F013XSTUD Workbook

IBM FileNet BPF Foundation 4.
0
(Course code F0131) Workbook
Trademarks
IBM is a registered trademark of International Business Machines Corporation. IBM, the IBM logo, and FileNet are trademarks of IBM Corporation in the United States, other countries or both. All other company or product names are registered trademarks or trademarks of their respective companies. Windows is a trademark of Microsoft Corporation in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others.
June 2007 edition

The information contained in this document has not been submitted to any formal IBM test and is distributed on an as is basis without any warranty either express or implied. The use of this information or the implementation of any of these techniques is a customer responsibility and depends on the customers ability to evaluate and integrate them into the customers operational environment. While each item may have been reviewed by IBM for accuracy in a specific situation, there is no guarantee that the same or similar results will Result elsewhere. Customers attempting to adapt these techniques to their own environments do so at their own risk. Copyright International Business Machines Corporation 2007. All rights reserved. This document may not be reproduced in whole or in part without the prior written permission of IBM. Note to U.S. Government Users Documentation related to restricted rights Use, duplication or disclosure is subject to restrictions Set forth in GSA ADP Schedule Contract with IBM Corp.
Foundation
Contents
Unit 1:
BPF Web Application

Overview Environment Settings User Credentials Start Environment
Introduction
BPF Web Application Activities

Create New Case and Route It Through Workflow BPF Web Application Interface Create New User If Time Permits
Unit 2:
Case Management Configuration

Overview Environment Settings
Introduction
Case Management Configuration Activities

Create Quality Review Inbasket Add More Functionality Testing BPF Operations Create Backup
Unit 3:
Application Creation
Environment Setup
Introduction
Application Creation Activities

Java Script Event Handler Java Case Event Handler Custom Tools Custom Tabs Custom Lookups Custom User Preferences
Rev 1 Copyright IBM Corporation 2007 BPF Foundation Labs i
Contents
Foundation
Unit 4:
Customize Appearance
Restart BPF Application
Introduction
Customize BPF Appearance Activities

Case Tab Designer With BPF Explorer Create an Expando
Unit 5:
Layout Designer
Overview Restart BPF Application
Introduction
Layout Designer Activities

Create an New Layout
Unit 6:
eForms Integration
Overview
Introduction
eforms Integration Activities

Configure Eform Case Creation Tool Configure Case Creation Tool As BPF Tool With BPF Explorer Configure Eforms Tab Explore Workflow
Unit 7:
Customize Appearance
Project Overview Project Activities Instructor Assistance
Introduction
Final Project Activities

Project Requirements Team Presentation Guidelines
BPF Foundation Labs ii
Copyright IBM Corporation 2007
Rev 1
Workbook
Business Process Framework Foundation BPF Web Application
IBM FileNet Business Process Framework
BPF Web Application
Contents
Contents
INTRODUCTION .......................................................................................................................................................1 OVERVIEW.................................................................................................................................................................1 ENVIRONMENT SETTINGS ..........................................................................................................................................1 USER CREDENTIALS ..................................................................................................................................................1 START ENVIRONMENT ...............................................................................................................................................2 BPF WEB APPLICATION ACTIVITIES ................................................................................................................3 CREATE NEW CASE AND ROUTE IT THROUGH WORKFLOW .......................................................................................3 BPF WEB APPLICATION INTERFACE ..........................................................................................................................4 CREATE NEW USER ...................................................................................................................................................8 IF TIME PERMITS .......................................................................................................................................................9
Rev 1
BPF Foundation Lab 1 i
Contents
BPF Web Application
BPF Foundation Lab 1 ii
Rev 1
BPF Web Application
Lab 1
Introduction
Overview
In this lab, you use the BPF Case Management Example. The BPF Case Management Example is a sample solution that you will use throughout the course to explore various BPF features. In the subsequent lab exercises, you will enhance the configuration and build additional pieces to this application. In this lab, you will also use the BPF Web Application user interface, log on under different roles, and create new users and new work items.
Environment Settings
Name FileNet P8 Workplace URL FileNet P8 Documentation BPF Web Application URL BPF Help URL WebSphere Configuration Console Value http://hqdemo1:9080/Workplace http://hqdemo1:9080/ecm_help http://hqdemo1:9080/bpf http://hqdemo1:9080/bpf_help http://hqdemo1:9060/ibm/console or https://hqdemo1:9043/admin
User Credentials
Description Windows FileNet P8 Enterprise Manager FileNet P8 Workplace FileNet P8 Process Engine Task Manager BPF Explorer BPF Web Application - all roles BPF Web Application - Supervisor role BPF Web Application - Indexer role BPF Web Application - Approver role BPF Web Application - Reviewer role User Name administrator administrator administrator administrator bp8 administrator sue joe ana mark Password filenet filenet filenet filenet bp8 filenet filenet filenet filenet filenet
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BPF Foundation Lab 1 1
Lab 1
BPF Web Application
Start Environment
Start the WebSphere application server and verify that all processes and services are started correctly. Name 1. 2. Action Start VMWare. Start the BPF image: In the VMWare window, click File > Open. Go to D:\F8986_Rev1.0\BPF400.v mx 3. Log on to the desktop as Windows Administrator. Use Ctl+Alt+Ins to get login dialog. Start the WebSphere application server. 1. Double-click the Start the server icon on the desktop. A DOS window opens. Four messages are displayed in the window and after 2 to 3 minutes, the window closes. The following are the displayed messages: Password: filenet Result/Comment For VTMS students, the image is already started when you start the VTMS session.
Start the BPF image in the VMWare environment.
ADMU0116I: Tool information is being logged in file C:\ProgramFiles\IBM\WebSphere\AppServer\profiles\default\logs\server1\start Server.log ADMU0128I: Starting tool with the default profile ADMU3100I: Reading configuration for server: server1 ADMU3200I: Server launched. Waiting for initialization status. Start the Process Engine Services. 1. Click Start > Programs > FileNet P8 Platform > Process Engine > Process Task Manager. Verify that the Process Engine and Application Engine processes are started. Close the Process Task Manager. Start processes if necessary. You do not need to start the Process Simulator and Process Analyzer services. Process Engine > Servers > hqdemo1 Application Engine > Component Managers > region2.all
2.
3.
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BPF Web Application
Lab 1
BPF Web Application Activities

Create New Case and Route it Through Workflow
In this section, you create a new Case and route it through the workflow using steps from the previous section. You can choose any user account to create a new Case. However, only users who are members of the Indexer or Supervisor roles have access to the Index Inbasket. New Cases are always routed to the Index Inbasket, according to the workflow map definition. If you create a new Case from a role other than those previously mentioned, you need to sign in as a role with access to the Index Inbasket to complete the Case.
Name 1. 2.
Action Open Internet Explorer if it is not already open. Go to the BPF Web Application and sign in as Administrator.
Result / Comment
Go to the BPF Web Application.
You can use the provided Case Management Favorites. http:/hqdemo1:9080/bpf Password: filenet
Create a new Case and approve it in a workflow. 1. 2. Click the New Case tool. In the Create new Case window, click Browse and select a local file. Populate the fields. Click OK. Click Show details to display the Case ID of the newly created Case. Use the Browse button and select any local file from C:\BPF\misc\solutions\case_management\sam ple_documents Random values are acceptable. The New Case Created message is displayed. The Case is available in the Index Inbasket. Note: Click the Inbasket name to refresh content. If you selected New Case while you had the Index Inbasket selected, you need to refresh content of the Inbasket to see the new Case. You see the logoff confirmation, and then the logon dialog box.
3.
4.
Click the Sign Out button. Click Yes to confirm log out.
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Lab 1
BPF Web Application
BPF Web Application Interface

In this section, you familiarize yourself with the BPF Web Application interface, log on as different user roles, and route a Case through a workflow.
Name 1. 2.
Action Open Internet Explorer. Go to the BPF Web Application.
Result/Comment
Go to the BPF Web Application. You can use the provided Case Management Favorites. http:/hqdemo1:9080/bpf Sign on as an Indexer role. 1. Log on as user joe. The user name and password information is provided at the beginning of the lab. The main window is open and a Case that you created in the previous activity open. The Index Inbasket is configured to work in the Get Next mode. Write down the Case ID. _______________________ 2. Execute Action > Pend. Select a reason and click OK. The Case is now complete and closed. You need to select a reason for why the Case is pending. At this point, the Case moves to your My Work Inbasket.
3. 4.
Click the My Work Inbasket to refresh the display. Double-click the work item to open the Case from the My Work Inbasket. Execute Action > Complete to complete the Case. The Case is complete and closed. At this point, the indexing step for the Case is completed, and the Case is routed to a Reviewer. You see the logon dialog box.
5.
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BPF Web Application
Lab 1
Sign on as Reviewer 1. Log on as user mark. The main window is open and the Inbasket Case is available. The Case that you completed as joe is available in your Review Inbasket. Note: The Inbasket Case count is displayed next to the Inbasket name. The Reviewer role is configured to display the case count next to the Inbasket name. 2. 3. 4. Double-click the Case to open it. Click the Audit tab. Add a new document to the Case by clicking the Add Document link in the upper-left area of the toolbar. Use the Browse button in the Add Document window and select any local file from C:\BPF\misc\solutions\ case_management\sample_documents Enter values for properties and click OK. Examine the Case and Attachment tabs. Examine Case events. The Add Document window opens.
5.
The new document is added to the attachments list. You can view the document now. If you selected an image document (TIFF, JPEG, BMP, or GIF), you can annotate it in the Viewer. To save annotations, click the Save icon on the annotation toolbar on the left side of the Viewer. The Case is complete and closed. At this point, the review step for the Case is complete, and the Case is routed to the Approver that you selected (ana). no more cases available You see the logon dialog box.
6.
Execute Action > Send to Approval to complete the Case. Select user ana from the list. Click OK.
7.
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Lab 1
BPF Web Application
Sign on as Approver. 1. Log on as user ana. The main window opens and the Inbasket Case list is available in the Pending Approvals Inbasket. Note the following: The unlocked icon is displayed. The split window indicates that this Inbasket is configured in Bulk Processing mode, which allows multiple Cases to be processed. Sort criteria have changed. All items are sorted based on priority.
2. Click the Case and then click the Add link in the middle of the screen. Select the Case from the middle of the window. Execute Action > Approve to complete the Case. Click Yes to complete all Cases. 4. Click the Sign Out button. Click Yes to confirm log out.
The Case appears in the lower part of your Inbasket Case list. The locked icon is now displayed. The Case is complete and removed from the list.
3.
You see logon dialog box.
Rev 1
BPF Web Application
Lab 1
Sign on as Supervisor. 1. Log on as user sue. The main window is open. You need to find the Case. Note that this Inbasket list has changed. 2. Click the Search toolbar icon. Click BPF Case Search to start the search template. 3. Enter the Bp8CaseID and Account Number and click Search. Click the underlined link in the Title field of the search results. Click the Audit tab 5. Close the Case window. Close the Search template window. Close the Searches window. Click the Sign Out button. Click Yes to confirm log out. A new window opens showing the list of searches. A new Search View window opens. This is the CaseID that you saved when you were logged in as Indexer joe in the previous Sign On as Indexer activity. The Case opens. Note that the Case fields are read-only (but this is configurable). Review the Audit Log.
4.
6.
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Lab 1
BPF Web Application
Create New User

In this section, you will create a new user and assign this user to BPF roles.
Name 1. 2.
Action Start Active Directory Users and Computers. Create a user name and assign user to Supervisor, Approver, and BPF Site Designers groups. Close the Active Directory.
Result/Comment Start > Programs > Administrative Tools Write down the user name and password. _______________________________________
Create new user in LDAP.
3.
Go to the BPF Web Application. 1. 2. Open Internet Explorer. Go to the BPF Web Application and sign in as the newly created user. When you sign in, you receive a prompt asking you to specify your default security profile. Select the Supervisor profile and click Update. 4. Sign Out. http:/hqdemo1:9080/bpf
3.
The Web Application main page is displayed. Note: The Role list is now available to allow switching between roles.
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BPF Web Application
Lab 1
If Time Permits
In this section, you will explore other features of BPF Application.
Name 1. 2.
Action Open Internet Explorer. Go to the BPF Web Application URL and sign in with your user account. Click the Preferences link, change options, and click OK to save changes.
Result / Comment
Explore User Preferences. 1. You can explore the following preferences: - Override default tab - Default tab (To override the default tab, select the check box and select the new default tab. - Open Viewer when Case is open - Receive new work assignment via email - Default Group You see the Inbasket Case Count. If there are no active cases in any of the queues you might need to create one. The document or folder is attached to the Case. Note: This tool is available only when a Case is open.
Explore Tools. 1. 2. Click Queue Depth link on the left side of the toolbar. Open a case and click the Attach Document link. Search for content or a folder and click the Select link.
Explore Inbasket Filters. 1. Specify an Inbasket filter value in the fields above the Inbaskets list and click the Inbasket name in the Inbasket list. You might need to create some more cases if you have completed all of them. A Case or list of Cases matching your filter conditions is displayed.
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Lab 1
BPF Web Application
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Workbook
Business Process Framework Foundation Case Management Configuration
Contents
Contents
INTRODUCTION .......................................................................................................................................................1 OVERVIEW.................................................................................................................................................................1 CASE MANAGEMENT CONFIGURATION ACTIVITIES .................................................................................3 CREATE QUALITY REVIEW INBASKET .......................................................................................................................3 ADD MORE FUNCTIONALITY ...................................................................................................................................11 TESTING BPF OPERATIONS .....................................................................................................................................20 CREATE BACKUP .....................................................................................................................................................21
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Contents
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Lab 2
Introduction
Overview
In this lab, you have an opportunity to customize the BPF Case Management Example. The BPF Case Management Example is a sample solution that you will use throughout the course to explore various BPF features. In the subsequent lab exercises, you will enhance the configuration and build additional pieces to this application. Preparation for Lab 2: If the Case Management Workflow is not in the object store, complete the following configuration steps before proceeding with Lab 2. 1. Open the Internet Explorer Web browser. Select the Workplace link. Sign in to Workplace as the administrator. 2. Go to BPFOS1 > BPF > Workflows. If the Case Management Workflow exists, then proceed with Lab 2. If it does not exist, proceed to step 3. 3. Click Add Document. Click Change Class and select Workflow Definition. Type the document title. Click Next. 4. 5. Accept default security and Click Next. Go to C:\BPF\misc\solutions\ case management\config\ CaseManagement.pep Click Open. 6. Click Finish. Click OK. Proceed to Lab 2. Class: Workflow Definition
Document Title: Case Management Workflow
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Lab 2
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Lab 2
Case Management Configuration Activities

Create Quality Review Inbasket
In this section, you will create a new Quality Review step in the workflow process and an Inbasket configuration in BPF and update various components of the BPF Case Management Example.
Name 1. 2.
Action Open the Process Designer tool in Workplace. Select File > FileNet Open/Checkout > BPFOS1 > BPF > Workflows. Click Case Management Workflow.
Result/Comment Located under Author > Advanced Tools. Select the Check Out option.
Process Engine Changes - Update workflow map
3.
Go to the Termination submap: Open the HostProcess workflow submap by double-clicking it. Open the Termination workflow submap by double-clicking it.
4.
Add a new General step named Quality Review between the Stop All Timers step and the Terminate step. Drag a copy of the General icon from the BPM Palette into the Termination submap window.
In the Properties window, set the properties on the following tabs: Name: Quality Review General tab: Set Work Queue to CaseManagement. Parameters tab: Expose all available fields. Routing tab: Create the QualityReviewPassed response. Type QualityReviewPassed in the Responses Name field. Be sure to press Enter to complete defining the route. Remove the route by right-clicking the route and selecting Delete.
Delete the route between the Stop All Timers and Terminate steps.
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Lab 2
5.
Create routes from the Stop All Timers step to the Quality Review step and from the Quality Review step to the Terminate step. Associate the QualityReviewPassed response with the route between the Quality Review step and the Terminate step and the route with the label of Passed. Select the route between the Quality Review and the Terminate node and complete the properties as shown.
Left-click and drag between two nodes to create a route between them.
6.
In the Properties window, set the following properties: Name: Passed Condition Routing: Select Condition Responses tab: Condition: All Response: QualityReviewPassed Click the Insert button. Note: All(QualityReviewPassed) is displayed in the lower window.
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Lab 2
7.
Validate your workflow map, and check it into the object store. Go to File > FileNet and select the Check In option. Click Finish on the first screen. Reopen the Case Management workflow: Go to File > FileNet Open/Checkout > BPFOS1> BPF > Workflows > Case Management Workflow. Transfer your workflow map to the isolated region: File > Transfer Click OK. Click Close. Another way to transfer the workflow map is to execute the following steps from Workplace: Go to > BPFOS1 > BPF > Workflows. Right-click Case Management Workflow and select Transfer Workflow. Wait for the confirmation that the workflow transfer was successful. Note: The workflow must have the default name Case Management Workflow. If you see a warning that the Workflow name is in use, it is OK to overwrite it. (Select Use this workflow name and click Transfer.)
8.
9.
Exit the Process Designer.
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Lab 2
BPF Configuration changes 1. Open BPF Explorer and log on. Start > Programs > FileNet Business Process Framework > BPF Explorer Or use the BPF Explorer shortcut on the desktop. Username: bp8 Password: bp8
Several things need to be defined in order to have a functional Inbasket in BPF. For this simple exercise, perform these steps manually. The following are defined: A Step in BPF (used to filter the BPM queue contents by the workflow step) An Action (to be logged to the Audit log when a response is chosen) A Response suitable to dispatch the Work Item An Inbasket Definition for your new role and task
Note: The definition can be achieved automatically by importing the process map using the WFImport tool. 2. Go to the Workflow Configuration > Steps node. Right-click the node and select New > Step. Name the step Quality Review or the exact name of the new step you created in your process map. Click OK.
3.
Go to the Miscellaneous > Actions node. Right-click the node and select New > Action. Name the step Passed by Quality Review. You can type a description that describes your audit log event. Click OK.
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4. Go to the Workflow Configuration > Responses node. Right-click the node and select New > Response. Create a response with the following properties: Name: QualityReviewPassed Display Label: Passed Hotkey Alt+: P Enable: Selected System: Not selected Action: Passed by Quality Review [The response created previously] Click OK. 5. Go to the Inbasket Configuration node. Select the Inbasket Configuration node. In the right pane, highlight the Index Inbasket definition assigned to the Supervisor Role. 6. Right-click the Index/Supervisor Inbasket and select Copy. Right-click the Inbasket Configuration node in the tree pane, select Paste, and paste the Inbasket into the pane on the right side. A new Inbasket appears that is named Copy of Index. It is an exact copy of the original Index Inbasket. 7. Right-click the Copy of Index Inbasket item, select Properties, and update the Inbasket definition to match the properties listed in the following step.
Lab 2
Note: You might have to refresh your view to make the Inbasket appear.
Rev 1
Lab 2
8. General tab: Inbasket Name: Quality Review Role: Supervisor Inbasket Type: STANDARD Modes: Select Browse only. Options: Use all defaults but select Bulk Processing Attachment Visible: Yes Workflow configuration box: Step name: Quality Review Queue name: CaseManagement Filter name: Public Inbasket with ReadFromWF field 9. Responses tab: Remove all responses from the Selected Responses fields by pressing the <-All button. From the Available list, select the QualityReviewPassed response and add it to the Selected Responses fields using the button. You might have to select another tab and then reselect the Responses tab to see the change. Important: Make sure you select the Bulk Process check box next to the response to enable this response for the batch (bulk) mode. 10. Browse Fields tab: Quickly review the available browse fields on the Browse Fields tab. Toolbar tab: Note the assigned tools in the Toolbar tab. Tabs tab: Notice the tabs assigned in the Tabs tab.
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11. 12. 13. Click OK to update the Inbasket definition. Exit BPF Explorer. Log on to BPF with the user that is a member of Supervisor role. The Logged in user is displayed in the status bar at the bottom of the screen.
Lab 2
You now see your new Quality Review Inbasket. The Inbasket does not yet contain any work items.
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Lab 2
Test your changes 1. Create a new Case. Remember to click the Index Inbasket to refresh the Inbasket contents. Open the Case by double-clicking the item in the Index Inbasket. Perform the execute action. Click Action > Complete. 3. Review the Case from the Review Inbasket. Double-click the Case in the right pane to open it. Select Send to Approval from the Action menu. Select an approver from the list. 4. Log off and log on again as the approver you assigned work to. Select the Case from the Pending Approvals Inbasket. Click Add to add the item to the bulkprocessing window. Click Action in the bulk-processing menu bar and select Approved. Click yes in the next dialog box. 5. Log off and log on again as the administrator. The work item is now in the Quality Review Inbasket. You can use Administrator or another user from the Supervisor role. Notes: Make sure that the Supervisor role is selected at the bottom of the BPF application window. If you do not see the work item, use the Process Task Manager to determine if BPF_Operations is running. If BPF_Operations is not running, right-click the entry and start the component. 6. Open the item in Quality Review. The only available action is Passed. Execute this action. At this point, the workflow is complete and the Case is closed. In the next part of this lab, we will be creating other responses and actions Log in as ana if you used ana in step 3. Action > Approve You can use user ana or another user from the list. Log in as Administrator. Note: Save the case ID for the search in step 7.
2.
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7. Use BPF Case Search to locate your Case. Review the Audit Trail. Close the Case Window. Close the Search results window. Close Searches. 8. Sign Out from BPF.
Lab 2
Open the Case by clicking on the Title column link in the search results list. Click the Audit tab. The status bar indicates that the Case is not active in the workflow.
Add More Functionality

In this section, you will add additional functionality to the Quality Review Inbasket. As part of the quality review process, you will add pending work to yourself and also provide a path to reject and restart the process. Name 1. Action Add a General step to add a Pend function to the workflow map (see the screen capture at the end of this exercise). Result/Comment Name: QR Pend General tab: Select Participants. Make this step a personal Inbox step. Click the pencil icon and assign PERSONAL workflow group as Participant at this step. 2. Add a System step called Restart Work. This step returns Quality Review work items to the main process map for rework. For the Call function, specify the Workflow (Main Map) as a Map field value. 3 Select the Quality Review Step and add the responses on the Routing tab. This step restarts processing from the beginning. Name: Restart Work General tab: Selected function: Call Double-click the selected Call function. Click the Map list. Select Workflow (Main Map). Routing tab: Response: Add QualityReviewPend Add QualityReviewRestart
Process Engine Changes Update workflow map
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Lab 2
4.
Create routes from the Quality Review step to QR Pend and Restart Work.
Drag the two routes between the specified nodes. Name: Pend Conditional Routing: Select Condition. Responses tab: Condition: All Response: QualityReviewPend Click the Insert button. ALL(QualityReviewPend) is displayed in the Condition window. Name: Restart Conditional Routing: Select Condition. Responses tab: Condition: All Response: QualityReviewRestart Click the Insert button. ALL(QualityReviewRestart) is displayed in the Condition window.
5.
Create routes from the QR Pend step and then assign responses to the routes from QR Pend to Terminate and from QR Pend to Restart Work. Validate your workflow. Transfer your workflow. Save a copy of your workflow definition onto the local disk.
Copy steps 3 and 4. Name the routes Passed and Restart, and name the responses QRPendPassed and QRPendRestart. Remember to set Conditions.
6.
C:\BPF\Case Management Workflow.pep
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Lab 2
Before you proceed to the next step, use regedit.exe to go to the following string and set the value as indicated. Setting name: HKEY_LOCAL_MACHINE\SOFTWARE\FileNet Business Process Framework\Common\ DATABASE_CONNECTION_STRING Value: DSN=Bp8Metastore;UID=bp8;PWD=bp8;
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Lab 2
Import workflow map changes into BPF 1. Run the WFImport.exe application. It can be found in this location: C:\Program Files\FileNet\BPF\BPFExplorer \Utils
2.
Select Load from file to select a workflow definition file to load from. Next, select the workflow definition file that you saved in Add More Functionality activity step 6. After the map is identified, verify the updates to be imported to ensure that your changes are available and correct. Make sure that you select all the steps and responses by selecting the check boxes that you want to import. Click Next to import the data into your BPF configuration.
3.
You are presented with the following screen. Note: Make sure that you select the last check box if you want to generate different actions. Click Finish to import your data.
4.
When you see the following message, your import is finished. Click OK.
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Lab 2
Create Quality Reviewer role 1. Create a new LDAP user for the Quality Review Inbasket. Create a new LDAP Global group for Quality Reviewer and assign bill to that group. This user can now access work waiting for quality review. In FileNet Enterprise Manager on the Default Instance Security tab, add the Quality Reviewer group to the Bp8Attchment object. Assign Full Control permission to the Quality Reviewer group. Five other BPF groups are in this object. Exit FileNet Enterprise Manager. 4. Create Quality Reviewer Access Role in Workplace. Go to Admin >Site Preferences > Access Roles. Click Add Role and create the Quality Reviewer role. Remove #AUTHENTICATED USERS from the access list for this role if it is present and assign Quality Reviewer. Make sure that only the Quality Reviewer LDAP group has access to the Quality Reviewer access role. Click Apply and Exit to save your changes. Create the new role under User and Access Information > Roles. Role name: Quality Reviewer Access Name: Quality Reviewer Description: Quality Reviewer Display Case count: Select the check box. Click OK to complete. Approver, Reviewer, Indexer, Supervisor and BPF Site Designer. For this exercise, create user bill with the password filenet. Note: You can create any user name you like. 2.
Close Active Directory. Open the Object Store > BPFOS1 > Other Classes > Custom Object > Bp8Object.
3.
Sign out from Workplace. 5. Create the Quality Reviewer role in BPF Explorer.
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Lab 2
6. Create Quality Reviewer User role template. Click Apply and OK to commit your changes.

Create a new user role profile under User and Access Information > Users. Right-click the User node and select New > User. Logon name: Quality Reviewer Full name: Quality Reviewer Profile User Account is Active: Selected Default company: ACME Exit BPF Explorer. Modify Inbasket configuration 1. Create an Inbasket to hold the personal pending work of the Quality Review queue. Copy the existing My Work Inbasket for the Supervisor role. Paste Inbasket into the right pane to create Copy of My Work. 2. Open the new Inbasket definition Copy of My Work and set the following properties on the General tab. Inbasket name: My Work Master Role: Quality Reviewer Workflow configuration box: Step name: Leave blank. Queue name: Inbox Filter name: Personal Inbasket with ReadFrom WF fields no Step 3. Remove all existing responses and add the response names you created for QR Pend in the workflow definition earlier. Modify the Case Fields tab to make all fields Read/Write. Inbasket Filters tab: Remove all filters except Account Number. Responses tab: Response: QRPendPassed and QRPendRestart Yes entered in the R/O column means that the field is read-only. Set all fields to No to make them the field Read/Write. Default role: Quality Reviewer
4.
5.
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6. Toolbar tab: Ensure that only the Add Document tool is assigned. 7. Tabs tab: Ensure that the Case, Audit, and Attachment tabs are selected. 8. 9. Click Apply and OK to save changes. Responses tab: To enable all of the new routes on the Quality Review Inbasket, change the responses in the Inbasket. Add the two new responses: QualityReviewPend QualityReviewRestart
Lab 2
10.
For the QualityReviewPend response, BPF must assign the current user to this piece of work. Set the fields in the Operations box in the lower-right corner of the window to make this assignment. This operation ensures that the work item is assigned to the correct BPM user ID in the queue. Case Field: PERSONAL Group Builtin Property: Active User Name Click Apply to accept your changes. Perform the reassignment on the General tab. Master Role: Quality Reviewer
11.
General tab: Reassign this Inbasket from the Supervisor role to the Quality Reviewer role.
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Lab 2
12. For the Quality ReviewRestart Work response, add a required reason to be given when this response is selected. Reasons box: Reason: Other See Comments Click OK to save your changes. 13. Make a copy of the Quality Review Inbasket and rename it Search. Change the Inbasket Type to CASEQUERY. Make sure that all Case fields are read-only. Click Apply and click OK. Close BPF Explorer.
BPF uses this Inbasket for users in the Quality Reviewer role when you opening Cases from Search results. The Search Inbasket for the Quality Reviewer role determines the user interface layout.
14. 15.
Test your changes 1. Open Internet Explorer and Sign in to the BPF Web Application as Indexer joe. Create several new cases and route them as follows so that they use the new workflow map. 2. Click New Case. Open the Case in the Index Inbasket. Click Action > Complete. Open the Case in the Review Inbasket. Click Action > Send to Approval. Sign in to BPF as ana. Open the Case from the Pending Approvals Inbasket. Click Action > Approve. 3. Sign in to BPF as Quality Reviewer bill. Open the case from the Quality reviewer Inbasket. Click Action > Pend. Verify that the Case moved to the My Work Inbasket.
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Watch the context of the default role of the logged-on user. Not all users have access to the Quality Reviewer Inbasket. Important: There are two entry points into the Quality Review step: reject at the Review step or reject at the Approve step. Fill in Appropriate Case data. Route the Case to Quality Review by going through the approval process.
Select ana for approver.

Open the Case from the My Work Inbasket. Select the Audit tab. 4. Sign in to the BPF Web Application as Indexer joe. Click New Case. Open the Case in the Index Inbasket. Click Action > Reject. Sign In to BPF as Quality Reviewer bill. Click > Search > BPF Case Search. Open the case by Clicking the link in the Title column of the search results. Select the Audit tab. 5. Open the Case from My Work Inbasket. Close the Case. Sign in to BPF Explorer as administrator to adjust the layout. Open the Case again from My Work Inbasket to verify your UI adjustments. 6. Execute the QualityReviewRestart response from the My Work Inbasket. Use Search > BPF Case Search to locate your Case and verify the Inbasket that the Case is in. Where is the case located now? ________________________ Locate the Case by searching. Fill in Appropriate Case data.
Lab 2
Verify that the audit trail reflects the path taken by the Case to reach this destination.
Route another Case from Quality Review so that it completes.
Verify that the audit trail reflects the path taken by the Case to reach this destination. Do you see the correct responses for the QR Pend step? If not, how do you go about finding out why? _____________________________ Ensure that your Case user interface layout is designed the way you want it. If it is not as you want it, close the Case and make adjustments in the layout using BPF Explorer.
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Lab 2
Testing BPF Operations

In this section, you will test creating primary and secondary documents using workflow event subscriptions. Name 1. Action Update the BPF Case Management Workflow Event Subscription to point to the latest version of the workflow. Close FileNet Enterprise Manager. Create a new Case for primary documents. Add the following document using Workplace Add Document wizard. Document Class: Case Management Documents DocEntryStatus: DOCENTRY DocumentType: 1 Account Number: XYZ12345 2. Allow secondary documents to be merged with primary document in the case. Add the following document using Workplace Add Document wizard. Document Class: Case Management Documents DocEntryStatus: DOCENTRY DocumentType: 2 Account Number: XYZ12345 3. In the Index Inbasket, the document is now attached to the Case where Account Number is XYZ12345. Because the document class Case Management has a workflow subscription attached to it, adding the document through the Workplace Add Document wizard automatically creates the case and attaches this file to the workflow. This adding operation results in the same actions being performed on the case as if the case were created manually and a document added. The new Case is created and displayed in the Index Inbasket. Choose any file. Result/Comment You can use IBM FileNet P8 Enterprise Manager. Go to BPFOS1 > Events > Subscriptions > Case Management Workflow Event Subscription > Properties > Workflow. Select the version (latest version) from the list.
Update workflow event subscription.
2.
BPF Operations 1.
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Create Backup
In this section, you will make a snapshot of the system configuration and create backup copies of each repository. You can use this data at any time to restore your Case Management configuration or promote it to a new environment. Prepare a staging folder 1. Create folder Lab2_Backup on the C drive. Log on to BPF Explorer. Go to the Export and Import Management node. Right-click the Export and Import Management node and select All Tasks > Add All Objects to Export List. 3. Right-click the Export and Import Management node again and select All Tasks > Export XML Manifest. Locate the C:\Lab2_Backup folder and name the file bpf_lab2.xml. When you click OK, the export starts and generates an XML export with the file name you specified. When you complete this step, BPF Explorer creates an internal list of objects to export (all objects).
BPF Explorer Manifest Export 1. 2.
When you complete this step, BPF Explorer creates an internal list of objects to export (all objects). You have a backup of your BPF configuration at this point.
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Lab 2
Content Engine Manifest Export 1. 2. Log on to IBM FileNet P8 Enterprise Manager. Add the following objects to the export manifest: Choice Lists > DocEntryStatuses Document Class > Case Management Documents Other Classes > Custom Object > Bp8Object > Bp8Case > Case Management Property Templates > Account Number Comment Company Name Contract Amount Designated Rep DocEntryStatus DocumentType Effective Date Expired PrimaryCaseID ReceivedDate Rejected Root Folder > BPF > Searches > BPF Case Search Case Management Document Search 3. Right-click the Export Manifest node and select Export All Objects. For Export File Manifest Prefix, type ce_lab2. For Export File Location, go to the C:\Lab2_Backup. Click OK to complete the export. You have a backup of your Case Management object class configuration at this point. Connect to hqdemo1. Right-click each object and select Add to Export Manifest. Select the (include sub-classes) option when available. The components you are going to select are all those that define objects in the Case Management Example.
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Process Engine Manifest Export 1. Log on to Workplace > Admin > Process Configuration Console and select region2[2]. Right-click and select Connect. Export the workflow region to manifest. Right-click region2[2] and select the Export to XML file option. Go to C:\Lab2_Backup\ and enter pe_lab2.xml for the file name when you are prompted. Select Include System Properties. Click Export. 2. Save your workflow map definition as wflo_lab2.xml. If you still have your most recent workflow open in the Process Designer, do the following: Click File > Save as and go to C:\Lab2_Backup. Type wflo_lab2.xml for the file name. Alternately, go to Object Store BPFOS1 > BPF > Workflow. Right-click the most recent saved copy of your workflow. Select the Download option. Click Save. Go to C:\Lab2_Backup and type wflo_lab2.xml for the file name.
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Lab 2
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Workbook
Business Process Framework Foundation Application Creation
Contents
Contents
INTRODUCTION .......................................................................................................................................................1 OVERVIEW.................................................................................................................................................................1 APPLICATION CREATION ACTIVITIES - CHALLENGE................................................................................2 WORKFLOW CONFIGURATION ...................................................................................................................................2 LDAP CONFIGURATION ............................................................................................................................................5 OBJECT STORE CONFIGURATION ...............................................................................................................................5 BPF CONFIGURATION................................................................................................................................................6 TEST ..........................................................................................................................................................................9 APPLICATION CREATION ACTIVITIES - WALKTHROUGH......................................................................13 WORKFLOW CONFIGURATION .................................................................................................................................13 LDAP CONFIGURATION ..........................................................................................................................................18 OBJECT STORE CONFIGURATION .............................................................................................................................18 BPF CONFIGURATION..............................................................................................................................................20 TEST ........................................................................................................................................................................29
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Contents
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Lab 3
Introduction
Overview
In this lab, we start by creating new queues, new process maps, and a new BPF configuration. The example is a simple Human Resource application. We are going to share the same workflow region, same Content Engine repository, and same Web application instance for simplicity. You need to use a separate Content Engine repository and separate Web application instance in the User Acceptance Test (UAT) or Production environment. There are two sections for this lab: Challenge and Walkthrough. In the Challenge section, the instructions provided are intentionally brief. If things do not work as expected or if you are getting errors, try troubleshooting the error first. Ask your instructor if you still have questions or need help. If you need step-by-step instruction, start at the Walkthrough section.
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Application Creation Activities - Challenge

Workflow Configuration
In this section, you will build a Human Resources application workflow configuration. Field Name F_StepName FirstName LastName SSN DOB Position Manager EvalStatus Bp8CaseID Name 1. Action Create the following queue: Name: HRQueue Use the preceding table to create (expose) the queue data fields. Notes: The fields F_StepName and Bp8CaseID must always be exposed with every queue used with BPF. Bp8CaseID is a user-defined field and must be created manually on the Data Fields tab. F_StepName is a system field rather than a userdefined field and must be exposed in every workflow queue using the System Fields tab. Field Type String String String String Time String String String Integer Result / Comment Workflow Queues can be created in the Process Configuration Console in Workplace. 50 50 40 Length 64 50 50 10
Create new Workflow Queue
2.
Commit your changes.
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Step 1. 2.
Action Create new workflow map using Process Designer. Open Workflow Properties on the general tab and name your workflow HR Workflow. Add BPF required properties to the following tabs: Data Fields: Bp8CaseID Attachments: Bp8Attachment, Bp8Case
Result / Comment
Create new process map
3.
Make sure that Bp8Attachment field is defined as an array.
4.
Add the following user-defined fields to the Data Fields tab: Field Name FirstName LastName SSN DOB Position Manager EvalStatus Field Type String String String Time String String String
Hint: These same fields were created earlier and committed for the HRQueue. They can now be selected using the Exposed Fields icon. Alternatively, you can retype each one.
5.
Add the following steps as shown on the following screen capture: Application Evaluation HR Notification At each step (including Launch), Expose all fields as described.
Expose all fields using the Parameters tab to allow BPF to update workflow fields at that step. Be sure to expose workflow fields at the Launch step on your workflow map. For each route: On the Responses tab Select Condition Select ANY from the menu Select a Response that matches the response name
Assign a work queue to HRQueue on the General tab. Create responses on the Routing tab following the naming conventions on the following screen capture.
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6. Use the TeminateProcess step in the General System Palette.
7. 8.
Validate the workflow map and make sure that there are no errors. Transfer the workflow map and save it to the BPFOS1 > BPF > Workflows folder. Save your workflow to a local file. You will use it later to import to BPF using WFImport. Choose a name for the workflow definition. Save the workflow after step 7. The workflow must be saved as an XML file. File > Save As > C:\BPFLabs\Lab3 > HR Workflow.xml
9.
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LDAP Configuration
Step 1. Action We are going to use the Administrator user and an existing Supervisor group for simplicity. Result / Comment Note: If time permits, you can create your own LDAP group and Access Role and map them to the BPF Role.
LDAP Objects Configuration
Object Store Configuration

In this section, you will create business object definitions in your Content Engine repository. You will make all these changes in IBM FileNet P8 Enterprise Manager. Name 1. Action Create a property template for each workflow field that you created in the Workflow Configuration section. Exclude those that start with F_ and Bp8. 2. Create a new document class: HR Documents. Do not add any properties. Accept all defaults when you create the class. 3. Create a new Case Object Class: HR Application. Add all property templates that you created in step 1. Go to the Other Classes > Custom Object > Bp8Object > Bp8Case node to create new object class. You do not need to add Bp8CaseID because it is inherited from the parent. Go to the Document Classes node to create new document class. Result/Comment
Create Property templates
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Lab 3
BPF Configuration
In this section, you will create BPF configuration. Step 1. 2. Action Open BPF Explorer. Import the blank configuration from the bpf_base.xml file provided for you. Note: Make sure that you import the configuration file, not the XML file. After import is complete, make sure that you modify the following application settings: 3. Disable BPF Metadata cache. Specify the correct Content Engine Object Store name. Specify the correct Process Engine Connection Point. BPF Explorer > Export and Import Management. Right-click and select All Tasks > Import XML Manifest This file is found in C:\BPF\misc\base\config Select Yes to Preserve user information of the current configuration. Set to {*|http://hqdemo1:9080/Workplace/} Result/Comment
Configure BPF Metastore
Set the BPF Web Applications parameter. BPF Explorer > Application Settings > Web Application > Workplace Integration Servlet URL
4.
Import the HR Workflow by running WFImport against the workflow definition that you created as part of the Workflow Configuration section (step 8). Make sure that you select the Select this check box if you want to generate different Actions check box. Click Finish to import your data. Create Case Fields using the list provided here: Expand the Case Field Configuration Click Application Fields and then Rightclick Application Fields and select new and then application Fiels. Make sure that you match the field type. Select CE property name. Specify the Process field name. Repeat this step for all fields.
Note: WFImport.exe is located in C:\Program Files\ FileNet\BPF\BPFExplorer\Utils\
5.
Field Name FirstName LastName SSN DOB Position Manager EvalStatus
Field Type String String String Date String String String
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Step 6. Action Create Case Type: Name: HR Specify the Workflow name. Specify the Content Engine Case Object Class Name (HR Application). Specify the Content Engine Document Class Name (HR Documents) Select both check box options. 7. Expose all fields for the HR case type by going to Case Fields Configuration > Case Data Dictionary Create a Supervisor role, if necessary. Result / Comment
Lab 3
Right-click Case Data Dictionary, select Properties, and then click Case Type HR. Note: The Supervisor role might already exist. If not, you can use sample_role as a starting point and modify it (change the name, LDAP group, and description to Supervisor). Notes: The user template serves as template for creating user accounts in BPF when a new user logs in. This user record is never used directly
8.
9.
Create a user template for the Supervisor role. Go to User and Access Information > Users and create a new user with the following values: Name: supervisor Full name: supervisor Default company: any value Default role: Supervisor
10.
Create Inbaskets for each step that you defined on the workflow. Select HRQueue as the queue name. Select Public Inbasket as the filter name on the General tab. Select the appropriate Responses by referencing the workflow step definition at step 7 of the Create new process map procedure. Define one or more fields on the Browse Fields tab (you can start with the Case ID). Expose the Create Case tool. Expose the Case fields on the Case Fields tab. Expose the Case and Audit tabs.
Notes: You can use Sample Inbasket as a template to create your first Inbasket. You might want to define an Inbasket for the first step in the workflow and test it before creating the other Inbaskets. When you expose fields on the Browse Fields tab, make sure that you select one column as a default (by placing a check mark in the Default column)
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Step 11.
Action Create a Search Inbasket for the Supervisor role. Create a new Inbasket copying and pasting another Inbasket. Open the newly created Inbasket. General Tab Inbasket Name: Search Role: Supervisor Inbasket Type: CASEQUERY Case Fields Tab Configure the Case fields to display on the case view for the HR Case Type. All Case fields must be defined as read-write by entering No in the R/O column. Tabs tab Select the Case and Audit tabs to show on the Case display view.
Result / Comment
12.
Define two new search templates. The first search (case) looks for a custom object called HR Application and searches by case ID and (optionally) first name. The second search (document) looks for a document class called HR Documents and searches by document title. Save them in Object Stores > BPFOS1 > Searches.
Workplace > Author > Advanced Tools > Search Designer The GUIDs for these two searches are required in the next step.
13.
Connect the new search template to the BPF toolbar. C:\Program Files\ IBM\WebSphere\AppServer\profiles\ default\installedApps\ hqdemo1Node01Cell\bpf.ear\bpf.war\ WEB-INF\Toolbar.xml.
Edit Toolbar.xml and either edit the existing case search and document search entries or duplicate and edit the existing entries. The Content Engine GUID for your new search templates must be copied and substituted into your new search entries.
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Test
In this section, you will test your HR Application. Name 1. Action Restart WebSphere application server. Stop the Server. Start the Server. Test HR Application 1. Sign in as Administrator. When sign-in processing is complete, you see the main page with the Inbaskets that you defined. The case must be created and displayed in the Application Evaluation Inbasket. Make corrections as necessary. Result/Comment BPF Web Application is restarted. Restart Web Application
2.
Create a new Case and select the HR Case Type when prompted. Test other Inbaskets.
3.
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Backup
In this section, you will make a backup of your HR application so that you can restore it at any time in the future. Step 1. Action Create the folder Lab3_Backup on C:\BPFLabs. Log on to BPF Explorer Go to the Export and Import Management node. Right-click the Export and Import Management node and select All Tasks > Add All Objects to Export List. 3. Right-click the Export and Import Management node again and select All Tasks > Export XML Manifest. Locate the C:\BPFLabs\Lab3_Backup folder and name the file bpf_lab3.xml. When you click OK, the export starts and generates an XML export with the file name you specified. When you complete this step, BPF Explorer creates an internal list of objects to export (all objects). Result / Comment Create backup package
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Step 1. 2.
Action Log on to IBM FileNet P8 Enterprise Manager.
Result / Comment
Content Engine Manifest Export Add the following objects to the export manifest: Choice Lists > DocEntryStatuses Document Class > HR Documents Other Classes > Custom Object > Bp8Object > Bp8Case > HR Application Property Templates > - FirstName - LastName - Manager - Position - DOB - EvalStatus - SSN Root Folder > BPF > Searches > - HR Case Search - HR Document Search Right-click the Export Manifest node and select Export All Objects. For the Export File Manifest Prefix, type ce_lab3. For the Export File Location, browse to the C:\BPFLabs\Lab3_Backup folder. Click OK to complete the export. Right-click each object specified and select Add to Export Manifest. Select the Include all associated objects option when available. The components that you are going to select are those that define objects in the Case Management Example.
3.
You have a backup of your Case Management object class configuration at this point.
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Step 1.
Action Sign In to Workplace > Admin > Process Configuration Console and select region2[2]. Right-click and select Connect. Export the workflow region to the manifest by selecting the Export to XML file option. Browse to C:\BPFLabs\Lab3_Backup\ and type pe_lab3.xml as the file name when prompted. Select Include System Properties. Click Export.
Result / Comment
Process Engine Manifest Export
2.
Save your workflow map definition as wflo_lab3.xml. If you still have your most recent workflow open in the Process Designer, then do the following: Click File > Save as. Go to C:\BPFLabs\Lab3_Backup and type wflo_lab3.xml as the file name. Alternately, you can browse to the BPFOS1 > Workflow folder. Right-click the most recent saved copy of your workflow definition. Select the Download option and click Save. Browse to C:\BPFLabs\Lab3_Backup and type wflo_lab3.xml as the file name.
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Application Creation Activities - Walkthrough

Workflow Configuration
In this section, you will build an HR application workflow configuration. Field Name F_StepName FirstName LastName SSN DOB Position Manager EvalStatus Bp8CaseID Step 1. Action Sign In to Workplace using administrator and filenet as the user name and password. Select Admin. Select Process Configuration Console to start the Process Configuration Console. Select region2[2], right-click, and select Connect. Expand the Work Queues node. Right-click Work Queues and select New to create a new queue. Enter a value for Queue Name: (HRQueue). Click OK. Select HRQueue and right-click. Select Properties to open the Queue properties window. Field Type String String String String Time String String String Integer Result/Comment Workflow Queues can be created in the Process Configuration Console in Workplace. 50 50 40 Length 64 50 50 10
Create new Workflow Queue
Note: The fields F_StepName and Bp8CaseID must always be exposed with every queue used with BPF. Bp8CaseID is a user-defined field and must be created manually on the Data Fields tab. F_StepName is a System Field rather than a
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Select the Data Fields tab. Use the preceding table to expose the queue data fields. Do not create F_StepName field here. Select the System Fields tab. Click the Add icon in the top right area. Select F_StepName from the list and click the Add button (right arrow) to add it to the list. Click OK. 2. Commit your changes by right-clicking region2[2] and selecting Commit Changes. Click Continue. Click Close when the commit is done. On the File menu, click Exit to close the Process Configuration Console.
user-defined field and must be exposed in every workflow queue using the System Fields tab.
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Step Create new process map 1.
Action In Workplace, select Author. Select Advanced Tools. Select Process Designer to start the Process Designer applet. Create new workflow map using the following steps.
Result/Comment Refer to the preceding Workflow map.
2. 3.
Open Workflow Properties. On the General tab, change the Workflow Name to HR Workflow. Select the Attachments tab. Add the required attachments: Bp8Case Bp8Attachment Select the check box in the Array field. Make sure that the Bp8Attachment field is defined as an array. Hint: These same fields were created earlier and committed for the HRQueue. They can now be selected using the Exposed Fields icon. Select the fields from the list on the left and click the Add button to add them to the Selected Fields list. Alternately, you can retype each one. Note: Use the Merge Type Override.
4.
Select the Data Fields tab. Add the BPF required property. Field Name Bp8CaseID Field Type Integer
Add the following user-defined fields to the Data Fields tab. Field Name FirstName LastName SSN DOB Position Manager EvalStatus 5. Field Type String String String Time String String String
Add the steps as shown on the preceding screen capture. Drag the General step in the BPM Palette to the Workflow map. In the Properties window, change the name to Application Evaluation. In the Step Destination area, select the Work Queue option, and then select HRQueue from the list. Select the Parameters tab. Select all the fields in the Available Parameters list
Expose all fields to allow BPF to update the workflow fields at that step. Make sure that you expose workflow fields at the
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and click the Add button (green arrow) to add them to the Selected Parameters list. Select the Routing tab. In the Responses section, type Accept in the Name box and then press Enter. Type Reject in the second row and then press Enter. 6. Drag the General step in the BPM Palette to the Workflow map. In the Properties window, change the name to HR. In the Step Destination area, select the Work Queue option and then select HRQueue from the list. Select the Parameters tab. Select all the fields in the Available Parameters list. Click the Add button (green arrow) to add them to the Selected Parameters list. Select the Routing tab. In the Responses section, type Hire in the Name box and then press Enter. Type Decline in the second row and then press Enter. 7. Drag the General step in the BPM Palette to the Workflow map. In the Properties window, change the name to Notification. In the Step Destination area, select the Work Queue option and then select HRQueue from the list. Select the Parameters tab. Select all the fields in the Available Parameters list. Click the Add button (green arrow) to add them to the Selected Parameters list. Select the Routing tab. In the Responses section, type Complete in the Name box and then press Enter. 8. Select the General System Palette from the list. Drag the TeminateProcess step to the Workflow main map. Create routes between steps as follows: Create a route between the Launch Step and the Application Evaluation step.
Launch step on your workflow map.
9.
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10. Create a route between the Application Evaluation step and the HR step and name it Accept. In the Conditional Routing section, select the Condition option. On the Responses tab, select ANY from the Condition list. Select Accept from the Response list. Click Insert. Create another route between the Application Evaluation step and the TerminateProcess step and name it Reject. In the Conditional Routing section, select the Condition option. On the Responses tab, select ANY from the Condition list. Select Reject from the Response list. Click Insert. 11. Create a route between the HR step and the Notification step and name it Decline. In the Conditional Routing section, select the Condition option. On the Responses tab, select ANY from the Condition list. Select Decline from the Response list. Click Insert. Create another route between the HR step and the TerminateProcess step and name it Hire. In the Conditional Routing section, select the Condition option. On the Responses tab, select ANY from the Condition list. Select Hire from the Response list. Click Insert. 12. Create a route between the Notification step and the TerminateProcess step and name it Complete. In the Conditional Routing section, select the Condition option. On the Responses tab, select ANY from the Condition list. Select Complete from the Response list. Click Insert. Configure the Launch Step. Select Launch Step on the map. Select the Parameters tab. Select all the fields in the Available Parameters list and click the Add button (green arrow) to add them to the Selected Parameters list. 14. 15. On the File menu, click Validate to validate the workflow map and make sure there are no errors. On the File menu, click Transfer to transfer the workflow map and save it to the BPFOS1 > BPF > Workflows folder. Enter a name for the workflow definition title (HR Workflow). On the File menu, click Save As to save your workflow to a local file. (C:\BPFLabs\Lab3 > HR Workflow.xml). You will use it later to import to BPF using WFImport.
Lab 3
Make sure that you click Insert to create the conditional routing.
13.
Note: The work item does not display in the Inbasket in the BPF Web Application if you do not expose the Bp8CaseID parameter in the Launch Step.
Correct the errors if necessary.
16.
Save the file after step 7. The file must be saved as an XML file.
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Select the Cancel the check out option and click OK. 17. On the File menu, click Exit to close Process Designer. Close the applet window.
LDAP Configuration
Step Action We are going to use the Administrator user and an existing Supervisor group for simplicity Result / Comment Note: If time permits, you can create your own LDAP group and Access Role and map them to the BPF Role. LDAP Objects Configuration
Object Store Configuration

In this section, you will create business object definitions in your Content Engine repository. You will make all these changes in the IBM FileNet P8 Enterprise Manager Property Template Name FirstName LastName SSN DOB Position Manager EvalStatus Name Create Property templates 1. Start FileNet Enterprise Manager. Click Connect. Log in as administrator with filenet as the password. Expand Object Stores/BPFOS1. Select the Property Templates node, right-click, and select New Property Template. Use the preceding table to create the property templates. In the Create a Property Template wizard, click Next.
Data Type String String String DateTime String String String
Action
Result/Comment
Create a property template for each workflow field that you created in the Workflow Configuration section.
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Enter the property Name and click Next. Select the data type and click Next. Click Next at the Select a Choice List window. Click Next at the Single or Multi-Value? window. Click Finish. 2. Create a new document class: HR Documents. In the Create a Class Wizard, click Next. Enter the class name and click Next. Select the properties that you created previously and click Add. Click Next. Click Next in the Select Property Attributes window. Click Next in the Specify Content Storage Parameters window. Click Next in the Configure Auditing window. Click Finish. 3. Create a new Case Object Class: Go to the Other Classes > Custom Object > Bp8Object > Bp8Case node to create a new custom object class: HR Application. Add all property templates that you created in step 1. 4. Exit FileNet Enterprise Manager.
Lab 3
Exclude those that start with F_ and Bp8.
Go to the Document Classes node to create a new document class.
Accept all defaults when creating class.
You do not need to add Bp8CaseID because it is inherited from the parent. Accept all defaults when creating a class.
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BPF Configuration
In this section, you create a BPF configuration. Step Configure BPF Metastore 1. 2. Open BPF Explorer. Log on using bp8/bp8 as the user name and password. Import the blank configuration from the bpf_base.xml file that is provided for you. Select Export and Import Management. Right-click, select All Tasks, and then select Import XML Manifest menu. Click Yes to confirm the import. Go to the C:\BPF\misc\base\config folder. Select the bpf_base.xml file and click Open. Select Yes to preserve the user information of current configuration. 3. After the import is complete, modify the following application settings: Expand Application Settings. Select System-wide Settings. Disable the BPF Metastore cache. In the list view, double-click the Enable BPF metadata cache entry. Change the value from True to False. Click OK. Double-click the Content Engine Object Store Name. Change the value to BPFOS1. Click OK. Double-click the Process Engine Connection Point. Change the value to region2. Click OK. 4. Set the BPF Web Applications parameter. In BPF Explorer, expand the Application Settings. Select the Web Application node. In the list view, double-click the Workplace Integration Servlet URL. Set the value to {*|http://hqdemo1:9080/Wor kplace/} Action Result/Comment
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Step 1.
Action Open a new Windows Explorer and go to the C:\Program Files\FileNet\BPF\BPFExplorer\Utils folder. Double-click the WFImport.exe executable. In the Workflow Map Import Wizard window, verify that the Load from file button is selected. Click Next. Go to the workflow definition file that you created as part of the Workflow Configuration section (step 8), select it, and click Open. Select all the check boxes (New Queues, New Steps and New Responses). Click Next. In step 3, change the value of Select workflow isolated region to 2. Select the Select this check box if you want to generate different Actions check box. Click Finish to import your data. Click OK to close the confirmation dialog box. Field Name FirstName LastName SSN DOB Position Manager EvalStatus Data Type String String String Date String String String
Result / Comment
Import Workflow Definition
C:\BPFLabs\Lab3\HR Workflow.xml You can expand the nodes and see the Queue and Steps and Responses that will be imported.
Step 1.
Action Use BPF Explorer to create Case Fields using the preceding table: Expand the Case Fields Configuration node. Select Application Fields. Right-click, select New, and then select Application Field. Enter the value for Field name and Display label (FirstName). Select the Data type (String) from the list.
Result / Comment Remember that the CE property refers to the custom object property that is for the case itself and does not refer to the document for the attachments.
Configure BPF Metastore
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Click the ellipsis () button next to the CE property name. Click OK in the Content Engine Logon window. Select CE Property and click OK. Make sure that you match the field type. Select CE property name. Specify the Process field name. Click OK. Use the preceding table to create the case fields. Repeat this step for all fields. 2. Create a Case Type. Select Case Types. Right-click, select New, and then select Case type. Enter the Case Type name: HR Enter the Workflow name: HR Workflow Use the ellipsis () button to select the Content Engine Case object class name: HR Application Select the Content Engine Document class name HR Documents Select both check box options. Click OK. 3. Expose all fields for the HR case type. Expand the Case Fields Configuration node. Select Case Data Dictionary. Right-click and select Properties. Select HR in the Case Type list. Click the All -> button to add all the case fields to the case type. 4. Create a Supervisor role, if necessary.
The workflow that you created in the previous exercise. You can also enter the case class name: HRApplication You can enter the document class name: HRDocuments
Note: The Supervisor role might already exist. If not, you can use the sample_role as a starting point and modify it (change the name, LDAP group, and description to Supervisor). Notes: The user template serves as a template for creating user accounts in BPF when a new user logs in. This user record is never used directly.
5.
Create a user template for the Supervisor role. Notes: The Supervisor template might already exist. If not, use the following steps to create a supervisor template. Expand the User and Access Information node. Select Users. Rightclick, select New, and then select User.
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Enter Logon name: supervisor Enter Full name: supervisor Select Default company: any value Select Default role: Supervisor Click OK. 6. Create Inbaskets for each step that you defined on the workflow as follows: Select Inbasket Configuration node. Right-click, select New, and then select Inbasket. Enter the Inbasket name: Application Evaluation On the General tab, select Supervisor for the Master Role (the role you created in step 8). Select the Step name: Application Evaluation Select the queue name: HRQueue In the Filter name list, select Public Inbasket. Select the Responses tab. Select Accept and click -> (right arrow). Select Reject and click -> (right arrow). Select the Browse Fields tab. Click the Add button. At the bottom of the Browse list columns box, select a value in the Case Field list. Change the value of the Display Label to match the Case field. For the field that is defined as Default, select the Sortable value option. Define one or more fields on the Browse tab (you can start with the Case ID). Expose the Create Case tool. Select the Toolbar tab. Select create_case from the list and click -> (right arrow) to add it to the Toolbar list. Expose Case fields on the Case Fields tab. Select the Tabs tab. Select Case and Audit from the Available Tabs list and click -> (right arrow) to add them to the Selected list. Click OK. Notes:
Lab 3
You can use the Sample Inbasket as a template to create your first Inbasket. You might want to define an Inbasket for the first step in the workflow and test it before creating the other Inbaskets. When exposing fields on the Browse tab, make sure that you select one column as a default (by placing a check mark in the default column) You can change the order in which fields appear by using the Up and Down buttons.
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Lab 3
7. Create an HR Inbasket. Select the Inbasket configuration that you just created. Right-click and select Copy. In the list view, right-click and select Paste. Select the copy of the Inbasket that you just created, right-click, and then select Properties. Change the Inbasket name to HR. Select HR from the Step name list. Select the Responses tab. Click the <- All button to remove the existing responses. Select Hire in the Available list and click -> to add it to the Selected responses. Select Decline in the Available list and click -> to add it to the Selected responses. Click OK. 8. Create a Notification Inbasket. Select the Inbasket configuration that you just created. Right-click and select Copy. In the list view, right-click and select Paste. Select the copy of the Inbasket that you just created, right-click, and select Properties. Change the Inbasket name to Notification. Select Notification from the Step name list. Select the Responses tab. Click the <- All button to remove the existing responses. Select Complete from the Available list and click -> to add it to the Selected responses. Click OK.
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9. Create a Search Inbasket for the Supervisor role. Create a new Inbasket by copying and pasting any Inbasket. Open the newly created Inbasket Properties. General Tab Inbasket Name: Search Role: Supervisor Change the Inbasket Type to CASEQUERY Case Fields Tab Configure the Case fields to display the Case Type. All Case fields must be defined as read-write by entering No in the R/O column. Tabs tab Configure the Case and Audit tabs to appear. Click OK. Display Label First Name Last Name SSN Date of Birth Position 10. Case Field FirstName LastName SSN DOB Position Required v v v
Lab 3
Add case fields to the create_case tool. Expand the Tools node. Select create_case. Right-click and select Properties. In the create_case Properties dialog box, select HR from the Case type list. Select the fields in the list and add them to the display. Configure them using the preceding table. Click OK.
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Lab 3
Step 1.
Action Define two new search templates for the HR Application case search and document search. Sign In to Workplace. Select Author > Advanced Tools > Search Designer. In the Search Designer Applet, verify that the Search Template is selected in the top list. On the Object Stores tab, select BPFOS1 from the Available Object Stores list and click Add (right arrow) to add it to the Selected Object Stores list. Select the Object Types tab. Clear the Document check box and select the Custom Object check box from the Object Type section. Click the Update Subclass List button. Select Hidden from the View list. Select HR Application from the Object Subclass list. Select the Search Criteria tab. Select Editable from the View list. Select BP8CaseID from the Property list. Select is equal to in the Operator list. In the second row of search criteria, select Editable from the View list. Select FirstName in the Property list. Select is like in the Operator list. On the File menu, click Add New. Go to the Object Stores > BPFOS1 > BPF > Searches folder. Click Select. Click Next. Enter a Document title (HR application search) and then click Finish.
Result / Comment The GUIDs for these two searches are required in the next step. Note: The first search (case) looks for a custom object called HR Application and searches by case ID and (optionally) first name.
Configure Searches
2.
On the File menu, click New to create a new search. On the Object Stores tab, select BPFOS1 from the Available Object Stores list and click Add (right arrow) to add it to the Selected Object Stores list. Select the Object Types tab. Verify that the Document check box in the Object Type section is selected. Click the Update Subclass List button.
The second search (document) looks for a document class called HR Documents and searches by document title.
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Select Hidden from the View list. Select HR Documents from the Object Subclass list. Select the Search Criteria tab. Select Editable from the View list. Select BP8CaseID in the Property list. Select is equal to from the Operator list. In the second row of search criteria, select Editable from the View list. Select Document Title from the Property list. Select is like from the Operator list. On the File menu, click Add New. Go to the Object Stores > BPFOS1 > BPF > Searches folder. Click Select. Click Next. Enter a Document title (HR document search) and then click Finish. On the File menu, click Exit to exit the Search Designer applet. 3. Get the GUID of the search templates. In Workplace, go to the BPFOS1 > BPF > Searches folder. Click the Information icon next to the search template that you created. Click the Show System Properties link. Copy the ID of the search templates to a Notepad file and save it. 4. Connect the new search template to the BPF toolbar. Open a new Windows Explorer and go to C:\Program Files\ IBM\WebSphere\AppServer\profiles\default\ installedApps\hqdemo1Node01Cell\bpf.ear\ bpf.war\WEB-INF folder. Use a text editor (Notepad) to edit the Toolbar.xml file. 5. Scroll down to the Drop-down search menu section. Replace the GUID of the Search Cases and Search Documents with the GUID you got from step 3. Save the Toolbar.xml file and exit Notepad.
Lab 3
HR Application Search GUID HR Document Search GUID
Edit the Toolbar.xml file and either edit the existing case search and document search entries or duplicate and edit the existing entries.
Refer to the following screen capture.
6.
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Lab 3
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Lab 3
Test
In this section, you will test your HR application. Step 1. Action Restart the WebSphere application server. Double-click the Stop the Server icon on the desktop. Double-click the Start the Server icon on the desktop. Test HR Application 1. Start the BPF Web Application and sign in as administrator with filenet as the password. Create a new Case and select the HR Case Type when prompted. Verify the required case fields that you configured in previous exercise. Enter the values and click OK. When sign-in processing is complete, you see the main page with the Inbaskets that you defined. Case must be created and displayed in the Application Evaluation Inbasket. You might need to select the Application Evaluation queue to refresh the content. The work item is now routed to HR Inbasket. The work item is now routed to Notification Inbasket. The HR Case is completed. Result / Comment BPF Web Application is restarted. Restart BPF Web Application
2.
3.
Test other Inbaskets. Open the work item in the Application Evaluation Inbasket. On the Action menu, click Accept. Select the HR Inbasket and open the work item. On the Action menu, click Decline. Select the Notification Inbasket and open the work item. On the Action menu, click Complete menu. Create new cases and select different workflow responses to route the cases through alternate paths of the workflow map and validate your the workflow map. Verify that the work is routed to the correct Inbasket. When you finish, Sign Out of the BPF Web Application and close the browser window.
4. 5.
6.
7.
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Lab 3
Backup
In this section, you will make a backup of your HR application so that you can restore it at any time in the future. Step 1. Action Create the folder Lab3_Backup on C:\BPFLabs. Log on to BPF Explorer. Go to the Export and Import Management node. Right-click the Export and Import Management node, select All Tasks, and then select Add All Objects to Export List. 3. Right-click the Export and Import Management node again, select All Tasks, and then select Export XML Manifest. Locate the C:\Lab3_Backup folder and name the file bpf_lab3.xml. When you click OK, the export starts and generates an XML export with the file name that you specified. When you complete this step, BPF Explorer creates an internal list of objects to export (all objects). Result / Comment Create backup package
Rev 1
Lab 3
Step 1. 2.
Action Log on to IBM FileNet P8 Enterprise Manager. Add the following objects to the export manifest: Choice Lists > DocEntryStatuses Document Class > HR Documents Other Classes > Custom Object > Bp8Object > Bp8Case > HR Application Property Templates > - FirstName - LastName - Manager - Position - DOB - EvalStatus - SSN Root Folder > BPF > Searches > - HR Case Search - HR Document Search Right-click the Export Manifest node and select Export All Objects. For the Export File Manifest Prefix, type ce_lab3. For the Export File Location, go to C:\BPFLabs\Lab3_Backup. Click OK to complete the export.
Result / Comment
Content Engine Manifest Export Right-click each object specified and select Add to Export Manifest. Select the include all associated objects option when available. The components that you are going to select are those that define objects in the Case Management Example.
3.
You have a backup of your Case Management object class configuration at this point.
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Lab 3
Step 1.
Action Sign On to Workplace > Admin > Process Configuration Console and select region2[2]. Right-click and select Connect. Export the workflow region to the manifest by selecting the Export to XML file option. Go to C:\BPFLabs\Lab3_Backup and type pe_lab3.xml as the file name when prompted. Select Include System Properties. Click Export.
Result / Comment
Process Engine Manifest Export
2.
Save your workflow map definition as wflo_lab3.xml. If you still have your most recent workflow open in the Process Designer, then do the following: On the file menu, click Save as. Go to C:\BPFLabs\Lab3_Backup and type wflo_lab3.xml as the file name. Alternately, you can go to the BPFOS1 > Workflow folder. Right-click the most recent saved copy of your workflow definition. Select the Download option and click Save. Go to C:\BPFLabs\Lab3_Backup and type wflo_lab3.xml as the file name.
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Workbook
Business Process Framework Foundation Customize BPF Appearance
Customize BPF Appearance
Contents
Contents
INTRODUCTION .......................................................................................................................................................1 RESTART BPF APPLICATION ......................................................................................................................................1 CUSTOMIZE BPF APPEARANCE ACTIVITIES .................................................................................................2 CASE TAB DESIGNER WITH BPF EXPLORER ..............................................................................................................4 CREATE AN EXPANDO ...............................................................................................................................................5
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Contents
Rev 1
Lab 4
Introduction
Restart BPF application
When you make modifications to the Web Application configuration, you need to restart the Application Server for the new changes to take effect. You will use WebSphere Administrative Console to perform this task. Note: You do not need to perform this task now. Use it as a reference when you need to restart BPF application in later lab exercises. Name 1. 2. Action Open a browser window. Type the following URL:
http://hqdemo1:9060/ibm/console
Result/Comment
Log on to WebSphere Administrative Console.
Or use the Favorites > WebSphere Administrative Console Login. 3. Log in as administrator (password: filenet). Open the Applications node. Select Enterprise Applications. 2. Select the check box next to bpf application. Click Stop. Wait until the operation is completed. 3. Select the check box next to bpf application. Click Start. Wait until the operation is completed 4. Log out of WebSphere Administrative Console. A green arrow is displayed in the Status field. A red check mark is displayed in the Status field. Click OK if you see the Login Conflict window.
Restart the BPF Web Application. 1.
Rev 1
Lab 4
Customize BPF Appearance Activities

In this section, you change the logo icons on the BPF Web Application. You also change the color scheme of the toolbar, the tab bar, and other UI modules of the BPF Web Application.
Name 1.
Action Use Windows Explorer and go to the img folder, located in C:\Program Files\IBM\WebSphere\AppServer\ profiles\default\installedApps\ hqdemo1Node01Cell\bpf.ear\bpf.war\
Result/Comment
Change Icons in the BPF Web Application.
2.
Rename (or delete) these files: logon_log.gif Logo.gif p8LeftLogOnBar.jpg Replace he files
3.
Copy a replacement version of these files from C:\BPFLabs to the folder defined in step. You might need to remove the cached files from the browser cache. Open a browser window. Click Tools > Internet Options. In the dialog box, click Delete Files under Temporary Internet Files section and then click OK.
4.
5.
Open an Internet Explorer window and Sign In to the BPF application. You see the new icons for the logon page and the Bp8Main page.
http://hqdemo1:9080/bpf
Rev 1
Lab 4
Change the Color Scheme. 1. Use Windows Explorer and go to the css folder, located in C:\Program Files\IBM\WebSphere\AppServer\ profiles\default\installedApps\ hqdemo1Node01Cell\bpf.ear\bpf.war\css 2. 3. 4. Copy the Bp8Style.css file to the Bp8CustomStyles.css file. Use a text editor (Notepad) to open the Bp8CustomStyle.css file. Change the color of the Toolbar. In the ToolbarTable section, change the background color from dark blue to gold (or your choice of color). In the ToolbarButton section, change the color from white to red (or your choice of color). 5. Change the color of the tabs. In the CaseTabTable section, change the background color from dark gray to orange. In the tblInbasketsWebModule section, change the background color from #2a526e to GoldenRod (or your choice of color). 6. Open an Internet Explorer window and Sign In to the BPF Web Application. You see the changes in color that you made. You might need to remove the cached files from the browser cache. Open a browser window. Click Tools > Internet Options. In the dialog box, click Delete Files under Temporary Internet Files section and then click OK. You do not need to use the hex value for the color. You can use the string value.
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Lab 4
Case Tab Designer with BPF Explorer

By default, all Case fields are displayed on the user interface in a single column, in the order defined on the Case Fields tab of the Inbasket properties. However, you can create custom, multicolumn, multisection layouts using the Case Tab Designer. The Case Tab Designer is a visual editor that lets you design your own Case Tab layout. In this lab, you use the Case Tab Designer tool to arrange fields into multiple columns. Name 1. Action Select the Inbasket Configuration node in the tree view. In the list view, select Index of the Indexer role and open its Properties dialog box. 2. 3. 1. 2. 3. 4. 5. 6. In the Index Properties dialog, click the Case Fields tab. Click Case Tab Designer. In the Case Tab Designer dialog box, click Ins. col.. Click Account Number and drag it to column 1. Click Company Name and drag it to column 1. Click Contract Amount and drag it to column 1. Select row 11 and then click Del. Row. Click OK to close the Case Tab Designer dialog box. Click OK to close the Index Properties dialog box. Test the Changes. 1. Open an Internet Explorer window and Sign In to the BPF Web Application as an Indexer. Open a Case and verify that the new Case Field layout is displayed. Sign Out of the BPF Web application.
Rev 1
Result/Comment
Start BPF Explorer.
Insert a New Column.
Column 1 is narrow at first. After you place a field in the column, it expands. The cursor becomes a crosshair (+)
Make sure that you select the Indexer from the Role list.
2. 3.
Lab 4
Create an Expando
The Case Tab Designer is also used to tailor the Case tab user interface by grouping fields with Expandos. An Expando a group of fields that can be collapsed, making fields temporarily invisible, and then re-expanded. In this lab, you will create a new Expando and add it to the Case Field layout. Name 1. 2. 3. Action Start Microsoft SQL Enterprise Manager. Expand the tree view to the Bp8Metastore database. Select the INBASKET_EXPANDOS table in the list view. Right-click, select Open Table, and then select Return all rows. 4. Enter a value in the DISPLAY_LABEL column (Contract Information). Enter 1 for the DEFAULT_OPEN value. 5. Close the table and exit Microsoft SQL Enterprise Manager. You do not need to enter a value for EXPANDOS_ID. Result/Comment
Add an Expando to the BPF Metastore.
Rev 1
Lab 4
Start BPF Explorer. 1. Select the Inbasket Configuration node in the tree view. In the list view, select Index of the Indexer role and open its Properties dialog box. 2. 3. 1. In the Index Properties dialog box, click the Case Field tab. Click Case Tab Designer. In the Case Tab Designer dialog box, verify that the new Expando that you created is displayed in the list. In the Case Fields area, select row 7 and click Ins. row to insert a blank row. Select the new Expando (Contract Information) and click the > button to add it to the Case Fields. Test the Expando by clicking it. Verify that it expands and collapses. 5. Click OK to close the Case Tab Designer dialog box. Click OK to close the Index Properties dialog box. Test the Changes. 1. Open an Internet Explorer window and Sign In to the BPF Web Application in as an Indexer. Open a Case and verify that the new Case Field layout is displayed. Verify that the Expando collapses the fields. Click the Expandos to expand them. 3. Log out from the BPF Web Application. Make sure you select the Indexer in the Role list. The new Expando is on the left side, under the existing Expandos.
Insert the Expando.
2.
3.
4.
2.
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Workbook
Business Process Framework Foundation Layout Designer
Layout Designer
Contents
Contents
INTRODUCTION .......................................................................................................................................................1 OVERVIEW.................................................................................................................................................................1 RESTART BPF APPLICATION ......................................................................................................................................1 LAYOUT DESIGNER ACTIVITIES........................................................................................................................3 CREATE A NEW LAYOUT ............................................................................................................................................3
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BPF Foundation Training Lab 4 i
Layout Designer
Foundation
Rev 1
Layout Designer
Lab 5
Introduction
Overview
The BPF Web Application supports the customization of your Web layout without changing any code. The user interface consists of several Web modules, such as the Inbasket module, toolbar module, and so on. These modules can be in any location on the Web page. Users in the BPF Site Designers role can customize layout using the Layout Designer.
Restart BPF application

When you make modification to the Web Application configuration, you need to restart the application for the new changes to take effect. You will use the WebSphere Administrative Console to perform this task. Name 1. 2. Action Open a browser window. Type in the following URL:
http://hqdemo1:9060/ibm/console
Result/Comment
Log on to the WebSphere Administrative Console.
Or use the Favorites > WebSphere Administrative Console Login. 3. Log in as administrator (password: filenet). Open the Applications node. Select Enterprise Applications. 2. Select the check box next to bpf application. Click Stop. Wait until the operation is completed. 3. Select the check box next to bpf application. Click Start. Wait until the operation is completed 4. Log out of WebSphere Administrative Console. A green arrow is displayed in the Status field. A red check mark is displayed in the Status field. Click OK if you see the Login Conflict window.
Restart the BPF Web Application. 1.
Rev 1
Layout Designer
Lab 5
Layout Designer Activities

Create a new Layout
In this lab, you use the Layout Designer to customize the layout in the Case Management Application.
Name Create a New Layout. 1.
Action Start the BPF Web application if it is not already running. In the main window, select the Edit Layout tool to open the BPF Layout Designer.
Result/Comment
2.
The BPF Layout Designer opens with an empty layout.
The Layout Designer is the place to create a new layout or check out an existing layout object for editing. The BPF Default layout is displayed. Refer to the image for an explanation of different Web modules.
3.
Examine Default Layout From the Layout menu, select Default. Explore the layout by selecting different Web modules and observing their properties.
4. 5. 6.
Start a new layout. From the Layout menu, select New. Drag the Toolbar from Web Module list to the top left region. Click anywhere in the first row of the second column zone to highlight the zone. If the zones form a rectangular area, hold down the mouse button while moving over multiple zones to highlight all zones. From the Edit menu, select Merge Cells. Select all four zones in the first row.
7.
Drag the Inbasket Toolbar from the Web Module list to the zone that you just created. Drag the Logo from the Web Module list to the left cell of the second row. Drag the Inbasket Filter from the Web Modules list to the left cell of the third row. Drag the Inbaskets from the Web Modules list to the left cell of the fourth row.
8. 9. 10.
Rev 1
Lab 5
11. 12. Drag the Role from the Web Modules list to the left cell of the last row. Click anywhere in the last row of the second column zone to highlight the zone. Hold down the mouse button while moving over the next zone (third column) to highlight all zones. From the Edit menu, select Merge Cells to create a new zone. 13. Drag the Favorite Field from the Web Modules list to the zone that you just created. Click anywhere in the last row of the fourth column zone to highlight the zone. Hold down the mouse button while moving over the next zone (last column) to highlight all zones. From the Edit menu, select Merge Cells to create a new zone. 15. Drag the User Name or Queue Name from the Web Modules list to the zone that you just created. Click anywhere in the second row of the second column zone to highlight the zone. Hold down the mouse button while moving over the next zone (last column) to highlight all zones. From the Edit menu, select Merge Cells to create a new zone. 17. Drag the Browse List and Case User Interface from the Web Modules list to the zone that you just created. Click anywhere in the third row of the second column zone to highlight the zone. Hold down the mouse button while moving over the zones in the next-to-last column, and then move to the fourth row. From the Edit menu, select Merge Cells to create a new zone. 19. Drag the Viewer from the Web Modules list to the zone that you just created.
Layout Designer
14.
16.
18.
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Layout Designer
Lab 5
20.
Resize the top row by placing the mouse over the lower boundary until the cursor changes. Left click and drag the border up to reduce the height of the first row. Repeat the operation on the bottom row by dragging down the upper boundary to reduce the height of the bottom row.
21.
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Lab 5
Layout Designer
Assign Roles to the Layout. 1. In the Assign Roles list, select Reviewer and Indexer and then click the button to add them to the Assigned Roles list. Save the layout. From the Layout menu, select Save As. Type a name (Custom Layout) in the Layout name text box and then click OK. 3. Exit Layout Designer. Select Home in the toolbar. Click Yes in the Confirmation dialog box. Verify the New Layout. 1. Log on to the BPF Web Application as Reviewer or Indexer and verify that the new layout is displayed. If you do not have a Case in the Indexer Inbox, create a new Case and route it through the work procedure. Refer to lab 1 for the procedure. 2. If you need to make modification to the layout, click Edit Layout in the toolbar to start Layout Designer. From the Layout menu, select Open. In the Open Layout window, select your layout. Select the default Open / Edit Layout option, and then click OK to open the layout.
2.
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Workbook
Business Process Framework Foundation eForms Integration
eForms Integration
Contents
Contents
INTRODUCTION .......................................................................................................................................................1 OVERVIEW.................................................................................................................................................................1 EFORMS INTEGRATION ACTIVITIES ................................................................................................................2 CONFIGURE EFORM CASE CREATION TOOL ...............................................................................................................2 CONFIGURE CASE CREATION TOOL AS BPF TOOL WITH BPF EXPLORER ..................................................................5 CONFIGURE EFORMS TAB .........................................................................................................................................8 EXPLORE WORKFLOW ...............................................................................................................................................9
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Contents
eForms Integration
BPF Foundation Training Lab 6 ii
Rev 1
eForms Integration
Lab 6
Introduction
Overview
In this lab, you learn how to configure and deploy the BPF eForms Tab for displaying eForms in a tab within an open Case in the BPF Web Application. You also learn how to deploy and configure the BPF Form Template Case Creation Tool that is used for creating a new eForm, and then you launch a workflow that creates a new Case for the eForm Case form.
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Lab 6
eForms Integration
eForms Integration Activities

Configure eForm Case Creation Tool
In this section, you modify the Toolbar.xml file to enable the eForm Case Creation tool. Then you can create a new Case and route it through workflow using steps from the previous labs. You can choose any user account to create new Case. However, only users that are members of Indexer or Supervisor role have access to the Index Inbasket. New Cases are always routed to the Index Inbasket, according to the workflow map definition. If you create a new Case from a role other than those mentioned previously, you need to sign in as a role with access to the Index Inbasket to complete the Case.
Name 1.
Action Use Windows Explorer and go to the BPF WEB-INF folder. Open the Toolbar.xml file using Notepad.
Result/Comment C:\Program Files\IBM\WebSphere\AppServer\ profiles\default\installedApps\ hqdemo1Node01Cell\bpf.ear\bpf.war\ WEB-INF
Configure the Create Case Tool in the Create Case list.
2.
Scroll down to the following section:


Uncomment the section by removing the  symbols. 3. Save the file. Use the WebSphere Administrative Console to stop and start the BPF Web Application.
BPF Foundation Training Lab 6 2
Rev 1
eForms Integration
Lab 6
Create a new Case and Approve It in a Workflow. 1. Sign In to the BPF Web Application. Note that you have a new toolbar menu sub-item for Create Case. Click Create Case menu and select Create Case Using eForms. Enter the values in the fields and then click Save. 3. Populate the fields and click OK. Random values are OK. Note: Click the Inbasket name to refresh content. If you selected New Case while you had Index Inbasket selected, refresh the content of the Inbasket to see the new Case. You see Sign Out confirmation and then the sign In dialog box. An eForm is displayed.
2.
4.
Click Sign Out.
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Lab 6
eForms Integration
Configure the Create Case Tool Stand-Alone Menu Item. 1. Use Windows Explorer and go to the BPF WEB-INF folder. Open the Toolbar.xml file using Notepad. 2. In the Toolbar.xml file, scroll to the following section:
<!-<Item Caption='BPF Form Template' Name='Case Template' SearchMode='yes' > <Description>Case Template</Description> <Action>javascript:invokeForm Template("{70ACC01D-B7BE42D7-BC122D798AA87BE5}","{93F9D1C0657E-4BEC-A286C728B5F19BC9}")</Action> </Item> -->
C:\Program Files\IBM\WebSphere\AppServer\ profiles\default\installedApps\ hqdemo1Node01Cell\bpf.ear\bpf.war\ WEB-INF
Uncomment the section by removing the  symbols. 3. Save the Toolbar.xml file. Use the WebSphere Administrative Console to stop and start the BPF Web Application. Create a New Case and Approve It in a Workflow. 1. Sign In to the BPF Web Application. Note that you have a new toolbar item fot the BPF Form Template tool. Click the BPF Form Template tool. An eForm is displayed. Enter the values in the fields and then click Save. 3. Populate the fields and click OK. Random values are OK. Note: Click the Inbasket name to refresh content. If you selected New Case while you had Index Inbasket selected, refresh the content of the Inbasket to see the new Case. You see Sign Out confirmation and then the Sign In dialog box.
2.
4.
Click Sign Out.
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eForms Integration
Lab 6
Configure Case Creation Tool as BPF Tool with BPF Explorer

In this section, you familiarize yourself with the BPF Web Application interface, log on as different user roles, and route a Case through a workflow. Name 1. 2. Action Open BPF Explorer. Open the Tools node. Select create_eFormsCase and open its Properties dialog box. 3. Observe the configuration of this tool, especially the Handler URL section. Scroll to the right of the text box to view the ID and vsId. Close the Properties dialog box. 1. 2. Open FileNet Enterprise Manager. Open Object Stores > BPFOS1 > Root Folder > BPF > eForms node. Select the Form Template folder in the tree view. Select New eForms Case Case Management.itx file in the list view and open its Properties dialog box. 4. Select the Properties tab and then select the All Properties option. Scroll down and note the ID value. 5. Scroll to the Version Series Property. Click the cell in the Property Value. In the Version Series Properties window, select the Properties tab. Note the ID. This is the
Rev 1 BPF Foundation Lab 6 5
Result / Comment
These are the ID and version series ID of the Form Template that will be used. Write them down. id: __________________________________ vsId:_________________________________
Obtain the ID and Version Series ID of the Form Template.
3.
Verify that this value is the ID number you wrote down in step 3 of the previous exercise.
Verify that this is the vsId number you wrote down in step 3 of the previous exercise.
Lab 6
Version Series ID of the Form Template. 6. 7. Click OK twice to exit the Properties dialog box. Close FileNet Enterprise Manager.
eForms Integration
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eForms Integration
Lab 6
Sign on as Reviewer 1. Start BPF Web Application. Sign In as user mark. The main window opens and the Inbasket Case is available. You see that the Case that you completed as joe is available in your Review Inbasket. Note: The Inbasket Case count is displayed next to the Inbasket name. This is because the Reviewer role is configured this way. 2. 3. 4. Double-click the Case to open it. Click the Audit tab. Add a new document to the Case by clicking the Add Document link in the toolbar. Use the Browse button and select any local file from C:\BPF\misc\solutions\ case_management\ sample_documents Leave the properties blank and click OK. 6. Execute Action > Send to Approval to complete the Case. Select user ana from the list. Click Sign Out. Examine the Case and Attachment tabs. Examine Case events. The Add Document window opens.
5.
The new document is added to the Attachments list. You can view the document now. If you selected a TIFF document, you can annotate it in the Viewer. To save annotations, click the Save icon on the annotation toolbar on the left side of the Viewer. The Case is complete and closed. At this point, Review step for the Case is complete, and it is routed to Approver you selected (ana). You see the Sign off confirmation message followed by the Sign In dialog box.
7.
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Lab 6
eForms Integration
Configure eForms Tab

In this section, you configure the eForms Tab. Name 1. 2. Action Start Microsoft SQL Enterprise Manager. Open the Microsoft SQL Servers > SQL Server Group > local > Databases > Bp8MetaStore node. Select Tables in the tree view. Scroll down and select the TABS table in the list view. 4. Right-click TABS Select Open Table Select Return all rows. 5. Exit Microsoft SQL Enterprise Manager. Open BPF Explorer if it is not already open. Configure the Index Inbasket for Supervisor role. Select Properties. In the Index Properties dialog box, select the Tabs tab. 4. Move the eForms in the Available list to the Selected list. Click OK to close the Index Properties dialog box. 5. Close BPF Explorer. Note the last entry with the eForms TAB_NAME. Observe the value of the TAB_CONTENT. Result / Comment Start > Programs > Microsoft SQL Server > Enterprise Manager
Add a New Tab to the Bp8 Metastore database.
3.
Go to the BPF Explorer. 1. 2. 3.
Rev 1
eForms Integration
Lab 6
Explore Workflow
In this section, you explore the workflow configuration for the Case Management process.
Name 1. 2. 3.
Action Log in to Workplace. Open Process Designer. Go to File > FileNet Open/Checkout and browse to BPFOS1 > BPF > Workflows folder. Select eForms Case Management and open it as a copy. In the Workflow (Main Map), select the Set MimeType step. In the Properties pane, doubleclick Assign in the Selected Function list.
Result / Comment
Explore the Workflow definition. Author > Advanced Tools
4.
5.
6. 7.
Observe the Assign value and then close the Assign window. Select the Call Case Management step. In the Properties pane, doubleclick Call in the Selected Function list.
Write down the expression. _____________________________________
8.
Observe the submap that is being called. Close the Call window. Select the CaseManagement submap from the list. Exit Process Designer. Click No in order not to save the Workflow definition.
Write down the name of the Map that is called _____________________________________ This is the same workflow that you have used.
9. 10.
Rev 1
Lab 6
eForms Integration
Explore Workflow Subscription. 1. 2. 3. Log in to Workplace. Select Author > Advanced Tools. Click the Modify Existing link under Add Workflow Subscription. In Step 1. Select Subscription, select the BPFOS1 object store and then click the Select link under eForms Subscription. Click Next (or click 2. Select Workflow). Note the Selected Workflow. Click Next (or click 3. Set Properties). Note the Subscribed Events. Click Next (or click 4. Set Expression). Note the Event expression. Click Next (or click 5. Set Property Map). Note the Property Map Click Cancel. You do not want to modify the Workflow subscription. Write down the Workflow name: _____________________________________ Write down the Subscribed Events name: _____________________________________ Write down the Event expression name: _____________________________________
4.
5.
6.
7.
8.
9.
Rev 1
eForms Integration Data Table for Step 3

Item Server Name Port Application hqdemo1 9080 Workplace Value
Lab 6
Name 1. 2. 3.
Action Open eForms Designer. Select File > FileNet P8 > Open. In the FileNet P8 Login window, enter your user name and password. In the Workplace Address section, enter the values using the data from the data table.
Result / Comment Start > Programs > FileNet > eForms > eForms Designer Name: administrator Password: filenet You only need to configure the Workplace connection the first time you invoke the Integration servlet. You only need to view the form template.
Explore Form Template.
4.
In the FileNet P8 Open window, go to BPFOS1 > BPF > eForms > Form Template folder. Select the Open link under New eForms Case Case Management document. Explore the form template.
5.
Close eForms Designer. Do not save the changes.
Rev 1
Lab 6
eForms Integration
Explore Form Data Entry Template 1. Log in to Workplace. Select Author > Advanced Tools > Modify Existing under Add Entry Template. 2. Click the Select link under Form Data Entry Template in the Modify Entry Template Select Type window. Go to BPFOS1 > BPF > eForms > Form Entry Template folder. Click Select under Case Entry Template document. 4. In the Select Folder window, note the folder in the Path (Form Data). This folder is where the case form data are saved to. Also note that the Hide Select Folder step option is selected. 5. Click Next. In the Set Properties window, note that the DocEntryStatus and CasePriority fields are prefilled with default values. Also note that the Hide Set Properties step option is selected. 6. Click Cancel. The user cannot select a folder in which to save the data. The target folder is preconfigured in the entry template.
3.
Rev 1
eForms Integration
Lab 6
Explore Form Policy 1. Select Author > Advanced Tools > Modify Existing under Add Form Policy. Click the Select link under Document Policy in the Modify Form Template Policy Select Type window. Go to BPFOS1 > BPF > eForms > Document Policy folder. Click Select under Case Policy document. 4. In the Select Form Template window, note the selected Form Template. This form template is the one that you explored in a previous exercise. 5. Click Next. In the Select Entry Template window, note the Selected Entry Template. This form entry template is the one that you explored in previous exercise. 6. Click Next. In the Map Form Fields window, notice the mapping of Published Form Fields and the Class Properties. 7. Click Cancel. Write down the Entry Template name: Write down the Form Template name:
2.
3.
Rev 1
Lab 6
eForms Integration
Rev 1
Workbook
Business Process Framework Foundation Final Project
Final Project
Contents
Contents
INTRODUCTION .......................................................................................................................................................1 PROJECT OVERVIEW ..................................................................................................................................................1 PROJECT ACTIVITIES .................................................................................................................................................1 INSTRUCTOR ASSISTANCE .........................................................................................................................................1 FINAL PROJECT ACTIVITIES...............................................................................................................................2 PROJECT REQUIREMENTS ..........................................................................................................................................2 TEAM PRESENTATION GUIDELINES............................................................................................................................3
Rev 1
Contents
Final Project
Rev.1
Final Project
Lab 7
Introduction
Project Overview
The purpose of this project is to use the skills and knowledge you acquired throughout this course in designing and implementing an IBM FileNet BPF Case Management solution. You will work together in a team to select and analyze a case management type of business process problem. You will use IBM FileNet BPM and BPF software tools that involve the Content Engine and Process Engine to create and implement a solution.
Project Activities
For this IBM FileNet BPF final design project, you will do the following: Work together in a team of three or four students. Select a case management business process application scenario that lends itself to implementation in BPF Analyze the business problem for that scenario. Create and implement a solution for it, using the built-in IBM FileNet P8 Content Engine and Process Engine software tools. Use the project guidelines listed below. Present and demonstrate the IBM FileNet BPF solution in front of the class.
Instructor Assistance
Your instructor is available for assistance in selecting your business process scenario. Your instructor can help assess each teams selected business problem for complexity, using these guidelines: The case management business problem must be solvable using IBM FileNet BPM and BPF software built-in tools and interfaces. That is, it must not require custom programming. The business problem must satisfy the Final Project constraints. The problem must not be too trivial. The problem must not be so complex that it prevents the team from completing the assignment within the allotted time. Your instructor is available for consultation and advice while teams are working on final projects.
Rev 1
Lab 7
Final Project
Final Project Activities

Project Requirements
Your final solution is expected to run and must be demonstrated to the class. You can use either the BPF queue provided in the built-in case management sample application or the HRQueue defined in Lab 6. Or, you can define your own queue using the Process Configuration Console instead. No custom coding is required. After your workflow is defined in Process Designer, be sure to test it using the standard IBM FileNet BPM step processors before importing into BPF. Each project teams BPF solution must contain the following elements, at a minimum: 1. A custom case type with at least one custom property 2. At least two conditional routes. One must have more than two responses. 3. The use of at least three of the built-in case management roles: Indexer, Reviewer, Approver, and Supervisor. The appropriate Inbaskets must be defined for those roles at each step in the application where that role is appropriate. 4. Inbaskets configured to make use of both the push and pull capabilities of BPF, based on role. 5. At least one Inbasket configured to allow batch processing of work.. Optionally, your solution can also include one or all of these elements: 1. A new BPF queue specific to your application with at least one custom field. Be sure to include the BPF-required queue fields when defining the queue. 2. A custom, case-specific role to support your application. The role definition must include defining your own LDAP group and Access Role, which are then be mapped to a BPF role. 3. An initiating attachment and workflow subscription. Each project team must also use at least two of the following IBM FileNet P8 capabilities that involve content elements in their solution: 1. Object subclasses and custom properties 2. A Choice List 3. The mapping of Content Engine object properties to workflow fields 4. A workflow subscription
Rev.1
Final Project
Lab 7
Team Presentation Guidelines

Each team gives a final project presentation. The presentation needs to last approximately 15 minutes. The presentation can be given by one or all of the project team members. Present an overview of the business scenario. State the business problem, the desired business results, and the proposed solution. Use FileNet Enterprise Manager to explain the business objects, class hierarchies, subscriptions, choice lists, object associations, and so on. Use Process Designer to explain the overall process flow. Show its workflow properties, workflow maps, steps, and routes. The process solution is expected to run in BPF. If you have implemented a workflow subscription, add the required document to create a new case and launch the associated workflow or create a new case in BPF. Process work through all the steps in the workflow definition using BPF. Discuss and demonstrate the required elements in your solution. Explain and discuss any key design decisions or particular difficulties with the solution.
Rev 1
Lab 7
Final Project
Rev.1

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IBM FileNet BPF Foundation 4.

June 2007 edition

BPF Web Application

BPF Web Application Activities

Case Management Configuration

Case Management Configuration Activities

Application Creation Activities

Customize BPF Appearance Activities

Layout Designer Activities

eforms Integration Activities

Final Project Activities

BPF Foundation Labs ii

Copyright IBM Corporation 2007

Business Process Framework Foundation BPF Web Application

IBM FileNet Business Process Framework

BPF Web Application

Copyright IBM Corporation 2007

BPF Foundation Lab 1 i

BPF Web Application

BPF Foundation Lab 1 ii

Copyright IBM Corporation 2007

BPF Web Application

Copyright IBM Corporation 2007

BPF Foundation Lab 1 1

BPF Web Application

Start the BPF image in the VMWare environment.

BPF Foundation Lab 1 2

Copyright IBM Corporation 2007

BPF Web Application

BPF Web Application Activities

Go to the BPF Web Application.

Copyright IBM Corporation 2007

BPF Foundation Lab 1 3

BPF Web Application

BPF Web Application Interface

Action Open Internet Explorer. Go to the BPF Web Application.

BPF Foundation Lab 1 4

Copyright IBM Corporation 2007

BPF Web Application

Copyright IBM Corporation 2007

BPF Foundation Lab 1 5

BPF Web Application

You see logon dialog box.

BPF Foundation Lab 1 6

Copyright IBM Corporation 2007

BPF Web Application

Copyright IBM Corporation 2007

BPF Foundation Lab 1 7

BPF Web Application

Create New User

Create new user in LDAP.

BPF Foundation Lab 1 8

Copyright IBM Corporation 2007

BPF Web Application

Go to the BPF Web Application.

Copyright IBM Corporation 2007

BPF Foundation Lab 1 9

BPF Web Application

BPF Foundation Lab 1 10

Copyright IBM Corporation 2007

Business Process Framework Foundation Case Management Configuration

IBM FileNet Business Process Framework

Case Management Configuration