Integrating WebSphere Portal With IBM Business Process Manager

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    2012

    Integrating WebSphere Portal V8.0 with Business Process Manager V8.0

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    CONTENTS

    CONTENTS ............................................................................................................... 2

    1. DOCUMENT INFORMATION ................................................................................ 4

    1. 1 VERSION HISTORY ................................................................................................................ 41. 2 DEFINITIONS ......................................................................................................................... 4

    2. INTRODUCTION ................................................................................................ 5

    2. 1 REQUIRED SOFTWARE ......................................................................................................... 62.1.1 LIST .............. ............... .......... ............... ........... ............... ............... .......... ................ .......... ... 6

    2. 2 PREPARE THE MACHINES .................................................................................................... 62.2.1 STEPS FOR PORTAL MACHINE . . . . . . . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . .. . . . . . . . . .. . . . . . 6 2.2.2 STEPS FOR BPM MACHINE.. . . . . . . . . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . .. . . . . . . . . .. . . . . . . . . 6

    3. TIVOLI DIRECTORY SERVER................................................................................. 7

    3. 1 INSTALLING TIVOLI DIRECTORY SERVER .......................................................................... 73.1.1 STEPS ................................................................................................................................... 7

    3. 2 CONFIGURING TIVOLI DIRECTORY SERVER .................................................................... 133.2.1 STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 13

    3. 3 CREATING USERS AND GROUPS OF WEBSPHERE PO RTAL ........................................... 173.3.1 IMPORTING LDIF FILE . . . . . . . . . .. . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . .. . . . . . . 17

    3. 4 CREATING USERS AND GROUPS OF BPM ....................................................................... 193.4.1 IMPORTING LDIF FILE . . . . . . . . . .. . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . .. . . . . . . 19

    4. WEBSPHERE PORTAL V8.0 ................................................................................ 20

    4. 1 INSTALLING WEBSPHERE PORTAL V8.0 .......................................................................... 204.1.1 STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 20

    4. 2 CONFIGURING PORTAL SECURITY BY USING THE CONFIGURATION WIZARD .......... 264.2.1 STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 26

    5. BUSINESS PROCESS MANAGER V8.0 .................................................................. 32

    5. 1 INSTALLING BPM V8.0 ...................................................................................................... 325.1.1 STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 32

    5. 2 CONFIGURING SECURITY OF BPM ................................................................................... 365.2.1 STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 36

    6. SSO - SINGLE SIGN ON B ETWEEN WP AND BPM .................................................. 38

    6. 1 ENABLEING SSO BETWEEN WP AND BPM ...................................................................... 386.1.1 STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 38

    6. 2 EXPORTING THE LTPA KEY ................................................................................................ 396.2.1 STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 39

    6. 3 EXPORTING THE LTPA KEY ................................................................................................ 396.3.1

    STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 39

    6. 4 VERIFIY SSO ........................................................................................................................ 406.4.1 STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 40

    7. INTEGRATING WEBSPHERE PORTAL WITH IBM BUSINESS PROCESS MANAGER........ 41

    7. 1 PREREQUISITE .................................................................................................................... 417.1.1 SINGLE SIGN-ON PREREQUISI TE . . . . . . . . .. . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . .. . . . . . 41

    7. 2 CONFIGURING UNIFIED TASK LIST PORTLET ................................................................. 417.2.1 STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 42

    7. 3 CONFIGURING COACH DETAIL PORTLET ........................................................................ 46

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    7.3.1 STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 46 7. 4 WIRING BETWEEN UTL AND COACH DETAIL PORTLET ................................................. 47

    7.4.1 STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 47

    8. CONCLUSION .................................................................................................. 48

    8. 1 TEST THE INTEGRATION .................................................................................................... 488.1.1 STEPS ............... ............... ........... ............... .......... ............... ............... .............. ............... .... 48

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    1. DOCUMENT INFORMATION

    Category Information

    Document Integrating WebSphere Portal with IBM BPM

    Version 1.0

    Author Muhammad Amir

    Approver Syed Bashir

    Issue Date Thursday, October 25, 2012

    1. 1VERSION HISTORY

    Version Date Description Author

    1.0

    Tuesday,

    October 25,

    2012

    Integrating WebSphere Portal

    with IBM BPMMuhammad Amir

    1. 2DEFINITIONS

    Term Definition

    BPM Business Process Manager

    WP WebSphere Portal

    SSO Single Sign On

    IDS IBM Directory Server

    UTL Unified Task List

    TDS Tivoli Directory Server

    Copyright 2012 Royal Cyber Inc.

    All product names mentioned in this document are used for identification purposes and are trademarks of their respective owners

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    2. INTRODUCTION

    The out-of-box user interfaces in the IBM Business Process Manager platform provide ready-to-use,web-based user interfaces that are well suited for human interaction with business processes. These

    tools are a good choice when the user interface is primarily within the context of a process flow. But

    very often, a business user requires more tools in the context of the broader business environment.

    IBM WebSphere Portal is an enterprise-ready portal platform to address such requirements. It

    provides the ability to integrate different user interface components to present web content and

    collaboration capabilities in the context of a human task.

    A great advantage of using WebSphere Portal as the user interface to business processes is its ability

    to render additional portlets on the same page as the portlets showing the business process data.

    These "supporting portlets" typically provide functionality that is useful within and outside the

    business process context, such as address book lookups, content display, or social and collaborative

    functions. IBM Business Process Manager provides its own technology for user interfaces, called

    Coaches. These Coaches can be integrated into WebSphere Portal - that is, through a portlet. TheBusiness Process Manager V8.0 Unified Task List portlet and the Coach portlet from the Unified Task

    List (UTL) package use this approach.

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    2. 1REQUIRED SOFTWARE

    Following is the list of software that you need to complete Integration between WebSphere Portal 8

    and BPM 8.

    2.1.1 LIST

    1. Windows Server 2008 2 Machine.

    2. IBM Tivoli Directory Server V6.3

    3. WebSphere Portal 8.0

    4. Business Process Manager 8.0

    2. 2PREPARE THE MACHINES

    Both Windows machines should be on the same network/domain and they should ping each other by

    IP and full domain name.

    2.2.1 STEPS FOR PORTAL MACHINE

    Follow the steps to update the host file of portal Windows machine.

    1. Configure the local host file for the portal machine:

    2. Right-click the Start menu.

    3. Click Open Windows Explorer.

    4. Go to Windows > System32 > drivers > etc.

    5. Right-click and open the host file by using the text editor.

    6. Edit the following localhost line to match the following entry:

    7. 127.0.0.1 localhost portal.rcyber.com8. Add a blank line at the end of the file.

    9. Save and exit the file.

    2.2.2 STEPS FOR BPM MACHINE

    Follow the steps to update the host file of bpm Windows machine.

    1. Configure the local host file for the portal machine:

    2. Right-click the Start menu.

    3.

    Click Open Windows Explorer.

    4. Go to Windows > System32 > drivers > etc.

    5. Right-click and open the host file by using the text editor.

    6. Edit the following localhost line to match the following entry:

    7. 127.0.0.1 localhost bpm.rcyber.com

    8. Add a blank line at the end of the file.

    9. Save and exit the file.

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    3. TIVOLI DIRECTORY SERVER

    IBM Tivoli Directory Server is enterprise identity management software that serves as the identity

    data foundation for Web applications, security and identity managementinitiatives by includingstrong management, replication and security features. Identity authoritative sources needs to contain

    all the enterprise identity data required, so all portal and BPM user must exist on same LDAP server.WebSphere Portal requires certain users and groups to be in a directory server.

    3. 1INSTALLING TIVOLI DIRECTORY SERVER

    To install the IBM Tivoli directory server, complete these steps:

    3.1.1 STEPS

    1. Go to the \tdsV6.3\tds folder on the installation folder. Double click on install_tds.exe

    2. Start the installation wizard as follows depending on your environment:

    3. Click OK to accept English as the installation language.

    4. In the Welcome window, click Next.

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    5. Accept the terms of the license agreement, and then click Next.

    6. Change the default installation folder to C:\IBM\LDAP\V6.3 and click Next.

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    7. Accept Typical as the default installation type and click Next.

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    8. In the user ID and password window, for the DB2 system ID, for the user ID, enter db2admin. For

    the Password, enter db2admin. In the Enter the password again to confirm field, type db2admin

    again. Click Next.

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    9. Review the features to install, and click Install. The installation process might take up to 25

    minutes.

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    10. Enter the following instance details:

    User password: db2admin

    Confirm password: db2admin

    Encryption seed: itdsseedstring

    Administrator DN password: db2admin

    Confirm DN password: db2admin

    Click Next.

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    3. 2CONFIGURING TIVOLI DIRECTORY SERVER

    To configure the directory server on Windows, follow these steps:

    3.2.1 STEPS

    1. When IBM Tivoli Directory Server Instance Administration Tool window is displayed, click

    Manage.

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    2. The following figure shows the Tivoli configuration overview window.

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    3. Create new Suffix DNs:

    a) In the IBM Tivoli Directory Server Configuration Tool, select Manage Suffixes.

    b) In the entry for Suffix DN, enter dc=portal,dc=rcyber,dc=com. Click Add. The new Suffix

    DN is displayed in the list.

    c) Click OK.

    4. Create the administrator password.

    a. Click Manage administrator password.

    b. Set the password to wpsbind.

    c. Confirm the password.d. Click OK. You receive a message that indicates that the password was successfully set.

    e. Click OK.

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    5. Start IBM Tivoli Directory Server and change its startup property:

    f. From the Windows Services panel, start IBM Tivoli Directory Server 6.1.

    g. Change the startup property of IBM Tivoli Directory Server to Automatic:

    i. In the Windows Services panel, right-click IBM Tivoli Directory Server 6.1 and

    select Properties.

    ii. On the General tab, for the Startup type, select Automatic. Click Start. Then,

    click OK.iii. Close the Services window

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    3. 3CREATING USERS AND GROUPS OF WEBSPHERE PORTAL

    WebSphere Portal requires certain users and groups to be in a directory server.

    3.3.1 IMPORTING LDIF FILE

    1. Import user groups and users from LDIF file into IBM Tivoli Directory Server:

    a. Download file Portal Users.ldif file to C:\PortalUser directory.

    Portal Users.ldif

    b. As shown in following figure, click Import LDIF data.

    c. Browse to C:\ PortalUser \ file Portal Users.ldif, and click Open.

    d. Verify that Standard Import is selected. Scroll down, and click Import.

    e. When you see the Task completed message, click OK. You then see a message that 12

    out of 12 entries were added.

    f. Click Close.

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    2. Set the Administrator DN:

    a. Click Manage administrator DN.

    b. In the Administrator DN field, enter

    uid=wpsbind,cn=users,dc=admins,dc=rcyber,dc=com

    c. Click OK.

    d. Click Manage administrator password.

    e. Set the password to wpsbind.f. Confirm the password.

    g. Click OK.

    h. When you receive a message that the password was successfully set, click OK.

    i. Close the IBM Tivoli Directory Server Configuration Tool.

    j. When prompted to close the window, click Yes.

    k. Close the Instance Administration Tool, and when prompted to exit the tool, click Yes.

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    3. 4CREATING USERS AND GROUPS OF BPM

    Business Process Manager requires certain users and groups to be in a directory server.

    3.4.1 IMPORTING LDIF FILE

    3. Import user groups and users from LDIF file into IBM Tivoli Directory Server:

    g. Download file BPM Users.ldif file to C:\BPMUser directory.

    PBM Users.ldif

    h. As shown in following figure, click Import LDIF data.

    i. Browse to C:\ BPM \ file Portal Users.ldif, and click Open.

    j. Verify that Standard Import is selected. Scroll down, and click Import.

    k. When you see the Task completed message, click OK. You then see a message that 08

    out of 08 entries were added.

    l. Click Close.

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    4. WEBSPHERE PORTAL V8.0

    IBM WebSphere Portal is a set of software tools that enables companies to build and manage web

    portals.

    4. 1INSTALLING WEBSPHERE PORTAL V8.0

    To install WebSphere Portal Server 8.0, follow these steps:

    4.1.1 STEPS

    1. Go to the C:\Portal\Setup folder, and right-click setup.exe and select Run as Administrator to

    start the installation wizard.

    2. In the IBM WebSphere Portal window, click Install Portal.

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    3. In the Start Installation window, click Install WebSphere Portal From Media.

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    4. In the Install Packages screen, click Next to begin installation of the Installation Manager.

    5. Accept the license agreement, and click Next.

    6. Accept the default installation location, and click Next.

    7. Click Install. The Installation Manager installs.8. Click Restart Installation Manager.

    9. On the Installation Manager screen, select Install.

    10. Select:

    a. IBM WebSphere Application Server Network Deployment

    b. IBM WebSphere Portal

    c. IBM WebSphere Portal Extended

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    11. Click Next.

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    12. In the select fixes window, select all fixes. Click Next. Click Next.

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    13. Accept the license and click Next.

    14. In the Shared Resources panel, enter C:\IBM\IMShared into the Shared Resources Directory field.

    Click Next.

    15. In the Installation Directory panel, select IBM WebSphere Application Server Network

    Deployment V8.0. Enter C:\IBM\WebSphere\AppServer in the Installation Directory field. Select

    IBM WebSphere Portal Server 8. Enter C:\IBM\WebSphere\PortalServer in the Installation

    Directory16. Click Next.

    17. On the languages screen, click Next.

    18. On the Features panel, click Next.

    19. On the Profile Templates dialog, select Full, click Next.

    20. On the Configuration panel, leave the defaults, and enter wpsadmin for Administrator user ID

    and wpsadmin as password. Click Next.

    21. On the Review panel, review your inputs and click Install.

    22. Select None in the Start window and click Finish.

    23. Exit the Installation Manager.

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    4. 2CONFIGURING PORTAL SECURITY BY USING THE CONFIGURATION WIZARD

    We will change the security configuration to use an LDAP server. In version WebSphere Portal 8.0, a

    ConfigEngine script is available to change from one user registry to another, in our case from the

    default user registry to the LDAP server. Configure IBM WebSphere Portal to use a stand-alone LDAP

    user registry to store all user account information for authorization.

    4.2.1 STEPS

    We will use the configuration wizard forSingle LDAP configuration types.

    To configure security by using the configuration wizard, follow the steps.

    1. Start > All Programs > IBM WebSphere > IBM WebSphere Application Server Network

    Deployment > Profiles > cw_profile > Start Server.

    2. Start > All Programs > IBM WebSphere > IBM WebSphere Application Server Network

    Deployment > Profiles > cw_profile > Administrative Console.3. If you get a certificate error, install certificate.

    4. Select All Tasks.

    5. Select Configuration Wizard.

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    6. Select "Enable stand-alone LDAP security" and then Click on "Customize Workflow".

    7. Select your OS. Click Next.

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    8. On the second conditions page, leave the defaults and click Next.

    9. Complete the page to customize the workflow, click next for 2nd page as shown in the figure.

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    10. Complete the 2nd page to customize the workflow as shown in the figure. Click next for Next

    step as shown in the figure.

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    11. Click Next.

    12. Click Create Files.

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    13. When finished, click Download, and save to the c:\LDAPScript folder.

    14. Extract the contents of WorkflowInstanceScripts.zip to folder LDAPScript.

    15. Start a command prompt as administrator.

    16. Cd to LDAPScript\scripts.

    17. Run ValidateFederatedLDAP.bat.

    18. If you get a message build failed, confirm that you entered all values correctly in steps 9 and 10

    and repeat steps 6 through 15.

    19. Run EnableFederatedLDAPSecurity.bat.

    20. You should get a Build Successful message. If not, repeat the process and verify all inputs.

    21. Close the command prompt and browser windows.

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    5. BUSINESS PROCESS MANAGER V8.0

    IBM Business Process Manager (IBPM) provides a platform on which Business Processes can be

    described, implemented, executed and monitored.

    5. 1INSTALLING BPM V8.0

    The typical install of Business Process Manager installs a WAS server, feature packs and then the

    Business Process Manager itself. After the typical installation has completed, a profile is created that

    is configured with Process Center. The installation is started by running the Launchpad command

    which asks whether this is a typical or custom install.

    5.1.1 STEPS

    Follow the steps to install BPM as typical installation.

    1. Click Typical installation. Select Install Process Center and Click Next.

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    2. Enter Hostname and Click Next.

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    3. Select Install an embedded DB2 Express database and Click Next.

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    4. Accept License agreement and Click Install Software..

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    5. 2CONFIGURING SECURITY OF BPM

    5.2.1 STEPS

    Follow the steps to configure standalone user repository.

    1. Logon to admin console by https://bpm.rcyber.com:9043/ibm/console

    2. Goto Security > Global Security.

    3. in User account repository section, Select Standalone LDAP registry from "Available realm

    definitions" drop down.

    4. Click Configure

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    5. on General Properties, fill the following values from table as shown in the figure below.

    NOTE: We have created BPM required users and groups in section 4.4.1.

    Fields Values

    Primary administrative user name uid=bpmadmin,cn=users,dc=portal,dc=rcyber,dc=com

    Type of LDAP server IBM Tivoli Directory Server

    Host portal.rcyber.com

    Port 389

    Base distinguished name (DN) dc=portal,dc=rcyber,dc=com

    Bind distinguished name (DN) uid=wpsbind,cn=users,dc=portal,dc=rcyber,dc=com

    6. Click on Apply.

    7. Click Set as Current.

    8. Click Apply.9. Click OK.

    10. Save changes to the master configuration.

    11. Restart the BPM server.

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    6. SSO - SINGLE SIGN ON BETWEEN WP AND BPM

    Set up single sign-on (SSO) between two or more instances of IBM WebSphere Application Server

    so users can authenticate to all applications running on WebSphere Application Server with a single

    log in. For example, we can set up SSO on WebSphere Application Server to enable single

    authentication sessions between IBM WebSphere Portal and IBM WebSphere Process Server or

    between WebSphere Portal and IBM Lotus Quickr for WebSphere Portal. SSO on WebSphere

    Application Server is established through Lightweight Third Party Authentication (LTPA) keys. We

    export the LTPA key from one instance of WebSphere Application Server then import that key into a

    different instance of WebSphere Application Server to establish SSO.

    Important: Synchronize the time on each instance of WebSphere Application Server for which you plan to set

    up SSO. LTPA tokens use timestamps from the server to timeout. SSO failures can occur because the timedifference between servers is greater than the timeout value of the LTPA tokens.

    6. 1ENABLEING SSO BETWEEN WP AND BPM

    Enable single sign-on (SSO) on WebSphere Application Server(PBM) and WebSphere ApplicationServer(Portal) instances for which you plan to establish SSO.

    6.1.1 STEPS

    To enable SSO on WebSphere Application Server, do the following:

    1. Log in to the WebSphere Application Server administration console of BPM.

    2. Navigate to Security > Global Security.

    3. In the Authentication cache settings section, expand Web and SIP security then select Single sign-

    on (SSO).

    4. In the General Properties section, specify the following configuration values for single sign-on:

    Fields Values

    Enabled Selected by default

    Requires SSL Unchecked

    Domain name rcyber.com

    Interoperability Mode Select this field if not selected by default

    LTPA V1 cookie name LPTAToken1

    Web inbound security attribute propagation Selected by default

    5. Click OK and save to the master configuration.

    6. Repeat the preceding steps for Portal instance of WebSphere Application Server for which you

    plan to establish SSO, in our case, portal.rcyber.com

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    6. 2EXPORTING THE LTPA KEY

    Export a Lightweight Third Party Authentication (LTPA) key from BPM WebSphere Application Server

    to import into other(portal) instances of WebSphere Application Server. You only need to export the

    LTPA key from one server.

    6.2.1 STEPS

    To export the single sign-on key, do the following:

    1. Log in to the WebSphere Application Server administration console by

    https://bpm.rcyber.com:9043/ibm/console/

    2. Navigate to Security > Global security > Authentication > LTPA.

    3. In the Cross-cell single sign-on section, specify a password for the LTPA key.

    4. Enter the LTPA key name and directory to which you want to export the key in the Fully qualified

    key file name field. For example, on Windows, enter C:\my_key_name.

    5. Click Export keys.

    6. Click OK and save to the master configuration.7. Navigate to the directory where you exported the LTPA key.

    8. Copy the LTPA key to the file system(portal.rcyber.com) where you plan to import it.

    6. 3EXPORTING THE LTPA KEY

    Import the LTPA key into WebSphere Application Server of portal. You can import the same LTPA key

    into multiple servers.

    6.3.1 STEPS

    To import the LTPA key into portal.rcyber.com, do the following:

    1. Log in to the WebSphere Application Server administration console by

    https://portal.rcyber.com:10032/ibm/console

    2. Navigate to Security > Global security > Authentication > LTPA.

    3. In the Cross-cell single sign-on section, specify the password for the LTPA key.

    4. Enter the directory on your file system where you copied the LTPA key in the Fully qualified key

    file name field which C:\my_key_name.

    5. Click Import keys.

    6. Click OK and save to the master configuration.

    7. Restart both the server you exported the LTPA key from and the server into which you imported

    the LTPA key. Restart the servers only after you have imported the LTPA key into all the servers

    for which you plan to establish SSO.

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    6. 4VERIFIY SSO

    You have successfully established SSO between multiple instances of WebSphere Application Server

    when you can log in to one administration console then access the other administration consoles

    without having to log in again.

    6.4.1 STEPS

    To verify SSO, do the following:

    1. Log in to the WebSphere Application Server administration console where you exported the LTPA

    key by https://bpm.rcyber.com:9043/ibm/console/

    2. In your browser's address bar, enter the URL for the WebSphere Application Server

    administration console where you imported the LTPA key which is

    https://portal.rcyber.com:10032/ibm/console

    If the WebSphere Application Server administration console of portal opens without requiring you to

    log in, you have successfully set up SSO.

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    7. INTEGRATING WEBSPHERE PORTAL WITH IBM BUSINESS PROCESS MANAGER

    A great advantage of using WebSphere Portal as the user interface to business processes is its ability

    to render additional portlets on the same page as the portlets showing the business process data.

    These "supporting portlets" typically provide functionality that is useful within and outside the

    business process context, such as address book lookups, content display, or social and collaborative

    functions. IBM Business Process Manager provides its own technology for user interfaces, called

    Coaches. These Coaches can be integrated into WebSphere Portal - that is, through a portlet. The

    Business Process Manager V8.0 Unified Task List portlet and the Coach portlet from the Unified Task

    List (UTL) package use this approach.

    7. 1PREREQUISITE

    There is at least one considerations that must be handled for integration approach.

    7.1.1 SINGLE SIGN-ON PREREQUISITE

    Single sign-on (SSO) is a common prerequisite that applies to all Portal-BPM integration options. With

    SSO, the user's authentication with Portal is automatically propagated to the BPM system. Without

    this feature, the user would have to perform a separate authentication with the BPM system before

    accessing its features. SSO is achieved by establishing a common security context between

    WebSphere Portal and the BPM system.

    7. 2CONFIGURING UNIFIED TASK LIST PORTLET

    WebSphere Portal V8.0 has out-of-box Unified Task List Portlet and Coach Detail Portlet. The Unified

    Task List provides a single point of integration between multiple systems and displays tasks that

    WebSphere Portal users must complete to advance workflows.

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    7.2.1 STEPS

    Follow the steps to configure Unified Task List Portlet.

    1. Log in to WebSphere Portal either as an administrator or a user assigned to the Manager role for

    the Unified Task List portlet.

    2. Create a Page.3. Go to Page Edit Layout.

    4. Place/Add portlet on a page.

    5. Click on upper right corner of the Unified Task List portlet title bar to access the portlet menu

    and select Configure. The configuration view opens.

    6. Common Settings, leave all values default.

    7. On Task Provider Tab.

    a. Click on Add Button.

    b. Provider = IBM Business Process Manager 7.5.x

    c. Name = RCBPMSystem

    d. Enable = Selected

    Note: Refer to the following figure.

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    e. Click Next

    f. Hostname = bpm.rcyber.com

    g. Port = 9080

    h. Sample Filter Criteria = All Tasks

    i. Filter Criteria = (STATUS='Received')

    j. Max Results = 100

    Note: Refer to the following figure.

    k. Click Apply.

    You will see the following result.

    8. Filter. Leave all values default.9. Task Handling

    a. Click Add.

    b. Task Provider Instance = RCBPMSystem

    c. Namespace = It will automatically fetched all BPM Application Name which are running

    on BPM system, in my environment it is Test BPD.

    d. Task Type = It will fetch all BPM Application Tasks related to selected application in step

    c. In my environment it is activity 1.

    e. Connection Method = Property Broker Event.

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    f. Click Apply.

    g. Repeat all steps from a to e for every tasks.

    You will see the following result.

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    10. Table Customizer = Leave all default.

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    7. 3CONFIGURING COACH DETAIL PORTLET

    7.3.1 STEPS

    Follow the steps to configure Coach Detail Portlet.

    1. Log in to WebSphere Portal either as an administrator or a user assigned to the Manager role for

    the Coach Detail portlet.

    2. Place/Add portlet on the same page of UTL.

    3. Click on upper right corner of the Coach Detail portlet title bar to access the portlet menu and

    select Configure. The configuration view opens.

    4. On Coach Detail Port Configure window. provide the following detail.

    5. Hostname = bpm.rcyber.com

    6. Port = 9080

    7. Click Apply

    8. Click OK.

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    7. 4WIRING BETWEEN UTL AND COACH DETAIL PORTLET

    Create wire between Unified Task List and Coach portlet to transfer the selected task id.

    7.4.1 STEPS

    For wiring between UTL and Coach Detail Portlet follow these steps.

    1. On Edit Layout Page. Click Wires.

    2. Provide the following values.

    a. Source portlet = Unified Task List

    b. Sending = TaskSelection

    c. Target page = BPMTaskList

    d. Switch page = leave default

    e. Target portlet = Coach

    f. Receiving = TaskSelection

    g. Wire Type = Public

    3. Leave other default click on Done.

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    8. CONCLUSION

    We have successfully integrated WebSphere Portal V8.0 with BPM V8.0. We completed setting up

    SSO for WebSphere Application servers instances of Portal and BPM. We also configured UTL and

    Coach Detail Portlets.

    8. 1TEST THE INTEGRATION

    We can test integration between Portal and BPM by creating/initiating some task for BPM and check

    those tasks in WebSphere Portal.

    8.1.1 STEPS

    Follow these steps to test the integration.

    1. Login to the IBM BPM Process Portal by user admin1.https://bpm.rcyber.com:9443/mum/enabler

    2. Launch some task of Test BPD.

    3. Login to the IBM WebSphere Portal by user admin1.

    http://portal.rcyber.com:10039/wps/portal

    4. Click on BPMTaskList Page. Tasks which were initiated in Process Portal now can be seen in the

    WebSphere Portal page.

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    5. Select the task, click on Claim OR drag the task to the green box.

    6. Selected task will change its status and ownership.

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    7. Click on Activity 1. Coach Detail portlet will fetch the Detail of that activity.

    8.

    9. Fill the detail in Coach Detail portlet.

    10. Click Next.

    11. Click Submit.

    12. You will see the service has finished message.

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    13. Logout by admin1 and login by admin2.

    14. Claim activity 2 and click on Activity 2 by admin2.

    15. Click on Approved OR Rejected.

    16. Click OK.

    We have successfully integrated WebSphere Portal V8.0 with BPM V8.0. We completed setting up

    SSO for WebSphere Application servers instances of Portal and BPM. We also configured UTL and

    Coach Detail Portlets. We hope that this overview will help you, the solution architect, to select thebest integration approach for your environment.