-managed authentication alias: <Node_name>/WICP f. Verify the database details, click Finish, and then click Sae. 6. Verify the data source connection: a. Go to Resources > JDBC > Data sources. b. From the Scope list, select Node=<Node_name>, <serer1>. c. Select DB2 Uniersal JDBC Drier XA DataSource and click Test Connection. This tests the database connection, and a confirmation message is displayed when the connection to the WICPDB is successful. 7. Restart IBM Process Serer. Configuring the user registry in IBM Process Serer: The users and groups that access the Solution Scenario need to be defined in IBM Process Serer. About this task To configure the user registry in IBM Process Serer, perform the following steps: Procedure 1. Log on to the IBM Process Serer administratie console. 2. Go to Users and Groups > Manage Groups > Create. 3. Enter the group name as Customer and click Create. 4. Go to Manage Users > Create and enter the user ID as bk_adam. 5. Click Group Membership > Search > Customer > Add > Close. 6. Enter the First name, Last name, Password, Confirm password, and then click Create. Chapter 3. Installing the Business Process Manager Banking Pack 27

34 7. Create the groups and users shown in the following table. Table 5. Mapping users to groups Group User ID First name Last name Password Customer bk_adam Adam Smith password Bank Officer bk_jay Jay Walk password Bank Manager bk_peter Peter Henderson password LOB Manager bk_susan Susan Thomas password Configuring the New Account Opening Solution Scenario on the IBM Business Process Manager Adanced Before you can begin using the New Account Opening Solution Scenario, you must configure the Solution Scenario. The configuration can be done manually or by using scripts. Note: You can execute the Solution Scenario after you configure the Solution Scenario. For more information about executing the Solution Scenario, see the Solution Scenario section in the Deeloper's Guide. The flowchart in the following figure shows the steps that are performed during the Solution Scenario installation. 28 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

35 Figure 10. Configuring the Solution Scenario Configuring the New Account Opening Solution Scenario using scripts: You can run the scripts proided with the Business Process Manager Banking Pack to inoke the Solution Scenario on the IBM Business Process Manager Adanced. Before you begin Ensure that the IBM Process Center profile is started. Ensure that the IBM Process Center profile is augmented with IBM Business Monitor and it is started. Chapter 3. Installing the Business Process Manager Banking Pack 29

36 Ensure that you remoe the users and groups for the Solution Scenario. For more information, see Remoing the user registry in IBM Process Serer on page 69. About this task The installation scripts: Installs the New Account Opening process application in the IBM Process Center. Creates the required users and groups. Maps the users to the group. Installs the customized Banking Industry Business Space themes Installs and configures shared libraries. Creates and configures the database for the New Account Opening Solution Scenario. Create the data source name Checks failure and logging Deploys the following files in the IBM Process Center profile. New Account Opening Mock Serices EAR files New Account Opening Mediation Module EAR files Deploys the New Account Opening Monitor Model EAR files on IBM Business Monitor. Configures user access for iewing the IBM Business Monitor widget. When you install the Solution Scenario asset, the script folder is also copied to the installation folder. You can use the scripts from this folder to configure the Solution Scenario. The following files are aailable in the script folder for installation: installer.bat: This file installs and updates the configuration for the Solution Scenario. config.properties: The config.properties file lists configuration parameters for installing the Solution Scenario artifacts. It also lists the information about the users and groups and specifies the order in which the EAR files are installed. Note: The default password is set to password for the users that are created using the script. installbankingears.py: This file contains the installation scripts. readme.txt: This is the help file for the installation script. You can use this file to iew the parameters that are required for executing the installation script. To configure the Solution Scenario using scripts, perform the following steps: Procedure 1. Go to the <Install-folder>\solution-scenarios\new-account-opening\ scripts folder. 2. Open the config.properties file using a text editor, update the alues for the following ariables, sae the changes, and close the file: IBM_Process_Serer_HOME HOSTNAME 30 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

37 SOAPPORT HOSTPORT rmiport user password profilename cellname profilepath nodename Lombardi_home Note: Refer to Table 6 on page 33 for the install script parameters. Ensure that you specify the folder locations using double quotes ("). 3. Start the serer for the IBM Process Serer profile. 4. Open a command prompt window. 5. Go to the <Install-folder>\solution-scenarios\new-account-opening\ scripts folder. 6. Enter installer.bat and press the Enter key. 7. Enter 2 and press the Enter key when the system prompts for the edition. A message is displayed after the installation is complete. 8. Perform the following steps to work with the process application: a. Start IBM Process Designer. b. From the Process Apps tab, click the process application name. c. Click Manage, click Add Users/Groups, and add the group for the user that you used to import the process application using the script. d. Select the check box to grant Write and Admin rights for the group that you added. e. Also, add and grant Write and Admin rights to the administrator group, such as tw_admin. f. From the Toolkits tab, click Banking Common. g. Click Manage, click Add Users/Groups, and add the group for the user that you used to import the process application using the script. h. Select the check box to grant Write and Admin rights for the group that you added. i. Also, add and grant Write and Admin rights to the administrator group, such as tw_admin. j. From the Toolkits tab, click WICP Common Data. k. Click Manage, click Add Users/Groups, and add the group for the user that you used to import the process application using the script. l. Select the check box to grant Write and Admin rights for the group that you added. m. Also, add and grant Write and Admin rights to the administrator group, such as tw_admin. n. Restart IBM Process Designer. 9. Perform the steps in Configuring Business Space Themes on page Perform the steps in Configure the Business Space dashboard. 11. Start the serer for the IBM Process Serer profile. Chapter 3. Installing the Business Process Manager Banking Pack 31

38 12. Update the enironment ariable in IBM Process Designer by performing the following steps: a. Start the IBM Process Designer. b. From the Process Apps tab, click Open in Designer besides the NEW ACCOUNT OPENING process application. c. Expand NEW ACCOUNT OPENING > Setup and double-click Enironment Variables, as shown in the following figure. Figure 11. Adding enironment ariables d. Update the EditionType enironment ariable as Adanced. e. Sae your changes. 13. Update the enironment ariable in IBM Process Admin Console by performing the following steps: a. Log on to the IBM Process Admin Console as an administrator. b. Click Deployed Apps > Enironment Vars > All. c. Click New Account Opening. d. Update the EditionType enironment ariable to Adanced. 14. Update the configuration to use the shared library settings by performing the following steps: a. Click Applications > Application Types > WebSphere enterprise applications. b. Click the required file, such as BCP_New_Account_Opening_Mediation. c. From References, click Shared library references. d. Select the check box for the file, such as BCP_New_Account_Opening_Mediation. e. Click Reference Shared Libraries. f. Moe BankingSharedLibraries to the Selected list. g. Sae your changes. h. Repeat the aboe steps for BCP_New_Account_Opening_Mock_Serices. 15. Restart the serer. The following table proides the information about the parameters for the script. 32 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

39 Table 6. Solution Scenario installation script parameters Parameter Location [IBM_Process_Serer_HOME] Specify the IBM Process Serer installation folder location. [HOSTNAME] Specify the IP address of the computer. [SOAPPORT] 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Go to the Communications area and click Ports. 4. Use the SOAP_CONNECTOR_ADDRESS alue. [HOSTPORT] 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Go to the Communications area and click Ports. 4. Use the WC_defaulthost alue. [rmiport] 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Go to the Communications area and click Ports. 4. Use the BOOTSTRAP_ADDRESS alue. [user] Specify the IBM Process Serer user name. [password] Specify the password for the user. [profilename] Specify the profile name used. [cellname] 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Click the Runtime tab. 4. Use the Cell Name alue. [profilepath] Specify the folder path for the profile. [Node Name] 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Click the Configuration tab. 4. Use the Node name alue. Chapter 3. Installing the Business Process Manager Banking Pack 33

40 Table 6. Solution Scenario installation script parameters (continued) Parameter [Lombardi_home] Location Specify the folder path for the IBM Business Process Management installation. For example, <IBMProcessSerer_path>\BPM\ Lombardi. Configuring the New Account Opening Solution Scenario manually: You need to update the settings that are proided in this section to configure the New Account Opening Solution Scenario on IBM Business Process Manager Adanced. Installing the New Account Opening Solution Scenario artifacts: The New Account Opening Solution Scenario artifacts can be installed by importing the Process Application in the IBM Process Designer and using the EAR files proided with the Business Process Manager Banking Pack or by importing the Project Interchange file into IBM Integration Designer to inoke the Solution Scenario. Installing the process application in IBM Process Center: The New Account Opening Solution Scenario artifacts can be installed in the IBM Process Center by importing the process application in IBM Process Designer. About this task To install the process application, perform the following steps: Procedure 1. Start the IBM Process Designer. 2. Click the Process Apps tab, click Import Process App, and then import the New Account Opening process application from <Install-folder>/solutionscenarios/new-account-opening/source/new-account-opening-process-app.twx 3. Update the enironment ariable in IBM Process Designer by performing the following steps: a. Start the IBM Process Designer. b. From the Process Apps tab, click Open in Designer besides the NEW ACCOUNT OPENING process application. c. Expand NEW ACCOUNT OPENING > Setup and double-click Enironment Variables, as shown in the following figure. 34 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

41 Figure 12. Adding enironment ariables d. Update the EditionType enironment ariable as Adanced. e. Sae your changes. 4. Update the enironment ariable in IBM Process Admin Console by performing the following steps: a. Log on to the IBM Process Admin Console as an administrator. b. Click Deployed Apps > Enironment Vars > All. c. Click New Account Opening. d. Update the EditionType enironment ariable to Adanced. 5. Update the tracking definition to enable tracking for reports. a. Start the IBM Process Designer and log on as an administrator, such as tw_admin. b. Open the New Account Opening process application. c. Click Update Tracking Definitions and click OK. Note: Perform the following steps to work with the process application when you install the Solution Scenario using scripts or when a user who is not a member of the administrator group imports the process application. a. Start IBM Process Designer. b. From the Process Apps tab, click New Account Opening. c. Click Manage, click Add Users/Groups, and add the administrator, such as tw_admin. d. Select the check box to grant Write and Admin rights for the group. e. From the Toolkits tab, click Banking Common. f. Click Manage, click Add Users/Groups, and add the administrator, such as tw_admin. g. Select the check box to grant Write and Admin rights for the group. h. From the Toolkits tab, click WICP Common Data. i. Click Manage, click Add Users/Groups, and add the administrator, such as tw_admin. j. Select the check box to grant Write and Admin rights for the group. k. Restart IBM Process Designer. Installing the New Account Opening Solution Scenario artifacts in IBM Process Serer: Chapter 3. Installing the Business Process Manager Banking Pack 35

42 The New Account Opening Solution Scenario artifacts can be installed by using the EAR files proided with the Business Process Manager Banking Pack. Before you begin You must configure IBM Process Serer to use the shared libraries. This action ensures that the same library is not loaded multiple times in the memory and it improes the serer load. Perform the following steps: 1. Import the shared library jar files into IBM Process Serer: a. Create the banking-shared-libraries folder in the <IBM_Process_Serer_profile> folder. b. Copy the contents from the <Install-folder>/solution-scenarios/newaccount-opening/runtime/shared-libraries folder to the banking-shared-libraries folder and the <IBM_Process_Serer_HOME>/lib/ ext folder. 2. Configure IBM Process Serer to identify the shared libraries path for the BPM Banking Pack: a. Log on to the IBM Process Serer administratie console. b. Go to Enironment > WebSphere ariables, and from the Scope list, select Node=<Node_Name>, Serer=<Serer_Name>. c. Click New, specify the Name as BANKING_SHARED_LIB_PATH, and the Value as ${USER_INSTALL_ROOT}/banking-shared-libraries, click OK, and then click Sae. d. Go to Enironment > Shared libraries, and from the Scope list, select Node=<Node_Name>, Serer-<Serer_Name>. e. Click New, specify the Name as BankingSharedLibraries, the Classpath as ${BANKING_SHARED_LIB_PATH}, ensure that the Use an isolated class loader for this shared library check box is selected, click OK, and then click Sae. f. Go to Serers > Serer Types > WebSphere application serers > serer1 > Jaa and Process Management > Class loader. g. Click New, select Classes loaded with parent class loader first from the list, click OK, and then click Sae. h. Go to Serers > Serer Types > WebSphere application serers > serer1 > Jaa and Process Management > Class loader, and click the class loader that you created. i. Click Shared library references, click Add, select BankingSharedLibraries from the list, click OK, and then click Sae. j. Restart the application serer so that the classpath changes are registered. 3. Import the process application for the Solution Scenario in IBM Integration Designer. a. Start IBM Integration Designer. b. Switch to the Process Center perspectie and specify the user name, password, and the URL. c. Click Open in workspace for the New Account Opening process application. 4. Restart the IBM Process Serer. 36 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

43 About this task To install the New Account Opening Solution Scenario artifacts in IBM Process Serer, perform the following steps: Procedure 1. Log on to the IBM Process Serer administratie console. 2. Click Applications > Application Types > WebSphere enterprise applications > Install. 3. Browse to the <Install-folder>/solution-scenarios/new-account-opening/ runtime folder. 4. Install the EAR files listed in the following table and sae your changes. Table 7. EAR file names with display names EAR file names new-account-opening-mediation-moduleapp.ear new-account-opening-mock-sericesapp.ear new-account-opening-monitor-app.ear Display name BCP_New_Account_Opening_Mediation BCP_New_Account_Opening _Mock_Serices BCP_New_Account_Opening_MM 5. Update the configuration for all the EAR files that you installed in the preious step to use the shared library settings: a. Click Applications > Application Types > WebSphere enterprise applications. b. Click the required file, such as BCP_New_Account_Opening_Mediation. c. From References, click Shared library references. d. Select the check box for the file, such as BCP_New_Account_Opening_Mediation. e. Click Reference Shared Libraries. f. Moe BankingSharedLibraries to the Selected list. g. Sae your changes. h. Repeat the aboe steps for BCP_New_Account_Opening_Mock_Serices. 6. Select all the installed artifacts and click Start. 7. Restart the application serer. Installing the New Account Opening Solution Scenario artifacts in IBM Integration Designer (Unit test enironment): The New Account Opening Solution Scenario artifacts can be installed by importing the Project Interchange file into IBM Integration Designer. Before you begin You must configure IBM Process Serer to use the shared libraries. This ensures that the same library is not loaded multiple times in the memory and it improes the serer load. 1. Import the shared library jar files into IBM Process Serer: a. Create the banking-shared-libraries folder in the <WTE_HOME>/runtimes/ bi_7/profiles/<serer_profile> folder. Chapter 3. Installing the Business Process Manager Banking Pack 37

44 b. Copy the contents from the <Install-folder>/solution-scenarios/newaccount-opening/runtime/shared-libraries folder to the banking-shared-libraries folder and the <WTE_HOME>/runtimes/bi_7/lib/ ext folder. 2. Configure IBM Process Serer to identify the shared libraries path for the Business Process Manager Banking Pack: a. Start the IBM Process Serer administratie console. b. Go to Enironment > WebSphere ariables, and from the Scope list, select Node=<Node_Name>, Serer-<Serer_Name>. c. Click New, specify the Name as BANKING_SHARED_LIB_PATH, and the Value as ${USER_INSTALL_ROOT}/banking-shared-libraries, click OK, and then click Sae. d. Go to Enironment > Shared libraries, and from the Scope list, select Node=<Node_Name>, Serer=<Serer_Name>. e. Click New, specify the Name as BankingSharedLibraries, the Classpath as ${BANKING_SHARED_LIB_PATH}, ensure that the Use an isolated class loader for this shared library check box is selected, click OK, and then click Sae. f. Go to Serers > Serer Types > WebSphere application serers > serer1 > Jaa and Process Management > Class loader. g. Click New, select Classes loaded with parent class loader first from the list, click OK, and then click Sae. h. Go to Serers > Serer Types > WebSphere application serers > serer1 > Jaa and Process Management > Class loader, and click the class loader that you created. i. Click Shared library references, click Add, select BankingSharedLibraries from the list, click OK, and then click Sae. j. Restart the application serer so that the classpath changes are registered. About this task If you are using the IBM Integration Designer unit test enironment, perform the following steps: Procedure 1. Start IBM Integration Designer, switch to the Process Center perspectie, and specify the user name, password, and the URL. 2. Click Open in workspace for the New Account Opening process application to import and open the process application in the Business Integration perspectie. 3. Import the NewAccountOpening-MM-App.zip Project Interchange file into IBM Integration Designer. The file is located in the <Install-folder>/solutionscenarios/new-account-opening/source folder. Note: Ensure that you click Select All from the import wizard. The mock serice is added as a dependent project during the import. 4. Switch to the Business Monitoring perspectie and import the new-account-opening-monitor-model-project-interchange.zip Project Interchange file into IBM Integration Designer and then perform the following steps. The Project Interchange file is located in the <Install-folder>/solutionscenarios/new-account-opening/source folder. a. Expand NewAccountOpeningMMProject and then expand Monitor Models. 38 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

45 b. Right-click the NewAccountOpeningMonitoringModel.mm file, click Generate Monitor JEE Projects, and click Finish. c. Click Project > Clean > Clean all projects > OK. 5. Switch to the Business Integration perspectie. 6. Publish the following projects that are displayed in the IBM Process Serer unit test enironment in IBM Integration Designer. NewAccountOpeningMM NewAccountOpening-MMApp BankingNewAccontOpeningMockSericesModuleApp Note: The IBM Process Serer profile is already aailable in the Serer tab. Adding, deploying, or publishing on a IBM Process Serer unit test enironment can only be done by a user. 7. Update the configuration for the mediation module to use the shared library settings: a. Open the IBM Process Serer administratie console. b. Click Applications > Application Types > WebSphere enterprise applications. c. Click NewAccountOpening-MMApp. d. From References, click Shared library references. e. Select the NewAccountOpening-MMApp check box. f. Click Reference Shared Libraries. g. Moe BankingSharedLibraries to the Selected list. h. Click OK. i. Sae your changes. 8. Repeat the aboe step for the following modules: BankingNewAccountOpeningMockSericesModuleApp NewAccountOpening-MMApp Configuring the user registry in IBM Process Serer: The users and groups that access the Solution Scenario need to be defined in IBM Process Serer. About this task To configure the user registry in IBM Process Serer, perform the following steps: Procedure 1. Log on to the IBM Process Serer administratie console. 2. Go to Users and Groups > Manage Groups > Create. 3. Enter the group name as Customer and click Create. 4. Go to Manage Users > Create and enter the user ID as bk_adam. 5. Click Group Membership > Search > Customer > Add > Close. 6. Enter the First name, Last name, Password, Confirm password, and then click Create. 7. Create the groups and users shown in the following table. Chapter 3. Installing the Business Process Manager Banking Pack 39

46 Table 8. Mapping users to groups Group User ID First name Last name Password Customer bk_adam Adam Smith password Bank Officer bk_jay Jay Walk password Bank Manager bk_peter Peter Henderson password LOB Manager bk_susan Susan Thomas password Integrating Business Process Manager Banking Pack with ILOG Business Rules Manager: The ILOG BRM offers an easy to use enironment so that the business user can actually modify their own business rules. With integration of ILOG with Business Process Manager Banking Pack, you can now achiee faster rules creation with least resources. The ILOG integration with the BPM Banking Pack has been explained using the New Account Opening Solution Scenario from the BPM Banking Pack and used in IBM Integration Designer. Similarly, you can use ILOG BRM for any other rules-based serice from any of the BPM Banking Pack. Pre requisite software: Before you can begin using ILOG, you need to ensure that the pre requisite software are installed. The pre requisite software required to work with ILOG are as follows. IBM Business Process Manager Adanced ersion 7.5 Business Process Manager Banking Pack WebSphere ILOG JRules ersion WebSphere Application Serer - Community Edition ersion runtime adapter Optional: WebSphere ILOG JRules ersion WebSphere Bundle Note: This bundle is required if the user wants to set up the JRules Execution Serice in IBM Business Process Manager Adanced. For more information, refer to the Installing Rule Execution Serer section in infocenter/brjrules/7r1/index.jsp. Installing the pre requisite software: Integrating ILOG with Business Process Manager Banking Pack inoles installing WebSphere ILOG JRules ersion 7.1.1, installing WebSphere Application Serer - Community Edition ersion 2.1 adapter, and adding a Rules Execution Serer. About this task Install the pre requisite software using the following steps. Procedure 1. Install WebSphere ILOG JRules ersion Install WebSphere Application Serer - Community Edition ersion 2.1 adapter by performing the following steps: 40 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

47 a. Start the ILOG JRules Studio by performing the following steps: 1) Click Start > Programs > IBM WebSphere ILOG JRules V7.1.1 > JRules > Sample > Rule Studio. 2) Proide a workspace location and click OK. b. Install the adapter by performing the following steps: 1) Click Start > Help > Software Updates. 2) Click Add Site. 3) Specify websphere/wasce/updates/ for the install site location and click OK. 4) Click the + icon for the update location and drill down to select WASCE 2.1 Serer Adapter. 5) Click Install, accept the license terms, select Yes for any non-trusted site warnings that are displayed, and wait for the installation to complete. 6) Restart JRules Studio. Note: If the machine does not hae an internet connection or you want to perform an offline installation, then complete the steps from c. Add the Serers iew by performing the following steps: 1) Click Window > Views > Serers. 2) Click Finish. d. Add a Rules Execution Serer to workspace by performing the following steps: 1) Right-click in the Serers iew. 2) Select New > Serer. 3) Select IBM > WASCE 2.1 Serer. 4) Click Next. 5) From the New IBM WASCE 2.1 Runtime window, erify that the default jdk is selected, specify the WebSphere Application Serer - Community Edition location for the AppSerer install directory, that is <JRULES_INSTALL_DIR>/shared/tools/AppSererCommunityEdition, and click Next. 6) Enter the userid resadmin and password resadmin. 7) Select RMI Naming and click Finish. e. Start the JRules Execution Serer by performing the following steps: 1) From the Serers iew, select the serer. 2) Click Run. 3. Click Start > Programs > IBM WebShpere ILOG JRules V7.1.1 > JRules > Sample > Start Sample Serer. Installing New Account Opening with ILOG JRules: You can configure the New Account Opening Solution Scenario with ILOG JRules for the industry pack by performing the steps proided in this section. About this task To install New Account Opening Solution Scenario with ILOG, perform the following steps: Chapter 3. Installing the Business Process Manager Banking Pack 41

48 Procedure 1. Install the rules project in the Rules Studio. a. Click Start > All Programs > IBM WebSphere ILOG JRules V7.1.1 > JRules > Samples > Rule Studio to open the Rules Studio workspace. b. Define the workspace location and click OK. c. Extract the following rules projects to a temporary directory, such as C:\Rule-Projects. <BPM_Banking_Pack_Install_Folder>/solution-scenarios/new-accountopening/source/NAO-Rule.zip <BPM_Banking_Pack_Install_Folder>/solution-scenarios/new-accountopening/source/NAO-RuleApp.zip d. From the Rules Studio, click File > Import to start the import wizard. e. Click Existing Projects. f. Open the folder that you extracted, that is C:\Rule-Projects. g. Optional: Select the Copy in workspace option. h. Select all projects and click Finish. 2. Add the Serers iew by performing the following steps: a. Click Window > Views > Serers. b. Click Finish. c. Right-click in the Serers iew. d. Select New > Serer. e. Select IBM > WASCE 2.1 Serer. f. Click Next. g. From the New IBM WASCE 2.1 Runtime window, erify that the default jdk is selected, specify the WebSphere Application Serer - Community Edition location for the AppSerer install directory, that is <JRULES_INSTALL_DIR>/shared/tools/AppSererCommunityEdition, and click Next. h. Enter the userid resadmin and password resadmin. i. Select RMI Naming and click Finish. j. Select the serer and click Run to start the serer. 3. Deploy the rule application project to the rule execution serer by performing the following steps: a. Right-click the NAO-RuleApp project. b. Click RuleApp > RuleApp > Deploy. Note: Perform the following steps if the RuleApp does not deploy: 1) Stop the serer. 2) Click Start > All Programs > IBM WebSphere ILOG JRules V7.1.1 > JRules > Samples > Start Sample Serer. 3) Perform the steps to deploy the RuleApp. c. Select Replace RuleApp ersion and click Next. d. Specify the following Rule Execution serer connection details: URL: Username: resadmin Password: resadmin e. Click Finish. 42 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

49 4. Install the New Account Opening Mediation Module with ILOG in IBM Integration Designer by performing the following steps: a. Import the NewAccountOpeningILOGRule-MM.zip Project Interchange file into IBM Integration Designer. The Project Interchange file is located in the <Install-folder>/solution-scenarios/new-account-opening/source folder. b. Update the shared library settings by performing the following steps: 1) Open the IBM Process Serer administratie console. 2) Click Applications > Application Types > WebSphere enterprise applications. 3) Click DocumentCheckListILOGRule-MMApp. 4) From References, click Shared library references. 5) Select the DocumentCheckListILOGRule-MMApp check box. 6) Click Reference Shared Libraries. 7) Moe BankingSharedLibraries to the Selected list. 8) Click OK and sae your changes. c. Publish the DocumentCheckListILOGRule-MMApp project that is displayed to the IBM Process Serer unit test enironment in IBM Integration Designer. Configuring the database: The Business Process Manager Banking Pack Solution Scenario supports data persistence and stores data in a database. You must create and configure the database in DB2 and the IBM Process Serer profile for the Solution Scenario to use the database. Before you begin 1. Update the DB2 username and password in the scripts file by performing the following steps: a. Go to the <BPM Banking Pack_Install_path>/solution-scenarios/newaccount-opening/scripts folder. b. Open the banking-new-account-opening-db.ddl file using a text editor. c. Replace the alues $DBUSER$ and $DBPASSWORD$ with the username and password for DB2, and sae the file. Note: Ensure that the user credentials that you specify for DB2 is also a member of the administrator group on your system. About this task To configure the database, perform the following steps: Procedure 1. Create the database in DB2. a. Open a command prompt window. b. Enter db2cmd and press the Enter key to open the DB2 CLP window. c. Run the following command and press the Enter key to create and configure the WICPDB database: db2 -tf create -f <BPM Banking Pack_Install_path>/solution-scenarios/new-account-opening/scripts/ banking-new-account-opening-db.ddl The database with the required tables are created and a success message is displayed. Chapter 3. Installing the Business Process Manager Banking Pack 43

50 d. Close the command console window. 2. Log on to the IBM Process Serer administratie console. 3. Configure user security for the database: a. Go to Security > Global security. b. Expand Jaa Authentication and Authorization Serice and click J2C authentication data. c. Click New, specify the following details, click Apply, and then click Sae. Alias: WICP User ID: <DB2_username> Password: <DB2_password> 4. Create a JDBC proider for the database: Note: You can skip this step for creating the data source, if the data source already exists. a. Go to Resources > JDBC > JDBC proiders. b. Select Node=<Node_name>, <serer1> from the list. c. Click New, enter the following alues, and then click Next: Database type: DB2 Proider type: DB2 Uniersal JDBC Drier Proider Implementation type: XA data source d. Click Next, click Finish, and then click Sae. 5. Configure the data source: a. Go to Resources > JDBC > JDBC proiders > DB2 Uniersal JDBC Drier Proider (XA). b. Click Data sources and click New. c. Enter jdbc/wicpdb for the JNDI name and click Next. d. Enter the following alues and click Next: Drier type: 4 Database name: WICPDB Serer name: Serer name or ip address of the DB2 serer, such as localhost Port number: Port number on which DB2 is running (The default alue is 50000) e. Enter the following alues and click Next: Component-managed authentication alias: <Node_name>/WICP f. Verify the database details, click Finish, and then click Sae. 6. Verify the data source connection: a. Go to Resources > JDBC > Data sources. b. From the Scope list, select Node=<Node_name>, <serer1>. c. Select DB2 Uniersal JDBC Drier XA DataSource and click Test Connection. This tests the database connection, and a confirmation message is displayed when the connection to the WICPDB is successful. 7. Restart IBM Process Serer. Configuring Business Space Themes: 44 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

51 Business Space themes can be customized according to your requirements. This task inoles copying the releant files into the theme folder of the Business Space installation. Before you begin You can use web-based Distributed Authoring and Versioning (WebDAV) to make and deploy custom theme changes to Business Space pages. The steps below describe how to connect to a WebDAV folder using Windows. Howeer, there are arious third-party tools aailable for connecting to a WebDAV folder. Note: Connecting to a WebDAV folder using the steps proided here is only supported by Windows XP. If you hae Business Space installed on a different ersion of Windows and you want to customize business spaces, you need to connect using a different machine with a supported operating system, or you need to use a third-party tool to interact with WebDAV. To create the WebDAV folder, perform the following steps: 1. Ensure that WebSphere Application Serer and Business Space are running. 2. Open My Network Places. Note: If My Network Places is not displayed on your desktop, perform the following steps: a. Click Start > Run. b. Type gpedit.msc and press Enter. c. Go to Local Computer Policy > Administratie Templates > Desktop > Hide My Network Places. d. Double-click Disabled and click OK. 3. Click Add a network place and click Next. 4. Click Choose another network location and click Next. 5. In the Internet or network address box, enter <BSPACE_HOST>:<BSPACE_PORT>/mum/mycontenthandler/mm/da/filestore and click Next. About this task To configure Business Space Themes, perform the following steps: Procedure 1. Go to the <Install-folder>/solution-scenarios/new-account-opening/ runtime/bspace/theme folder and extract banking-theme.zip. 2. Open the folder with the extracted files. Note: As an alternatie to steps 1 and 2, you can use the files from the theme/wicp-banking folder. 3. Copy the better-banking folder to the mycontenthandler/mm/da/filestore/login folder. 4. Update the com.ibm.bspace.login.style ariable by performing the following steps: Note: You must skip this step if you installed the Solution Scenario using scripts because the script updates the com.ibm.bspace.login.style ariable: Chapter 3. Installing the Business Process Manager Banking Pack 45

52 a. Log on to IBM Process Serer administratie console. b. Go to Resources > Resource Enironment > Resource Enironment Proiders > Mashups_ConfigSerice > Custom Properties. c. Click com.ibm.bspace.login.style and update the Value to better-banking. d. Sae the changes. 5. Go to the <Install-folder>/solution-scenarios/new-account-opening/ runtime/bspace/theme folder and open the folder with the extracted files from step 1. a. Copy spacestyles/betterbankingtheme.js to bspacetheme/spacestyles. b. Copy the BetterBankingTheme folder to the mum/mycontenthandler/mm/da/filestore/public/themes/bspacetheme/ spacestyles folder. c. Create a backup of the original styleresources.js file from the public/themes/bspacetheme/spacestyles/nls folder and then copy nls/styleresources.js to the mycontenthandler/mm/da/filestore/public/themes/bspacetheme/ spacestyles/nls folder. 6. Naigate to using a web browser and log on to Business Space as an administrator. 7. Verify that the login page for Banking is displayed. Configuring user access for iewing the IBM Business Monitor widget: After you create the users and groups in IBM Process Serer, the appropriate access needs to be granted to the users to iew the releant data in Business Space. About this task To configure user access in IBM Process Serer to iew the IBM Business Monitor widget, perform the following steps: Procedure 1. Log on to the IBM Process Serer administratie console as an administrator. 2. Click Security > Monitor Data Security > root. Note: For more information about IBM Business Monitor data security, refer to the IBM Business Monitor documentation. 3. From the Models pane, select the application. 4. Expand Business-Manager and click edit for Users. 5. Enter a name to search for the user, such as bk_peter and bk_susan, select the name and moe it to the Selected list, and then click OK. 6. Repeat the preious steps for the Personal-KPI-Administrator, the Public-KPI-Administrator, and the KPI-Administrator roles. 7. Click OK. Configuring user access for Business Space: The Solution Scenario proided with the Business Process Manager Banking Pack includes pre-configured pages and widgets that can be imported into the Business 46 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

53 Space. After importing these pre-configured pages, the Business Space displays the customized pages releant to the Solution Scenario. About this task To configure user access for Business Space, perform the following steps: Procedure 1. Log on to Business Space as an administrator. 2. Import the New Account Opening business space by performing the following steps: a. Click Manage Spaces > Import Space. b. Click Browse, gotothe <Install-folder>/solution-scenarios/newaccount-opening/runtime/bspace/spacedata folder, select the new-account-opening-space-data.zip file, click OK, and then click Done. 3. Add sharing rights for the Business Space pages by performing the following steps: a. Click Manage Spaces. b. For the New Account Opening space, click Actions > Share. c. Expand the Search for Group list and click Group Search, enter *, and press the Enter key. The page for assigning rights is displayed, as shown in the following figure. Figure 13. Search a group d. Add the All Authenticated Users group to the Add to View list and click Sae. e. Expand New Account Opening Space. f. For the Getting Started page, click Actions > Share. g. Expand the Search for Group list and click Group Search, enter *, and press the Enter key. h. Add the All Authenticated Users group to the Add to View list and click Sae. i. For the My Tasks page, click Actions > Share. j. Expand the Search for Group list and click Group Search, enter *, and press the Enter key. k. Add the groups that must iew the page to the Add to Edit list and click Sae. Chapter 3. Installing the Business Process Manager Banking Pack 47

54 l. Similarly, add the sharing rights for the other pages using the information shown in Table 1. Note: In the preious step, you must add users to the Add to edit list if you want to gie rights to a user to edit the page. For example, add Peter, the Bank Manager, to the Add to Edit list for the New Account Opening Process page. Ensure that you clear the Include iewers from parent check box and the Include editors from parent check box. Table 9. Updating the page sharing rights New Account Roles/Pages Getting Started My Tasks Opening Dashboard Customer Yes Yes N/A Bank Officer Yes Yes N/A Bank Manager Yes Yes Yes LOB Manager Yes N/A Yes Table 10. Create groups and users Group User User ID Password Customer Adam Smith bk_adam password Bank Officer Jay Walk bk_jay password Bank Manager Peter Henderson bk_peter password LOB Manager Susan Thomas bk_susan password m. Click Done. You can now iew the Solution Scenario in Business Space. To iew the Solution Scenario, click Go to Spaces > New Account Opening. 48 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

55 Chapter 4. Verifying a successful installation of Business Process Manager Banking Pack Verifying successful installation inoles using the Asset Naigator to iew the assets installed and their relationships with different assets that are proided with the BPM Industry Packs. The assets that are installed during the BPM Industry Packs installation can be erified by iewing the assets in their installation locations. Verifying a successful installation using the Asset Naigator The Asset Naigator proides detailed information about the assets that are aailable in the pack. It mentions the tools required by an asset, bundling format, standard associated with an asset, and so on. Before you begin Note: The Asset Naigator is installed during the IBM Business Process Manager Banking Pack installation. Ensure that the following prerequisites hae been met. Web browsers - For more information about the Web browsers that the BPM Banking Pack supports, see Detailed installation requirements on page 9 WebSphere Application Serer - For more information about the WebSphere Application Serer that the BPM Banking Pack supports, see Detailed installation requirements on page 9 About this task Verify a successful installation of the BPM Banking Pack using the following steps. Procedure 1. Naigate to the <Install-folder> location. 2. Double-click the Launch-Naigator.bat file to start the serer. 3. After the serer is started, a Web browser is launched with the URL The Home page of the Asset Naigator is launched after the serer starts. 4. Click Search Assets to open the Search page. 5. Enter the name of the asset that you want to find and click Search ( ). 6. View the list displayed to find the asset that you require. 7. After you hae completed the search, close the Web browser and naigate to the <Install-folder> location. 8. Double-click the Stop-Naigator.bat file to stop the serer. What to do next The procedure proided is used to run a basic search for finding the asset names that were installed after installation. For more information about performing adanced searches to find relationships between different installed assets, see the Copyright IBM Corp. 2006,

56 Asset Naigator documentation for the BPM Banking Pack. Verifying a successful installation using the installation locations To erify the IBM Business Process Manager Banking Pack installation, naigate to the respectie installation folder to iew the assets installed. Browse to the <Install-folder>/assets folder. Within the assets folder, you see folders for the following assets that are included in the pack: Capability Models Process Models Serice Models Common Components Business Vocabulary Business Object Model The artifacts included in these folders can be imported into IBM Business Process Manager and other IBM deelopment tools. Refer to the following table for a detailed description of the artifacts proided for each asset type, including the artifact type, packaging, and location of the artifact. Note: The artifacts distributed for WebSphere Dynamic Process Edition (WDPE) assets in preious ersions of the BPM Banking Pack are included in a wdpe subfolder, whereer applicable. Table 11. BPM Banking Pack Assets installation location Asset name Artifact types Packaging Installation location Capability Models Process Models WebSphere Business Compass Artifacts IBM Process Designer Artifacts WebSphere Business Modeler Artifacts WebSphere Business Compass archie file (.bca) IBM Process Designer Functional Toolkits (.twx) Implementation Models - Modeler Archies (.mar) Analysis Models - Modeler Archies (.mar) Library Models - Modeler Archies (.mar) <Install-folder>/ assets/capabilitymodels <Install-folder>/ assets/processmodels Implementation Models - <Install-folder>/ assets/processmodels/wdpe/ implementationmodels Physical Models - <Install-folder>/ assets/processmodels/wdpe/ analysis-models Library Models - <Install-folder>/ assets/processmodels/wdpe/ library-models 50 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

57 Table 11. BPM Banking Pack Assets installation location (continued) Asset name Artifact types Packaging Installation location Serice Models IBM Integration Designer Artifacts Common Components Business Vocabulary Business Object Model WebSphere Business Serices Fabric Artifacts IBM Integration Designer Artifacts Rational Software Architect Artifacts IBM Integration Designer Artifacts WebSphere Business Serices Fabric Artifacts Rational Software Architect Artifacts SCA libraries - Project Interchanges (.zip) Fabric Content Archie (.jar) SCA libraries - Project Interchanges (.zip) Project Interchange (.zip) Project Interchange (.zip) Fabric Content Archie (.jar) Project Interchange (.zip) <Install-folder>/ assets/sericemodels <Install-folder>/ assets/sericemodels/processserices <Install-folder>/ assets/sericemodels/wdpe SCA Modules - <Install-folder>/ assets/commoncomponents <Install-folder>/ assets/commoncomponents/ utilities <Install-folder>/ assets/businessocabulary <Install-folder>/ assets/businessocabulary/wdpe <Install-folder>/ assets/businessobject-model Chapter 4. Verifying a successful installation of Business Process Manager Banking Pack 51

58 Table 11. BPM Banking Pack Assets installation location (continued) Asset name Artifact types Packaging Installation location Solution Scenario: New Account Opening IBM Process Designer Artifacts IBM Integration Designer Artifacts Business Space Artifacts Shared Libraries IBM Process Serer Artifacts IBM Process Designer Process Application SCA libraries - Project Interchanges (.zip) SCA modules - Project Interchanges (.zip) Mediation Module Mock Serice Module ILOG Mediation Module Business Space data - Business Space data file (.zip) Business Space Theme Fabric Content Archie JAR files (.jar) Enterprise Archie (.ear) Installation scripts IBM Process Designer Artifacts - <Install-folder>/ solutionscenarios/newaccount-opening/ source <Install-folder>/ solution-scenarios/ new-accountopening/source Business Space data - <Install-folder>/ solutionscenarios/newaccount-opening/ runtime/bspace/ spacedata Business Space Theme - <Install-folder>/ solutionscenarios/newaccount-opening/ runtime/bspace/ theme Business Space Shared Libraries - <Install-folder>/ solution-scenarios/ new-accountopening/runtime/ shared-libraries <Install-folder>/ solution-scenarios/ new-accountopening/runtime <Install-folder>/ solution-scenarios/ new-accountopening/scripts 52 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

59 Table 11. BPM Banking Pack Assets installation location (continued) Asset name Artifact types Packaging Installation location Solution Scenario: Corporate Payments Business Space Artifacts Fabric Projects Business Space data file (.zip) Business Space Theme Fabric Content Archies (.jar) Business Space data - <Install-folder>/ solutionscenarios/wdpe/ corporatepayments/bspace/ spacedata Business Space Theme - <Install-folder>/ solutionscenarios/wdpe/ corporatepayments/bspace/ theme <Install-folder>/ solution-scenarios/ wdpe/corporatepayments/fabric/ projects Modeler Projects Implementation Models - Modeler Archie (.mar) Analysis Models - Modeler Archie (.mar) Monitor Artifacts Monitor Projects - Project Interchange (.zip) Shared Libraries Fabric Content Archie JAR files (.jar) Implementation Models - <Install-folder>/ solutionscenarios/wdpe/ corporatepayments/modeler/ projects/ implementationmodels Analysis Models - <Install-folder>/ solutionscenarios/wdpe/ corporatepayments/modeler/ projects/ analysis-models Monitor Model - <Install-folder>/ solution-scenarios/ wdpe/corporatepayments/monitor/ projects <Install-folder>/ solution-scenarios/ wdpe/corporatepayments/wps/ runtime/sharedlibraries Chapter 4. Verifying a successful installation of Business Process Manager Banking Pack 53

60 Table 11. BPM Banking Pack Assets installation location (continued) Asset name Artifact types Packaging Installation location Solution Scenario: Mortgage Refinancing IBM Integration Designer Artifacts Alerts-related Artifacts IBM Process Serer Artifacts Business Space Artifacts Fabric Projects SCA libraries - Project Interchanges (.zip) SCA modules - Project Interchanges (.zip) XML file (.xml) Enterprise Archie (.ear) Installation scripts Business Space data file (.zip) Business Space Theme Fabric Content Archies (.jar) SCA libraries - <Install-folder>/ solutionscenarios/wdpe/ corporatepayments/wid/ libraries SCA modules - <Install-folder>/ solutionscenarios/wdpe/ corporatepayments/wid/ modules <Install-folder>/ solution-scenarios/ wdpe/corporatepayments/actionalert Enterprise Archie (.ear) - <Install-folder>/ solution-scenarios/ wdpe/corporatepayments/wps/ runtime <Install-folder>/ solution-scenarios/ wdpe/corporatepayments/scripts Business Space data - <Install-folder>/ solutionscenarios/wdpe/ mortgagerefinancing/ bspace/spacedata Business Space Theme - <Install-folder>/ solutionscenarios/wdpe/ mortgagerefinancing/ bspace/theme <Install-folder>/ solution-scenarios/ wdpe/mortgagerefinancing/fabric/ projects 54 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

61 Table 11. BPM Banking Pack Assets installation location (continued) Asset name Artifact types Packaging Installation location Modeler Projects Implementation Models - Modeler Archie (.mar) Analysis Models - Modeler Archie (.mar) Monitor Artifacts Monitor Projects - Project Interchange (.zip) Shared Libraries IBM Integration Designer Artifacts Alerts-related Artifacts Fabric Content Archie JAR files (.jar) SCA libraries - Project Interchanges (.zip) SCA modules - Project Interchanges (.zip) XML file (.xml) Implementation Models - <Install-folder>/ solutionscenarios/wdpe/ mortgagerefinancing/ modeler/projects/ implementationmodels Analysis Models - <Install-folder>/ solutionscenarios/wdpe/ mortgagerefinancing/ modeler/projects/ analysis-models Monitor Model - <Install-folder>/ solution-scenarios/ wdpe/mortgagerefinancing/ monitor/projects <Install-folder>/ solution-scenarios/ wdpe/mortgagerefinancing/wps/ runtime/sharedlibraries SCA libraries - <Install-folder>/ solutionscenarios/wdpe/ mortgagerefinancing/wid/ libraries SCA modules - <Install-folder>/ solutionscenarios/wdpe/ mortgagerefinancing/wid/ modules <Install-folder>/ solution-scenarios/ wdpe/mortgagerefinancing/actionalert Chapter 4. Verifying a successful installation of Business Process Manager Banking Pack 55

62 Table 11. BPM Banking Pack Assets installation location (continued) Asset name Artifact types Packaging Installation location Asset Naigator Uninstall IBM Process Serer Artifacts Asset Naigator Artifacts Uninstallation Artifacts Enterprise Archie (.ear) Monitor Model Mock Serices Reference Application Installation scripts Asset Naigator artifacts Asset Naigator launch (.bat) file Asset Naigator stop serer (.bat) file Uninstallation (.bat) file Enterprise Archie (.ear) - <Install-folder>/ solution-scenarios/ wdpe/mortgagerefinancing/wps/ runtime <Install-folder>/ solution-scenarios/ wdpe/mortgagerefinancing/scripts <Install-folder>/ asset-naigator/ browser <Install-folder>/ Launch- Naigator.bat <Install-folder>/ Stop-Naigator.bat <Install-folder>/ uninstall 56 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

63 Chapter 5. Uninstalling the Business Process Manager Banking Pack The IBM Business Process Manager Banking Pack can be uninstalled using the Installation Manager or using the batch file proided with the installation. If you hae installed the Solution Scenarios, you must uninstall them before uninstalling the industry pack. The following figure shows the scenarios aailable for uninstalling the BPM Banking Pack in the form of a flowchart. Figure 14. Uninstalling the BPM Banking Pack Uninstalling the New Account Opening Solution Scenario Uninstalling the Solution Scenario inoles using the uninstallation scripts proided with the Business Process Manager Banking Pack. You can also uninstall the Solution Scenario manually. Uninstalling the New Account Opening Solution Scenario on the IBM Business Process Manager Standard Before you can uninstall the Business Process Manager Banking Pack for the IBM Business Process Manager Standard, you must perform the steps proided in this section to uninstall the New Account Opening Solution Scenario. The uninstallation can be done using scripts or manually. The flowchart in the following figure shows the steps that are performed during the Solution Scenario uninstallation. Copyright IBM Corp. 2006,

64 Figure 15. Uninstalling the Solution Scenario Uninstalling the New Account Opening Solution Scenario using scripts You can execute the script file proided with the Business Process Manager Banking Pack to uninstall the New Account Opening Solution Scenario artifacts. Before you begin Ensure that the IBM Process Serer profile is started. Close any external processes that use the DB2 database. About this task Scope of the uninstall script: 1. Uninstalls the Solution Scenario application files. 2. Deletes the user to group mapping. 3. Deletes the users created. 4. Deletes the groups created. 5. Remoes the Solution Scenario-related DB2 database. 58 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

65 The script folder is copied to the installation folder when you install the Solution Scenario asset. You can use the script file from this folder to uninstall the BPM Banking Pack assets that are used by the Solution Scenario. To uninstall the Solution Scenario using scripts, perform the following steps: Procedure 1. Go to the <Install-folder>\solution-scenarios\new-account-opening\scripts folder. 2. Open the config.properties file using a text editor, update the alues for the following ariables, sae the changes, and close the file: IBM_Process_Serer_HOME HOSTNAME SOAPPORT HOSTPORT user password profilename cellname profilepath nodename Lombardi_home Note: Refer to the table that is gien later in this section for the install script parameters. Ensure that you specify the folder locations using double quotes ("). 3. Open a command prompt window. 4. Go to the <Install-folder>\solution-scenarios\new-account-opening\scripts folder. 5. Enter Uninstaller.bat, and press the Enter key. 6. The system prompts for an option, type 1 and press the Enter key. 7. You can iew a message displayed on the screen when the uninstallation is successful. 8. Archie the Solution Scenario process application from the IBM Process Designer. For more information about this task, see Archiing the IBM Process Designer-related configuration on page 60. Results You hae uninstalled the Solution Scenario. The parameters that you must proide for the script are gien in the following table. Table 12. Uninstallation script parameters Parameter [IBM_Process_SererHOME] [HOSTNAME] Location Specify the IBM Process Serer installation folder location. Specify the IP address of the computer. Chapter 5. Uninstalling the Business Process Manager Banking Pack 59

66 Table 12. Uninstallation script parameters (continued) Parameter Location [SOAPPORT] 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Go to the Communications area and click Ports. 4. Use the SOAP_CONNECTOR_ADDRESS alue. [HOSTPORT] 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Go to the Communications area and click Ports. 4. Use the WC_defaulthost alue. [user] Specify the IBM Process Serer user name. [password] Specify the password for the user. [profilename] Specify the profile name used. [cellname] 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Click the Runtime tab. 4. Use the Cell Name alue. [profilepath] Specify the folder path for the profile. [NODE_NAME] 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Click the Configuration tab. 4. Use the Node Name alue. [Lombardi_home] Specify the folder path for the IBM Business Process Management installation. For example, <IBMProcessSerer_path>\BPM\ Lombardi. Uninstalling the New Account Opening Solution Scenario manually Uninstalling the New Account Opening Solution Scenario manually inoles remoing the user access and the database for the Solution Scenario. Archiing the IBM Process Designer-related configuration: 60 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

67 Archiing the IBM Process Designer-related configuration inoles logging on to IBM Process Designer to archie the deployed files and configuration. About this task To uninstall the IBM Process Designer-related configuration, perform the following steps: Procedure 1. Start the IBM Process Designer. 2. From the Process Apps tab, click NEW ACCOUNT OPENING. 3. Click Archie to archie the snapshot. Remoing the user registry in IBM Process Serer: Remoing the user registry in IBM Process Serer inoles deleting the groups and users created in IBM Process Serer for the Solution Scenario. About this task To remoe the user registry in IBM Process Serer, perform the following steps: Procedure 1. Log on to the IBM Process Serer administratie console. 2. Go to Users and Groups > Manage Groups and click Search. 3. Select the Customer, Bank Officer, Bank Manager, and LOB Manager groups and click Delete. 4. Go to Users and Groups > Manage Users and click Search. 5. Select the roles bk_adam, bk_jay, bk_peter, and bk_susan and click Delete. Remoing the database: You must delete the tables, log on to IBM Process Serer, and remoe the database configurations to remoe the DB2 database. About this task To remoe the database, perform the following steps: Procedure 1. Log on to the IBM Process Serer administratie console. 2. Click Security > Global Security > Jaa Authentication and Authorization Serice > J2C authentication data. 3. Delete the user identity that you configured, that is the row for the user ID WICP. 4. Click Resources > JDBC > JDBC proider. 5. Delete the DB2 Uniersal JDBC Drier Proider (XA) for the jdbc/wicp datasource. 6. Click Resources > JDBC > Data sources. 7. Delete the DB2 Uniersal JDBC Drier XA DataSource data source that you created for jdbc/wicpdb. 8. Restart the IBM Process Serer serer. Chapter 5. Uninstalling the Business Process Manager Banking Pack 61

68 9. Start DB Drop the WICPDB database. Uninstalling the New Account Opening Solution Scenario on the IBM Business Process Manager Adanced Before you can uninstall the Business Process Manager Banking Pack for the IBM Business Process Manager Adanced, you must perform the steps proided in this section to uninstall the New Account Opening Solution Scenario. The uninstallation can be done using scripts or manually. The flowchart in the following figure shows the steps that are performed during the Solution Scenario uninstallation. 62 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

69 Figure 16. Uninstalling the Solution Scenario Chapter 5. Uninstalling the Business Process Manager Banking Pack 63

70 Uninstalling the New Account Opening Solution Scenario using scripts You can execute the script file proided with the Business Process Manager Banking Pack to uninstall the New Account Opening Solution Scenario artifacts. Before you begin Ensure that the IBM Process Serer profile is started. Close any external processes that use the DB2 database. Perform the following steps if you hae inoked the Solution Scenario end-to-end one or more times. 1. Log on to Business Process Choreographer as an administrator. 2. From Tasks Instances, click Administer By Me. 3. Select the text boxes for the tasks with the Finished state, and click Delete. 4. Select the text boxes for the tasks with the Running state, click Terminate, and then click Delete. About this task Scope of the uninstall script: 1. Uninstall the Solution Scenario application files. 2. Delete the user to group mapping. 3. Delete the users created. 4. Delete the groups created. 5. Deletes the customized Solution Scenario Business Space theme folders. 6. Remoes the Solution Scenario-related DB2 database. The script folder is copied to the installation folder when you install the Solution Scenario asset. You can use the script file from this folder to uninstall the BPM Banking Pack assets that are used by the Solution Scenario. To uninstall the Solution Scenario using scripts, perform the following steps: Procedure 1. Go to the <Install-folder>\solution-scenarios\new-account-opening\ scripts folder. 2. Open the config.properties file using a text editor, update the alues for the following ariables, sae the changes, and close the file: IBM_Process_Serer_HOME HOSTNAME SOAPPORT HOSTPORT user password profilename cellname profilepath nodename Lombardi_home 64 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

71 Note: Refer to the table that is gien later in this section for the install script parameters. Ensure that you specify the folder locations using double quotes ("). 3. Open a command prompt window. 4. Go to the <Install-folder>\solution-scenarios\new-account-opening\ scripts folder. 5. Enter Uninstaller.bat, and press the Enter key. 6. The system prompts for an option, type 2 and press the Enter key. 7. You can iew a message displayed on the screen when the uninstallation is successful. 8. Archie the Solution Scenario process application from the IBM Process Designer. For more information about this task, see Archiing the IBM Process Designer-related configuration on page Perform the steps from Remoing Business Space themes on page Remoe the shared libraries for the Solution Scenario. For more information about this task, see Uninstalling the shared libraries on page 69. Results You hae uninstalled the Solution Scenario. The parameters that you must proide for the script are gien in the following table. Table 13. Uninstallation script parameters Parameter [IBM_Process_SererHOME] [HOSTNAME] [SOAPPORT] [HOSTPORT] [user] [password] [profilename] Location Specify the IBM Process Serer installation folder location. Specify the IP address of the computer. 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Go to the Communications area and click Ports. 4. Use the SOAP_CONNECTOR_ADDRESS alue. 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Go to the Communications area and click Ports. 4. Use the WC_defaulthost alue. Specify the IBM Process Serer user name. Specify the password for the user. Specify the profile name used. Chapter 5. Uninstalling the Business Process Manager Banking Pack 65

72 Table 13. Uninstallation script parameters (continued) Parameter [cellname] [profilepath] [NODE_NAME] [Lombardi_home] Location 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Click the Runtime tab. 4. Use the Cell Name alue. Specify the folder path for the profile. 1. Log on to the IBM Process Serer administratie console. 2. Click Serers > Serer Types > WebSphere application serers, and then click serer1 in the naigation pane. 3. Click the Configuration tab. 4. Use the Node Name alue. Specify the folder path for the IBM Business Process Management installation. For example, <IBMProcessSerer_path>\BPM\ Lombardi. Uninstalling the New Account Opening Solution Scenario manually Uninstalling the New Account Opening Solution Scenario manually inoles uninstallation of the related EAR files, remoing the Solution Scenario related space, clearing the user registry, and remoing user access. Remoing the Solution Scenario-related space from Business Space: The Solution Scenario-related space is remoed by logging on to Business Space. About this task To remoe the Solution Scenario-related space from Business Space, perform the following steps: Procedure 1. Log on to Business Space using the user name and password created during the user registry configuration. 2. In the Business Space Manager window, click Manage Spaces. 3. Select the New Account Opening space and click Actions > Delete. Remoing Business Space themes: The Solution Scenario-related space is achieed by remoing the Business Space-related files from the IBM Process Serer installation folder. About this task To remoe Business Space themes, perform the following steps: 66 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

73 Procedure 1. Log on to IBM Process Serer administratie console. 2. Go to Resources > Resource Enironment > Resource Enironment Proiders > Mashups_ConfigSerice > Custom Properties. 3. Click com.ibm.bspace.login.style and update the Value to bspace. 4. Sae the changes. 5. Go to the filestore/login folder and delete better-banking. 6. Go to public/themes/bspacetheme/spacestyles and delete BetterBankingTheme.js. 7. Go to public/themes/bspacetheme/spacestyles and delete the BetterBankingTheme. 8. Go to public/themes/bspacetheme/spacestyles/nls, delete styleresources.js, and rename the.js file that you backed up while configuring the Solution Scenario to styleresources.js. 9. Go to My Network Places and delete the WebDAV folder. Uninstalling the Solution Scenario-related EAR files: Uninstalling the Solution Scenario related EAR files inole logging on to IBM Process Serer administratie console to uninstall the deployed EAR files. Before you begin Perform the following steps if you hae inoked the Solution Scenario end-to-end one or more times. 1. Log on to Business Process Choreographer as an administrator. 2. From Tasks Instances, click Administer By Me. 3. Select the text boxes for the tasks with the Finished state, and click Delete. 4. Select the text boxes for the tasks with the Running state, click Terminate, and then click Delete. About this task To uninstall the Solution Scenario-related EAR files, perform the following steps: Procedure 1. Log on to the IBM Process Serer administratie console. 2. Click Application > Application Types > WebSphere enterprise applications. 3. Select BCP_New_Account_Opening_Mediation and BCP_New_Account_Opening_Mock_Serices. 4. Click Uninstall to uninstall these EAR files. 5. From the left naigation bar, click Applications > Monitor Models. 6. For the BCP_New_Account_Opening_MM, click the link under the Version header. 7. Click Purge and Archie Instance Data, click Purge, and then click Yes. 8. From the left naigation bar, click Applications > Monitor Models. 9. For the BCP_New_Account_Opening_MM, click the link under the Version header. Chapter 5. Uninstalling the Business Process Manager Banking Pack 67

74 10. Click Manage schema. 11. Click Run Delete Schema Script. 12. View the success message that is displayed and click Apply > OK. 13. Verify that the schema created is undeployed. 14. From the left naigation bar, click Applications > Application Types > WebSphere enterprise applications. 15. Select the monitor application BCP_New_Account_Opening_MM check box, and click Stop. 16. Select the monitor application BCP_New_Account_Opening_MM check box, and click Uninstall. 17. Click OK > Sae and erify that the monitor model is uninstalled. Remoing the database: You must delete the tables, log on to IBM Process Serer, and remoe the database configurations to remoe the DB2 database. About this task To remoe the database, perform the following steps: Procedure 1. Log on to the IBM Process Serer administratie console. 2. Click Security > Global Security > Jaa Authentication and Authorization Serice > J2C authentication data. 3. Delete the user identity that you configured, that is the row for the user ID WICP. 4. Click Resources > JDBC > JDBC proider. 5. Delete the DB2 Uniersal JDBC Drier Proider (XA) for the jdbc/wicp datasource. 6. Click Resources > JDBC > Data sources. 7. Delete the DB2 Uniersal JDBC Drier XA DataSource data source that you created for jdbc/wicpdb. 8. Restart the IBM Process Serer serer. 9. Start DB Drop the WICPDB database. Archiing the IBM Process Designer-related configuration: Archiing the IBM Process Designer-related configuration inoles logging on to IBM Process Designer to archie the deployed files and configuration. About this task To uninstall the IBM Process Designer-related configuration, perform the following steps: Procedure 1. Start the IBM Process Designer. 2. From the Process Apps tab, click NEW ACCOUNT OPENING. 3. Click Archie to archie the snapshot. 68 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

75 Remoing the user registry in IBM Process Serer: Remoing the user registry in IBM Process Serer inoles deleting the groups and users created in IBM Process Serer for the Solution Scenario. About this task To remoe the user registry in IBM Process Serer, perform the following steps: Procedure 1. Log on to the IBM Process Serer administratie console. 2. Go to Users and Groups > Manage Groups and click Search. 3. Select the Customer, Bank Officer, Bank Manager, and LOB Manager groups and click Delete. 4. Go to Users and Groups > Manage Users and click Search. 5. Select the roles bk_adam, bk_jay, bk_peter, and bk_susan and click Delete. Uninstalling the shared libraries: Uninstalling the shared libraries inoles deleting the folders created for the shared libraries and the IBM Process Serer configuration. About this task To uninstall the shared libraries, perform the following steps: Procedure 1. Remoe the shared library jar files. a. Stop the IBM Process Serer. b. Delete the shared library jar files for the Solution Scenario from the following locations. For the list of Solution Scenario shared libraries, see the appendix in the Deeloper's guide. <IBM_Process_Serer_HOME>/lib/ext <IBM_Process_Serer_HOME>/profiles/<serer_profile>/bankingshared-libraries 2. Remoe the IBM Process Serer shared library settings. a. Start the IBM Process Serer. b. Log on to the IBM Process Serer administratie console. c. Go to Serers > Serer Types > WebSphere application serers > serer1 > Jaa and Process Management > Class loader. d. Identify the classloader for the BankingSharedLibraries. You will need the classloader name to delete the classloader. 1) Click a classloader. 2) Click the shared library reference link. 3) Verify the library name. 4) Click the check box for the BankingSharedLibraries and click Remoe. 5) Click Sae. e. Remoe the shared library. 1) Go to Enironment > Shared libraries, and from the Scope list select Node=<Node_Name>, Serer=<Serer_Name>. Chapter 5. Uninstalling the Business Process Manager Banking Pack 69

76 2) Click the BankingSharedLibraries check box. 3) Click Delete and then click Sae. f. Remoe the enironment ariable for the shared library. 1) Go to Enironment > WebSphere ariables, and from the Scope list select Node=<Node_Name>, Serer=<Serer_Name>. 2) Click the BANKING_SHARED_LIB_PATH check box. 3) Click Delete and then click Sae. Uninstalling the Asset Optimization Utility To uninstall the Asset Optimization Utility, you need to remoe the related JAR file from the IBM Rational Software Architect install location. About this task To uninstall the Asset Optimization Utility, perform the following steps: Procedure 1. Exit all instances of IBM Rational Software Architect. 2. Naigate to the <SDP_HOME>/plugins folder. 3. Delete the ifw-export-to-wicp-plugin.jar file. 4. Start IBM Rational Software Architect. Uninstalling the Business Process Manager Banking Pack using the Installation Manager The IBM Business Process Manager Banking Pack can be uninstalled using the IBM Installation Manager. Using the Installation Manager inoles using a wizard to uninstall the artifacts. Uninstalling using the Installation Manager - Snapshot There are multiple steps inoled in the uninstallation of the IBM Business Process Manager Banking Pack when using the IBM Installation Manager. The flowchart shown in the figure below depicts the high leel steps. Note: When you uninstall the BPM Banking Pack using the Installation Manager, the artifacts that were installed during installation are uninstalled. If you hae configured the Solution Scenarios using the installation script, see the uninstallation steps to uninstall the Solution Scenarios-related artifacts. 70 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

77 Figure 17. Uninstallation using the Installation Manager - Snapshot Uninstalling using the Installation Manager - Steps The IBM Business Process Manager Banking Pack can be uninstalled using the Uninstall option in the IBM Installation Manager. Before you begin Ensure that if you hae installed the Solution Scenarios asset, you uninstall all the deployed applications related to them before uninstalling the industry pack. For Chapter 5. Uninstalling the Business Process Manager Banking Pack 71

78 more information, see Chapter 5, Uninstalling the Business Process Manager Banking Pack, on page 57. About this task Uninstall an existing installation by performing the following steps: Procedure 1. Close all the programs that are currently using the Installation Manager. 2. Start the Installation Manager. 3. Click Uninstall. The Uninstall Packages page is displayed. 4. Select the check box for the BPM Banking Pack installation that you want to uninstall and click Next. 5. Reiew your selection on the Summary page, and click Uninstall. 6. If the uninstallation is successful, a summary page with a success message is displayed. Click Finish to close the installation wizard. What to do next The log files related to the uninstallation can be iewed to erify a successful uninstallation. On the final summary page of the wizard, click View Log File to iew the log file. Uninstalling the Business Process Manager Banking Pack using scripts The IBM Business Process Manager Banking Pack can be uninstalled using the batch file proided with the installation. Before you begin Note: For using the following procedure to uninstall the BPM Banking Pack, you must ensure that Installation Manager is installed in the default location, which is C:\Program Files\IBM\Installation Manager. If you hae not installed Installation Manager in the default path, uninstall the BPM Banking Pack using the Uninstall option in the Installation Manager. For more information, see Uninstalling the Business Process Manager Banking Pack using the Installation Manager on page 70. Ensure that you stop the Asset Naigator before uninstalling the BPM Banking Pack. If you hae installed the Solution Scenario asset, ensure that you uninstall all the deployed applications related to them before uninstalling the industry pack. For more information, see the Uninstalling the New Account Opening Solution Scenario on page 57 section. About this task To uninstall the BPM Banking Pack using scripts, perform the following steps: 72 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

79 Procedure 1. Naigate to the <Install-folder>\uninstall folder. 2. Double-click the uninstall.bat file. 3. Select the check box for the BPM Banking Pack installation that you want to uninstall and click Next. 4. Reiew your selection on the Summary page, and click Uninstall. 5. If the uninstallation is successful, a summary page with a success message is displayed. Click Finish to close the installation wizard. What to do next The log files related to the uninstallation can be iewed to erify a successful uninstallation. On the final summary page of the wizard, click View Log File to iew the log file. Chapter 5. Uninstalling the Business Process Manager Banking Pack 73

80 74 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

81 Chapter 6. Migrating the Business Process Manager Banking Pack Migration scenarios related to migrating from one ersion to the current ersion of the Business Process Manager Banking Pack are proided in this section. Migrating from an earlier ersion to ersion 7.5 If you hae IBM Business Process Manager Banking Pack assets from earlier ersions, you can use the information proided in this section to migrate to the ersion 7.5. The following table proides the mapping between the assets proided with the earlier ersion of the BPM Banking Pack and ersion 7.5. Table 14. Mapping between assets proided with the earlier ersions of BPM Banking Pack and ersion 7.5 Assets in WebSphere Banking Payments Content Pack in ersion 6.2 Banking Capability and Process Maps Artifact Type in WebSphere Banking Payments Content Pack ersion 6.2 Fabric Content Archie (.jar), Rational Software Architect (RSA) Model Assets in WebSphere Banking Content Pack ersion 7.0 Banking Capability Models N/A N/A Banking Process Models Banking Serice Interfaces Banking Business Object Model Fabric Content Archie (.jar), IBM Integration Designer Project Interchange (.zip) file Rational Software Architect (RSA) Model Banking Serice Models Banking Business Object Model Artifact Type in WebSphere Banking Content Pack ersion 7.0 Business Leader widgets in WebSphere Business Compass related artifacts (.bda) Modeler Archie (.mar) files IBM Integration Designer Project Interchange (.zip) file, Fabric Content Archie (.jar) Rational Software Architect (RSA) Model Assets in Business Process Manager Banking Pack ersion 7.5 Banking Capability Models Banking Process Models Banking Serice Models Banking Business Object Model Artifact Type in Business Process Manager Banking Pack ersion 7.5 Business Leader widgets in WebSphere Business Compass related artifacts (.bda) IBM Process Designer based Toolkits (.twx) file IBM Integration Designer Project Interchange (.zip) file Rational Software Architect (RSA) Model Copyright IBM Corp. 2006,

82 Table 14. Mapping between assets proided with the earlier ersions of BPM Banking Pack and ersion 7.5 (continued) Assets in WebSphere Banking Payments Content Pack in ersion 6.2 Banking Business Glossary Banking Common Serices Banking Reference Implemen tation Artifact Type in WebSphere Banking Payments Content Pack ersion 6.2 Fabric Content Archie (.jar), Rational Software Architect (RSA) Model Enterprise Archie (.ear) files, IBM Process Serer, IBM Integration Designer Project Interchange (.zip) file, Enterprise Archie (.ear) file Assets in WebSphere Banking Content Pack ersion 7.0 Banking Business Vocabulary Banking Common Components Banking Solution Scenarios Artifact Type in WebSphere Banking Content Pack ersion 7.0 Fabric Content Archie (.jar) IBM Integration Designer Project Interchange (.zip) file IBM Integration Designer Project Interchange (.zip) file, Enterprise Archie (.ear) file Assets in Business Process Manager Banking Pack ersion 7.5 Banking Business Vocabulary Banking Common Components Banking Solution Scenarios Artifact Type in Business Process Manager Banking Pack ersion 7.5 IBM Integration Designer based ocabulary IBM Integration Designer Project Interchange (.zip) file IBM Process Designer based Process Application, IBM Integration Designer Project Interchange (.zip) file, Enterprise Archie (.ear) file The BPM Banking Pack ersion 7.5 supports the following platforms: Client platforms: Microsoft Windows XP (Professional; 32-bit, 64-bit), Microsoft Windows XP (Professional; 32-bit) with Federal Desktop Core Configuration (FDCC), Microsoft Windows Vista (Enterprise, Business, Ultimate; 32-bit, 64-bit), Microsoft Windows Vista (Enterprise; 32-bit) with FDCC, Microsoft Windows 7 (Ultimate, Professional, Enterprise; 32-bit, 64-bit) Serer platforms: Microsoft Windows Serer 2003 (Enterprise Edition, R2 Enterprise Edition, Standard Edition, R2 Standard Edition; 32-bit, 64-bit), Microsoft Windows Serer 2008 (Enterprise Edition, Standard Edition; 32-bit, 64-bit), Microsoft Windows Serer 2008 (R2 Enterprise Edition, R2 Standard Edition; 64-bit) Migrating scenarios for the Business Process Manager Banking Pack ersion 7.5 You can migrate the existing assets proided with the earlier ersions of the industry pack to the current ersion of the industry pack. 76 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

83 Migrating from ersion to ersion 7.5 For the ersion 6.1.2, this section proides scenarios for migrating the Capability Models, Serice Models, Common Components, and the Business Object Model from the earlier ersion to the current ersion of the industry pack. Capability Models You can use the scenario proided in this section to migrate the Capability Models related to the earlier ersion to the current ersion of the industry pack. Importing Capability and Process Model into Rational Software Architect: You can use the information in this section to import the existing Capability Model and Process Model. Before you begin Ensure that the following prerequisite are complete: Rational Software Architect ersion is installed. FMT plugin with all profiles is installed. About this task To import Capability and Process Model, perform the following steps: Procedure 1. Start Rational Software Architect. 2. Import the Capability and Process Model project interchange file by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the earlier ersion of the Capability Model and Process Model Project Interchange file. Note: Naigate to the <Install-folder>\models\cpm folder to locate the capability model. d. Click the Select All option and click Finish. Results The model is successfully imported in Rational Software Architect without errors and warnings. Serice Models You can use the scenario proided in this section to migrate the Serice Models related to the earlier ersion to the current ersion of the industry pack. Importing the Serice Model in IBM Integration Designer: You can use the information in this section to import the existing Serice Model into IBM Integration Designer. Chapter 6. Migrating the Business Process Manager Banking Pack 77

84 Before you begin Ensure that the following prerequisite are complete: IBM Integration Designer is installed. Serice Model is aailable. Note: If errors are displayed during WebSphere Facet Update, upgrade the Jaa ersion to ersion 1.6 to resole the errors. About this task To import the Serice Model, perform the following steps: Procedure 1. Start IBM Integration Designer. 2. Switch to the Business Integration perspectie. 3. Import the Serice Model by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the Serice Model related SCA and SCA modules library (.zip) file. Note: Naigate to the <Install-folder>\projects\libraries and the <install folder>\projects\modules folder to locate the SCA and SCA modules library files. Note: You might hae to customize settings for WSDL and XSD alidation filtering. d. Click the Select All option and click Finish. Note: The IBM Integration Designer starts building the workspace. If any migration wizard is displayed, select the default options and proceed with the wizard. Note: If you see errors, shown with red cross marks, after importing the serice model in IBM Integration Designer, clean the workspace and iew the serice model to resole the errors. Results The Serice Model is successfully imported in IBM Integration Designer without errors and warnings. Common Components You can use the scenario proided in this section to migrate the Common Components related to the earlier ersion to the current ersion of the industry pack. Deploying run time artifacts in IBM Process Serer without Prism: You can use the information in this section to deploy the run time artifacts from the earlier ersion in IBM Process Serer without using prism. 78 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

85 Before you begin Ensure that the following prerequisite are complete: IBM Process Serer is installed and the serer is started. Common Components run time artifacts are aailable. Note: Naigate to the <Install-folder>\runtime folder to locate the run time artifacts. SoapScope is installed. About this task To deploy the run time artifacts, perform the following steps: Procedure 1. Log in to the IBM Process Serer administratie console. 2. Deploy the required run time artifacts in IBM Process Serer. 3. Launch any scope client to inoke the request using alid URL. 4. Edit the changes in the request and also proide alid URL (serice URL). Note: The sample URL for the Banking common serices is as proided in the following table: Table 15. URL for Banking common serices Common Serice Error Identification serice Rules Engine serice CCTI Validation serice CCTI Repair serice URL erroridentification serices/rulesserice serices/cctirepair 5. Hit the serices to inoke. Results The common serice is inoked successfully and a alid response is returned. Business Object Models You can use the following scenarios to migrate assets related to the Business Object Models to the current ersion of the industry pack. Import Business Object Models: You can use the information in this section to import the existing BOM into the Rational Software Architect ersion Chapter 6. Migrating the Business Process Manager Banking Pack 79

86 Before you begin Ensure that the following prerequisite are complete: Rational Software Architect ersion is installed. Business Object Model related to the existing release is aailable. About this task To import the Business Object Model, perform the following steps: Procedure 1. Start Rational Software Architect. 2. Switch to the Modelling perspectie. 3. Import the Business Object Model by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the earlier ersion Business Object Model. Note: Naigate to the <Install-folder>\assets\business-object-model\ rsa\models folder to locate the BOM. d. Click the Select All option and click Finish. Results After you import the Business Object Model, no errors or warnings are displayed. Solution Scenarios In this ersion, Reference Implementation was proided that included WebSphere Business Serices Fabric-based artifacts. The ersion 7.5 does not support WebSphere Business Serices Fabric components. In the current release, a new asset named Solution Scenarios is proided for the Business Process Manager Banking Pack that include scenarios, such as New Account Opening. Migrating from ersion 6.2 to ersion 7.5 For the ersion 6.2, this section proides scenarios for migrating the Capability Models, Serice Models, Common Components, and the Business Object Model from the earlier ersion to the current ersion of the industry pack. Capability Models You can use the scenario proided in this section to migrate the Capability Models related to the earlier ersion to the current ersion of the industry pack. Importing Capability and Process Model into Rational Software Architect: You can use the information in this section to import the existing Capability Model and Process Model. Before you begin Ensure that the following prerequisite are complete: Rational Software Architect ersion is installed. 80 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

87 FMT plugin with all profiles is installed. About this task To import Capability and Process Model, perform the following steps: Procedure 1. Start Rational Software Architect. 2. Import the Capability and Process Model project interchange file by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the earlier ersion of the Capability Model and Process Model Project Interchange file. Note: Naigate to the <Install-folder>\models\cpm folder to locate the capability model. d. Click the Select All option and click Finish. Results The model is successfully imported in Rational Software Architect without errors and warnings. Serice Models You can use the scenario proided in this section to migrate the Serice Models related to the earlier ersion to the current ersion of the industry pack. Importing the Serice Model in IBM Integration Designer: You can use the information in this section to import the existing Serice Model into IBM Integration Designer. Before you begin Ensure that the following prerequisite are complete: IBM Integration Designer is installed. Serice Model is aailable. Note: If errors are displayed during WebSphere Facet Update, upgrade the Jaa ersion to ersion 1.6 to resole the errors. About this task To import the Serice Model, perform the following steps: Procedure 1. Start IBM Integration Designer. 2. Switch to the Business Integration perspectie. 3. Import the Serice Model by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. Chapter 6. Migrating the Business Process Manager Banking Pack 81

88 c. Click Browse and select the Serice Model related SCA and SCA modules library (.zip) file. Note: Naigate to the <Install-folder>\projects\libraries and the <install folder>\projects\modules folder to locate the SCA and SCA modules library files. Note: You might hae to customize settings for WSDL and XSD alidation filtering. d. Click the Select All option and click Finish. Note: The IBM Integration Designer starts building the workspace. If any migration wizard is displayed, select the default options and proceed with the wizard. Note: If you see errors, shown with red cross marks, after importing the serice model in IBM Integration Designer, clean the workspace and iew the serice model to resole the errors. Results The Serice Model is successfully imported in IBM Integration Designer without errors and warnings. Common Components You can use the scenario proided in this section to migrate the Common Components related to the earlier ersion to the current ersion of the industry pack. Deploying run time artifacts in IBM Process Serer without Prism: You can use the information in this section to deploy the run time artifacts from the earlier ersion in IBM Process Serer without using prism. Before you begin Ensure that the following prerequisite are complete: IBM Process Serer is installed and the serer is started. Common Components run time artifacts are aailable. SoapScope is installed. About this task To deploy the run time artifacts, perform the following steps: Procedure 1. Log in to the IBM Process Serer administratie console. 2. Deploy the required run time artifacts in IBM Process Serer. 3. Launch any scope client to inoke the request using alid URL. 4. Edit the changes in the request and also proide alid URL (serice URL). Note: The sample URL for the Banking common serices is as proided in the following table: 82 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

89 Table 16. URL for Banking common serices Common Serice Error Identification serice Rules Engine serice URL erroridentification serices/rulesserice 5. Hit the serices to inoke. Results The common serice is inoked successfully and a alid response is returned. Business Object Models You can use the following scenarios to migrate assets related to the Business Object Models to the current ersion of the industry pack. Import Business Object Models: You can use the information in this section to import the existing BOM into the Rational Software Architect ersion Before you begin Ensure that the following prerequisite are complete: Rational Software Architect ersion is installed. Business Object Model related to the existing release is aailable. About this task To import the Business Object Model, perform the following steps: Procedure 1. Start Rational Software Architect. 2. Switch to the Modelling perspectie. 3. Import the Business Object Model by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the earlier ersion Business Object Model. Note: Naigate to the <Install-folder>\assets\business-object-model\ rsa\models folder to locate the BOM. d. Click the Select All option and click Finish. Results After you import the Business Object Model, no errors or warnings are displayed. Solution Scenarios In this ersion, Reference Implementation was proided that included WebSphere Business Serices Fabric-based artifacts. The ersion 7.5 does not support WebSphere Business Serices Fabric components. Chapter 6. Migrating the Business Process Manager Banking Pack 83

90 In the current release, a new asset named Solution Scenarios is proided for the Business Process Manager Banking Pack that include scenarios, such as New Account Opening. Migrating from ersion 7.0 to ersion 7.5 For the ersion 7.0, this section proides scenarios for migrating the Capability Models, Serice Models, Common Components, and the Business Object Model from the earlier ersion to the current ersion of the industry pack. Capability Models You can use the scenario proided in this section to migrate the Capability Models related to the earlier ersion to the current ersion of the industry pack. Importing the WebSphere Business Compass artifacts: You can use the information in this section to import the WebSphere Business Compass artifacts. Before you begin Ensure that the following prerequisite are complete: IBM Business Process Manager Adanced Process Center is installed. Adanced Profile for the Process Center Standalone is created. WebSphere Business Compass ersion is installed and augmented with the Process Center profile. Process Center serer is started. About this task To import the WebSphere Business Compass artifacts, perform the following steps: Procedure 1. Log in to Business Space. 2. Click Manage Space > Create Space. 3. Proide the name and description for the space, from the Create a new space using a template list, select Business Design Space, and then click Sae. 4. In the new space, click the Design tab and click Upload a local file to repository. 5. Click Browse, naigate to the.bda file location for the earlier ersion and select all the required files, and then click OK. Note: Naigate to the <Install-folder>\assets\capability-models\blw folder to locate the.bda file. Results The.bda file is successfully imported into Business Space without errors and warnings. Serice Models You can use the scenario proided in this section to migrate the Serice Models related to the earlier ersion to the current ersion of the industry pack. Importing the Serice Model in IBM Integration Designer: 84 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

91 You can use the information in this section to import the existing Serice Model into IBM Integration Designer. Before you begin Ensure that the following prerequisite are complete: IBM Integration Designer ersion 7.5 is installed. Serice Model is aailable. Note: If errors are displayed during WebSphere Facet Update, upgrade the Jaa ersion to ersion 1.6 to resole the errors. About this task To import the Serice Model, perform the following steps: Procedure 1. Start IBM Integration Designer. 2. Switch to the Business Integration perspectie. 3. Import the Serice Model by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the Serice Model related SCA library (.zip) file. Note: Naigate to the <Install-folder>\assets\serice-models\wid\ libraries to locate the Serice Model. Note: You might hae to customize settings for WSDL and XSD alidation filtering. d. Click the Select All option and click Finish. Note: The IBM Integration Designer starts building the workspace. If any migration wizard is displayed, select the default options and proceed with the wizard. Note: If you see errors, shown with red cross marks, after importing the serice model in IBM Integration Designer, clean the workspace and iew the serice model to resole the errors. Note: If the Version info out of sync with dependency information exception is displayed, right-click the error and click Quick Fix, to resole the error. Results The Serice Model is successfully imported in IBM Integration Designer without errors and warnings. Common Components You can use the scenario proided in this section to migrate the Common Components related to the earlier ersion to the current ersion of the industry pack. Importing and executing the IBM Integration Designer artifacts: Chapter 6. Migrating the Business Process Manager Banking Pack 85

92 You can use the information in this section to import and execute the IBM Integration Designer artifacts. Before you begin Ensure that the following prerequisite are complete: IBM Integration Designer is installed. IBM Process Serer is added to the IBM Integration Designer serer iew and is started. Common Components Project Interchange files are aailable. About this task To import and execute the IBM Integration Designer artifacts, perform the following steps: Procedure 1. Start the IBM Integration Designer. 2. Switch to the Business Integration perspectie. 3. Import the Common Components Project Interchange files by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the Common Components Project Interchange files. Note: Naigate to the <Install-folder>\assets\common-components\wid\ modules folder to locate the Project Interchange files. d. Click the Select All option and click Finish. Note: The IBM Integration Designer starts building the workspace. If any migration wizard is displayed, select the default options and proceed with the wizard. 4. Right-click the serer and click Add or Remoe Projects to deploy a common serice. 5. Select the required project module and click Finish. 6. Switch to the Resource perspectie and expand the deployed common serice project. 7. Double-click the trace file. 8. Proide the common serice with a alid URL and click Run to execute the common serice. Results The common serice is successfully inoked without errors and warnings and returns a alid response. Business Object Models You can use the following scenarios to migrate assets related to the Business Object Models to the current ersion of the industry pack. Import Business Object Models: 86 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

93 You can use the information in this section to import the existing BOM into the Rational Software Architect ersion Before you begin Ensure that the following prerequisite are complete: Rational Software Architect ersion is installed. Business Object Model related to the existing release is aailable. About this task To import the Business Object Model, perform the following steps: Procedure 1. Start Rational Software Architect. 2. Switch to the Modelling perspectie. 3. Import the Business Object Model by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the earlier ersion Business Object Model. Note: Naigate to the <Install-folder>\assets\business-object-model\ rsa\models folder to locate the BOM. d. Click the Select All option and click Finish. Results After you import the Business Object Model, no errors or warnings are displayed. Process Models In the ersion 7.0, the Process Models were WebSphere Business Modeler-based artifacts. Since the latest release of the WebSphere Business Modeler is the fix pack ersion,websphere Business Modeler ersion , of the earlier release, the artifacts proided with the ersion 7.0 of the industry pack can be used with the latest WebSphere Business Modeler release, ersion Solution Scenarios In the current release, an asset named Solution Scenarios is proided for the Business Process Manager Banking Pack that include the New Account Opening Solution Scenario. Migrating from ersion to ersion 7.5 For the ersion , this section proides scenarios for migrating the Serice Models, Common Components, and the Business Object Model from the earlier ersion to the current ersion of the industry pack. Serice Models You can use the scenario proided in this section to migrate the Serice Models related to the earlier ersion to the current ersion of the industry pack. Importing the Serice Model in IBM Integration Designer: You can use the information in this section to import the existing Serice Model into IBM Integration Designer. Chapter 6. Migrating the Business Process Manager Banking Pack 87

94 Before you begin Ensure that the following prerequisite are complete: IBM Integration Designer ersion 7.5 is installed. Serice Model is aailable. Note: If errors are displayed during WebSphere Facet Update, upgrade the Jaa ersion to ersion 1.6 to resole the errors. About this task To import the Serice Model, perform the following steps: Procedure 1. Start IBM Integration Designer. 2. Switch to the Business Integration perspectie. 3. Import the Serice Model by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the Serice Model related SCA library (.zip) file. Note: Naigate to the <Install-folder>\assets\serice-models\wid\ libraries to locate the Serice Model. Note: You might hae to customize settings for WSDL and XSD alidation filtering. d. Click the Select All option and click Finish. Note: The IBM Integration Designer starts building the workspace. If any migration wizard is displayed, select the default options and proceed with the wizard. Note: If you see errors, shown with red cross marks, after importing the serice model in IBM Integration Designer, clean the workspace and iew the serice model to resole the errors. Note: If the Version info out of sync with dependency information exception is displayed, right-click the error and click Quick Fix, to resole the error. Results The Serice Model is successfully imported in IBM Integration Designer without errors and warnings. Common Components You can use the scenario proided in this section to migrate the Common Components related to the earlier ersion to the current ersion of the industry pack. Importing and executing the IBM Integration Designer artifacts: You can use the information in this section to import and execute the IBM Integration Designer artifacts. 88 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

95 Before you begin Ensure that the following prerequisite are complete: IBM Integration Designer is installed. IBM Process Serer is added to the IBM Integration Designer serer iew and is started. Common Components Project Interchange files are aailable. About this task To import and execute the IBM Integration Designer artifacts, perform the following steps: Procedure 1. Start the IBM Integration Designer. 2. Switch to the Business Integration perspectie. 3. Import the Common Components Project Interchange files by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the Common Components Project Interchange files. Note: Naigate to the <Install-folder>\assets\common-components\wid\ modules folder to locate the Project Interchange files. d. Click the Select All option and click Finish. Note: The IBM Integration Designer starts building the workspace. If any migration wizard is displayed, select the default options and proceed with the wizard. 4. Right-click the serer and click Add or Remoe Projects to deploy a common serice. 5. Select the required project module and click Finish. 6. Switch to the Resource perspectie and expand the deployed common serice project. 7. Double-click the trace file. 8. Proide the common serice with a alid URL and click Run to execute the common serice. Results The common serice is successfully inoked without errors and warnings and returns a alid response. Business Object Models You can use the following scenarios to migrate assets related to the Business Object Models to the current ersion of the industry pack. Import Business Object Models: You can use the information in this section to import the existing BOM into the Rational Software Architect ersion Chapter 6. Migrating the Business Process Manager Banking Pack 89

96 Before you begin Ensure that the following prerequisite are complete: Rational Software Architect ersion is installed. Business Object Model related to the existing release is aailable. About this task To import the Business Object Model, perform the following steps: Procedure 1. Start Rational Software Architect. 2. Switch to the Modelling perspectie. 3. Import the Business Object Model by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the earlier ersion Business Object Model. Note: Naigate to the <Install-folder>\assets\business-object-model\ rsa\models folder to locate the BOM. d. Click the Select All option and click Finish. Results After you import the Business Object Model, no errors or warnings are displayed. Process Models In the ersion 7.0, the Process Models were WebSphere Business Modeler-based artifacts. Since the latest release of the WebSphere Business Modeler is the fix pack ersion,websphere Business Modeler ersion , of the earlier release, the artifacts proided with the ersion 7.0 of the industry pack can be used with the latest WebSphere Business Modeler release, ersion Solution Scenarios In the current release, an asset named Solution Scenarios is proided for the Business Process Manager Banking Pack that include the New Account Opening Solution Scenario. Migrating from the Feature Pack to ersion 7.5 For the Feature Pack, this section proides scenarios for migrating the Capability Models and Serice Models from the earlier ersion to the current ersion of the industry pack. Serice Models You can use the scenario proided in this section to migrate the Serice Models related to the earlier ersion to the current ersion of the industry pack. Importing the Serice Model in IBM Integration Designer: You can use the information in this section to import the existing Serice Model into IBM Integration Designer. 90 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

97 Before you begin Ensure that the following prerequisite are complete: IBM Integration Designer is installed. Serice Model is aailable. Note: If errors are displayed during WebSphere Facet Update, upgrade the Jaa ersion to ersion 1.6 to resole the errors. About this task To import the Serice Model, perform the following steps: Procedure 1. Start IBM Integration Designer. 2. Switch to the Business Integration perspectie. 3. Import the Serice Model by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the Serice Model related SCA library (.zip) file. Note: Naigate to the <Install-folder>\assets\serice-models\wid\ libraries\featurepack1\ifw-extensions.zip to locate the Serice Model. You might hae to customize settings for WSDL and XSD alidation filtering. d. Click the Select All option and click Finish. Note: The IBM Integration Designer starts building the workspace. If any migration wizard is displayed, select the default options and proceed with the wizard. Note: If you see errors, shown with red cross marks, after importing the serice model in IBM Integration Designer, clean the workspace and iew the serice model to resole the errors. Results The Serice Model is successfully imported in IBM Integration Designer without errors and warnings. Business Object Models You can use the following scenarios to migrate assets related to the Business Object Models to the current ersion of the industry pack. Import Business Object Models: You can use the information in this section to import the existing BOM into the Rational Software Architect ersion Before you begin Ensure that the following prerequisite are complete: Rational Software Architect ersion is installed. Chapter 6. Migrating the Business Process Manager Banking Pack 91

98 Business Object Model related to the existing release is aailable. About this task To import the Business Object Model, perform the following steps: Procedure 1. Start Rational Software Architect. 2. Switch to the Modelling perspectie. 3. Import the Business Object Model by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the earlier ersion Business Object Model. Note: Naigate to the <Install-folder>\assets\business-object-model\ rsa\models folder to locate the BOM. d. Click the Select All option and click Finish. Results After you import the Business Object Model, no errors or warnings are displayed. Business Vocabulary You can use the scenario proided in this section to migrate the Business Vocabulary related to the earlier ersion to the current ersion of the industry pack. Importing the Business Vocabulary model in IBM Integration Designer: You can use the information in this section to import the existing Business Vocabulary model into IBM Integration Designer. Before you begin Ensure that the following prerequisite are complete: IBM Integration Designer is installed. Business Vocabulary model is aailable. About this task To import the Business Vocabulary model, perform the following steps: Procedure 1. Start IBM Integration Designer. 2. Switch to the Business Integration perspectie. 3. Import the Business Vocabulary model by using the following steps: Note: Naigate to the <Install-folder>\business-ocabulary\wid\projects folder to locate the Business Vocabulary model. a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. 92 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

99 c. Click Browse and select the Business Vocabulary model along with the related SCA library (.zip) file. d. Click the Select All option and click Finish. Note: The IBM Integration Designer starts building the workspace. If any migration wizard is displayed, select the default options and proceed with the wizard. Results The Business Vocabulary model is successfully imported in IBM Integration Designer without errors and warnings. Importing the Business Vocabulary in WebSphere Business Compass: You can use the information in this section to import the existing Business Vocabulary into WebSphere Business Compass. Before you begin Ensure that the following prerequisite are complete: IBM Business Process Manager Adanced with the IBM Process Center is installed. For the IBM Process Center, adanced stand-alone profile is created. WebSphere Business Compass ersion is installed and augmented with the IBM Process Center profile. IBM Process Center is started. About this task To import the Business Vocabulary, perform the following steps: Procedure 1. Start WebSphere Business Compass. 2. Log in to Business Space. 3. Click Manage Space > Create Space. 4. Proide the space name and description, from the Create a new space using a template list, select Business Design Space, and then click Sae. 5. Click the Design tab and click Upload a local file to repository. 6. Click Browse, naigate to the.bda files related to the Business Vocabulary, and click OK. 7. Click Business Vocabulary, proide a name to the ocabulary, and then click Upload. 8. Naigate to the <Install-folder>\business-ocabulary\wid\projects folder and select the Project Interchange (.zip) file. 9. Switch to the Business Integration perspectie. Results The Business Vocabulary model is successfully imported in Business Space without errors and warnings. Chapter 6. Migrating the Business Process Manager Banking Pack 93

100 Process Models In the ersion 7.0, the Process Models were WebSphere Business Modeler-based artifacts. Since the latest release of the WebSphere Business Modeler is the fix pack ersion,websphere Business Modeler ersion , of the earlier release, the artifacts proided with the ersion 7.0 of the industry pack can be used with the latest WebSphere Business Modeler release, ersion Solution Scenarios In the current release, an asset named Solution Scenarios is proided for the Business Process Manager Banking Pack that include the New Account Opening Solution Scenario. Migrating from ersion to ersion 7.5 For the ersion , this section proides scenarios for migrating the Serice Models, Common Components, and the Business Object Model from the earlier ersion to the current ersion of the industry pack. Capability Models The ersion 7.5 proides Capability Models in the.bda format. The Capability Models from the ersion can be used in WebSphere Business Compass current ersion, since there has been no new release for the WebSphere Business Compass. Serice Models You can use the scenario proided in this section to migrate the Serice Models related to the earlier ersion to the current ersion of the industry pack. Importing the Serice Model in IBM Integration Designer: You can use the information in this section to import the existing Serice Model into IBM Integration Designer. Before you begin Ensure that the following prerequisite are complete: IBM Integration Designer ersion 7.5 is installed. Serice Model is aailable. Note: If errors are displayed during WebSphere Facet Update, upgrade the Jaa ersion to ersion 1.6 to resole the errors. About this task To import the Serice Model, perform the following steps: Procedure 1. Start IBM Integration Designer. 2. Switch to the Business Integration perspectie. 3. Import the Serice Model by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the Serice Model related SCA library (.zip) file. 94 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

101 Note: Naigate to the <Install-folder>\assets\serice-models\wid\ libraries to locate the Serice Model. Note: You might hae to customize settings for WSDL and XSD alidation filtering. d. Click the Select All option and click Finish. Note: The IBM Integration Designer starts building the workspace. If any migration wizard is displayed, select the default options and proceed with the wizard. Note: If you see errors, shown with red cross marks, after importing the serice model in IBM Integration Designer, clean the workspace and iew the serice model to resole the errors. Note: If the Version info out of sync with dependency information exception is displayed, right-click the error and click Quick Fix, to resole the error. Results The Serice Model is successfully imported in IBM Integration Designer without errors and warnings. Common Components You can use the scenario proided in this section to migrate the Common Components related to the earlier ersion to the current ersion of the industry pack. Importing and executing the IBM Integration Designer artifacts related to shared libraries: You can use the information in this section to import and execute the IBM Integration Designer artifacts related to shared libraries. Before you begin Ensure that the following prerequisite are complete: IBM Integration Designer is installed. IBM Process Serer is added to the IBM Integration Designer serer iew and is started. Common Components Project Interchange files are aailable. About this task To import and execute the IBM Integration Designer artifacts, perform the following steps: Procedure 1. Start the IBM Integration Designer. 2. Switch to the Business Integration perspectie. 3. Import the Common Components Project Interchange files by using the following steps: a. Click File > Import. Chapter 6. Migrating the Business Process Manager Banking Pack 95

102 b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the Common Components Project Interchange files. Note: Naigate to the <install path>\assets\common-components\wid\ modules folder to locate the artifacts. d. Click the Select All option and click Finish. Note: The IBM Integration Designer starts building the workspace. If any migration wizard is displayed, select the default options and proceed with the wizard. Results The common serice is successfully inoked without errors and warnings and returns a alid response. Business Object Models You can use the following scenarios to migrate assets related to the Business Object Models to the current ersion of the industry pack. Import Business Object Models: You can use the information in this section to import the existing BOM into the Rational Software Architect ersion Before you begin Ensure that the following prerequisite are complete: Rational Software Architect ersion is installed. Business Object Model related to the existing release is aailable. About this task To import the Business Object Model, perform the following steps: Procedure 1. Start Rational Software Architect. 2. Switch to the Modelling perspectie. 3. Import the Business Object Model by using the following steps: a. Click File > Import. b. Expand Other, select Project Interchange, and click Next. c. Click Browse and select the earlier ersion Business Object Model. Note: Naigate to the <Install-folder>\assets\business-object-model\ rsa\models folder to locate the BOM. d. Click the Select All option and click Finish. Results After you import the Business Object Model, no errors or warnings are displayed. 96 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

103 Process Models In the ersion 7.0, the Process Models were WebSphere Business Modeler-based artifacts. Since the latest release of the WebSphere Business Modeler is the fix pack ersion,websphere Business Modeler ersion , of the earlier release, the artifacts proided with the ersion 7.0 of the industry pack can be used with the latest WebSphere Business Modeler release, ersion Solution Scenarios In the current release, an asset named Solution Scenarios is proided for the Business Process Manager Banking Pack that include the New Account Opening Solution Scenario. Chapter 6. Migrating the Business Process Manager Banking Pack 97

104 98 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

105 Chapter 7. Troubleshooting the IBM Business Process Manager Banking Pack installation The common problems that you might face during installation and their solutions are explained in this section. Issue: Cancellation scenarios during installation. While the naigating through the installation wizard, if you cancel the installation, the installation will be aborted without any confirmation. When the installation has already started and you cancel the installation, you will be proided with a " Cancel?" option. Solution: Both these issues are known limitations of the IBM Installation Manager. Issue: While installing the IBM Business Process Manager Banking Pack, if the ersion of the Installation Manager installed on your system is lower than the one aailable with the pack, you receie the error message "The Installation Manager is already installed". Solution: In the Installation Manager, on the Install page, first select the option Install IBM Installation Manager to install the latest ersion that is aailable with the pack, and then select Install IBM Business Process Manager Banking Pack V7.5 to install the pack. Recoering from a failed installation In case your installation fails, consider the following workarounds. While you are installing the IBM Business Process Manager Banking Pack, refer to the log files to iew any errors. In the IBM Process Center, a profile must be created using the shortest possible path. For example use c:\ibm\bpm\.. instead of using the default path C:\Program Files\IBM\BPM\..." because Windows has a 256-character path limitation. Note: The path proided is applicable only for the Windows operating system. View the log files to identify and resole errors related to the installation. Click View log files on the installation summary page to iew the log files. You can also naigate to <Installation Manager_Install_folder>\logs to iew the log files. Known issues and limitations Listed here are the known issues and limitations for the IBM Business Process Manager Banking Pack ersion 7.5. Known issues Issue: When you import the test component modules (SCA modules) proided with the Banking Common Components some warnings are displayed. Copyright IBM Corp. 2006,

106 Solution If the port is not used by the ws binding, you can ignore these warnings. Issue: When you import the Monitor model related to the New Account Opening Solution Scenario and generate a Monitor J2EE project, some warnings are seen. Solution: You can ignore these warnings as they will not affect the intended functionality. Issue: When you are importing the common serice related Project Interchange file, you may get a warning such as Description Resource Path Location Type CWSCA9081W: The ersion alue for the target export for SCA import AuthenticatorImport is missing. Solution: This warning is caused due to the ersion numbers. You can ignore these warnings as they will not affect the intended functionality. Issue: After you run a search in Asset Naigator, if the search results display more than 800 entries, the Search is too generic, proide exact word to search message is displayed. Solution: To aoid this message, you need to proide a more specific search. Issue: When you import the Project Interchange file related to the any of the Solution Scenario into IBM Integration Designer, you might get some warnings. Solution: You can ignore these warnings as they will not affect the intended functionality. Issue: The KPI alue was null message is displayed in SystemOut.log. Solution: You can ignore this message logged by the IBM Business Monitor application that is generated from the monitor model using the monitor toolkit in IBM Integration Designer. Issue: When you execute the installation script for the Solution Scenario, the following messages might be displayed in the command prompt window. sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\ArrangementNegotiation-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\ArrangementNegotiationMsg-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\CommunicationManagement-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\CommunicationManagementMsg-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\IFWBaseMsg-2.0.jar 100 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

107 sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\IFWCoreSchema-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\IFWExtensionsMsg-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\InoledParty-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\InoledPartyEaluation-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\InoledPartyEaluationMsg-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\InoledPartyManagement-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\InoledPartyManagementMsg-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\InoledPartyMsg-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\NewAccountOpeningLibrary.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\RiskManagement-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\lib\ext\RiskManagementMsg-2.0.jar sys-package-mgr: processing new jar, C:\IBM\PC75\plugins\com.ibm.wbimonitor.lifecycle.spi.jar Solution: You can ignore these messages as it does not affect the functionality of the Solution Scenario script. These messages are displayed when IBM Process Serer creates the mbean session during runtime and tries to resole the libraries. Issue: When you execute the uninstallation script for the Solution Scenario the following message might be displayed in the command prompt window. The system cannot find the file specified. Solution: The message is displayed when the Solution Scenario end-to-end execution is not complete and you execute the uninstallation script for the Solution Scenario. Ensure that you execute the Solution Scenario end-to-end before you execute the uninstall scripts. Issue: The process application for the Solution Scenario is not remoed from the IBM Process Designer after you execute the uninstallation script. Solution: You need to manually archie the process application after you run the uninstallation script for the Solution Scenario using the following steps: 1. Start the IBM Process Designer. 2. From the Process Apps tab, click NEW ACCOUNT OPENING. 3. Click Archie to archie the snapshot. Issue: When you add multiple co-applicants for the New Account Opening process application, only the address details for the first co-applicant is saed in the database. Solution: This is a known limitation. When you add multiple co-applicants, the names of all the co-applicants added are saed, howeer, only the address for the first co-applicant is saed in the database. Chapter 7. Troubleshooting the Business Process Manager Banking Pack installation 101

108 Issue: When you execute the Apply for Account process from the New Account Opening Process Application, perform the playback operation for the Collect Account Information coach, the Display Customer Details page is displayed. Click Next, naigate to the Account Details page, and then click Next. In the Co Applicant Information page, click Yes, proide the information required for the co-applicant, and then click Add a new row. Proide the required information for the second co applicant, and then click Add a new row. When you proide the third co applicant details, the address information for the second co applicant is lost. This behaior is obsered for all the co applicant address information from the second co applicant onwards. Solution: To resole this error, click Add a new row, and create blank row entries for all the co applicants that you want to add. After you hae created the blank entries, proide the details for each co applicant, and then proceed with the process execution. Issue: When you log on and create an instance of a toolkit or process application using IBM Process Portal, the Suspend an actie instance ( ) and the Terminate an actie instance ( ) icons are disabled. Solution: Users hae limited access in IBM Process Designer and hence the icons are disabled. To enable these icons, you must add the user, who requires access to these icons, to the administrator group, such as tw_admin. For more information, see the restricting access to portal functions section in the IBM Process Portal documentation. Issue: When you configure New Account Opening Solution Scenario using IBM Business Process Manager Adanced, log in as a Bank Officer or Customer, and execute the Solution Scenario, the search request for searching an existing customer and a new customer displays the following warnings. [4/15/11 7:01:36:984 IST] c EndpointRegis I Remoe endpoint - BKNAO-Tip b_6e8b_4ab5_bc03_ f5f9a-ProcessApp#serice -binding(send+sla+violation+ /send+sla+violation+ ) [4/15/11 7:01:37:000 IST] c wle E CWLLG0594E: An exception occurred while initializing the runnable thread. Error: com.lombardisoftware.component.common. workflow.workflowprocessitemexception: jaax.naming. NameNotFoundException: Context: 52-XP-OMNode01Cell/nodes/ 52-XP-OMNode01/serers/serer1, name: sca/ BKNAO-Tip-New_Account_Opening_Implementation/export/ RecordCustomerDetails-AIS: First component in name BKNAO-Tip-New_Account_Opening_Implementation/export/ RecordCustomerDetails-AIS not found. [Root exception is org.omg.cosnaming.namingcontextpackage.notfound: IDL:omg.org/CosNaming/NamingContext/NotFound:1.0] com.lombardisoftware.component.common.workflow. WorkflowProcessItemException: jaax.naming. NameNotFoundException: Context: 52-XP-OMNode01Cell/ nodes/52-xp-omnode01/serers/serer1, name: sca/bknao-tip-new_account_opening_implementation/export/ RecordCustomerDetails-AIS: First component in name 102 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

109 BKNAO-Tip-New_Account_Opening_Implementation/export/ RecordCustomerDetails-AIS not found. [Root exception is org.omg.cosnaming.namingcontextpackage.notfound: IDL:omg.org/CosNaming/NamingContext/NotFound:1.0] at com.lombardisoftware.component.common.workflow. ExecutionJob.doJob(ExecutionJob.jaa:415) at com.lombardisoftware.serer.ejb.workflow. EJBWorkflowManagerBean.doResumeWorkflowEngine (EJBWorkflowManagerBean.jaa:958) at com.lombardisoftware.serer.ejb.workflow. EJBWorkflowManagerBean.resumeProcess (EJBWorkflowManagerBean.jaa:349) at com.lombardisoftware.serer.ejb.workflow. EJSRemoteStatefulEJBWorkflowManager_82478d70. resumeprocess(unknown Source) at com.lombardisoftware.serer.ejb.workflow._ EJBWorkflowManagerInterface_Stub.resumeProcess (_EJBWorkflowManagerInterface_Stub.jaa:518) at com.lombardisoftware.component.common.workflow. EJBWorkflowManagerDelegateDefault.resumeProcess (EJBWorkflowManagerDelegateDefault.jaa:142) at com.lombardisoftware.component.common.workflow. EJBWorkflowManagerDelegateWebSphere$6.run (EJBWorkflowManagerDelegateWebSphere.jaa:84) at com.lombardisoftware.client.delegate.common. WebsphereDelegateHelper.doAsCurrentSubjectContext Sensitie(WebsphereDelegateHelper.jaa:128) at com.lombardisoftware.client.delegate.common. WebsphereDelegateHelper.doAsCurrentSubject ContextSensitie(WebsphereDelegateHelper.jaa:116) at com.lombardisoftware.component.common.workflow. EJBWorkflowManagerDelegateWebSphere.resumeProcess (EJBWorkflowManagerDelegateWebSphere.jaa:82) at com.lombardisoftware.component.common.web. WebWorkflowManager.callEJBWorkflowManager (WebWorkflowManager.jaa:695) at com.lombardisoftware.component.common.web. WebWorkflowManager.processScreen (WebWorkflowManager.jaa:654) at com.lombardisoftware.component.common.web. WebWorkflowManager.processRequest (WebWorkflowManager.jaa:270) at com.lombardisoftware.serlet.controllerserlet. docommon(controllerserlet.jaa:324) at com.lombardisoftware.serlet.controllerserlet. dopost(controllerserlet.jaa:134) at jaax.serlet.http.httpserlet.serice (HttpSerlet.jaa:738) at jaax.serlet.http.httpserlet.serice (HttpSerlet.jaa:831) at com.ibm.ws.webcontainer.serlet.serletwrapper. serice(serletwrapper.jaa:1657) at com.ibm.ws.webcontainer.serlet.serletwrapper. serice(serletwrapper.jaa:1597) at com.ibm.ws.webcontainer.filter.webappfilterchain. dofilter(webappfilterchain.jaa:131) at com.lombardisoftware.serlet.clearthreadcachesfilter. dofilter(clearthreadcachesfilter.jaa:24) at com.ibm.ws.webcontainer.filter.filterinstancewrapper. dofilter(filterinstancewrapper.jaa:188) at com.ibm.ws.webcontainer.filter.webappfilterchain. dofilter(webappfilterchain.jaa:116) at com.lombardisoftware.serlet.setusertimezonefilter. dofilter(setusertimezonefilter.jaa:41) at com.ibm.ws.webcontainer.filter.filterinstancewrapper. dofilter(filterinstancewrapper.jaa:188) at com.ibm.ws.webcontainer.filter.webappfilterchain. Chapter 7. Troubleshooting the Business Process Manager Banking Pack installation 103

110 dofilter(webappfilterchain.jaa:116) at com.lombardisoftware.serlet.crosssitescriptingfilter. dofilter(crosssitescriptingfilter.jaa:29) at com.ibm.ws.webcontainer.filter.filterinstancewrapper. dofilter(filterinstancewrapper.jaa:188) at com.ibm.ws.webcontainer.filter.webappfilterchain. dofilter(webappfilterchain.jaa:116) at com.lombardisoftware.serlet.setcharacterencodingfilter. dofilter(setcharacterencodingfilter.jaa:35) at com.ibm.ws.webcontainer.filter.filterinstancewrapper. dofilter(filterinstancewrapper.jaa:188) at com.ibm.ws.webcontainer.filter.webappfilterchain. dofilter(webappfilterchain.jaa:116) at com.ibm.ws.webcontainer.filter.webappfilterchain. _dofilter(webappfilterchain.jaa:77) at com.ibm.ws.webcontainer.filter.webappfiltermanager. dofilter(webappfiltermanager.jaa:908) at com.ibm.ws.webcontainer.serlet.serletwrapper. handlerequest(serletwrapper.jaa:934) at com.ibm.ws.webcontainer.serlet.serletwrapper. handlerequest(serletwrapper.jaa:502) at com.ibm.ws.webcontainer.serlet.serletwrapperimpl.handlerequest(serletwrapperimpl.jaa:179) at com.ibm.ws.webcontainer.webapp.webapp.handlerequest (WebApp.jaa:3933) at com.ibm.ws.webcontainer.webapp.webgroup. handlerequest(webgroup.jaa:276) at com.ibm.ws.webcontainer.webcontainer.handlerequest (WebContainer.jaa:931) at com.ibm.ws.webcontainer.wswebcontainer. handlerequest(wswebcontainer.jaa:1583) at com.ibm.ws.webcontainer.channel.wcchannellink. ready(wcchannellink.jaa:186) at com.ibm.ws.http.channel.inbound.impl.httpinboundlink. handlediscrimination(httpinboundlink.jaa:452) at com.ibm.ws.http.channel.inbound.impl.httpinboundlink. handlenewrequest(httpinboundlink.jaa:511) at com.ibm.ws.http.channel.inbound.impl.httpinboundlink. processrequest(httpinboundlink.jaa:305) at com.ibm.ws.http.channel.inbound.impl.httpinboundlink. ready(httpinboundlink.jaa:276) at com.ibm.ws.ssl.channel.impl.sslconnectionlink. determinenextchannel(sslconnectionlink.jaa:1048) at com.ibm.ws.ssl.channel.impl.sslconnectionlink. readyinboundposthandshake(sslconnectionlink.jaa:716) at com.ibm.ws.ssl.channel.impl.sslconnectionlink$ MyHandshakeCompletedCallback.complete(SSLConnectionLink.jaa:412) at com.ibm.ws.ssl.channel.impl.sslutils.handlehandshake (SSLUtils.jaa:1058) at com.ibm.ws.ssl.channel.impl.sslhandshakeiocallback. complete(sslhandshakeiocallback.jaa:87) at com.ibm.ws.tcp.channel.impl.aioreadcompletionlistener. futurecompleted(aioreadcompletionlistener.jaa:165) at com.ibm.io.async.abstractasyncfuture.inokecallback (AbstractAsyncFuture.jaa:217) at com.ibm.io.async.asyncchannelfuture. firecompletionactions(asyncchannelfuture.jaa:161) at com.ibm.io.async.asyncfuture.completed(asyncfuture.jaa:138) at com.ibm.io.async.resulthandler.complete(resulthandler.jaa:204) at com.ibm.io.async.resulthandler.runeentprocessingloop (ResultHandler.jaa:775) at com.ibm.io.async.resulthandler$2.run(resulthandler.jaa:905) at com.ibm.ws.util.threadpool$worker.run(threadpool.jaa:1604) Caused by: jaa.lang.runtimeexception: jaax.naming. NameNotFoundException: Context: 52-XP-OMNode01Cell/nodes /52-XP-OMNode01/serers/serer1, name: sca/ BKNAO-Tip-New_Account_Opening_Implementation/export 104 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

111 /RecordCustomerDetails-AIS: First component in name BKNAO-Tip-New_Account_Opening_Implementation/export/ RecordCustomerDetails-AIS not found. [Root exception is org.omg.cosnaming.namingcontextpackage.notfound: IDL:omg.org/CosNaming/NamingContext/NotFound:1.0] at com.ibm.ws.soa.sca.oasis.binding.sca.scareferencebindinginoker.doinoke(scareferencebindinginoker.jaa:116) at com.ibm.ws.soa.sca.oasis.binding.sca.scareferencebindinginoker.inoke(scareferencebindinginoker.jaa:66) at org.apache.tuscany.sca.core.inocation.interceptorasyncimpl.inoke(interceptorasyncimpl.jaa:58) at org.apache.tuscany.sca.core.inocation.interceptorasyncimpl.inoke(interceptorasyncimpl.jaa:58) at org.apache.tuscany.sca.core.inocation.interceptorasyncimpl.inoke(interceptorasyncimpl.jaa:58) at org.apache.tuscany.sca.core.inocation.runtimeinoker.inoke(runtimeinoker.jaa:125) at org.apache.tuscany.sca.core.inocation.runtimeinoker. inoke(runtimeinoker.jaa:108) at org.apache.tuscany.sca.core.inocation.runtimeinoker. inoke(runtimeinoker.jaa:91) at org.apache.tuscany.sca.core.assembly.impl. RuntimeEndpointReferenceImpl.inoke (RuntimeEndpointReferenceImpl.jaa:238) at com.ibm.bpm.sca.core.referenceinoker.inoke (ReferenceInoker.jaa:37) at com.lombardisoftware.component.scaconnector.worker. SCAConnectorWorker.doJobProcessRequest(SCAConnectorWorker.jaa:168) at com.lombardisoftware.component.scaconnector.worker. SCAConnectorWorker.doJob(SCAConnectorWorker.jaa:83) at com.lombardisoftware.component.common.workflow. ExecutionJob.doJob(ExecutionJob.jaa:403) more Caused by: jaax.naming.namenotfoundexception: Context: 52-XP-OMNode01Cell/nodes/52-XP-OMNode01/serers/serer1, name: sca/bknao-tip-new_account_opening_implementation/ export/recordcustomerdetails-ais: First component in name BKNAO-Tip-New_Account_Opening_Implementation/export/ RecordCustomerDetails-AIS not found. [Root exception is org.omg.cosnaming.namingcontextpackage.notfound: IDL:omg.org/CosNaming/NamingContext/NotFound:1.0] at com.ibm.ws.naming.jndicos.cncontextimpl.mapnot FoundException(CNContextImpl.jaa:4365) at com.ibm.ws.naming.jndicos.cncontextimpl.dolookup( CNContextImpl.jaa:1794) at com.ibm.ws.naming.jndicos.cncontextimpl.dolookup( CNContextImpl.jaa:1749) at com.ibm.ws.naming.jndicos.cncontextimpl.lookupext( CNContextImpl.jaa:1500) at com.ibm.ws.naming.jndicos.cncontextimpl.lookup( CNContextImpl.jaa:637) at com.ibm.ws.naming.util.wsninitctx.lookup (WsnInitCtx.jaa:165) at com.ibm.ws.naming.util.wsninitctx.lookup (WsnInitCtx.jaa) at jaax.naming.initialcontext.lookup (InitialContext.jaa:436) at com.ibm.ws.soa.sca.oasis.binding.sca. SCAReferenceBindingInoker.doInoke (SCAReferenceBindingInoker.jaa:104) more Caused by: org.omg.cosnaming.namingcontextpackage. NotFound: IDL:omg.org/CosNaming/NamingContext/NotFound:1.0 at com.ibm.ws.naming.ipcos.wsnoptimizednamingimpl. handlenamenotfound(wsnoptimizednamingimpl.jaa:2519) at com.ibm.ws.naming.ipcos.wsnoptimizednamingimpl. getnextwsnoptimizednamingcontext Chapter 7. Troubleshooting the Business Process Manager Banking Pack installation 105

112 (WsnOptimizedNamingImpl.jaa:1270) at com.ibm.ws.naming.cosbase.wsnoptimizednamingimplbase$3. run(wsnoptimizednamingimplbase.jaa:4738) at com.ibm.ws.naming.cosbase.wsnoptimizednamingimplbase$3. run(wsnoptimizednamingimplbase.jaa:4733) at com.ibm.ws.naming.util.commonhelpers.retry(commonhelpers.jaa:754) at com.ibm.ws.naming.cosbase.wsnoptimizednamingimplbase. gettargetcontext(wsnoptimizednamingimplbase.jaa:4732) at com.ibm.ws.naming.cosbase. WsnOptimizedNamingImplBase$LeafOperationData. <init>(wsnoptimizednamingimplbase.jaa:5311) at com.ibm.ws.naming.cosbase.wsnoptimizednamingimplbase.resole_ complete_info(wsnoptimizednamingimplbase.jaa:2155) at com.ibm.wsnoptimizednaming._namingcontextstub.resole_complete_ info(_namingcontextstub.jaa:538) at com.ibm.ws.naming.jndicos. CNContextImpl$2.run(CNContextImpl.jaa:2797) at com.ibm.ws.naming.jndicos. CNContextImpl$2.run(CNContextImpl.jaa:2793) at com.ibm.ws.naming.util. CommonHelpers.retry(CommonHelpers.jaa:763) at com.ibm.ws.naming.jndicos. CNContextImpl.cosResole(CNContextImpl.jaa:2791) at com.ibm.ws.naming.jndicos. CNContextImpl.doLookup(CNContextImpl.jaa:1790) more [4/15/11 7:01:37:015 IST] c wle E CWLLG1338E: An error occurred while running a serice. ExecutionContext: ExecutionStack(ExecutionJob (worker(componentname = SubProcess, state = 2), processitemid = ProcessItem. 20ff0934-f2ff-4c3a-a35b-6cd10ae798cc, processtiming = N, saeexecutioncontextbehaiour = EXECUTION_CONTEXT_DO_NOT_SAVE), ExecutionJob(worker(componentName = SubProcess, state = 2), processitemid = ProcessItem.620dba e da552e77b, processtiming = N, saeexecutioncontextbehaiour = EXECUTION_CONTEXT_DO_NOT_SAVE), ExecutionJob(worker(com. lombardisoftware.component. scaconnector.worker.scaconnectorworker@7b607b6), processitemid = ProcessItem. 5fc7e6e8-49b2-4e74-a6cb-771b6a0391f7, processtiming = N, saeexecutioncontextbehaiour = EXECUTION_CONTEXT_SAVE)), SymbolTable(SymbolTable(...)), shareddata = null Solution: These warnings are seen since the Process Application implementation module does not start by default when the application is imported. To resole these warnings, perform the following steps: 1. Start IBM Integration Designer and open the working space. 2. Log in to the IBM Process Center. 3. Click Open in Workspace next to the New Account Opening Solution Scenario. Note: Ensure that the IBM Integration Designer is started in the Detailed mode. 4. Expand the New Account Opening project and double-click the assembly diagram. 106 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

113 5. Moe any of the existing components in the diagram to make the diagram edited and sae the diagram. Note: Ensure that you moe and place the component back to its original location. 6. Right-click the New Account Opening project and click Refresh and Publish. 7. Restart the IBM Process Center serer. Issue: When you try to import any Business Process Manager Banking Pack related Project Interchange (PI) files and then build a workspace, the Workspace Migration wizard is displayed. Solution: To resole this issue, you must click Next, accept the default options, and then click Finish to complete the workspace migration. Issue: The Asset Naigator home page doesn't launch after the serer starts, if you use the home page URL in a browser from a remote machine. Solution: You need to configure the hosts.xml file aailable in the Asset Naigator installation folder using the following steps: 1. Go to Application%20EARs in your browser to iew the list of application EARs in the serer. 2. Login using ID as system and password as manager. 3. Click Stop to stop the Banking EAR listed under Installed Application EARs. 4. Browse to the folder <Install-folder>/asset-naigator/browser/ repository/default/banking-asset-repo-app and search for the hosts.xml file. 5. Replace the string in the URL mentioned in step 1 with the IP address (for example, ofthe machine, where the Asset Naigator is running, in the hosts.xml file. Sae and close the file. 6. Click Start to start the Banking EAR that was stopped in step 3. Use the modified URL asset-ui/main.html in a browser from the remote machine. You can now access and use the Asset Naigator from the remote machine. Issue: Inocation of BankingRulesEngineModule project for extension scenarios fails with the error jaa.util.missingresourceexception: Can t find resource for bundle config-g11n, key en_us. Solution: Perform the following steps to aoid this error: Import the Banking Rules Engine Serice Project Interchange file into the IBM Integration Designer workspace. Select the Banking-Rules-Engine-Resource-Extn project. Select Properties from the right-click context menu. Select Jaa Build Path. Chapter 7. Troubleshooting the Business Process Manager Banking Pack installation 107

114 Select the Source tab. Delete the listed entry Banking-Rules-Engine-Resource-Extn/src. Click Add Folder. Gotothesrc/main/resource folder in the Source Folder Selection dialog box and select the following folders: - config - properties - rules Click OK to sae your changes. Click OK to rebuild the project. Issue: Reports for the Toolkits and Solution Scenario display the incorrect date. Solution: This is a known issue. To iew the correct information, moe your mouse oer the report and iew the data that appears in the information window. Issue: The BPM Industry Packs installation script for the Solution Scenario fails if the installed IBM Process Serer has a space in its installation path (for example, C:\Program Files\IBM\WebSphere...), or if you proide a space while installing the IBM Process Serer. Solution: In order to aoid this issue, you can use either of following two approaches: Ensure that the IBM Process Serer installation path does not hae a space in it. In case the IBM Process Serer installation path has a space and the BPM Industry Packs installation script fails, then you need to manually import and configure the Solution Scenario. Issue: Execute any BPD from the Business Process Manager Banking Pack in IBM Process Designer. Log on to IBM Process Portal and iew the reports related to the BPD. After the execution is complete, open the SystemOut.log file, you might see the following exception. Cannot find parameter top for constructor of class jaax.swing.border.emptyborder Solution: You can ignore this exception since it does not affect the intended functionality. Issue: Execute the Mortgage Financing BPD or the New Account Opening BPD from the Core Systems Toolkit in playback mode in the IBM Process Designer. In the first form, when you proide a alue in the SSN field, an error is displayed and you will not be allowed to proceed further to the next form. Solution: To resole this error, ensure that you keep the SSN field blank to proceed with the process execution. 108 IBM Business Process Manager Banking Pack ersion 7.5: Installation Guide

115 Issue: If you hae an earlier ersion of the Business Process Manager Banking Pack installed, and then try to install the Business Process Manager Banking Pack ersion 7.5, the Package Business Process Manager Banking Pack is already installed message with installation options is displayed. Solution: Ensure that you click Continue from the aailable installation options so that a new group is created for the Business Process Manager Banking Pack ersion 7.5 installation. Issue: If you install the process application for the Solution Scenario using the steps proided below, a message is displayed in the IBM Process Designer. 1. Install the process application for ersion 7.5 using scripts. 2. Install the process application for ersion 7.5 ifix using scripts. 3. Open the process application in the IBM Process Designer to iew the following message: Figure 18. Open in Designer Solution: The message is displayed when the process application contains multiple tracks. You must select and click Open when the message is displayed. Issue: When you install the Banking New Account Opening process application for the ersion 7.5 ifix using scripts, the script does not create a new database. Solution: The script reuses the database created for the ersion 7.5. If required, you must recreate the WICPDB database manually in the ersion 7.5 ifix. For the creation steps, see the section "Configuring the New Account Opening Solution Scenario manually". Issue: If you hae installed and configured the New Account Opening Solution Scenario from ersion 7.5 ifix and you execute some preiously created records from the Solution Scenario from ersion 7.5, the execution fails with the following exceptions: Chapter 7. Troubleshooting the Business Process Manager Banking Pack installation 109