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Process Designer Tutorial
Software Release 3.0
September 2010
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| iii
Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
TIBCO Collaborative Information Manager Studio Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Other TIBCO Product Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Typographical Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
How to Contact TIBCO Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
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Task G: Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
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| Contents
Task H: Export the Process to a File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
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Preface
Topics
vi
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Related Documentation
This section lists useful documentation resources.
| vii
Typographical Conventions
The following typographical conventions are used in this manual.
Table 1 General Typographical Conventions
Convention
Use
TIBCO_HOME
Many TIBCO products must be installed within the same home directory. This
directory is referenced in documentation as TIBCO_HOME. The value of
TIBCO_HOME depends on the operating system. For example, on Windows
systems, the default value is C:\tibco.
ENV_HOME
bold code
font
italic font
In large code samples, to indicate the parts of the sample that are of
particular interest.
To introduce new terms For example: A portal page may contain several
portlets. Portlets are mini-applications that run in a portal.
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Table 1 General Typographical Conventions (Contd)
Convention
Use
Key
combinations
Key name separated by a plus sign indicate keys pressed simultaneously. For
example: Ctrl+C.
Key names separated by a comma and space indicate keys pressed one after the
other. For example: Esc, Ctrl+Q.
The note icon indicates information that is of special interest or importance, for
example, an additional action required only in certain circumstances.
The tip icon indicates an idea that could be useful, for example, a way to apply
the information provided in the current section to achieve a specific result.
The warning icon indicates the potential for a damaging situation, for example,
data loss or corruption if certain steps are taken or not taken.
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How to Contact TIBCO Support
For comments or problems with this manual or the software it addresses, please
contact TIBCO Support as follows.
If you already have a valid maintenance or support contract, visit this site:
https://support.tibco.com
Entry to this site requires a user name and password. If you do not have a user
name, you can request one.
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Chapter 1
This chapter contains a tutorial that walks you through the steps to create a
process in the CIM Process Designer.
Topics
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Tutorial: Create a Sample Process
To get started with the Process Designer, use this tutorial to create a simple
process. In this tutorial, we will do the following:
Define some global and local variables that will be used later.
Start the Process definition by adding an activity and some input and output
parameters.
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Task A: Create a New Project, Package, and Process
In this section, we follow a simple wizard to create a new Project to hold the
process definition.
The first step is to create a Project that will contain the Process. A Project contains
a Package, and a Package contains Processes.
Follow these steps to create a Project:
1. In TIBCO Business Studio, select File->New->BPM/SOA Developer Project.
This starts up the new Project wizard.
2. In the new Project dialog, enter Sample for the Project name. The Use default
location checkbox is selected by default, indicating that the project will be
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saved to the installation directory. You can browse and select a different
location. Select CIM as the Destination Environment. Click Next.
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3. The Asset Type Selection dialog is displayed. Ensure that the following is
selected and click Next.
Business Processes (under BPM)
Business Object Model and CIM mlXML Model (under Business Objects)
CIM Activity WSDL and Service Descriptors (under Services).
4. The Business Processes dialog is displayed next and prompts you to set the
process packages folder. Click Next.
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5. The new process package resource that will be created is displayed - this is the
xpdl file. Click Next.
6. The process package details are displayed. Leave all the default names and
click Next.
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7. The Select Template dialog is displayed next and prompts you to select a
package template. Select CIM Package Template under Package Templates
and click Finish.
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Double-click the CIM Main process in the Project Explorer to display the process
diagram in the Process Editor. The Process Editor is where you create your
business process; it provides a modeling view where you can see all components
in the process. It also includes a Palette with tools you can use to create your
Process diagram.
A start event.
An end event.
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Task B: Modify Exit Conditions from the Main Process
In this section, we modify the Cancel Handler to handle cancellation from any
point in the process.
1. Click on the Cancel Handler - its properties will be displayed in the Properties
Window below.
2. Click the Select button against Operation.
3. In the Operation Picker dialog that is displayed, select UpdateEvent and click
OK.
4. Enter a description in the Description tab, for example, "Set the event state to
Cancelled/Done".
Similarly, you can edit properties for the Timeout or Exception Handlers or just
remove the activities with the timeout and exception handler.
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Task C: Define global and local variables
In this section, we define two global variables - InDoc and Outdoc - that are
defined in the context of the process. We also define some local variables.
In the Process Designer, global variables are defined at the package level, and
local variables at the process level. Once you create a new project, you will see
Data Fields under the Process package (you define global variables from here) as
well as under the process itself (you define local variables from here).
InDoc
1. In the Data Field Details dialog, change the label to InDoc and set the
Declared Type to InDocument. Click Finish.
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OutDoc
1. In the Data Field Details dialog, change the label to OutDoc and set the
Declared Type to OutDocument.
2. Click Finish.
In the following sections, we define some parameter values which get mapped to
these global variables.
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Create the following local variables with the following values.
Data Field Name
RecordsDeleted
OutLong
RecordsProcessed
OutLong
RecordsAttempted
OutLong
ErrorsFound
OutLong
commandStatus
OutString
workDoc
InDocument
EAIResponse
OutDocument
In the following sections, we map these local variables to some activity input and
output parameters.
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Task D: Add Activities and Parameters to the Process
In this section, we begin defining our process by adding activities and
parameters.We start by adding an UpdateEvent activity to update the event
details. We also define input parameters for this activity.
How to add activities
The following sections will guide you through adding activities to define your
process. Follow these generic instructions to add an activity to your process flow:
1. In the Project Explorer, navigate to your Project and expand Service
Descriptors.
2. Select CIMServices.wsdl->CimActivities-><activityname> and drag and
drop the activity into your process model, at the instructed location.
3. Select Create Service Task for Operation from the drop down displayed
when you add the activity to your flow (links between the newly added
activity and the rest of the flow are automatically created).
How to define Input parameters
1. Select the activity (that you want to define parameters for) in the process flow.
2. In the Properties Window, go to the Input to Service tab.
3. Expand the <activityname> input parameters on the right.
4. Follow the instructions to make modifications to set parameter values.
How to define Output parameters
1. Select the activity (that you want to define parameters for) in the process flow.
2. In the Properties Window, go to the Output to Service tab.
3. Expand the <activityname> output parameters on the left.
4. Follow the instructions to make modifications to set parameter values.
Double-click the sub process CIMProcess from the Project Explorer. This is the
basic sub process that was created as a result of using the CIM template.
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Add an UpdateEvent activity
1. Add an UpdateEvent activity to the process by dragging and dropping it into
your process model after the Start event. (this activity updates the event
details).
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2. Map it to the subtype of the inDoc parameter
($inDoc/Body/Document/subtype)
deploymentMode parameter
1. Select the source attribute of the deploymentMode parameter
2. Map it to the messageType of the inDoc parameter ($inDoc/MessageType)
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Task E: Add a Conditional transition
In this section, we continue our process definition by adding SaveRecord and
DeleteRecord activities, controlled by a conditional transition that looks for a
Master Catalog name, and based on that, it either deletes or saves the record.
When we added the UpdateEvent activity (to the basic flow created by the CIM
template) after the Start Event, an uncontrolled transition was automatically
created between the Start Event and the UpdateEvent activity.
Next, lets create a conditional transition. We will either save or delete the record
depending on the Master Catalog name in the InDocument. By default, the record
will be saved, and only if the Master Catalog name is ASSET, the record will be
deleted.
We will do the following in this section:
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MasterCatalog parameter
1. Select the MasterCatalog parameter.
2. Drag it onto New Script on the left and call it MasterCatalog_Value.
3. In the Script Editor, set the value to 'ASSET'.
ProductIds parameter
1. Select the source attribute in the ProductIds parameter.
2. Drag it onto the DBID attribute of the workDoc global variable on the left.
(workDoc/Body/Document/BusinessDocument/CatalogAction/CatalogActio
nDetails/CatalogItem/PartNumber/GlobalPartNumber/ProddID/DBID)
RecordKey parameter
1. Select the source attribute in the RecordKey parameter.
2. Drag it onto the language attribute of the outDoc global variable on the left.
(OutDoc/Body/Document/BusinessDocument/CatalogAction/CatalogAction
Header/supplier/partner/name/language)
VersionOption parameter
1. Select the VersionOption parameter.
2. Drag it onto New Script on the right and call it VersionOption_Value.
3. In the Script Editor, set the value to 'LATEST'.
eventState parameter
1. Select the eventState parameter.
2. Drag it onto New Script on the right and call it eventState_Value.
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3. In the Script Editor, set the value to 'DELETERECORDS'.
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Add SaveRecord activity for Conditional Transition
1. Add a SaveRecord activity in your process (below DeleteRecord).
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3. In the Script Editor, set the value to 'LATEST'.
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2. Drag it onto the workDoc local variable on the right.
2. Add a Sequence flow from the XOR Gateway to the Save Record
(by selecting the Sequence Flow tool under connections in the Palette).
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Sequence Flow, General tab. The transition to the SaveRecord task will then
get a small slash to indicate it is default.
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How your workflow will look at this point
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Task F: Add more activities
Next, we add activities for the rest of the process (after deletion or save of the
record). We will do the following:
Add an Activity to set the record state to approved (UpdateRecordState).
Add an Activity to publish to EAI (SendProtocolMessage).
Set the Status to success (UpdateEvent).
UpdateRecordState Activity
1. Add an UpdateRecordState activity (after the DeleteRecord activity).
2. Ensure that both the DeleteRecord and SaveRecord activities are connected
to the UpdateRecordState activity (use the Sequence tool to make the
required connections).
3. Change the label of the UpdateRecordState activity to
UpdateRecordStateAsApproved.
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inDocument parameter
1. Select the InDocument parameter.
2. Map it to a workDoc local variable.
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SendProtocolMessage Activity
1. Add a SendProtocolMessage activity (after the UpdateRecordState activity).
2. Change the label of the SendProtocolMessage activity to PublishtoEAI.
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ExpiryType parameter
1. Select the ExpiryType parameter.
2. Drag it onto New Script on the left and call it ExpiryType_Value.
3. In the Script Editor, set the value to 'RELATIVE'.
inDocument parameter
1. Select the ExpiryType parameter.
2. Drag it onto the workDoc variable on the left.
MessageID parameter
1. Select the source attribute of the MessageID parameter.
2. Drag it onto the externalControlNumber attribute of the inDoc variable on the
left.
PayloadPackingScheme parameter
1. Select the PayloadPackingScheme parameter.
2. Drag it onto New Script on the left and call it PayloadPackingScheme_Value.
3. In the Script Editor, set the value to 'STANDARD_INTEGRATION'.
SenderCredential parameter
1. Select the SenderCredential parameter.
2. Drag it onto New Script on the left and call it SenderCredential_Value.
3. In the Script Editor, set the value to '0065063183367'.
DefaultDomain parameter
1. Select the DefaultDomain parameter.
2. Drag it onto New Script on the left and call it DefaultDomain_Value.
3. In the Script Editor, set the value to 'GLN'.
eventState parameter
1. Select the eventState parameter.
2. Drag it onto New Script on the left and call it eventState_Value.
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3. In the Script Editor, set the value to 'SENDCATALOG'.
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2. Drag it onto the ErrorsFound variable on the right.
UpdateEvent Activity
1. Add a UpdateEvent activity (after the SendProtocolMessage activity).
2. Change the label of the UpdateEvent activity to SetStatusToSuccess.
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2. Drag it onto New Script on the right and call it eventStatus_Value.
3. In the Script Editor, set the value to 'SUCCESS'.
eventDescriptor parameter
1. Select the eventDescriptor parameter.
2. Drag it onto New Script on the left and call it eventDescriptor_Value.
3. In the Script Editor, set the value to 'FromBW'.
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Task G: Validation
The process now needs to be validated to ensure that there are no errors.
The CIM validation plug-in runs in the background as the user modifies or edits
the process; it checks that changes are made in accordance with the Validation
rules.
Validations are triggered when the destination of the Process is set as CIM.
All errors will show up in the Problems tab of the Properties Window.
The following validations are performed to ensure conformity to CIM standards:
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These are some of the validations; for a complete list of validations, refer to the
TIBCO Collaborative Information Manager Process Designer Users Guide.
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Task H: Export the Process to a File
Now that the CIM Workflow has been defined and edited, it needs to be exported
back to CIM.
Follow these steps to export the process:
1. First, ensure that the Destination for the Process is set to CIM.To do this:
Select the Process under Processes in the Project Explorer.
In the Properties Window, click the Destinations Tab.
Select the CIM checkbox.
Do this for all the Processes and sub processes.
2. Right-click the Process Package (xpdl file) in the Project Explorer and select
the Export option.
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3. Select CIM Process XML under CIM Process Designer and click Next.
4. Select the location to export the process (xpdl) to. You can either export it to
the default projects export folder, or to a file. Click Finish.
5. The export is now complete. If you go to the location where you chose to
export the file, you will see an xml output file. This is the xpdl process file
which has been converted to the CIM Engine xml format.